Skillsoft | Results Presentation Deck | 34 slides

Skillsoft · 2022-10
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

34
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
Includes specific references to SEC filings and the Securities Act of 1933/1934.other
04
inspire_vision
05
Includes detailed footnotes explaining the basis of the metrics and financial outlook.show_traction
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06
size_opportunity
Open slide detailBeat · Market SizeLoop · Pattern Hunter
07
The slide uses a vertical axis to compare revenue segments between the primary entity and competitors.compare_peers
Open slide detailBeat · ProblemLoop · Pattern Hunter
08
The slide uses a structured framework to define the company's strategic positioning.inspire_vision
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09
The slide uses a matrix structure to define market segments and competitive positioning.compare_peers
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10
Uses a Venn diagram to illustrate the intersection of content categories.present_solution
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11
The chart illustrates the shift in ARR distribution from single-product customers to multi-product customers between 4Q19 and 4Q22.show_traction
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12
The slide uses a four-column layout to present key metrics and qualitative proof points.present_solution
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13
Includes a series of mobile UI screenshots illustrating user engagement features like goal setting and notifications.present_solution
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14
The slide highlights enterprise reach, learner community size, sales force size, and global footprint.show_traction
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15
The slide uses a Venn diagram to show the company's strengths and a table to show how acquisitions align with strategic pillars.other
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16
summarize
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17
The slide uses a '+' symbol to illustrate the synergy between the two companies' content portfolios.present_solution
Open slide detailBeat · SolutionLoop · Pattern Hunter
18
The slide uses a horizontal process flow to map specific product offerings to learning stages.present_solution
Open slide detailBeat · SolutionLoop · Pattern Hunter
19
The slide highlights the additive nature of the merger, showing how the two companies complement each other's existing customer bases.show_traction
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20
Uses a comparison table structure to highlight synergy between two entities.plan_implementation
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21
The slide uses a combination of key performance indicators (KPIs) and bar charts to illustrate growth trajectory.show_traction
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22
Uses a stepped visual metaphor to imply progress and growth.summarize
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23
The slide uses a stacked bar chart to show the shift from legacy Skillport to Percipio/Dual deployment, supported by a data table for specific performance metrishow_traction
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24
The slide uses pie charts to illustrate the revenue mix for FY2022A.analyze_data
25
The slide provides a clear view of the deleveraging effect of the SumTotal sale on the company's net debt and leverage ratio.analyze_data
27
Includes notes on fiscal year end, product level view, and Codecademy inclusion.analyze_data
28
Proforma values include Codecademy starting April 5th; fiscal years end January 31st.analyze_data
29
The slide provides a sensitivity analysis of share dilution based on share price, specifically accounting for warrants via the Treasury Stock Method (TSM).analyze_data
30
The table provides a detailed breakdown of operating expenses, operating loss, and the bridge from net loss to adjusted EBITDA.analyze_data
31
The table reconciles Skillsoft Corp. GAAP results to Combined non-GAAP results, specifically highlighting revenue adjustments and various operating expense add-analyze_data
32
This is a standard financial disclosure slide typically found in an appendix to explain non-GAAP metrics.analyze_data
33
Includes footnotes explaining specific adjustments for Global Knowledge, Skillsoft, and Codecademy.analyze_data
34
The slide serves as a credibility transfer mechanism by associating the company with a major global investor.establish_context