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Quarterly competitive intelligence on 25+ publicly traded companies
Nov 6, 2026
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3 min read
Recurring Mix Is Not Enough
Nov 5, 2026
Career Learning Must Carry Reset
Sep 10, 2026
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.
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
15 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 14, 2026
1 min read
The complete 30+ page vulnerability map and strategic teardown is live.
