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Skillsoft Corp. (SKIL) Q3 2025 Earnings Call Transcript Summary

moomoo AI ·  Dec 11 08:52  · Conference Call

The following is a summary of the Skillsoft Corp. (SKIL) Q3 2025 Earnings Call Transcript:

Financial Performance:

  • Skillsoft reported a Q3 revenue of $137 million, demonstrating a 1% year-over-year decrease.

  • Adjusted EBITDA was $32 million, reflecting a margin improvement of 150 basis points compared to the previous year.

  • The company achieved positive free cash flow of $4 million during the quarter.

Business Progress:

  • Skillsoft implemented a new business unit structure leading to improved decision-making and customer-focused outcomes.

  • Notable progress in the GK business unit with a reduced revenue decline of 10% year-over-year.

  • Launched several product innovations including the AI Coaching Assistant and a new compliance suite, significantly improving operational metrics such as the net promoter score.

Opportunities:

  • Skillsoft is focusing on strategic resource allocation to foster above-market growth rates.

  • Expansion into talent development with new customer wins and the introduction of AI-enhanced learning tools.

Risks:

  • Challenges in coaching and compliance product offerings, transitioning from a seat licensing to a subscription model, which may pose risks to revenue consistency.

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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