@2Uinc@holoniq We believe that both the OPM consolidation and unbundled models will prevail as provide the right blend of control and access the best in class services universities will need in the fast paced digital world. For unbundled services the choice is obvious...
@PhilOnEdTech I haven’t read the analysis yet but I hope you delve in to the fact that the cash they had on hand was not from normal operations but from the prepayment caused by the early cancellations from key clients. The real issue is does the business generate enough cash month over month.
@joshmkim@insidehighered@2Uinc@edXOnline@andrewhermalyn Sextant Marketing has been focused on the intersection of digital transformation for ground and online programs since our inception in 2015. I find it odd that Noodle is just now coming to this strategic insight.
@Ahighervision @PhilOnEdTech Appreciate Phil’s thoughtful analysis but in reality why is this a surprise to anyone. Analysts knew all this already and it was obvious but they just want to drink the KoolAid Chip et al we’re selling. They’ve been hiding in plain sight.
@PhilOnEdTech I agree completely! Talked about that last night with a friend - for all the billions invested I don’t see much advancement in outcomes, efficiency ( ie: lower prices or higher margins) or improvement to the prospects of stabilizing the profitability of most institutions.
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@PhilOnEdTech Makes perfect sense - why not take Other People’s Money? The real question is how profitable are the Reve share deals can Fee For Service.
@PhilOnEdTech Profitability is too strong a word and sends the wrong message. Reduction of losses is more appropriate - I would also suggest taking a deep dive in to Adjusted EBITDA calculations as they are quite aggressive.