Skillsoft Corp. (NYSE:SKIL), a leading AI-native skills management and corporate digital learning platform, reported its fiscal Q4 2026 results (quarter ended January 31, 2026) on April 7, 2026.
The company delivered adjusted EPS of $1.26, missing the consensus estimate of $1.27 by a narrow margin (-0.79% surprise). This compares to adjusted EPS of $2.11 in the year-ago quarter. In the prior quarter, Skillsoft had beaten expectations with an adjusted EPS of $1.65 (+30.95% surprise). Over the past four quarters, the company has exceeded consensus adjusted EPS estimates three times.
Revenue for the quarter totaled 130.7 million, beating the Zacks Consensus Estimate by about 0.39%. This represents a modest decline from 134 million in the prior-year period. Skillsoft has now outperformed consensus revenue estimates in two of the last four quarters.
Segment Breakdown:
Despite the GAAP net loss of 37 million (vs. $31 million last year) and negative operating income, adjusted EBITDA improved to 31.2 million with a margin expanding to 24% from 22% year-over-year. This improvement was driven primarily by the TDS segment and cost management efforts.
Overall Takeaway: Skillsoft showed resilience in its core TDS business and margin expansion amid revenue pressure in Global Knowledge. The company is exploring strategic alternatives for the Global Knowledge segment while focusing on AI-driven growth in Talent Development Solutions.
