Skillsoft SKIL Q1 2026 Earnings Preview Upside Ahead on Analyst Estimate Revisions

Forward-Looking Analysis
Skillsoft is expected to report a quarterly loss of $2.65 per share for Q1 2026, marking a year-over-year improvement of 22.5%. Revenues are projected at $123.5 million, down by 3.4% from the same period last year. The consensus EPS estimate has been revised upward by 10.51% over the past 30 days, indicating positive sentiment among analysts. Despite this, the Earnings ESP (Expected Surprise Prediction) remains at 0%, and the stock carries a Zacks Rank of #3, suggesting uncertainty regarding an earnings beat. Skillsoft has a strong track record, having surpassed consensus EPS estimates in the last four quarters, including a significant surprise in the previous quarter. Whether Skillsoft can continue this trend will depend on management's discussion during the earnings call about current business conditions.

Historical Performance Review
In Q4 2025, Skillsoft reported revenue of $133.75 million and a net loss of $31.11 million. The company achieved an EPS of $2.11, surpassing the Zacks Consensus Estimate, which anticipated a loss of $2.05 per share. Despite the net loss, Skillsoft's gross profit amounted to $100.13 million, reflecting strong operational efficiency. This performance highlights Skillsoft's ability to exceed market expectations, contributing to its reputation for delivering positive earnings surprises.

Additional News
Skillsoft showcased significant strides in product innovation and market positioning during its Q4 2025 earnings call. The company emphasized strategic transformations aimed at growth within a dynamic market landscape. Notable developments include advancements in their platform offerings, which empower organizations and learners to unlock their full potential. Skillsoft's continuous focus on enhancing its service portfolio aligns with its goal of maintaining competitive advantages in the e-learning industry. As the company prepares to release its Q1 2026 financial results, these initiatives suggest potential for sustained growth and adaptation to evolving market demands.

Summary & Outlook
Skillsoft's financial health shows improvement as it anticipates a lower quarterly EPS loss. While revenue is expected to decline, analyst estimate revisions suggest optimism. Historical performance indicates Skillsoft's capability to exceed expectations, albeit with a cautious outlook due to its Zacks Rank and Earnings ESP of 0%. Innovative product developments serve as growth catalysts, supporting a neutral stance on future prospects. Investors should monitor management's commentary on business conditions for insights into Skillsoft's adaptability and strategic direction in the competitive e-learning market.