Global trends in education innovation & investmentMaria SpiesCo-CEO, HolonIQSydney, March 2020

HOLONIQ. GLOBAL EDUCATION INTELLIGENCE

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Questions

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What is shaping tomorrow’s education & training landscape?

How is this impacting learning innovation?

What are some key thematics and examples?

THE GLOBAL LEARNING LANDSCAPE

What is shaping tomorrow’s education & training landscape?

Macro-Drivers

• Globalization & Growth

• Global Population Changes

• Future of work and Skills

• Advancements in Technology

HOLONIQ. GLOBAL EDUCATION INTELLIGENCE

COVID-19. Global Education Outlook

Source: HolonIQ March 2020

Across the board, organizations of all types are expecting to be worse off in the short term as a result of COVID-19. Education institutions are expecting to be the hardest hit with 91% of respondents indicating they will be moderately (61%) or substantially (30%) worse off in the short term.

http://globaloutlook.holoniq.com/

Sydney, March 2020

HOLONIQ. GLOBAL EDUCATION INTELLIGENCE

COVID-19. Geo Impact.

Source: HolonIQ March 2020

72% of respondents from Oceania expect to be substantially or moderately worse off in the short term, moderating to 41% worse off in the long term, closely followed by Europe and Asia .

http://globaloutlook.holoniq.com/

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Disruption & Growth Strategy.

Source: HolonIQ March 2020

Almost 85% of respondents expect disruption to their part of the education market before 2025 - 57% of those expecting disruption within the next 24 months. Almost a quarter of respondents cite technology as their top growth strategy going forward, an increase of 10% over the past two surveys.

http://globaloutlook.holoniq.com/

THE GLOBAL LEARNING LANDSCAPE

How is this impacting education & traininginnovation?

Global Education Market

5% 25% 50% 75% 95%

Pre-K

K12

Post Secondary

Corporate Training

Pre-K

K12

Post Secondary

Corporate Training

5.9T2018

8.1T2025

Source: HolonIQ, 28 January 2019

Total Global Education Expenditure in USD trillions

7.0B

8.2B

4.4B

0.9B

20192016

1.8B

20172012

4.2B

2013

1.3B

3.2B

2010 20142011

0.5B

20182015

0.7B

Source: HolonIQ, January 2020. All numbers rounded.

Global Education Venture Capital Funding by Year, 2010-2019 in USD Billions

1.8B

10.5B

RoW

1.8BEurope

1.7B

USAChina 16.6B

India

Global Decade of EdTech VCHOLONIQ. GLOBAL EDUCATION INTELLIGENCE

Global Learning Landscape

5% 25% 50% 75% 95%

AR/VR/Games & Sim

Content & Resources

Education Mgmt

International Ed

Language Learning

MooCs/OPMs/Bootcamps

Pre-K

STEM/Coding/Robotics

Talent & Work

Test Prep/Tutoring

Admissions & Financing

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EdTech 2019 H2 VC FocusGlobal Education Venture Capital Deals H2 2019 >= $5m USD

Source: HolonIQ January 2020

THE GLOBAL LEARNING LANDSCAPE

What are some key thematics and examples?

HOLONIQ. GLOBAL EDUCATION INTELLIGENCE

Thematics

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Integration amidst disaggregationPhysical + DigitalLearning + Content + ExperienceLearning + Working + LivingTechnology Stack

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Back-solving to educationJobs to Skills to EducationJobs to Skills to Assessment

Innovation from the edgeEmerging markets > developed markets‘Non-accredited’ > ‘accredited’Other industries > Education

Designed to help any university — even those outside Coursera’s partner ecosystem — to use content on Coursera to deliver job-relevant, multi-disciplinary online learning to its learners.

Universities will have access to more than 3,600 high-quality courses to enhance their core curricula, offer credit-eligible* and supplemental learning to students, and deliver lifelong learning to their alumni, faculty, and staff. Faculty can use Coursera’s tools to author content, assessments, and hands-on projects. Educators can also improve learner outcomes by tracking skill mastery and growth using Coursera’s learning analytics.

These content blocks are intended to be credit granting components of full degrees.

University = Distribution Platform = ContentCoursera for Campus is an example of how MOOCs are pivoting on their position as an intermediary to commoditise content and turn the tail of the Higher Education market back into a distribution arm for higher quality/more sought after branded content.

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5% 25% 50% 75% 95%

With a mission of “democratising access to the best careers”, Whitehat aims to offer an alternative to traditional tertiary options by recruiting and training young people as apprentices for roles in companies including Facebook, Google, Warner Music and BP.

Whitehat – Reinventing Apprenticeships

WhiteHat’s approach consists of three main parts: a digital marketplace that matches candidates’ profiles with potential opportunities; access to coaching and educational resources; and a community similar to a university alumni network.

In 2019, WhiteHat doubled the number of apprentices on its scheme to 1,000 and received tens of thousands more applications within the same period. It aims to take on 10,000 apprentices by 2023 .

HOLONIQ. GLOBAL EDUCATION INTELLIGENCE

5% 25% 50% 75% 95%

Guild's education platform allows employers to provide pathways back to study for their employees through tuition assistance programs. Guild partners with employers, universities employees to enable education completion. Guild has signed companies including Walmart, Taco Bell, Lowe's, Discover, Lyft and Disney — along with some 3 million workers.

Guild - ‘Education as a Benefit’

Guild’s model helps to solve a three sided problem.

Employers are seeking to retain and upskill their talent but managing thousands of staff members undertaking many different study options is impossible to track back to business needs.

Universities want to ensure their part time students are enrolled in the best program for their needs and successfully complete their study.

Employees want to upskill in areas that fit their career aspirations and want to complete their study programs.

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