Skillsoft SPAC Presentation Deck
Introduction
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Strategy
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Content
POSITIONED FOR GROWTH: GLOBAL KNOWLEDGE HAS
STABILIZED WITH IMPROVED PRODUCT MIX
GLOBAL KNOWLEDGE SEQUENTIAL ORDER INTAKE PROGRESSION¹ ($M)
COVID-19 negatively impacted
classroom revenue by ~$115M³
offset by ~$35M increase from
growth in virtual and on-
demand offerings
Shift from classroom to virtual
driving margin improvement
skillsoft
Platform
Order intake has stabilized
and is expected to grow post-
COVID
Go-To-Market
Finance
On-Demand
Global
Knowledge
Quarterly
Order Intake²
Q&A
Virtual
Classroom Training & Other
$64
$39
$19
$6
Q4 CY2019
$55
$21
$30
$4
Q1 CY2020
$48
$6
$37
$5
Q2 CY2020
$55
$12
$36
$7
Q3 CY2020
$53
$11
$37
$5
Q4 CY2020E
Notes:
1 Information shown reflects FYE January 31st financials (e.g., FYE 1/31/21E shown for CY2020E).
2 Order intake represents contracted sales commitments for the forward 12-month period.
3 Based on estimated change in total Classroom Training and Other revenue from CY2019A to CY2020E (FYE January 31st financials). Global Knowledge revenue reflects Gross
Revenue.
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