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Skillsoft (SKIL) earnings and revenue breakdown

Latest: Q2 FY27 · 10-Q filed Sep 9, 2026 · Skillsoft (SKIL) Q2 FY27 earnings results →

Q2 FY27 Revenue down 3% year over year to $98.2M · 43¢ of every $1 of revenue lost · operating margin 3.4%

Skillsoft made $98.2M in Q2 FY27 (-3% Y/Y): SAAS and Subscription Services, Enterprise $85.3M, SAAS and Subscription Services, Consumer $6.6M, Professional Services $6.3M. Operating margin 3.4%, net loss $42.4M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Sep 9, 2026.

Revenue$98.2M
Year over year-3%
Operating margin3.4%
Net earnings−$42.4M
Operating cash flow−$17.1M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $98.2M in Q2 FY27, down 3% year over year and up 4% from the previous quarter. SAAS and Subscription Services, Enterprise was the largest line at 87% of revenue. SAAS and Subscription Services, Consumer lost $2.3M year over year (down 26%), 79% of the total change.

Operating profit was $3.4M, a 3.4% margin (up 9.5 points year over year). Total costs fell 12% while revenue fell 3%. The quarter ended with a net loss of $42.4M, narrower than the previous quarter's $43.1M loss. Net interest and other expense of $38.5M was the main reason.

Operating cash flow was −$17.1M. Non-cash charges added back $317K of depreciation and amortization and $2.7M of share-based compensation. Working capital and other items added $22.3M. Capital expenditures of $293K exceeded it, leaving free cash flow of −$17.4M.

Quarterly history

Skillsoft revenue by quarterSkillsoft revenue by quarter$134MQ4 FY25$124MQ1 FY26$129MQ2 FY26$129MQ3 FY26$131MQ4 FY26$94.5MQ1 FY27$98.2MQ2 FY27
Skillsoft net earnings by quarterSkillsoft net earnings by quarter−$31.1MQ4 FY25−$38.0MQ1 FY26−$23.8MQ2 FY26−$41.3MQ3 FY26−$36.7MQ4 FY26−$43.1MQ1 FY27−$42.4MQ2 FY27
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 FY2710-QSep 9, 2026$98.2M-3%3.4%−$42.4M−$17.1M
Q1 FY2710-QJun 9, 2026$94.5M-5%-8.8%−$43.1M$28.9M
Q4 FY2610-KApr 7, 2026$131M-2%-19.2%−$36.7M$30.5M
Q3 FY2610-QDec 10, 2025$129M-6%-26.6%−$41.3M−$18.9M
Q2 FY2610-QSep 9, 2025$129M-3%-9.2%−$23.8M−$17.8M
Q1 FY2610-QJun 9, 2025$124M-3%-14.6%−$38.0M$31.3M
Q4 FY2510-KApr 14, 2025$134M-3%-12.9%−$31.1M$17.8M

