The following is a summary of the Skillsoft Corp. (SKIL) Q3 2025 Earnings Call Transcript:

Financial Performance:

• Skillsoft reported a Q3 revenue of $137 million, demonstrating a 1% year-over-year decrease.

• Adjusted EBITDA was $32 million, reflecting a margin improvement of 150 basis points compared to the previous year.

• The company achieved positive free cash flow of $4 million during the quarter.

Business Progress:

• Skillsoft implemented a new business unit structure leading to improved decision-making and customer-focused outcomes.

• Notable progress in the GK business unit with a reduced revenue decline of 10% year-over-year.

• Launched several product innovations including the AI Coaching Assistant and a new compliance suite, significantly improving operational metrics such as the net promoter score.

Opportunities:

• Skillsoft is focusing on strategic resource allocation to foster above-market growth rates.

• Expansion into talent development with new customer wins and the introduction of AI-enhanced learning tools.

Risks:

• Challenges in coaching and compliance product offerings, transitioning from a seat licensing to a subscription model, which may pose risks to revenue consistency.

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.