Higher Education Executive Intelligence

For strategy, product, and GTM leaders selling into colleges and universities

Free Weekly Briefs Premium Content Enrollment and Revenue Policy & Regulation Technology Research and Partnerships

Premium Content

Dossiers

View All

Quarterly competitive intelligence on 25+ publicly traded companies

Aug 18, 2026

•

2 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?

Aug 18, 2026

•

2 min read

Scholastic Corporation: The Dossier

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

Aug 18, 2026

•

2 min read

Stride, Inc: The Dossier

The platform is stabilizing. Fall 2026 decides whether trust returns

Aug 18, 2026

•

2 min read

Grand Canyon Education: The Dossier

Can the GCU engine outgrow its own concentration risk?

Aug 18, 2026

•

2 min read

Strategic Education: The Dossier

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

Aug 18, 2026

•

2 min read

Laureate Education: The Dossier

The margin threshold is crossed. The Peru online test begins

Intelligence Briefs

View All

Contrarian analysis with our "better-than-it-looks" or "worse-than-it-looks" thesis, and a playbook (8-10 per year)

Instructure read it and didn't respond. Their higher ed competitors and customers did.

May 19, 2026

•

7 min read

Instructure read it and didn't respond. Their higher ed competitors and customers did.

Five targeted intelligence briefs, simultaneously published across all sides of the post-breach LMS market. Here is everything we said.

May 13, 2026

•

16 min read

Canvas: The Contestability Window

Canvas has been breached twice by the same actor in eight months. The market is open. Here is how long it stays that way, the only move worth making, and where to point the spear.

Apr 22, 2026

•

4 min read

Ellucian and the Economics of Leaving

The company’s true moat is not data or technology. We spell out what it actually is.

Higher Education Executive IntelligenceFor strategy, product, and GTM leaders selling into colleges and universities

Free Weekly Briefs Premium Content Enrollment and Revenue Policy & Regulation Technology Research and Partnerships

Premium Content

Dossiers

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

Intelligence Briefs

Instructure read it and didn't respond. Their higher ed competitors and customers did.

Canvas: The Contestability Window

Ellucian and the Economics of Leaving

Education Executive Intelligence By The Intelligence Council

Higher Education Executive Intelligence

For strategy, product, and GTM leaders selling into colleges and universities

Education Executive Intelligence
By The Intelligence Council