Skillsoft Cuts Fiscal 2027 Revenue Guidance to $380 Million to $390 Million

EarningsCorporate Action
โดย The Motley Fool·US·Read original
Summary · why it matters

Skillsoft lowered its full-year fiscal 2027 revenue guidance to a range of $380 million to $390 million from a previous range of $388 million to $406 million, citing accelerating weakness in its consumer business and the growing impact of AI on coding-related learning demand. The company said it is maintaining its adjusted EBITDA guidance of $108 million to $116 million, roughly 28% of revenue, and free cash flow from continuing operations of $14 million to $22 million. For the second quarter ended July 31, 2026, total revenue was $98.2 million, down 2.9% year over year, while dollar retention rate improved to 95% from 94%; excluding consumer, the core enterprise business was roughly flat with a decline of approximately 1%. Adjusted EBITDA from continuing operations rose 7% to $33.4 million, with margin improving to 34% from 31%, and the GAAP net loss from continuing operations narrowed to $15 million from $18 million. Skillsoft also said it remains on track to reach $5 million in platform bookings by the end of the fiscal year, and that it has formed a special committee of its board and engaged advisors to address upcoming debt maturities, with total gross debt of $575 million at quarter end.

Impact on stocks 1

Artificial Intelligence▼ · 1 stocks
Skillsoft Corp.
SKIL
▼ NegativeCapitalDemandrelevance

It maintained EBITDA/FCF guidance and formed a special committee with advisors to address $575M in upcoming debt maturities.

Theme Impact 1

Related news

2

Wolters Kluwer Adds Kluwer Law International Content to Libra AI Workspace in 11 European Countries

Wolters Kluwer has added Kluwer Law International content to its Libra legal AI workspace for users in 11 European countries, giving Libra subscribers access to specialist international legal expertise within the same AI-driven environment. The company's Tax & Accounting division also introduced a Designated Vendor Integrator Key for CCH Axcess to manage third-party technology integrations more securely. Wolters Kluwer is a €15.2 billion professional services group focused on information and software tools for lawyers and accountants, and the company said the two moves sit squarely in its core workflow software and data products for professionals across Europe and beyond. The company said the update supports the view that its AI-infused cloud platforms can deepen customer reliance and support recurring revenue quality, with each extra content set or integration making it harder and costlier for law and accounting firms to switch providers. A datapoint to watch is how much of Libra's and CCH Axcess's customer base activates these new capabilities in the next set of segment disclosures and commentary around the 2026 full year results.
WKL.AS ▲
Cloud & Digital Infrastructure ▲Artificial Intelligence
Simply Wall St·4hRead more →

Meta Connect 2026 Kicks Off September 23 at Menlo Park Campus

Meta Connect 2026 begins Wednesday, September 23 at 4:00 P.M. at Meta's campus in Menlo Park, California, headlining a week of investor events that also includes McDonald's Investor Day and a White House meeting between President Trump and China President Xi. The two-day livestreamed Meta showcase will include updates on the company's latest work in AI, AI-powered glasses, virtual and mixed reality, and related developer technologies, with major product announcements and a keynote from CEO Mark Zuckerberg anticipated. McDonald's holds its highly-anticipated Investor Day the same day, with investors watching how management plans to restore U.S. momentum while sustaining international growth and the durability of its new beverage platform, whose launches in the U.S., Canada, and Germany reportedly exceeded expectations. On Thursday, September 24, President Trump meets China President Xi at the White House, with Taiwan, AI, tariffs, and global conflicts expected on the agenda and more details possible on China's purchase of Boeing aircraft; Nvidia CEO Jensen Huang, OpenAI CEO Sam Altman, and Qualcomm CEO Cristiano Amon are expected at the evening state dinner. Also Thursday, a bond hearing is scheduled at 4:30 p.m. related to Paramount Skydance's planned $110B purchase of Warner Bros. Discovery. The week's earnings slate includes Autozone, Thor Industries, and KB Home on Tuesday; Cintas, Paychex, General Mills, and Cracker Barrel on Wednesday; and Darden Restaurants and Costco on Thursday.
1NBA.XETRAABNBAGNCANETAURAVGO+19
Spatial Computing / AR/VR ▲Aerospace & Aviation Artificial Intelligence
Seeking Alpha·11hRead more →
▲2

Tigress Analyst Raises Alphabet Price Target to Street-High $485

Tigress Financial Partners analyst Ivan Feinseth reiterated a Strong Buy rating on Alphabet and raised his price target to a Street-high $485 from $415, implying roughly 39.6% upside. The bullish thesis centers on Alphabet turning its massive AI investments into growth across Search, Cloud and Gemini, with Feinseth arguing AI Overviews and AI Mode can make Google more useful for complex, high-intent queries. Recent results support that argument: Alphabet's second-quarter revenue rose 24% from a year earlier to $119.8 billion, Search and Other revenue increased 17%, YouTube advertising grew 13%, and operating income climbed 30% to $40.77 billion. Google Cloud revenue surged 82% to $24.8 billion, operating income more than tripled to $8.8 billion, margins reached 35.6%, and its $514 billion backlog gives visibility into future enterprise demand. Gemini has reached 950 million monthly active users, more than 9 million monthly developers and roughly 22 billion API tokens processed per minute, and Feinseth sees monetization opportunities across subscriptions, APIs, enterprise software, agents and productivity products, though the risk remains that Alphabet must prove its enormous AI spending generates sufficient returns.
GEMIGOOG
Cloud & Digital Infrastructure ▲Artificial Intelligence ▲
GuruFocus·11hRead more →
© 2026 MarketDXNews