The End of the Road for Zovio as an OPM
Author Phil Hill /0 Comments/by Phil HillThis is the endMy only friend, the endOf our elaborate plans, the end – James Douglas Morrison As was widely reported yesterday, we now have a resolution on the end of the Zovio / UAGC relationship, with UAGC buying out Zovio’s single-customer OPM business for a dollar. From Higher Ed Dive: Zovio and the University […]
The Brutal Spring and Summer for OPMs and MOOCs
Blog /0 Comments/by Phil HillThere was a lot of news last week from Coursera’s and 2U / edX’s quarterly earnings calls, and I plan to dive deeper in the next week or so on that subject. But first it strikes me that we’re seeing consistently bad news for Online Program Management (OPM) companies and the associated MOOCs, particulary in […]
Clarification on 2U and Its Role as a Target
Author Phil Hill /1 Comment/by Phil HillI’ve gotten a lot of feedback on yesterday’s OPM Market Landscape and Dynamics post, particularly around the changes to the Mad Max diagram. There is one clarification I want to make on the protrayal of 2U, which is important in terms of the referenced Wall Street Journal (WSJ) article. Wheel Off but No Crash 2U […]
OPM Market Landscape and Dynamics: Summer 2022 updates
Author Phil Hill /0 Comments/by Phil HillThis 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 […]
UAGC Financials Confirm Falling Enrollments and Revenue
Author Phil Hill /1 Comment/by Phil HillIt 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 […]
Byju’s Makes Its Move to Acquire 2U
Blog /by Phil HillIn 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 […]
The Post-Covid New Normal is Looking Bipolar
Author Phil Hill /5 Comments/by Phil HillIt’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 […]
Combined US Higher Education Enrollment Fall 2012 – Spring 2022
Author Phil Hill /2 Comments/by Phil HillThe 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: […]
About the Class Technologies Acquisition of Blackboard Collaborate
Author Phil Hill /by Phil HillAnthology, 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 […]
The Market Fall of EdTech Will Have Non-Financial Impacts
Author Phil Hill /by Phil HillTwo 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 […]
