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Quarterly competitive intelligence on 25+ publicly traded companies
Aug 18, 2026
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2 min read
Can First Day Complete scale fast enough to offset structural enrollment decline before regulation or competition closes the window?
Scholastic's IP Engine Is Delivering, Whether Education Solutions Recovers Before FY2027 Is Still Unproven
The platform is stabilizing. Fall 2026 decides whether trust returns
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.