Topics regarding layoffs at 2U Inc.

Topics regarding layoffs at 2U Inc.

"The Bottom Line: Now or never"

Should you laugh or cry at this analysis? https://seekingalpha.com/article/4457594-2u-profitability-hidden-in-numbers

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| 910 views | | no replies yet
Post ID: @OP+1d43VGEa

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 

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| 910 views | | no replies yet
Post ID: @OP+1cYkqR9R

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

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| 1260 views | | 2 replies (last September 9, 2021)
Post ID: @OP+1cwdsB13

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 

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| 1194 views | | 1 reply (August 3, 2021)
Post ID: @OP+1c7sDA1D

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

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| 793 views | | no replies yet
Post ID: @OP+1bLTDPoF

Debt Sentence

Ever have any reservations about the people you sign up? https://www.proquest.com/docview/2540743739?pq-origsite=gscholar&fromopenview=true

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| 782 views | | no replies yet
Post ID: @OP+1bHwvl3X

Robocolleges

The future of US higher education. https://higheredinquirer.blogspot.com/2021/07/the-growth-of-robot-colleges.html

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| 776 views | | no replies yet
Post ID: @OP+1bETKECY

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 

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| 1720 views | | 4 replies (last July 13, 2021)
Post ID: @OP+1bAr6236

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

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| 1350 views | | 2 replies (last May 25, 2022)
Post ID: @OP+1bgFn0Lr

Coursera IPO

The competition heats up. https://www.cnbc.com/2021/03/05/coursera-files-for-ipo-amid-online-learning-boom-.html

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| 901 views | | no replies yet
Post ID: @OP+19O7b2Fa

How many bootcamps is 2U selling?

https://collegemeltdown.blogspot.com/2019/04/are-brand-name-coding-bootcamps-new.html

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| 824 views | | no replies yet
Post ID: @OP+18mcOD2P

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

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| 990 views | | 1 reply (November 3, 2020)
Post ID: @OP+17KvkI0V

The College Dream is Over

Is the College Dream Over? https://collegemeltdown.blogspot.com/2020/10/the-college-dream-is-over-gary-roth.html

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| 700 views | | no replies yet
Post ID: @OP+17vJUYDU

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

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| 710 views | | no replies yet
Post ID: @OP+17dj2qb6

"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 

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| 1280 views | | no replies yet
Post ID: @OP+158hZbpK

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

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| 1210 views | | 1 reply (May 20, 2020)
Post ID: @OP+14Pv4Aq2

Shares way down

https://collegemeltdown.blogspot.com/2020/03/coronavirus-and-college-meltdown.html

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| 760 views | | no replies yet
Post ID: @OP+141BEqLc

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 

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| 975 views | | no replies yet
Post ID: @OP+13YWkvzx

Well, there's this...

https://seekingalpha.com/news/3544824-education-tech-2u-sets-change-of-control-plan

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| 840 views | | no replies yet
Post ID: @OP+13I078Am

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

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| 790 views | | no replies yet
Post ID: @OP+133oRddO

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 

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| 940 views | | no replies yet
Post ID: @OP+12WDDTZE

Hmmm?

https://uspostnews.com/2020/01/09/is-something-really-weird-happening-in-2u-twou-phillips-66-psx/

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| 750 views | | no replies yet
Post ID: @OP+12VdLMob

"2U Doomed to Fail"

https://seekingalpha.com/article/4313548-2u-doomed-to-fail

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| 1530 views | | 5 replies (last January 8, 2020)
Post ID: @OP+12JUonSQ

I'll just leave this here...

https://www.bizjournals.com/washington/news/2019/12/16/2us-activist-investor-has-forced-sales-at-other.html

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| 730 views | | no replies yet
Post ID: @OP+12AuELt9

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 

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| 1620 views | | 3 replies (last January 16, 2020)
Post ID: @OP+12jL1nsN

The competition

http://www.insidehighered.com/blogs/technology-and-learning/getting-my-head-around-noodle-partners

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| 810 views | | no replies yet
Post ID: @OP+11YvQu5e

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 

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| 1610 views | | 1 reply (October 23, 2019)
Post ID: @OP+11EARU2I

New CFO

https://seekingalpha.com/news/3506122-2u-finds-new-cfo

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| 784 views | | no replies yet
Post ID: @OP+11Akl8pk

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 

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| 1880 views | | 5 replies (last October 17, 2019)
Post ID: @OP+11oM2gPB

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