Education Sector Analyst, Schoolhouse Solutions

Anik Siwach

Education Sector Analyst

Schoolhouse Solutions

Schoolhouse is a strategy and research provider for the Education sector. We publish differentiated reports and bespoke research on the sector, focused on private and public companies in Asia-Pacific. Our team has decades of experience working with Education companies ranging from K-12 to Tertiary and Edtech.

Strategy and Research Provider

Equity Bottom-Up

NextEd Group Limited provides educational solutions. The Company delivers industry relevant courses and programs, as well as offers work placement and internship. NextEd Group serves students worldwide.

<ul>
<li>Government hammers the international VET sector:  Government issues tough caps, reducing international students in VET.</li>
<li>Reliance on international students: NextEd will struggle to operate under reduced international student volumes.</li>
<li>Diversification underway: NextEd have been proactive in countering government policy.</li>
</ul>


Government hammers the international VET sector:  Government issues tough caps, reducing international students in VET.
Reliance on international students: NextEd will struggle to operate under reduced international student volumes.
Diversification underway: NextEd have been proactive in countering government policy.


NextEd Group: WOW! NXD Soars 50%, as Nervous Times Loom for Australian Private Education

Thematic (Sector/Industry)

<ul>
<li>EdTech Market Volatility: Docebo and Tribal Group report significant YTD gains of +27% and +32%, while Janison and LTG Group face steep declines of -59% and -45%.</li>
<li>AI Disruption and Adaptation: Chegg introduces a GPT-style assistant in response to AI challenges, while Duolingo excels with 83.1M monthly users, expanding beyond language tuition.</li>
<li>Shifts in Private Funding: Private EdTech funding declines in 2023, with strategic investors and family offices driving deals, amidst a broader reduction in venture capital investments.</li>
</ul>


EdTech Market Volatility: Docebo and Tribal Group report significant YTD gains of +27% and +32%, while Janison and LTG Group face steep declines of -59% and -45%.
AI Disruption and Adaptation: Chegg introduces a GPT-style assistant in response to AI challenges, while Duolingo excels with 83.1M monthly users, expanding beyond language tuition.
Shifts in Private Funding: Private EdTech funding declines in 2023, with strategic investors and family offices driving deals, amidst a broader reduction in venture capital investments.


Education Sector YTD: Volatility in Public Equities, PE Stalking with Take Private Offers

<ul>
<li>
Agile Response to Visa Changes: NextEd's nimble approach to the end of the COVID-19 408 visa showcases adaptability in uncertain times.</li>
<li>
Tech Sector Growth Potential: Expanding in the thriving tech field, NextEd taps into strong post-study work rights and sector support.</li>
<li>
Regulatory Challenges: Navigating regulatory shifts, NextEd's resilience shines amid uncertainty in the non-university education landscape.</li>
</ul>



Agile Response to Visa Changes: NextEd's nimble approach to the end of the COVID-19 408 visa showcases adaptability in uncertain times.

Tech Sector Growth Potential: Expanding in the thriving tech field, NextEd taps into strong post-study work rights and sector support.

Regulatory Challenges: Navigating regulatory shifts, NextEd's resilience shines amid uncertainty in the non-university education landscape.


NextEd Group (NXD):  Whiplash! Market Reaction to Australia’s Visa Changes Highlights the Risk.

3P Learning Limited provides educational services. The Company owns and operates a website for students, teachers, and mathematics coordinators with a focus on e-learning of mathematics. 3P Learning serves the kindergarten through twelfth grade curriculum worldwide.

<ul>
<li>
Holistic Educational Suite: 3PL enriched its product portfolio, with the APAC debut of WritingLegends and BrightPath Assessement. </li>
<li>
Steady Financial Growth: Amidst challenges in the UK, 3PL's 9% ARPU growth highlights its consistent performance and market strength. </li>
<li>
Setting the Pace: With attractive-priced offerings, an integrated product approach, and an innovative teacher training vision, 3PL is expected to continue growing its top line as more schools join. </li>
</ul>



Holistic Educational Suite: 3PL enriched its product portfolio, with the APAC debut of WritingLegends and BrightPath Assessement. 

Steady Financial Growth: Amidst challenges in the UK, 3PL's 9% ARPU growth highlights its consistent performance and market strength. 

Setting the Pace: With attractive-priced offerings, an integrated product approach, and an innovative teacher training vision, 3PL is expected to continue growing its top line as more schools join. 


3P Learning (3PL): Steady Through the 3Rs, Eyes on FY24

<ul>
<li>Addition of Writing Legends to existing maths and literacy apps will create more opportunities to upsell and cross-sell. </li>
<li>
Brightpath, the recently acquired assessments technology provider, adds a new horizontal with the potential to reduce school customer churn</li>
<li>Competition is high from groups such as DreamBox, IXL, ABC Mouse, Khan Academy and <a href="https://www.smartkarma.com/entities/think-learn-pvt-ltd-byju-s" target="_blank" data-smartkarma-citation="entities:32203:1" rel="noopener">BYJU'S</a> . <a href="https://www.smartkarma.com/entities/3p-learning-ltd" target="_blank" data-smartkarma-citation="entities:5708:1" rel="noopener">3P Learning</a> remains a significant player with a strong customer base and improving product portfolio.</li>
</ul>


Addition of Writing Legends to existing maths and literacy apps will create more opportunities to upsell and cross-sell. 

Brightpath, the recently acquired assessments technology provider, adds a new horizontal with the potential to reduce school customer churn
Competition is high from groups such as DreamBox, IXL, ABC Mouse, Khan Academy and BYJU'S . 3P Learning remains a significant player with a strong customer base and improving product portfolio.


3P Learning (3PL): Rare Listed EdTech, Offering Exposure to the Growth in Digital Instruction