Tennessee Enrollment Case Study on Misleading Narratives

US postsecondary enrollment is in free fall, especially at community colleges, and there is plenty of concern about what this trend means and how to reverse it. But it can be quite difficult for education leaders to make smart strategic decisions…

The End of the Road for Zovio as an OPM

This 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…

Clarification on 2U and Its Role as a Target

I'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…

OPM Market Landscape and Dynamics: Summer 2022 updates

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…

UAGC Financials Confirm Falling Enrollments and Revenue

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…

The Post-Covid New Normal is Looking Bipolar

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…

Combined US Higher Education Enrollment Fall 2012 – Spring 2022

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…

About the Class Technologies Acquisition of Blackboard Collaborate

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…

The Market Fall of EdTech Will Have Non-Financial Impacts

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…

Three Initial Takeaways from the GAO Report on OPMs

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…