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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)
Jun 5, 2026
[Premium Intelligence] How enablement consolidation is reshaping workforce learning, sales readiness, and commercial capability governance
May 7, 2026
23 min read
[Premium Intelligence] The Real Threats in the Extended Enterprise Market
Apr 10, 2026
5 min read
Inside our contrarian thesis on Skillsoft and how we called it correctly.
