Skillsoft Corp. (SKIL)
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-09-04
$6.81+4.77%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · SKIL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Deliver full-year fiscal 2027 revenue within the range of $388 million to $406 million, focusing on Talent Development Solutions segment.
Stated as a priority in 3 of last 3 quarters. Fiscal 2027 revenue guidance has been consistently reaffirmed at $388 million to $406 million. Recent quarterly revenues show variability with $155.7M in 2026-Q4 and $94.5M in 2027-Q1 continuing operations, reflecting ongoing execution. The trajectory is consistent with management's reiterated revenue guidance.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated weak grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=2094).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Reaffirmed financial outlook for full fiscal 2027 year: Revenue $388 million – $406 million.”
“Financial outlook for fiscal 2027: TDS Revenue $388 million – $406 million.”
“TDS Segment financial outlook for full year fiscal 2027: Revenue $388 million – $406 million.”
Deliver adjusted EBITDA for fiscal 2027 within the range of $108 million to $116 million, focusing on Talent Development Solutions segment profitability.
Stated as a priority in 3 of last 3 quarters. Management has consistently reaffirmed adjusted EBITDA guidance of $108 million to $116 million for fiscal 2027. Adjusted EBITDA was $31 million in 2026-Q4 and $27 million in 2027-Q1, reflecting ongoing operational focus. The trajectory aligns with management's stated adjusted EBITDA targets.
“Reaffirmed financial outlook for full fiscal 2027 year: Adjusted EBITDA $108 million – $116 million.”
“Financial outlook for fiscal 2027: TDS Adjusted EBITDA $108 million – $116 million.”
“TDS Segment financial outlook for full year fiscal 2027: Adjusted EBITDA $108 million – $116 million.”
Generate free cash flow for fiscal 2027 within the range of $14 million to $22 million, supporting financial flexibility and operational discipline.
Stated as a priority in 3 of last 3 quarters. Free cash flow guidance for fiscal 2027 has been consistently reaffirmed at $14 million to $22 million. Recent quarterly free cash flow was $25 million in 2027-Q1 and $27 million in 2026-Q4, indicating delivery above guidance midpoint. The trajectory is delivering against management's free cash flow targets.
“Reaffirmed financial outlook for full fiscal 2027 year: TDS Free Cash Flow $14 million – $22 million.”
“Financial outlook for fiscal 2027: TDS Free Cash Flow $14 million – $22 million.”
“TDS Segment financial outlook for full year fiscal 2027: Free Cash Flow $14 million – $22 million.”
Divest the Global Knowledge segment to focus Skillsoft on its AI-native skills management platform and simplify operations.
Stated in 2 disclosures including 2027-Q1 press release and 2026-07-10 8-K. The sale of Global Knowledge segment was completed on July 6, 2026, with initial consideration of approximately $5.4 million. This divestiture aligns with management's strategic priority to focus on the AI-native skills management platform and simplify operations, reflecting delivery of this capital allocation priority.
“Anticipated sale of Global Knowledge segment intended to center business around Skillsoft’s AI-native skills management platform.”
Execute the accepted NYSE business plan to regain compliance with listing standard 802.01B by September 26, 2027.
Newly stated in 2026-07-08 8-K. Skillsoft announced NYSE acceptance of its business plan to regain compliance with listing standard 802.01B by September 26, 2027. This regulatory priority is recent and ongoing, with no financial metrics yet available to assess progress.
Over the trailing year it converted -0.40x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated volatile grew net income 53% of the time over the next year (vs 51% for the rest of the cohort, n=947).
Not investment advice. As of 2026-09-04.