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- **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. 


Skillsoft Corp. (SKIL) Q2 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

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Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

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Operating Income

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Income (Loss) from Associates

Income (Loss) from Joint ventures

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Gain (Loss) on Change in Fair Value

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Net Interest Expense

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Net Income

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Net Income Attributable to Owners of the Company

Preferred Stock Dividends

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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SKIL

SKIL fundamentals

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