The Intelligence Council

The Intelligence Council is next-gen B2B media designed for people who make high-stakes decisions and need clarity. Our content helps them make money; save money; manage risk; gain an edge.

Lincoln Educational Services: The Dossier

Sep 10, 2026

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3 min read

Lincoln Educational Services: The Dossier

The campuses are coming. Starts must catch up.

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Company Dossiers

Sep 10, 2026

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3 min read

Boxlight Corporation: The Dossier

Symphony needs time that the balance sheet may not provide

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Company Dossiers

Sep 8, 2026

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2 min read

Docebo Inc: The Dossier

The reacceleration case is forming, but ARR still has to prove it.

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Company Dossiers

Sep 8, 2026

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2 min read

McGraw Hill: The Dossier

Access is scaling while K-12 still sets the clock.

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Company Dossiers

Sep 8, 2026

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2 min read

Pearson PLC: The Dossier

The platform case is working, but AI and assessment risk remain unsettled.

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Company Dossiers

Perdoceo Education Corporation: The Dossier

Sep 8, 2026

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2 min read

Perdoceo Education Corporation: The Dossier

CTU funds the story. USAHS must outrun the overhang.

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Company Dossiers

Sep 3, 2026

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2 min read

Wiley: The Dossier

The research business is holding. The question is whether anything else will.

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All EDU Publications

Aug 18, 2026

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3 min read

Barnes & Noble Education: The Dossier

Can First Day Complete scale fast enough to offset structural enrollment decline before regulation or competition closes the window?

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Company Dossiers

Aug 18, 2026

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2 min read

Scholastic Corporation: The Dossier

Scholastic's IP Engine Is Delivering, Whether Education Solutions Recovers Before FY2027 Is Still Unproven

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Company Dossiers

Aug 18, 2026

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2 min read

Stride, Inc: The Dossier

The platform is stabilizing. Fall 2026 decides whether trust returns

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Company Dossiers

Aug 18, 2026

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2 min read

Grand Canyon Education: The Dossier

Can the GCU engine outgrow its own concentration risk?

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Company Dossiers

Aug 18, 2026

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2 min read

Strategic Education: The Dossier

Can the B2B pivot outrun Strayer's structural enrollment decline before the 2028 model comes due?

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Company Dossiers

Aug 18, 2026

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2 min read

Laureate Education: The Dossier

The margin threshold is crossed. The Peru online test begins

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Company Dossiers

Aug 18, 2026

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2 min read

Chegg: The Dossier

Can the skilling pivot outrun the academic-help collapse?

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Company Dossiers

Aug 18, 2026

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2 min read

Graham Holdings Company: The Dossier

Cash flow is compounding. The discount may be, too

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Company Dossiers

Aug 18, 2026

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2 min read

Covista Adtalem Global Education: The Dossier

Growth is scaling. The student-outcome proof is still catching up

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Company Dossiers

Aug 18, 2026

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2 min read

Franklin Covey: The Dossier

Every leading indicator points up. The guidance just pointed down

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Company Dossiers

Universal Technical Institute: The Dossier

Aug 18, 2026

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2 min read

Universal Technical Institute: The Dossier

Growth is visible. Margin proof is still missing

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Company Dossiers

Bright Horizons Family Solutions: The Dossier

Aug 18, 2026

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2 min read

Bright Horizons Family Solutions: The Dossier

The profit engine is shifting. The center base is still catching up

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Company Dossiers

Aug 18, 2026

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2 min read

Kaltura: The Dossier

AI platform ambitions. Video-platform proof problem

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Company Dossiers

Aug 18, 2026

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2 min read

Elsevier / RELX : The Dossier

Can RELX monetize its data moat fast enough to offset structural erosion, or is the windfall masking a slower STM reckoning?

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Company Dossiers

Aug 18, 2026

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2 min read

Clarivate: The Dossier

The portfolio is narrowing. The growth proof still has to arrive

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Company Dossiers

Aug 18, 2026

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2 min read

Coursera: The Dossier

Growth is back. Cash conversion and Udemy integration still have to prove it

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Weekly Intelligence - Higher Education Leadership Intelligence

ED Overhaul, Microsoft's AI Push, California's FAFSA Milestone

Jul 17, 2026

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7 min read

ED Overhaul, Microsoft's AI Push, California's FAFSA Milestone

Federal oversight shifts across agencies, new AI capabilities in campus workflows, Oregon expands research infrastructure, California sets a FAFSA record.

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Academic & Research Enterprise

Your BNED contract has more leverage in it than you think

Jul 2, 2026

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3 min read

Your BNED contract has more leverage in it than you think

Switching costs, commission terms, and a regulatory change that could hit participation rates directly.

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Lincoln Educational Services: The Dossier

Boxlight Corporation: The Dossier

Docebo Inc: The Dossier

McGraw Hill: The Dossier

Pearson PLC: The Dossier

Perdoceo Education Corporation: The Dossier

Wiley: The Dossier

Barnes & Noble Education: The Dossier

Scholastic Corporation: The Dossier

Stride, Inc: The Dossier

Grand Canyon Education: The Dossier

Strategic Education: The Dossier

Laureate Education: The Dossier

Chegg: The Dossier

Graham Holdings Company: The Dossier

Covista Adtalem Global Education: The Dossier

Franklin Covey: The Dossier

Universal Technical Institute: The Dossier

Bright Horizons Family Solutions: The Dossier

Kaltura: The Dossier

Elsevier / RELX : The Dossier

Clarivate: The Dossier

Coursera: The Dossier

ED Overhaul, Microsoft's AI Push, California's FAFSA Milestone

Your BNED contract has more leverage in it than you think

Education Executive Intelligence By The Intelligence Council

Education Executive Intelligence
By The Intelligence Council