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Intelligence Briefs

K12 Leaders

+2

Instructure read it and didn't respond. Their K-12 customers did.

May 19, 2026

•

7 min read

Instructure read it and didn't respond. Their K-12 customers did.

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

Adil Husain
Adil Husain

Procurement Dynamics

+2

Canvas: The Contestability Window

May 13, 2026

•

15 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.

The Intelligence Council
The Intelligence Council

K12 Leaders

+2

Instructure Needs Your Renewal More Than You Think

May 13, 2026

•

23 min read

Instructure Needs Your Renewal More Than You Think

The essential framework for negotiating your Canvas contract after a breach that exposed your students' records and handed your district more contractual leverage than it has ever had

The Intelligence Council
The Intelligence Council

Deep Dives

+1

Same Inputs. Different Conclusions. We Were Right.

Apr 10, 2026

•

5 min read

Same Inputs. Different Conclusions. We Were Right.

Inside our contrarian thesis on Skillsoft and how we called it correctly.

Adil Husain
Adil Husain

Deep Dives

+1

Same Inputs. Different Conclusions. We Were Right.

Apr 10, 2026

•

5 min read

Same Inputs. Different Conclusions. We Were Right.

Inside our contrarian thesis on Stride and how we called it correctly.

Adil Husain
Adil Husain

K12 Leaders

+2

The Timing Trap

Feb 5, 2026

•

3 min read

The Timing Trap

Why Real Damage Is Created After Shutdowns End

K12 Leaders

+3

the high cost of unwinding virtual schools

Jan 21, 2026

•

4 min read

the high cost of unwinding virtual schools

Stride Inc., and why Virtual School contracts are harder to break than they look

The Intelligence Council
The Intelligence Council

Deep Dives

+2

Why Pearson Keeps Winning After Competitors “Win” the Pilot

Jan 13, 2026

•

2 min read

Why Pearson Keeps Winning After Competitors “Win” the Pilot

What actually governs renewals inside institutions, and why product comparisons keep leading challengers astray

The Intelligence Council
The Intelligence Council

Deep Dives

+1

Why Pearson Keeps Winning After Competitors “Win” the Pilot

Jan 13, 2026

•

2 min read

Why Pearson Keeps Winning After Competitors “Win” the Pilot

What actually governs renewals inside institutions, and why product comparisons keep leading challengers astray

The Intelligence Council
The Intelligence Council

k12-executives

+1

[Intelligence Brief] Why Pearson Is Harder to Displace Than It Looks

Jan 9, 2026

•

1 min read

[Intelligence Brief] Why Pearson Is Harder to Displace Than It Looks

A structural look at renewal authority, risk ownership, and why pilots rarely turn into exits

The Intelligence Council
The Intelligence Council

Deep Dives

+1

Pearson Isn’t a Publisher. It’s Infrastructure.
LockSimple

Jan 7, 2026

•

6 min read

Pearson Isn’t a Publisher. It’s Infrastructure.

Why the “legacy edtech” narrative keeps missing where Pearson actually makes money.

The Intelligence Council
The Intelligence Council

Deep Dives

+1

pay, pause, or pray?

Nov 7, 2025

•

2 min read

pay, pause, or pray?

How Budget Uncertainty from DC and the States is Testing District Liquidity

The Intelligence Council
The Intelligence Council

K12 Leaders

+2

pay, pause, or pray?

Nov 7, 2025

•

2 min read

pay, pause, or pray?

How Budget Uncertainty from DC and the States is Testing District Liquidity

The Intelligence Council
The Intelligence Council

Education Executive Intelligence
By The Intelligence Council

The Intelligence Council is a next-gen B2B media and business intelligence platform built for people who make strategy, allocate capital, and carry operating risk.

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