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Skillsoft Corp. (SKIL) Q3 2025 Earnings Call Transcript Summary

Skillsoft Corp. (SKIL) Q3 2025 Earnings Call Transcript Summary

Skillsoft Corp. (SKIL) 2025年第三季度業績會摘要
富途資訊 ·  12/11 08:52  · 電話會議

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

以下是Skillsoft Corp. (SKIL) 2025年第三季度業績會電話會議記錄的摘要:

Financial Performance:

財務表現:

  • 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.

  • Skillsoft報告的第三季度營業收入爲13700萬美元,同比減少1%。

  • 調整後的息稅折舊攤銷前利潤(EBITDA)爲3200萬美元,比去年提高了150個點子的利潤率。

  • 公司在本季度實現了400萬美元的自由現金流。

Business Progress:

業務進展:

  • 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.

  • Skillsoft實施了新的業務部門結構,改善了決策並專注於客戶的結果。

  • 在Gk業務部門取得了顯著進展,年度營業收入下降幅度縮小至10%。

  • 推出了多項產品創新,包括人工智能教練助手和新的合規套件,顯著改善了運營指標,例如淨推薦值。

Opportunities:

機會:

  • 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.

  • Skillsoft 正在專注於戰略資源配置,以促進高於市場的增長率。

  • 在人才發展方面擴展,贏得了新客戶,並推出了人工智能增強學習工具。

Risks:

風險:

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

  • 在教練和合規產品的提供方面面臨挑戰,從座位許可模式轉型爲訂閱模式,這可能對營業收入的一致性構成風險。

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

提示:欲了解更全面的細節,請參閱IR網站。 文章僅供投資者參考,不構成任何指導或推薦建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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