Charts

Skillsoft: revenue growth, year over year and quarter over quarterSkillsoft: revenue growth, year over year and quarter over quarterY/YQ/Q-3%Q4 FY25-3%-7%Q1 FY26-3%+4%Q2 FY26-6%+0%Q3 FY26-2%+1%Q4 FY26-5%-28%Q1 FY27-3%+4%Q2 FY27
Latest (Q2 FY27): Y/Y -3%, Q/Q +4%.
Skillsoft: where the cash came from (+) and went (−), TTM to Q2 FY27Skillsoft: where the cash came from (+) and went (−), TTM to Q2 FY27Operating cash flow$23.5MOther investing−$14.2MCash drawn (+) / kept (−)$10.3MAsset & business sales−$9.9MNet borrowing (+) / repaid (−)−$6.4MExchange rates−$1.4MCapital spending−$1.3MTaxes on employees’ shares−$452K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Skillsoft: profit against cash, quarter by quarterSkillsoft: profit against cash, quarter by quarterNet incomeOperating cash flow−$23.6M$8.7MQ3 FY25−$31.1M$17.8MQ4 FY25−$38.0M$31.3MQ1 FY26−$23.8M−$17.8MQ2 FY26−$41.3M−$18.9MQ3 FY26−$36.7M$30.5MQ4 FY26−$43.1M$28.9MQ1 FY27−$42.4M−$17.1MQ2 FY27
Latest (Q2 FY27): Net income −$42.4M, Operating cash flow −$17.1M.
Skillsoft: long-term debt falling due (FY26)Skillsoft: long-term debt falling due (FY26)$6.4M2027$8.0M2028$569M2029
Cash $94.1M, short-term investments —, long-term debt $571M at 2026-01-31.
Skillsoft in its industry: growth against margin (192 companies, SIC 7372)Skillsoft in its industry: growth against margin (192 companies, SIC 7372)revenue growth, year over year →↑ operating marginmedian +12%median 0%MSFTORCLCRMADBEXYZINTUNOWSHOPCRWVSNPSPLTRADSKElectronic Arts Inc.TEAMSSNCCDNSRBLXTWLOSNOWTTWOCRWDGENDDOGHUBSVEEVDOCUOKTANETMDBNTNXPTCTYLDBXUDTPAYCMBLYESTCPCTYZETARBRKACIWBSYGWREPATHPCORTDCOCTVFIGKVYOCOURBILLBOXCVLTDUOLSAILGTMMANHLIMEAPPFCCCYOUTTANBLKBSGTLBALRMTENBWKPRGSFRSHAPPNBANDNAVNBRZEQTWONTSKASANCXMVERXRPDSPSCBLFSLYVRNSQLYSFROGMQBBINTANCNOEVCMNABLVIAALKTAVPTSPTPDGDYNXPERAMPLDDDCERTCCSICMRCMKTWHUCKCRNCPDFSWEAVSOUNINSEXZODHIIIVLiveperson IncAIMRDNMYPSUPLDKLTRBLZELAWDRTTFBBAIMAPSCCLDEXFYRDVTSSTIEGANNTWKRCATSNALFDCTSVCOMCHXAEYEZDGEADBTWFCFAISPDUOTIDNPDYNQUBTZSPCROCFATNAWRESMSIINLXBLINMSGMGEGSEGGMYSZCXAIGXAIPARAAITXBKYICYABAPCXSPAIDSNYEXYNIDAIATDSIVDAVPRBSKKYUMEWAIFFAUIDGlobal Arena Holding, Inc.ATHRVIDAQXLLIVGUPYYFNGRSVMBTransparentBusiness, Inc.SWMRAMSTTransit Pro Tech Inc.PXLWDNKCDPLSGYGYSKIL (-3%, 3%)
Services-Prepackaged Software; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Skillsoft

We were originally incorporated in Delaware on April 11, 2019 under the name “Hornblower Acquisition Corp.” Our name was changed to “Churchill Capital Corp II” on June 26, 2019, and to Skillsoft Corp. on June 11, 2021 (upon completion of our business combination with Software Luxembourg Holding S.A.). Skillsoft® provides a skills management platform and associated learning solutions that are designed to help organizations manage the human and artificial intelligence (“AI”) skills lifecycle, including visibility into the skills they have and the skills they need, closing skills gaps, matching skills to work, and understanding how skills development impacts business performance.

In its own words, from its 10-K, filed Apr 7, 2026.

Skillsoft against its Services-Prepackaged Software peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -3% against the peers' median +14%. Operating margin: 3.4% against the peers' median 15.2%.

CompanyQuarterRevenueY/YOp. margin
SKIL SkillsoftQ2 FY27$98.2M-3%3.4%
MSFT MicrosoftQ1 FY27$92.3B+19%49.8%
ORCL OracleQ1 FY27$19.3B+30%34.8%
CRM SalesforceQ2 FY27$11.3B+11%20.5%
ADBE AdobeQ3 FY26$6.8B+13%34.8%
XYZ BlockQ3 2026$6.7B+10%6.4%
INTU IntuitQ4 FY26$4.4B+14%10.9%
NOW ServiceNowQ3 2026$4.1B+20%9.4%
SHOP ShopifyQ3 2026$3.7B+32%15.2%

Source: Skillsoft 10-Q on SEC EDGAR · CIK 1774675 · Services-Prepackaged Software

13F: who owns SKIL and who is buying

Largest holders of SKIL (13F)Largest holders of SKIL (13F)Lodbrok Capital LLP$4.1MParadice Investment Management LLC$3.2MVanguard Group$2.4MAQR Capital Management LLC$1.5MVanguard Capital Management LLC$1.1MUBS Group AG$1.0MKent Lake PR LLC$1.0MMorgan Stanley$919KArex Capital Management, LP$914KCastleKnight Management LP$663K
Funds' net buying of SKIL by quarter (13F)Funds' net buying of SKIL by quarter (13F)$3.4M2024-09$3.7M2024-12$5.7M2025-03$1.5M2025-06−$1.5M2025-09$650K2025-12−$20K2026-03−$1.8M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on SKIL

History

Every quarter: Q2 FY27 results · Q1 FY27 results · Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results

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