Skillsoft Announces Strategic Partnership with edX
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
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Should l Buy SKIL?
Skillsoft announced a strategic partnership with edX, the global online education provider from 2U. Through the partnership, edX's catalog of courses from leading universities and companies, including instructor-led executive education programs, will integrate directly into the Skillsoft Percipio platform. Skillsoft said the partnership helps organizations connect learning investments to the capabilities needed as AI-driven change reshapes roles and workforce needs.
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Analyst Views on SKIL
About SKIL
Skillsoft Corp. provides personalized, interactive learning experiences and enterprise-ready solutions. The Company operates through two segments: Talent Development Solutions (TDS), and Global Knowledge (GK). Its TDS segment is comprised of both its organization platform and learner platform. GK segment includes its instructor-led training (ILT) platform. The Company provides more than 300,000 learning assets and more than 225,000 hours of learning experiences designed to help organizations and learners build critical technology, leadership, business, and compliance skills. Powered by artificial intelligence (AI) and strengthened by a broad ecosystem of partners, the Company’s platform helps customers solve some of business challenges including bridging skill gaps, improving talent retention, driving digital transformation, and future-proofing the workforce.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Increased Promotion Rates: Employees who participate in the education program are promoted at a 20% higher rate than their peers, with a 19% increase in retention rates, indicating that investment in employee development directly contributes to loyalty and business objectives.
- Enhanced Corporate Competitiveness: CEO Bijal Shah emphasizes the need for companies to boost productivity in a tight labor market, ensuring that employees can adapt to changes, reflecting a strong commitment to talent development.
- Improved Employee Engagement: By establishing career ladders, employees feel a sense of belonging and engagement within the team, which fosters more communication and collaboration, ultimately driving the achievement of overall business goals.
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- Significant Holding Proportion: This acquisition positions Callaway to account for 15.03% of AREX's reportable 13F assets, marking its importance within the fund's top five holdings, which may influence future investment strategies.
- Strong Stock Performance: As of February 28, 2026, Callaway shares were priced at $14.06, reflecting a 115.3% increase over the past year, significantly outperforming the S&P 500 by 99.78 percentage points, suggesting optimistic market sentiment regarding its recovery.
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- Portfolio Structure Shift: This acquisition positions Callaway as the second-largest holding for AREX, following EHAB, which is valued at $22.99 million and constitutes 65.36% of its AUM, reflecting AREX's confidence in the golf sector.
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- Vesting Schedule: The RSUs will vest ratably over four years, contingent upon Koehn's continued employment through each vesting date, aiming to enhance executive retention and align leadership with the company's long-term strategic goals.
- Compliance Announcement: This stock grant is made under the employment inducement exemption per NYSE Listed Company Manual Rule 303A.08, ensuring compliance with regulations and public disclosure of such incentives, thereby enhancing corporate transparency.
- Company Overview: Skillsoft is a global leader in AI-native skills management, serving over 105 million learners and helping enterprises close critical skill gaps while accelerating transformation, underscoring its significance in the rapidly evolving AI era.
See More
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- Compliance Announcement: Skillsoft issued this announcement in accordance with NYSE Listed Company Manual Rule 303A.08, ensuring transparency and adherence to regulatory requirements, thereby enhancing investor confidence.
- Company Overview: As a global leader in AI-native skills management, Skillsoft focuses on personalized learning and real-time skills intelligence to help enterprises close critical skill gaps, supporting over 105 million learners and solidifying its market leadership position.
See More
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- Strategic Restructuring at Plains GP Holdings: Plains GP Holdings plans to exit the Canadian NGL business, expected to enhance cash flow and financial flexibility, with a projected 27% growth in EPS for 2026 and a 30-cent increase in estimates over the past 60 days.
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