Age of Learning Inc – Well-positioned for the Digital

Learning Environment – 7 September 2021

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Specialist:

Title:

Bing Chen (BC)

Former VP, Product Management, Enterprise Product Group, ABC Mouse at Age of Learning

Inc

Moderator: Nyree Hinton (NH), Third Bridge Sector Analyst

Agenda:

1. Product differentiation, offerings and development costs across age groups

2. USD 300m capital raised by Age of Learning and global partnerships overview

3. Educational technology trends, including adaptive learning, personalisation and AI

4. H2 2021 demand outlook

Contents

Q: Could you give an overview of educational services and how they’ve developed over the years you’ve been

in the industry? What key trends are you noticing due to coronavirus?

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Q: Which players are taking advantage of the challenges that other companies are facing in the industry,

such as being unprepared with technology? Who would you say is well-positioned to provide some of the

knowhow that many public and private institutions lack?

Q: Age of Learning seems uniquely positioned due to its content creation side. Could you discuss the

challenges of working in the content creation business, such as talent, the amount of resources, the years

needed to develop these programmes or the programmes’ success?

Q: How do you consider the curriculum development, content creation side and interaction point when

building out a product for higher education vs K-12? Children have lower attention spans. Could you

compare the development costs between the two or where a curriculum developer would focus their

resources?

Q: How does Age of Learning position its offerings and curriculums before universities or institutions,

whether small, private or public, as well as future prospects and new customers?

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Q: When did the concept of adaptive learning move to the forefront in the industry? You mentioned Age of

Learning’s Mastering Math product. What are some of adaptive learning’s growing challenges? Has it been

sufficiently proven or is there still a lot of scepticism? Could you outline the product’s overall tone or

possibilities?

Q: I presume you need data to feed AI and machine learning algorithms. Have you noticed any common

themes from the data across groups, such as different curricula offered by Age of Learning or different

subject matters? Is it based on different programmes?

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Q: How is the adaptive learning trend developing globally? You touched on China when discussing potential

areas of opportunity.

7

Q: Age of Learning raised USD 300m earlier in 2021. How might the company consider using this capital?

Where are there opportunities for it to be more competitive, such as establishing more partnerships? How

would you use the capital if you were at Age of Learning?

8

Q: What do you think sets Age of Learning apart from competitors, considering other players can’t easily

replicate its curriculum development? Does the sheer amount of the company’s capital allow it to make deep-

pocketed investments? Does it have a different approach to building out the curricula, such as not jumping to

the product side too early to cause a headache? What stood out to you about the company that perhaps made

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it strategically better-positioned vs peers?

Q: Do you think Age of Learning’s competitive moat to build more programmes is limited as children get

older, due to the consumer or student’s change of interest? How might Age of Learning consider offerings for

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children older than eight or nine?

Q: Where do you think the opportunity lies with Age of Learning’s current age group of 3-8-year-olds, given

some of the constraints you mentioned? Is it in rolling out new products in different learning areas? How do

you expect the company to be more competitive? How would you rate its B2B or B2C market share

penetration in this age group?

9

Q: Do you think schools are more receptive now to players such as Age of Learning and their adaptive style,

perhaps due to coronavirus? What are you hearing around teacher adoption, given they were likely more

reluctant pre-pandemic but now want ways to keep children engaged?

10

Q: Have you noticed any nuances between private and public institutions when rolling out products into the

school districts? Are private institutions more willing to onboard this technology, given there’s less

bureaucracy?

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Q: Could you discuss Age of Learning’s much higher retention rates than other market players? Do you

notice any differences in the strength of the company’s products as you move up the age groups it caters to?10

Q: You mentioned that students had to be present in schools to use Age of Learning’s school product pre-

coronavirus. How does that factor into teachers onboarding students with the technology vs selling into

schools given students are now at home? Could you discuss the challenges parents or teachers face in helping

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students become immersed in the technology?

Q: How would you assess Age of Learning or competitors’ ability to continue raising pricing, considering

overall trends, new entrants and account demand? Do you expect a scenario where a consumer chooses a

competitor’s product over Age of Learning’s due to it offering 10-15% less? Is there a price war dynamic

here?

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Q: You mentioned that Age of Learning has other products for the higher and lower ends of the age group.

How does that factor into trying to sell products as a package for the same 2-4-year-olds? Is that already the

case with products such as ABC Mouse or My Math Academy vs selling them individually?

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Q: Which US regions would you say are underserved or have opportunities for school districts, B2C or some

of Age of Learning’s product offerings? Where should there be a higher focus in edtech? Should it be geared

towards English? There’s a big push towards STEM, but how is that playing out in a region such as Florida?

How does geography play into this? How might trends in urban areas play out in more rural areas?

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Q: Age of Learning’s offerings seem to be solid all round, so where might the company have weaknesses or

where could it invest more capital? Where might there be an opportunity? You discussed what the right

learning environment should be. What might be the right learning environment for the rest of 2021 and

2022, given there’s more instability around coronavirus, school districts and children’s learning?

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Age of Learning Inc – Well-positioned for the Digital

Learning Environment

Transcription begins at 00:00:03 of the recorded material

NH: Welcome to Third Bridge Forum’s Interview entitled Age of Learning Inc – Well-positioned for the

Digital Learning Environment. I am Nyree Hinton, and I will be facilitating today’s Interview with Mr Bing

Chen, former VP of Product Management for the Enterprise Product Group of ABC Mouse at Age of Learning

Inc.

