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Quarterly competitive intelligence on 25+ publicly traded companies
Sep 10, 2026
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3 min read
Symphony needs time that the balance sheet may not provide
Sep 8, 2026
2 min read
The reacceleration case is forming, but ARR still has to prove it.
Access is scaling while K-12 still sets the clock.
The platform case is working, but AI and assessment risk remain unsettled.
CTU funds the story. USAHS must outrun the overhang.
Sep 3, 2026
The research business is holding. The question is whether anything else will.
Contrarian analysis with our "better-than-it-looks" or "worse-than-it-looks" thesis, and a playbook (8-10 per year)
May 19, 2026
7 min read
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 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
The company’s true moat is not data or technology. We spell out what it actually is.
