EdTech Public Company Update - Fiscal Year 2022
This is the first edition of my quarterly public company analysis newsletter. It is the paid sister newsletter to the weekly EdTech Thoughts newsletter.
This newsletter aspires to be the top destination for information about the *strategy* of public EdTech companies, informed by the data these companies provide in their earnings calls, investor presentations, and SEC forms. Please note the word strategy above - while reading the financial statements of the public companies is part of my analysis, I will not be making Buy/Sell/Hold recommendations or sharing DCF models.
Paying for this newsletter will also give you access to the EdTech Funding and M&A Database, an evergreen list of publicly announced financial transactions in the EdTech space. Today, it is a searchable database of 370 global transactions from January 2022 to today. It is updated with new transactions every Sunday.
Lastly, this post should be thought of as a “starting coverage” post. In it, I will say a few words about the FY 2022 earnings season and call attention to key metrics for the 6 public edtech companies - 2U, Coursera, Udemy, Chegg, Duolingo, and Pearson - that I am most familiar with.
Going forward, I plan to refine the format, increase the detail with which I cover these companies, and start coverage of additional companies. As with my weekly newsletter, the goal of this public company update newsletter is to provide a regular (at least quarterly, with deep-dive posts often occurring in between), information-dense 5-10 minutes of reading that deepens your knowledge of the EdTech space over time.
Please feel free to reach out to firstname.lastname@example.org with any questions about me, the subscription, or anything else EdTech related. On to the update!
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