Jul 2026 (Q2 FY27) β Sep 9, 2026
Skillsoft Q2 FY27 β AI Platform Drives Enterprise Momentum Amidst Consumer Headwinds
Read the full callSkillsoft earnings: last reported Wed, 9 Sep 2026, for the quarter ended Jul 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 98.2 | β2.9% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 3.4 | +9.5 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | -42.4 | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $17.12 on 22 Oct 2025 β $5.27. High $17.12 (22 Oct 2025), low $3.68 (17 Mar 2026).
Overview
Call summaries
Skillsoft Q2 FY27 β AI Platform Drives Enterprise Momentum Amidst Consumer Headwinds
Read the full callSkillsoft Q1 FY27 β Strategic Divestiture and AI-Driven Platform Adoption
Read the full callEvery analysed call
Financials
Net profit, year on year: β78% (quarter to jul 2026 against jul 2025).
| Line item | Jan 2025 | Mar 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 134 | 0 | 99 | 101 | 129 | 131 | 94 | 98 |
| Expenses | 151 | 0 | 110 | 107 | 163 | 156 | 103 | 95 |
| Operating profit | -17 | -0 | -11 | -6 | -34 | -25 | -8 | 3 |
| Operating margin | β12.9% | β | β11.4% | β6.0% | β26.6% | β19.3% | β8.8% | 3.4% |
| Other income | β | 0 | β | β | β | β | β | β |
| Interest | 15 | 0 | 14 | 15 | 15 | 14 | 14 | 14 |
| Depreciation | β | 0 | β | β | β | β | β | β |
| Profit before tax | -31 | -0 | -30 | -18 | -50 | -40 | -18 | -8 |
| Tax rate | 0.8% | 0.0% | 2.4% | 0.8% | 17.6% | 9.2% | β5.9% | β92.6% |
| Net profit | -31 | -0 | -38 | -24 | -41 | -37 | -43 | -42 |
| EPS ($ per share) | β | -0.01 | -4.57 | -2.78 | -4.74 | β | -4.89 | -4.71 |
| Line item | Jan 2020 | Dec 2020 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|
| Equity capital | β | β | 0 | 0 | 0 | 0 |
| Reserves | β | -149 | -972 | -1,321 | -1,443 | -1,583 |
| Total liabilities | β | 154 | 1,111 | 1,068 | 1,012 | 993 |
| Fixed assets | β | β | 10 | 7 | 3 | 3 |
| Total assets | β | 701 | 1,643 | 1,274 | 1,106 | 963 |
| Line item | Jan 2020 | Dec 2020 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|
| Cash from operations | -37 | -1 | -21 | 3 | 30 | 25 |
| Cash from investing | -17 | 1 | -42 | -23 | -18 | -19 |
| Cash from financing | 58 | 2 | 77 | -11 | -52 | -8 |
| Net cash flow | 3 | β | 9 | -31 | -43 | 1 |
| Capital expenditure | -10 | β | -5 | -4 | -2 | -2 |
| Free cash flow | -48 | β | -26 | -1 | 28 | 23 |
| KPI | Apr 2026 Q1 FY27 | 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.
60 filings between Dec 1, 2025 and Oct 16, 2026.
Purchases
$681.4K
9 purchases by 2 insiders
Sales
None
No insider sold shares.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| FRANKOLA JIM | $431.3K | β | Sep 15, 2026 |
| HOVSEPIAN RONALD W | $250.1K | β | Sep 23, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 16, 2026 | HOVSEPIAN RONALD W CEO & Executive Chair | Option exercise | 31,250 | $0 |
| Oct 1, 2026 | Glitzer Matthew CHIEF REVENUE OFFICER | Tax withheld | 800 | $4.5K |
| Oct 1, 2026 | Glitzer Matthew CHIEF REVENUE OFFICER | Option exercise | 2,813 | $0 |
| Sep 23, 2026 | HOVSEPIAN RONALD W CEO & Executive Chair | Purchase | 11,196 | $66.4K |
| Sep 21, 2026 | HOVSEPIAN RONALD W CEO & Executive Chair | Purchase | 8,325 | $50.8K |
| Sep 18, 2026 | HOVSEPIAN RONALD W CEO & Executive Chair | Purchase | 12,777 | $83.3K |
| Sep 17, 2026 | HOVSEPIAN RONALD W CEO & Executive Chair | Purchase | 2,691 | $16.6K |
| Sep 16, 2026 | HOVSEPIAN RONALD W CEO & Executive Chair | Purchase | 1,421 | $8.4K |
| Sep 15, 2026 | HOVSEPIAN RONALD W CEO & Executive Chair | Purchase | 4,508 | $24.6K |
| Sep 15, 2026 | FRANKOLA JIM Director | Purchase | 25,000 | $128.6K |
