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Jul 31, 2025
Skillsoft Q2 2026 Earnings Report
Skillsoft reported its Q2 2026 results with a narrower net loss and consistent performance in its Talent Development Solutions segment.
Key Takeaways
Skillsoft's Q2 2026 showed resilience in its core Talent Development Solutions business, delivering flat year-over-year revenue, while overall revenue declined slightly and the company continued its transformation efforts. Adjusted EBITDA remained stable, and net loss improved compared to the prior year.
Total revenue was $128,822,000, down from $132,223,000 a year ago.
Talent Development Solutions revenue remained flat year-over-year at $101,185,000.
Adjusted EBITDA remained steady at $28,321,000, with a margin improvement to 22%.
Net loss narrowed to $23,788,000 from $39,566,000 the prior year.
Revenue by Segment
Forward Guidance
Skillsoft revised its full-year FY26 revenue guidance downward due to ongoing softness in live and federal learning demand, but remains confident in achieving its adjusted EBITDA and free cash flow targets.
Positive Outlook
- Positive free cash flow achieved year-to-date.
- Full-year adjusted EBITDA target reaffirmed.
- Continued cost discipline and margin expansion.
- Upcoming AI innovation product announcements expected in September.
- TDS enterprise solution continues to show growth potential.
Challenges Ahead
- Revenue guidance revised downward for FY26.
- Weaker discretionary demand for live training impacted revenue.
- Softness in federal spending affected top-line performance.
- Free cash flow turned negative for the quarter.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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