Skillsoft (SKIL) Q2 FY27 earnings call

Earnings call· Jul 2026 (Q2 FY27)· Consumer Staples· Sep 9, 2026

Source: earnings call transcript

Skillsoft is sharpening its focus on an AI-native skills management platform following the Global Knowledge divestiture, aiming for improved growth and free cash flow visibility. While the consumer business faces accelerated declines due to market weakness and AI's impact on coding, the enterprise segment shows stabilization and early traction with new AI-powered offerings like LX Design Studio and AI Coach. The company is actively addressing its debt maturities to establish a more flexible capital structure, supporting continued investment in its core platform strategy.

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SKIL operating KPIs by quarter

SKIL operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Apr 2026 Q1 FY27	This call Jul 2026 Q2 FY27	Change vs prior quarter
LTM dollar retention rate (DRR)	98% Our LTM dollar retention rate or DRR, as of the first quarter was 98% compared to 99% in the prior year quarter. Source: earnings call transcript	98% LTM DRR was 98% compared to 99% in the prior year period. Source: earnings call transcript	0 pt

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.