Skillsoft announced a strategic partnership with edX, the online education arm of 2U, to embed edX’s university‑led courses, executive‑education programs, and micro‑credentials into its Percipio learning platform. The integration will allow enterprise customers to access a broader catalog of instructor‑led content directly within Skillsoft’s AI‑driven ecosystem, creating a more seamless skills‑to‑performance loop for organizations navigating AI‑driven workforce transformation.
The partnership aligns with Skillsoft’s open‑ecosystem strategy, which seeks to combine its AI‑native skills‑management platform with high‑quality third‑party content. By adding edX’s university‑led offerings, Skillsoft can deepen its value proposition for enterprise clients, offering a more comprehensive learning experience that blends corporate training with academic rigor. The move also positions Skillsoft to capture demand for professional certificates and micro‑credentials that are increasingly valued by employers seeking to upskill employees in emerging technologies.
Skillsoft’s recent financial performance underscores the strategic importance of the deal. In Q3 FY2025, the company reported revenue of $129 million, a 6% decline year‑over‑year, and FY2025 revenue of $531 million, down 4% from the prior year. Adjusted EBITDA fell 12% to $28 million, with a margin of 21.7% versus 23.3% in FY2024. The partnership is intended to help offset these revenue pressures by expanding the product mix and attracting new enterprise customers who value university‑backed credentials.
Ron Hovsepian, Skillsoft’s CEO, said the partnership “will deepen our platform’s value by connecting skills to the way work actually gets done.” Andy Morgan, Chief Partnerships Officer at 2U, added that the collaboration “expands the reach of high‑quality learning into the workplace, where it can have immediate and meaningful impact on both individuals and organizations.” Matthew Glitzer, Chief Revenue Officer, noted that integrating edX programs “fits into a continuous skills journey, supporting stronger adoption, improved retention, and better alignment with business priorities.”
edX was acquired by 2U in November 2021 for $800 million and has since become a key component of 2U’s portfolio of online education platforms. The partnership leverages edX’s extensive catalog of university‑led courses, positioning Skillsoft to compete more effectively against other corporate learning providers that are also integrating academic content. The deal is expected to enhance Skillsoft’s competitive differentiation in a market where employers increasingly demand credentialed learning that can be tied to specific skill gaps.
The partnership is a strategic response to Skillsoft’s declining revenue trends and the broader market shift toward AI‑driven learning solutions. By integrating edX’s content, Skillsoft can broaden its offering, attract new enterprise customers, and potentially improve revenue mix and customer retention. The move also signals Skillsoft’s commitment to expanding its AI‑enabled ecosystem and strengthening its position as a comprehensive learning platform for the modern workforce.
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