| Sep 1, 2026 | Swiniarski Keith C. Chief Accounting Officer | Option exercise | 500 | $0 |
| Sep 1, 2026 | Swiniarski Keith C. Chief Accounting Officer | Tax withheld | 121 | $790 |
| Aug 1, 2026 | Semel Scott Interim CLO & General Counsel | Option exercise | 4,000 | $0 |
| Aug 1, 2026 | Semel Scott Interim CLO & General Counsel | Tax withheld | 1,174 | $8.3K |
| Jul 16, 2026 | HOVSEPIAN RONALD W CEO & Executive Chair | Option exercise | 31,250 | $0 |
| Jul 1, 2026 | Semel Scott Interim CLO & General Counsel | Tax withheld | 1,174 | $7.8K |
| Jul 1, 2026 | Semel Scott Interim CLO & General Counsel | Option exercise | 4,000 | $0 |
| Jul 1, 2026 | Swiniarski Keith C. Chief Accounting Officer | Tax withheld | 152 | $1.0K |
| Jul 1, 2026 | Swiniarski Keith C. Chief Accounting Officer | Option exercise | 625 | $0 |
| Jun 25, 2026 | Gilliland Arthur W Director | Option exercise | 6,250 | $0 |
| Jun 25, 2026 | Klein Michael Stuart Director | Option exercise | 12,430 | $0 |
| Jun 25, 2026 | FRANKOLA JIM Director | Option exercise | 12,430 | $0 |
| Jun 15, 2026 | FRANKOLA JIM Director | Purchase | 27,000 | $163.3K |
| Jun 12, 2026 | FRANKOLA JIM Director | Purchase | 23,000 | $139.4K |
| Jun 1, 2026 | Semel Scott Interim CLO & General Counsel | Tax withheld | 1,174 | $9.2K |
| Jun 1, 2026 | Semel Scott Interim CLO & General Counsel | Option exercise | 4,000 | $0 |
| May 1, 2026 | Swiniarski Keith C. Chief Accounting Officer | Option exercise | 625 | $0 |
| May 1, 2026 | Swiniarski Keith C. Chief Accounting Officer | Tax withheld | 55 | $455 |
| May 1, 2026 | Swiniarski Keith C. Chief Accounting Officer | Option exercise | 188 | $0 |
| May 1, 2026 | Swiniarski Keith C. Chief Accounting Officer | Tax withheld | 183 | $1.5K |
| May 1, 2026 | Glitzer Matthew CHIEF REVENUE OFFICER | Tax withheld | 1,599 | $13.2K |
| May 1, 2026 | Glitzer Matthew CHIEF REVENUE OFFICER | Option exercise | 5,625 | $0 |
| May 1, 2026 | Glitzer Matthew CHIEF REVENUE OFFICER | Option exercise | 15,000 | $0 |
| May 1, 2026 | Glitzer Matthew CHIEF REVENUE OFFICER | Tax withheld | 4,266 | $35.3K |
| May 1, 2026 | Glitzer Matthew CHIEF REVENUE OFFICER | Tax withheld | 1,333 | $11.0K |
| May 1, 2026 | Glitzer Matthew CHIEF REVENUE OFFICER | Option exercise | 4,688 | $0 |
| May 1, 2026 | Frederick John W. Chief Financial Officer | Tax withheld | 1,100 | $9.1K |
| May 1, 2026 | Frederick John W. Chief Financial Officer | Option exercise | 3,750 | $0 |
| May 1, 2026 | Frederick John W. Chief Financial Officer | Tax withheld | 2,641 | $21.9K |
| May 1, 2026 | Frederick John W. Chief Financial Officer | Option exercise | 9,000 | $0 |
| May 1, 2026 | HOVSEPIAN RONALD W CEO & Executive Chair | Option exercise | 22,523 | $0 |
| May 1, 2026 | Semel Scott Interim CLO & General Counsel | Option exercise | 4,000 | $0 |
| May 1, 2026 | Frederick John W. Chief Financial Officer | Tax withheld | 1,467 | $12.1K |
| May 1, 2026 | Semel Scott Interim CLO & General Counsel | Tax withheld | 1,174 | $9.7K |
| May 1, 2026 | Frederick John W. Chief Financial Officer | Option exercise | 5,000 | $0 |
| Apr 16, 2026 | HOVSEPIAN RONALD W CEO & Executive Chair | Tax withheld | 9,171 | $60.9K |
| Apr 16, 2026 | HOVSEPIAN RONALD W CEO & Executive Chair | Option exercise | 31,250 | $0 |
| Apr 1, 2026 | Semel Scott Interim CLO & General Counsel | Tax withheld | 1,174 | $5.0K |
| Apr 1, 2026 | Semel Scott Interim CLO & General Counsel | Option exercise | 4,000 | $0 |
| Mar 1, 2026 | Swiniarski Keith C. Principal Accounting Officer | Option exercise | 938 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table β absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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