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What were the key takeaways from Skillsoft’s earnings call?

What were the key takeaways from Skillsoft's earnings call?

- **Revenue Challenges**: Q2 revenue down 2.6% YoY ($128.8M) due to macroeconomic softness in public sector spending, particularly in North America and Middle East. 
- **Transformation Success**: $45M in expense savings, 4Q TDS enterprise growth streak, and 99% TDS DRR highlight operational resilience. 
- **AI Growth Drivers**: AI learners up 74% YoY, with 158% increase in learning hours, underscoring enterprise demand for scalable AI solutions. 
- **Guidance Adjustments**: Full-year revenue revised to $510-530M (down from prior range), but EBITDA ($112-118M) and free cash flow ($13-18M) targets maintained. 
- **Recovery Confidence**: CEO expects 1/4 of lost revenue recoverable over 12-18 months, with Europe showing early GK recovery signs. 


**【CEO Summary Section】**
- **Revenue Impact from Macro Uncertainty**: Q2 revenue declined due to lower discretionary spending, particularly in North America and the Middle East, affecting the Global Knowledge (GK) segment. 
- **Transformation Progress**: 1 year into the transformation, the company achieved $45 million in expense reductions and delivered 4 consecutive quarters of growth in the TDS Enterprise Solution (90% of TDS segment). 
- **Customer Wins**: Secured 3 large contracts (> $1M TCV) with a global athletic apparel brand, semiconductor manufacturer, and European digital services provider, showcasing demand for scalable AI-driven learning solutions. 
- **AI Innovation Roadmap**: Announced upcoming AI authoring tools for faster, cost-effective content creation and expanded global learner support in 50+ languages. AI learners increased 74% YoY, with learning hours up 158%. 
- **Guidance Update**: Full-year revenue guidance revised to $510-530M due to GK softness, but maintained adjusted EBITDA ($112-118M) and free cash flow ($13-18M) targets. 

**【CFO Financial Commentary】**
- **Q2 Financials**: Total revenue $128.8M (-2.6% YoY). TDS revenue $101.2M (-0.9% YoY) driven by enterprise growth, offset by B2C declines. GK revenue $27.6M (-9.6% YoY). 
- **Profitability**: Adjusted EBITDA $28.3M (22% margin), flat YoY. GAAP net loss $23.8M (-39.6% YoY). Free cash flow -$22.6M (seasonal decline). 
- **Cost Management**: Operating expenses down 3.2% YoY ($100.5M). Content dev (-5.9%), G&A (-10.5%) led improvements. 
- **Balance Sheet**: Cash $103.4M, net debt $475M (stable vs. prior quarter). 

**【Q&A Highlights】**
- **Market Segmentation**: Public sector (North America/Middle East) drove GK weakness, while Europe showed early recovery signs. Private sector demand remained stable. 
- **Competitive Position**: TDS DRR 99% (vs. 98.4% YoY), outperforming peers in live learning. Enterprise retention improved 10+ pts with specialized SMEs. 
- **Recovery Outlook**: CEO expects 6-12 months to resolve macro uncertainty, with 1/4 of lost revenue recoverable over 12-18 months. TDS enterprise growth offsetting GK headwinds. 
- **Profitability Resilience**: CFO emphasized ability to maintain EBITDA despite revenue decline through fixed cost reductions and operational efficiency. 


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