At least this won't happen... https://www.thelayoff.com/t/1dsbWX03
"The Bottom Line: Now or never"
Should you laugh or cry at this analysis? https://seekingalpha.com/article/4457594-2u-profitability-hidden-in-numbers
2U: The Red Flags are Multiplying
"2U's course enrollments also started to slip. Total FCEs (full course equivalents) grew only 26% y/y in Q2 as shown in the chart below, and decelerated sharply versus 33% y/y growth in Q1 and 43% y/y growth in... — read more
Noodle, Coursera, and 2U/edX Discussions on Educational Platform Approaches
Let's see how well that "flywheel" works. "Coursera and 2U are attempting to define a new online education platform market that relies on network effects enabled by consumer-level flywheels (i.e., beyond the heavy digital marketing based primarily... — read more
2u has never turned a profit in the last 8 years
By definition, 2u is a zombie company that survives off cheap interests rates. Once rates rise, 2u will likely implode. https://www.macrotrends.net/stocks/charts/TWOU/2u/net-income
The rise and fall of OPMs?
"This new phase of the College Meltdown has strong roots in the 1980s and involves the growth of the educated underclass, the privatization of public higher education, the proliferation and consolidation of online program managers (OPMs) working for... — read more
Overpriced degrees
and a good reason to keep the business under the radar... https://www.wsj.com/articles/financially-hobbled-for-life-the-elite-masters-degrees-that-dont-pay-off-11625752773
Debt Sentence
Ever have any reservations about the people you sign up? https://www.proquest.com/docview/2540743739?pq-origsite=gscholar&fromopenview=true
Robocolleges
The future of US higher education. https://higheredinquirer.blogspot.com/2021/07/the-growth-of-robot-colleges.html
2U and edX
2U and edX, two major players in the online learning ecosystem, announced Tuesday that they would combine to create an entity that would reach 50 million learners and serve most of the best universities in the United States and the... — read more
2U and Guild Education
A match made in... https://www.edsurge.com/news/2021-02-24-2u-guild-education-partner-to-expand-online-education-for-adult-workers https://higheredinquirer.blogspot.com/2021/04/guild-education.html
Coursera IPO
The competition heats up. https://www.cnbc.com/2021/03/05/coursera-files-for-ipo-amid-online-learning-boom-.html
How many bootcamps is 2U selling?
https://collegemeltdown.blogspot.com/2019/04/are-brand-name-coding-bootcamps-new.html
More losses ahead
"TWOU sees FY revenue between $760M to $775M vs. a consensus of $743.5M and net loss between $225M to $210M." https://seekingalpha.com/news/3626963-2u-down-3-despite-beat-upside-revenue-outlook
The College Dream is Over
Is the College Dream Over? https://collegemeltdown.blogspot.com/2020/10/the-college-dream-is-over-gary-roth.html
"Edugrift": Observations of Subprime College Lead Generator
http://collegemeltdown.blogspot.com/2020/10/observations-of-subprime-lead-generator.html
Colgate U Outsourcing Faculty Support for Hybrid Learning
The Colgate/2U assembly line https://campustechnology.com/articles/2020/09/21/colgate-u-outsourcing-faculty-support-for-hybrid-learning.aspx http://collegemeltdown.blogspot.com/2019/12/the-higher-education-assembly-line.html
"Insider sales?"
"On April 30, 2020, Richard Theis filed a stockholder derivative complaint purportedly on behalf of the Company and against Christopher J. Paucek, the Company’s CEO, Catherine A. Graham, the Company’s former CFO, and the Company’s board of directors... — read more
White Label For-Profit School?
"For starters, 2U is NOT an EdTech company. It is a white label for-profit school." https://seekingalpha.com/article/4343088-2u-dont-expect-huge-tailwind-out-of-coronavirus
More desperation and more losses
https://seekingalpha.com/news/3562047-2u-pulls-full-year-outlook
"2U Inc.: A Longer-Term Growth Story Benefiting From The Transition To Distance Learning"
Sounds like investors are not buying the pitch. "Sorry. 2U’s model remains broken and no amount of perceived demand will fix that. Do your own homework people. There’s a reason this thing went from $100 per share to below its IPO... — read more
Shares way down
https://collegemeltdown.blogspot.com/2020/03/coronavirus-and-college-meltdown.html
Coronavirus And Layoffs
What do you think - what happens next here?
A chance to profit from the Coronavirus?
"There are many parts to the current Coronavirus crisis and its effects on US higher education. But they all boil down to the Trump mantra (defund, deregulate, and privatize) and the opportunity for the elites to capitalize from the crisis, as they... — read more
Third round of layoffs. The Toronto 2U Office Closed today!
20+ Employees in Admissions laid off.
Well, there's this...
https://seekingalpha.com/news/3544824-education-tech-2u-sets-change-of-control-plan
Senators Elizabeth Warren (MA) and Sherrod Brown (OH) sent a letter to the five largest online program management (OPM) companies — including 2U
2U is one of 5 being questioned. Democratic congressional inquiry targets OPMs https://www.educationdive.com/news/congressional-inquiry-targets-online-program-managers/571275/
2U jumps on sale chatter
"A Bloomberg headline says 2U (TWOU +7.8%) - under activist pressure - is mulling a sale." https://seekingalpha.com/news/3532740-2u-jumps-on-sale-chatter
While you are worrying about being downsized...
Have you seen my College Meltdown video playlist? I think you'll find it very educational. Please take a look and share it with your people. https://www.youtube.com/playlist?list=PLcq7zwhpdzfk4Id4RDVVgURl44elXTGLT Please let me know what you... — read more
Hmmm?
https://uspostnews.com/2020/01/09/is-something-really-weird-happening-in-2u-twou-phillips-66-psx/
"2U Doomed to Fail"
https://seekingalpha.com/article/4313548-2u-doomed-to-fail
I'll just leave this here...
https://www.bizjournals.com/washington/news/2019/12/16/2us-activist-investor-has-forced-sales-at-other.html
KeyBanc analyst Arvind Ramnani sees 2U (TWOU +1%) as the next M&A target
https://seekingalpha.com/news/3524108-bull-sees-2u-acquisition-target
Private Equity is Coming...
I heard a rumor that private equity may take over the company, fire senior management (i.e. Chip), and strip the organization. Some news outlets have heard this too, apparently:... — read more
The competition
http://www.insidehighered.com/blogs/technology-and-learning/getting-my-head-around-noodle-partners
WeWork collapse and 2U
What happens to the space that 2U students had in upscale neighborhoods? "In January 2018, students taking online university courses from 2U gained access to WeWork common spaces and meeting... — read more
New CFO
https://seekingalpha.com/news/3506122-2u-finds-new-cfo
TCF Analysis of 70+ University-OPM Contracts Reveals Increasing Risks to Students, Public Education
The gig is up https://tcf.org/content/about-tcf/tcf-analysis-70-university-opm-contracts-reveals-increasing-risks-students-public-education/
Ticked off because 2U is broken
2U's learning system is broken and they can't staff enough people to handle all of the issues. Don't know where executive leadership is spending the boatload of money it makes from students, but it isn't hiring people. We can't continue on this... — read more