Skillsoft Q4 Adjusted EPS $1.26, Revenue $130.7M Beats Estimates; EBITDA Margin Jumps to 24%
Skillsoft reported adjusted EPS of $1.26, below the consensus of $1.27, and revenue of $130.7 million, beating estimates by 0.4%. Adjusted EBITDA rose to $31.2 million (24% margin) while GAAP net loss widened to $37 million and Global Knowledge revenue fell to $28 million year-over-year.
1. Earnings and Revenue Results
For the fiscal fourth quarter ended January 31, 2026, Skillsoft delivered adjusted EPS of $1.26, missing the consensus by $0.01, while revenue reached $130.7 million, surpassing analyst projections by 0.4%. This marks a slight revenue decline from $134 million in the prior year period.
2. Segment Performance
Talent Development Solutions (TDS) maintained revenue at approximately $103 million year-over-year, driven by steady subscription demand. Global Knowledge revenue declined to $28 million from $31 million, reflecting reduced instructor-led training bookings in the quarter.
3. Profitability and Strategic Focus
GAAP net loss widened to $37 million compared to $31 million last year, but adjusted EBITDA increased to $31.2 million with a 24% margin, up from 22%. The company is exploring strategic alternatives for the Global Knowledge segment while prioritizing AI-driven growth in its core TDS business.