Skillsoft Corp. · NYSE:SKIL
Skillsoft — Merger or Acquisition (December 2021)
12 slides from Skillsoft's merger presentation, Dec 22, 2021
Slide 1: December 2021 Investor Presentation
DECEMBER 2021 INVESTOR PRESENTATION
Slide 2: Disclaimer
2 DISCLAIMER Additional Information and Where to Find It This communication may be deemed solicitation material in respect of the proposed acquisition of Codecademy by the Company . This communication does not constitute a solicitation of any vote or approval . In connection with the proposed transa
Slide 3: Disclaimer (Continued)
DISCLAIMER (CONTINUED) 3 Forward Looking Statements This document includes statements that are, or may be deemed to be, “forward - looking statements” within the meaning of Section 27 A of the Securities Act of 1933 , as amended, and Section 21 E of the Securities Exchange Act of 1934 , as amended,
Slide 4: Creating a Leader in Tech & Dev
Extending Our Content Offering Across Critical Technologies Enhancing The Percipio Platform With New Learning Capabilities Broadening Our Reach Creating Significant Cross - Sell Opportunities Positioning Skillsoft For Faster Growth # 1 4 FASTEST GROWING SEGMENT IN DIGITAL LEARNING #2 #3 #4 #5 CREATI
Slide 5: Transaction Overview
TRANSACTION OVERVIEW KEY TERMS & STRUCTURE • Acquisition of 100% of Codecademy for $525 million • Overall transaction consideration mix approximately 60% stock / 40% cash FINANCING & CLOSING • Cash consideration to be financed through a combination of existing balance sheet liquidity and incremental
Slide 6: Extending Our Content Offering
DATA PROGRAMMING • Data Science • Artificial Intelligence + Machine Learning • Data Visualization • Data Literacy • DevOps • Full Stack • Mobile • Web Development CLOUD SECURITY • Cloud Transformation • Hybrid/Multi - cloud • Cloud Architecture • Cloud Development • Pen Testing • Incident Response •
Slide 7: Enhancing the Percipio Platform
LEARN APPLY COLLABORATE MICRO - LEARNING COURSES HANDS - ON PRACTICE LABS | LIVESTREAMS | LOCAL, LIVE SUPPORT INSTRUCTOR - LED TRAINING ENHANCING THE PERCIPIO PLATFORM 7 A NEW WAY OF LEARNING THE MOST CRITICAL TECHNOLOGY SKILLS
Slide 8: Broadening Our Reach
BROADENING OUR REACH 8 SKILLSOFT CODECADEMY COMBINED LEARNERS 46M + 40M + 86M+ B2B CUSTOMERS 12k+ ~660 ~13k B2C CUSTOMERS NM ~179k ~179k SALES ORGANIZATION (1) 700+ <20 720+ + + + + = = = = NEARLY DOUBLES REGISTERED LEARNERS | COMPLEMENTARY CUSTOMER BASES Note: (1) Total headcount.
Slide 9: Creating Cross-Sell Opportunities
• 700+ person B2B go - to - market organization • Established digital selling motion • 12k+ customers, including 75% of Fortune 1000 • 40M+ registered learners, and over 250k organic B2C sign - ups per month • Sell Codecademy to existing Skillsoft customers • Sell Skillsoft Tech & Dev and Leadership
Slide 10: Positioning Skillsoft for Faster Growth
$11M $19M $33M $43M 2018 2019 2020 2021E POSITIONING SKILLSOFT FOR FASTER GROWTH 10 $8M $23M $38M $47M 2018 2019 2020 2021E 46K 86K 135K 182K 2018 2019 2020 2021E IMMEDIATELY ACCRETIVE TO SKILLSOFT REVENUE AND BOOKINGS GROWTH REVENUE BOOKINGS TOTAL PAYING USERS Note: (1) CY2021E vs. CY2020. 85%+ Gro
Slide 11: Creating a Leader in Tech & Dev
Extending Our Content Offering Across Critical Technologies Enhancing The Percipio Platform With New Learning Capabilities Broadening Our Reach Creating Significant Cross - Sell Opportunities Positioning Skillsoft For Faster Growth # 1 11 FASTEST GROWING SEGMENT IN DIGITAL LEARNING #2 #3 #4 #5 CREAT
Slide 12: Thank You
Thank You skillsoft®