1) Company makes and/or sells mostly hardware as its primary revenue model during a long-term pandemic with unprecedented closed schools.
2) Original promise was to be the most integrated provider in K12, delivering classroom "solutions". Today they are more of a catalog, but growing.
3) Q2-4 Press releases indicate they haven't noticed coronavirus, haven't inched one bit towards an integrated remote learning solution. Could be good focus, could be execs that dont get it.
4) Long term value is in their ability to adapt over the coming years.
Pros: deeply in-market. brand recognition (unlike most traded k12 cos) in-market. solutions relevant in-market. Reliable and sustainable.
Cons: very poor coms/strategy/adaptation to pandemic, lack of remote learning readiness+leadership+innovation, education buying cycle
2) Original promise was to be the most integrated provider in K12, delivering classroom "solutions". Today they are more of a catalog, but growing.
3) Q2-4 Press releases indicate they haven't noticed coronavirus, haven't inched one bit towards an integrated remote learning solution. Could be good focus, could be execs that dont get it.
4) Long term value is in their ability to adapt over the coming years.
Pros: deeply in-market. brand recognition (unlike most traded k12 cos) in-market. solutions relevant in-market. Reliable and sustainable.
Cons: very poor coms/strategy/adaptation to pandemic, lack of remote learning readiness+leadership+innovation, education buying cycle