Skillsoft Corp. (SKIL)

From the record

Skillsoft Corp.'s filings since 2019 show 6 warning events of 4 kinds: a notice about its exchange listing (8-K item 3.01, 2 times, the latest 2026-03-30); a warning not to rely on past financial statements (8-K item 4.02, 2 times, the latest 2022-06-03); an auditor change (8-K item 4.01, the latest 2021-07-06); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2021-05-18) (its current reports).

From the record

Skillsoft Corp.'s 5 filed years say what it did: revenue went from $514 million in fiscal 2020 to $513 million in fiscal 2026, down 0% a year; it rose in 1 of 4 years; the deepest fall was 8% from fiscal 2023 to fiscal 2026; net income was positive in 0 of 6 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-01-31, Skillsoft Corp.'s diluted share count grew about 2.7% a year, and dividends and buybacks returned about 14% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 9 purchases of their own stock on the open market in the year to 2026-10-20, buying about $681 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-01-31, Skillsoft Corp.'s shareholders' equity was below zero, so the profit on it is not read, and gross profitability: its products earned about 39 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 103 cents per dollar of assets, and net share issuance: its share count grew 4.8% over the year (the filed statements).

From the record

Skillsoft Corp.'s standing among 218 graded names in its industry family: revenue of $513 million in fiscal 2026 ranks in the top 48% by size; a net margin of -27.3% ranks in the bottom 26%; revenue growth of -2.6% a year over the last 3 filed years ranks in the bottom 17% (its annual reports).

From the record

Skillsoft Corp.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Hovsepian, Ronald W (CEO & Executive Chair, as filed), filing under that title since 2024-10-08, 2.1 years (bottom 29% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 1.5 years (bottom 1%); 17 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (bottom 8%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Skillsoft Corp.'s room to grow, from the newest filed statements (fiscal 2026): cash of $104 million against debt of $571 million leaves -48.4% of its assets as net cash, bottom 2% of its family; cash from operations less capital spending is 4.5% of revenue (bottom 33%); a gross margin of 73.7% (top 42%); research spending of 10.9% of revenue (bottom 19%) (its annual report).

From the record

Skillsoft Corp.'s growth drivers, from the filed years to fiscal 2026: revenue grew -2.6% a year over the last three filed years against -0% over all 5, slowing (top 43% of its family); the newest year grew -3.5% (bottom 14%); research spending grew -7.3% a year (bottom 16%); capital spending grew -28.9% a year (bottom 17%) (its annual reports). Skillsoft Corp. reported 2 lines of business in fiscal 2025: Talent Development Solutions at $406 million, Global Knowledge at $125 million. 1 of 2 grew in the latest filed year, and the largest line is 76% of revenue (its annual report).

From the record

Skillsoft Corp.'s newest year against its own record: revenue of $513 million in fiscal 2026 came in 1.3% below the $519 million its prior three years' pace pointed to (bottom 47% of its family); net income of $140 million against a prior three-year average of $399 million (top 37%); a net margin of -27.3% against -72.2% before (top 15%) (its annual reports).