Core Insights - D2L has been selected by the University of the People to enhance learning experiences for over 150,000 students globally [1][2] - The partnership aims to increase equitable access to quality education through D2L Brightspace, a human-centered learning platform [2][4] - University of the People offers various degree programs and has a significant number of refugee students, highlighting its commitment to inclusivity [3][5] Company Overview - D2L is a global learning technology company focused on transforming education and making learning more engaging and human [6] - The company provides tools like D2L Lumi for scalability, D2L Creator+ for content creation, and D2L Performance+ for learning analytics [7] University of the People - University of the People is the first tuition-free, American-accredited online university, with over 152,000 students from more than 200 countries [5] - The university collaborates with prestigious institutions and has received support from notable foundations [5]

Genius Group will be applying via the GENIUS Act to be both a nonbank PPSI and nonbank DASP, via our holding company or via a wholly owned subsidiary (subject to the Act taking effect on the earlier of 18 months from the date of enactment and 120 days after the issuance of final regulations which are to be issued within one year of the date of the enactment of the Act), enabling the Company to accelerate its Genius Academy "Learn and Earn" model in the following ways: 1. Genius students currently earn GEMs ...

Core Insights - Seeking Alpha welcomes Ariel Sokol as a new contributing analyst, highlighting the opportunity for others to share investment ideas and gain exposure [1] - Ariel Sokol has over twenty years of experience in corporate finance, focusing on subscription and edtech businesses, and has held significant roles in established companies and startups [2] Company and Industry Summary - Sokol founded Kolari Consulting, which specializes in strategy consulting for subscription and edtech sectors [2] - Previously, Sokol served as VP of strategy and finance at Pearson, managing the Connections Education division that provides online program management solutions [2] - Sokol has experience as an equity research analyst on Wall Street, covering sectors such as education, software, and media [2]

Core Viewpoint - Genius Group Limited is providing shareholders with options to direct register their shares to mitigate the risk of their shares being lent out for short selling without their consent [2][3][4]. Group 1: Shareholder Options - Shareholders can request their brokers to transfer shares to the Direct Registration System (DRS) managed by Vstock, ensuring shares are held in the shareholder's name and cannot be lent out without consent [4][5]. - As of July 17, 2025, approximately 14.8 million shares, or 18.2% of the company's issued shares, are held at Vstock, while 81.8% remain in broker accounts [5]. Group 2: Market Manipulation Concerns - Kevin Malone, the Board Advisor, highlights that brokers are not obligated to inform shareholders when their shares are lent out, which can lead to market manipulation [2][3][6]. - Malone compares the situation to real estate transactions where a broker may act without the owner's knowledge, emphasizing the importance of control over owned assets [6]. Group 3: Company Overview - Genius Group is an AI-powered, Bitcoin-first education group serving 5.8 million users across over 100 countries, offering AI training and solutions [7]. - The company focuses on personalized, entrepreneurial AI pathways that integrate human talent with AI skills at various levels, including individual, enterprise, and government [7].

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Core Insights - The demand for digital educational alternatives is increasing as parents and students seek seamless ways to earn degrees, with a notable shift towards technology-driven and AI-focused options [1][4] - Key education providers like Stride, Inc. (LRN) and Grand Canyon Education, Inc. (LOPE) are transforming education through technology [1] Stride, Inc. (LRN) - Stride offers full-time online K-12 programs and is expanding its focus on career learning and adult certification programs [2] - The company has a market cap of approximately $6.03 billion and is experiencing record enrollment growth, particularly in its Career Learning segment, which saw a 32% year-over-year growth [4][5] - Stride raised its fiscal 2025 revenue guidance to $2.37-$2.385 billion, indicating a year-over-year growth of 16.2-16.9% [6] - The company is focused on enhancing its career education offerings, which aligns with the ongoing regulatory reforms in the U.S. education industry [5][6] Grand Canyon Education, Inc. (LOPE) - Grand Canyon Education has a market cap of about $5.2 billion and is benefiting from diversified university partnerships and tech-based offerings [8] - The company reported a 5.8% year-over-year enrollment growth at Grand Canyon University and a 12.1% increase in enrollments from university partners [10] - LOPE has launched 48 new programs since 2023, focusing on high-demand fields to align with workforce requirements [11] - For fiscal 2025, LOPE expects service revenues between $1,079.8 million and $1,099.8 million, reflecting a year-over-year growth of 4.5-6.5% [12] Stock Performance & Valuation - Year-to-date, Stride's share price performance has outperformed Grand Canyon Education [13] - Stride trades below LOPE on a forward price-to-sales (P/S) basis, suggesting a more attractive valuation for investors [14] - The Zacks Consensus Estimate indicates LRN's fiscal 2025 EPS will grow by 51.2% year-over-year, while LOPE's EPS is expected to grow by 8.8% [18][20] Return on Equity (ROE) - Grand Canyon Education's trailing 12-month ROE is 30.9%, significantly higher than Stride's average of 23.4%, indicating better efficiency in generating shareholder returns [20] Conclusion - Both Stride and Grand Canyon Education present strong opportunities in the online education market, but Stride is highlighted as the stronger investment case due to superior near-term earnings growth estimates and more attractive valuation [21][22]

