"Overall, we're demonstrating scale and increased efficiency. Revenue per employee increased." https://seekingalpha.com/article/4467704-2u-inc-twou-ceo-chip-paucek-on-q3-2021-earnings-call-transcript

A -$60 million quarter. https://www.sec.gov/ix?doc=/Archives/edgar/data/1459417/000145941721000014/twou-20210930.htm

Anyone think there will be a clawback? https://www.wsj.com/articles/usc-online-social-work-masters-11636435900?mod=djemwhatsnews

What can technology do for higher education? This week the Forum meets with an extraordinary entrepreneur to dive into this question. The founder of Noodle, 2U, and The Princeton Review, will join us for an exciting... — read more 

What are the exit costs for a school to get out of a contract early?

At least this won't happen... https://www.thelayoff.com/t/1dsbWX03

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

"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 

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 

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

"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 

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

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

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

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 

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

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

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

"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

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

http://collegemeltdown.blogspot.com/2020/10/observations-of-subprime-lead-generator.html

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

"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 

"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

https://seekingalpha.com/news/3562047-2u-pulls-full-year-outlook

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 

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

What do you think - what happens next here?

"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 

20+ Employees in Admissions laid off.

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

2U is one of 5 being questioned. Democratic congressional inquiry targets OPMs https://www.educationdive.com/news/congressional-inquiry-targets-online-program-managers/571275/

"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

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 

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

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

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

https://seekingalpha.com/news/3524108-bull-sees-2u-acquisition-target

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