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    Thomas Singlehurst • Citigroup Inc.

    Thomas Singlehurst's questions to Stride Inc (LRN) leadership

    Thomas Singlehurst's questions to Stride Inc (LRN) leadership • Q1 2025

    Question

    Thomas Singlehurst asked about potential positive second-order effects from the ESSER roll-off, whether the recent trend of intra-year enrollment growth would continue, and if there was any change to the company's long-term 2028 outlook.

    Answer

    CEO James Rhyu saw no material second-order impacts from ESSER's end. On enrollment, he confirmed demand remained strong post-quarter-end but was cautious to call it a new normal. Both Rhyu and CFO Donna Blackman reiterated their confidence in the 2028 targets without providing a formal update.

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    Thomas Singlehurst's questions to Pearson PLC (PSO) leadership

    Thomas Singlehurst's questions to Pearson PLC (PSO) leadership • Q2 2024

    Question

    Thomas Singlehurst asked about the drivers behind the recent increase in Higher Education adoption share, questioning if it was due to AI investments or sales force changes. He also inquired about Pearson's philosophy on licensing its proprietary data and content to third parties for AI model training.

    Answer

    Executive Tom Simon clarified that the adoption share gains were a result of fundamental improvements in the sales force, product stability, and go-to-market coverage, not the new AI features which are launching in the fall. CEO Omar Abbosh added that while Pearson has been approached for data licensing, it is not their primary strategy. He stated that more value is created by integrating Pearson's content and learning science with AI into its own platforms, though the company will pursue strategic partnerships with tech leaders.

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    Thomas Singlehurst's questions to Pearson PLC (PSO) leadership • Q2 2024

    Question

    Thomas Singlehurst of Citigroup Inc. asked for clarity on the drivers of the recent market share gains in Higher Education, questioning whether it was due to early AI impact or foundational sales improvements. He also inquired about Pearson's strategy regarding the licensing of its proprietary data and content to third-party AI developers.

    Answer

    Executive Tom Simon explained that the Higher Education adoption share gains were a result of fundamental improvements in the sales force, product stability, and go-to-market coverage, not the new AI features which are launching in the fall. CEO Omar Abbosh stated that while Pearson has been approached by major tech firms for data licensing, the company's primary strategy is to integrate its high-value content and data within its own AI-powered platforms to create superior learning products, rather than pursuing simple one-off licensing deals.

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    Thomas Singlehurst's questions to Pearson PLC (PSO) leadership • H1 2024

    Question

    Thomas Singlehurst of Citigroup Inc. asked about the drivers of recent Higher Education adoption share gains, questioning if they stemmed from AI or operational changes. He also inquired about Pearson's strategy regarding licensing its proprietary data to third parties for AI development.

    Answer

    Executive Tom Simon stated that recent market share gains in Higher Education are due to improved sales execution and product stability, with the impact of new AI features yet to come. CEO Omar Abbosh explained that while Pearson is not against licensing its data, the primary strategy is to integrate content and AI within its own platforms to create superior value, rather than pursuing one-off licensing deals.

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