This year has shown the increasing dangers of the Online Program Management (OPM) market, based on financial market pressures and increasingly likely regulatory activity. While I expect some concrete changes in the next four months (leading to a Fall 2022 update), I think it is worth updating the OPM graphics this summer based on the […]
It has taken some time, but I now have access to recent University of Arizona Global Campus (UAGC) financials and enrollments based on a report in early May for the Strategic Planning and Budget Advisory Committee (SPBAC) at the University of Arizona. As with my handling of the financials from Purdue Global, I think it […]
In mid May I wrote a post “The Market Fall of EdTech Will Have Non-Financial Impacts” that included this observation: I’m not a financial analyst, and I care more about company strategy and operational capabilities. One thing it means is that we should expect increased M&A activity, both from healthier companies buying others for a bargain […]
It’s been a while since I last posted, partially as I’m trying to make sense of new data and anecdotes coming in around that crucial measure of organizational viability for higher ed institutions – enrollments. In that post I combined IPEDS and National Student Clearinghouse enrollment data, showing that while total enrollments were already going […]
The two best sources for enrollment data for US Higher Education are the Department of Education’s IPEDS data set and the National Student Clearinghouse (NSC) reports. The NSC shares both the Current Term Enrollment Estimates reports (May and December) and ongoing Stay Informed estimates during the spring and fall terms as data comes in. IPEDS: […]
Anthology, which acquired Blackboard in the fall, or more accurately whose private equity primary owner Veritas Capital acquired Blackboard and combined with Anthology in the fall, announced a new deal with Class Technologies. Class is the company founded and run by Blackboard co-founder and former CEO Michael Chasen that provides education-specific virtual classroom software on […]
Two weeks ago I posted a Twitter thread noting just how much publicly-traded EdTech stocks have fallen since last Spring, using Coursera’s March 31, 2021 IPO as a comparison date. My main point was that this situation will have impacts beyond company and investor finances. Derek Newton expanded on this thread at Forbes with yesterday’s […]
The long-awaited report from the Government Accountability Office (GAO) on the US Department of Education (ED) oversight over Online Program Management (OPM) contracts is out, and as most observers have stated, it is a fairly neutral report with no bombshells. You can access the full report here and Inside Higher Ed’s early coverage here. The […]
Last week I had the chance to paricipate in a fireside chat plenary session for OLC Innovate 2022 with Joe Moreau, Vice Chancellor Technology for Foothill-DeAnza Community College District. Joe is retiring at the end of the month, and we have known each other since the inception of the California Virtual Campus – Online Education […]
Last week I described a trend that I believe will have an enormous impact on education, particularly for nontraditional and online models. We all knew that the US Department of Education (ED) would change its regulatory approach with the new administration, and it has been virtually axiomatic that they would directly target the for-profit sector. […]
