Skillsoft Corp. (SKIL) Earnings Call Transcripts

Skillsoft Corp.'s Latest Earnings Call - Q1 FY2027

In the first quarter of fiscal 2027, Skillsoft Corp. reported revenue of $94.5 million, a decline of approximately 5% year-over-year, primarily due to softness in government bookings and anticipated declines in the consumer segment. Despite this, the company demonstrated resilience with a dollar retention rate (DRR) of 105%, up from 91% in the prior year. Management maintained its full-year guidance for revenue between $388 million and $406 million, signaling confidence in future performance despite current challenges.

Reported metrics

Guidance from management

Management maintained its full-year revenue guidance of $388 million to $406 million and adjusted EBITDA guidance of $108 million to $116 million, reflecting confidence despite current challenges.

What management said

Thank you for the question. If I heard you correctly, it was where do we expect to put the extra management bandwidth and two, a little more information on where the partnership is and where that's going, I think, is what I heard correctly. Is that correct, Nancy?

I think when we look at DRR, we want it to be 100% or even better than that when we start to see a return. And over time, we'd like to see consistent DRR, 105% and 107%. So I think from a trajectory perspective, we're seeing progress toward where we ultimately want to be, and the focus is going to be on maintaining and growing that DRR over time. On the quarterly DRR, you're going to see some fluctuations from quarte...

What analysts pressed on

Analysts expressed concerns regarding the impact of government contract softness and consumer business declines on future revenue growth. There were questions about the timeline for recovery and how the divestiture of Global Knowledge would affect operational focus.

Main topics on the call

• Revenue Decline — Skillsoft experienced a revenue decline of approximately 5% year-over-year, attributed to 'booking softness in our government business' and 'anticipated declines in our consumer business.' Management indicated that they ...
• Strong Dollar Retention — The company reported a dollar retention rate of 105%, significantly up from 91% in the prior year, indicating strong customer loyalty and engagement. Management noted, 'The underlying business is performing in line with ...
• Divestiture of Global Knowledge — Skillsoft is in the process of divesting its Global Knowledge segment, expected to close in fiscal Q2. This move is anticipated to 'sharpen our focus and further simplify the company,' with management stating it will be ...
• AI-Driven Strategy — Management emphasized the strategic importance of AI in their offerings, noting that 'AI is increasing the urgency and strategic value of what we deliver.' They released an AI-powered skills visibility dashboard to addre...

Read the full Skillsoft Corp. transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Skillsoft Corp. earnings call transcripts on record, spanning September 14, 2021 to June 9, 2026. Based on this history, Skillsoft Corp. reports quarterly. The most recent call on file is dated June 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SKIL

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Professional Services

Calls on record

23

First call

September 14, 2021

Most recent

June 9, 2026

Reporting cadence

quarterly