Core Insights - Genius Group Limited has increased its Bitcoin Treasury by 23% to 148 Bitcoin through the purchase of 28 Bitcoin at an average price of $102,858 [1] - The company has achieved a 113% BTC Yield since May 22, 2025, and has more than doubled its Bitcoin per share in the last six weeks [2] - Genius Group has raised its Bitcoin Treasury target from 1,000 to 10,000 Bitcoin, aiming to reach this goal within 12 to 24 months [2] Company Overview - Genius Group is a Bitcoin-first education group that provides AI-powered education and acceleration solutions, serving 5.8 million users in over 100 countries [3] - The company combines human talent with AI skills and solutions at individual, enterprise, and government levels through its Genius City model and online digital marketplace [3] - CEO Roger Hamilton emphasized the company's commitment to ongoing Bitcoin purchases to benefit shareholders by increasing BTC Yield and Bitcoin per share [2][3]

Core Insights - Duolingo operates the world's most popular digital language education platform and is leveraging artificial intelligence (AI) to enhance the learning experience and unlock new revenue streams [1] - The company's stock reached a record high in May but has since declined by 26%, raising questions about its valuation and growth potential [2] User Growth and Engagement - Duolingo's mobile-first, gamified approach attracted 130.2 million monthly active users in Q1 2025, a 33% increase year-over-year [4] - The number of paying subscribers grew by 40% to a record 10.3 million during the same period, driven in part by AI enhancements [5] Subscription and AI Features - The Max subscription plan, launched in 2023, includes AI-powered features such as Roleplay, Explain My Answer, and Videocall, contributing significantly to new paying users [6][7] - The Max plan accounts for 7% of the total subscriber base, aligning with the company's goal of providing a digital learning experience comparable to human tutoring [7] Financial Performance - Duolingo reported $230.7 million in revenue for Q1 2025, reflecting a 38% year-over-year growth and exceeding the high end of its forecast [8] - The company raised its full-year revenue guidance for 2025 to as much as $996 million, up from a previous estimate of $978.5 million [9] - GAAP net income for Q1 was $35.1 million, a 30% increase year-over-year, while adjusted EBITDA soared by 43% to $62.8 million [10] Valuation Metrics - Duolingo's stock is trading at a P/E ratio of 193.1, significantly higher than the S&P 500's P/E ratio of 24.1, indicating a high valuation [12] - The forward P/E ratio for 2026 is 48.8, suggesting a slightly more reasonable valuation based on future earnings estimates [13] - The price-to-sales (P/S) ratio stands at 22.9, a 40% premium compared to its average of 16.3 since going public in 2021 [15] Investment Outlook - While Duolingo's stock may not be ideal for short-term investors, its potential for long-term growth could make it a solid investment for those willing to hold for five years or more [17]

Plans to finance the Bitcoin purchases via balanced mix of funding sources SINGAPORE, July 07, 2025 (GLOBE NEWSWIRE) -- Genius Group Limited (NYSE American: GNS) ("Genius Group" or the "Company"), a leading AI-powered, Bitcoin-first education group, today announced that it has increased its Bitcoin Treasury target 10x from 1,000 BTC to 10,000 BTC. Genius Group CEO, Roger Hamilton, said "We are currently seeing a price appreciation of the Bitcoin we have purchased for our Bitcoin Treasury, and we are pleased ...

Investment Rating - The report indicates a positive investment outlook for the C-end application industry, particularly highlighting subscription platforms as leading performers and advertising platforms showing continuous improvement [1]. Core Insights - The report emphasizes the importance of AI in enhancing user engagement and optimizing recommendation algorithms, which are crucial for building competitive barriers in C-end applications. Companies like Duolingo and Spotify are leveraging AI to improve user experience and increase subscription conversion rates, while advertising platforms like Snapchat and Pinterest are enhancing ad automation and recommendation systems to drive revenue growth [2][3]. Summary by Sections C-end Applications - Subscription platforms are outperforming advertising platforms, with significant improvements in user engagement and revenue generation [5][8]. - Duolingo and Spotify have successfully integrated AI features, leading to increased product value and resilience in growth. Duolingo's new subscription tier, Duolingo Max, has seen a rise in eligible users from under 10% to over 60%, while Spotify has implemented price increases supported by AI functionalities [3][17]. Subscription Platforms - AI capabilities have significantly enhanced the value of subscription products, with Duolingo's subscription revenue share increasing from 79% to 83% and Spotify reaching 90% [17][30]. - The introduction of AI-driven features has led to substantial revenue contributions, with Duolingo Max and Spotify's price adjustments driving user growth and average revenue per user (ARPU) increases [30]. Advertising Platforms - AI has improved advertising conversion efficiency, with Snapchat's ad revenue growth shifting from negative to positive, and Pinterest's revenue growth accelerating from single digits to over 20% [30]. - Snapchat's subscription service, Snapchat+, has contributed to revenue growth, with its user base expanding significantly [27][30]. Performance Metrics - The report highlights the stock performance of C-end application companies, with Duolingo and Spotify showing substantial gains compared to Snapchat and Pinterest, particularly in the context of AI advancements [7]. - Active user growth and revenue metrics indicate a recovery and stabilization trend across major platforms, with ARPU showing positive growth from Q1 2024 onwards [10][30].