Financial Performance & Growth Strategy - Lincoln's Q1 2025 revenue reached $117.5 million, marking a $16.2 million increase compared to the previous year[71] - Adjusted EBITDA for Q1 2025 was $10.6 million, a $4.1 million increase year-over-year[71] - The company projects 2027 revenue to reach $550 million and adjusted EBITDA to $60.5 million[9] - Lincoln anticipates net income of approximately $36 million and EPS of $1.13 by 2027[9] - The company's growth strategy includes new program development, strategic acquisitions, and new school construction to expand market share and diversify program offerings[7] Hybrid Learning Model & Campus Expansion - Lincoln's hybrid learning model aims to expand capacity at existing campuses and generate instructional cost savings[13] - New campuses are expected to generate approximately $6 million of EBITDA 36 months after opening[7] - A new campus pro-forma hybrid learning model anticipates approximately $4.5 million of EBITDA loss prior to opening, with profitability within two years of class start and an average population of approximately 700 students by Year 4[15] - Capital expenditures for new and relocated campuses and new programs are projected at $60 million in 2025[90] Market Position & Compliance - Over 95% of Lincoln's students are pursuing careers considered essential critical infrastructure workers by the U S Department of Homeland Security[21] - The company's 90/10 actual ratio is 82% overall, indicating strong revenue from non-federal financial aid sources[50] - Lincoln maintains a composite score of 2.5, reflecting overall financial health[50]

Core Insights - A significant shortage of skilled technology talent is impeding companies' ability to achieve strategic goals and modernize operations, with 74% of technology leaders planning to hire for growth but 87% facing challenges in finding qualified candidates [1][3] Group 1: Priorities and Challenges - The top priorities for technology leaders in 2025 include addressing technical debt, modernizing IT operations, and driving innovation, necessitating a strategic hiring and development plan [2][3] - Technical debt is identified as a major barrier by 55% of tech leaders, highlighting the need for specialized skills in areas like AI, cloud architecture, and cybersecurity [3] - 76% of tech leaders report skills gaps within their teams, particularly in digital transformation and enterprise resource planning (ERP), with 75% expecting demand for such skills to grow in 2025 [3][4] Group 2: ERP and Digital Transformation - 92% of tech leaders face challenges in hiring for ERP-related roles, with evolving ERP platforms requiring professionals skilled in dynamic, cloud-based solutions [3][4] - The integration of intelligent and real-time ERP systems is essential for modern IT infrastructure, yet finding qualified professionals remains a significant challenge [3] Group 3: Key Areas of Focus - Key focus areas for technology leaders include cybersecurity, AI and machine learning, technology modernization, and cloud initiatives, which are critical for improving productivity and supporting agile operations [4][5]