Bing, before we start today’s Interview, please state I agree or I disagree to the following statement: You

understand the definition of material non-public information and agree not to disclose any such information,

or any other information which is confidential, during this Interview.

BC: I agree.

NH: Could you start by introducing your background?

BC: I’ve been in the edtech industry for over 20 years. I started off my career as a developer, building

products, serving K-12, higher education and also some government organisations. One of the first companies

I worked on is a product that allows for school-to-home communications. These are sending important

messaging from superintendents, principals, teachers to communicate and educate parents at home. That

company, it was sold to Blackboard, and that’s how I ended up running the product for the next six years over

at Blackboard as Blackboard Connect. I then left Blackboard and joined a company called Age of Learning,

where I served as the President and VP of Product for ABC Mouse for schools or Age of Learning for Schools.

More recently, I am now CEO of a company called 2BeLive, which is an online virtual teaching and learning

platform.

[00:01:54]

Q: Could you give an overview of educational services and how they’ve developed over the years you’ve been in

the industry? What key trends are you noticing due to coronavirus?

BC: I think, when you look at the education industry itself, education hasn’t changed in hundreds of years,

where people and students and educators have to go to physical environments, but with the advent of the new

net over the last 20 years, especially over the last 10, we see a lot of online courses being made available. There

are two sides to it. One is, on the consumer side, you will see companies like Coursera or Fun Academy put

materials up there, and the materials up there allow students or learners to come in and consumer them on a

consumer one-on-one basis. Then, as schools try to get into the whole online arena, they realise that they need

software to help put their courses online.

That’s where Blackboard in the early days became really successful. They were able to essentially have a

content management system for schools, and that content management system for schools led to a lot of

schools, especially universities, putting their courses online, to get more students learning online vs just going

into the physical classroom. I think, when it comes to online learning or online education, the higher

education space is definitely much more progressive than the K-12, and so, when COVID hit, all of a sudden, a

lot of teachers and students and administrators find themselves in a predicament, which is, “I don’t have kids

and teachers in physical classrooms. I need to go online,” and they’d very quickly jump online. The result of it

is pretty much, in my opinion, a disaster, because the teachers are not adequately trained to teach online, don’t

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have the right equipment or the right environment for them to go online. As a result of that, there’s quite a bit

of learning lost, which, as a whole industry, we’re all trying to address today. How do you address the learning

loss from 18 months of remote learning?

In terms of the trends that I’m seeing, a lot of schools and institutions are trying to figure out what a virtual

online education component looks like when they have a physical location or a physical school. Is that a

supplement? Is that a complete different offering? Is that blended, hybrid, whatever you want to call it? Those

are the questions that people are asking today. Some of the key trends we’re seeing, obviously, is trying to go

online, putting more resources online for consuming, but we’re also seeing, on the consumer side of things,

teaching, so teaching online, as well. Companies like Teachable, where educators come in and put their

information online and create a course and make money out of it, is also becoming a trend.

[00:05:29]

Q: Which players are taking advantage of the challenges that other companies are facing in the industry, such

as being unprepared with technology? Who would you say is well-positioned to provide some of the knowhow

that many public and private institutions lack?

BC: I think there are a lot of companies, a lot of organisations or services, that can do that. Age of Learning is

definitely one of them, because they have this online content component. As users, in this case, or students,

are remote, they need content. As teachers are remote, they also need content to teach, so Age of Learning

being a content provider is really set up to capitalise on this need at the moment. I also see other

organisations, such as the virtual school organisations. Virtual schools such as K12 Inc, Florida Virtual or any

other virtual provider, and there’s quite a bit of them out there, that traditionally have just been an online

school but function more as a homeschool type of curriculum, I also see them being the provider of that

knowhow to traditional schools, too.

As they not only provide online schools as a homeschool, because they have the platform, they have the

content, what they need is get their teachers on it so that they can also teach virtually to students. The virtual

schools today, they lack the teacher piece because it’s considered homeschool, but if they were to include

teachers in this whole mix, all of a sudden, you have virtual schools that behave like real schools. Then, the

question is, will students go to the physical schools or go to the virtual schools? This is a huge debate, because

it means money will flow a certain way where students go. One side is the traditional schools don’t want to lose

money, but the virtual schools would love to get more students so that they can get more money. When it

comes to Age of Learning, they definitely have the ability to provide the content, which is why I think, when

COVID hit, they got a whole influx of new subscribers, because people are looking for content. In this case, this

is the consumer parent coming in and saying, “My kid is not going to school, I need to supplement their

learning. Let me just go subscribe and buy ABC Mouse to do, quote, unquote, almost homeschooling for my

kid or let themselves learn.”

[00:08:33]

Q: Age of Learning seems uniquely positioned due to its content creation side. Could you discuss the

challenges of working in the content creation business, such as talent, the amount of resources, the years

needed to develop these programmes or the programmes’ success?

BC: I think I would break it down into a few parts here. The first part is the knowhow to create the content,

and that has to be somehow tied to curriculum. When it comes to curriculum, there’s no one magic answer, in

just my experience over here, because everybody can create curriculum, including schools themselves. They

can create their own curriculum, and so, when you try to go into a school with a curriculum, they will

oftentimes question your curriculum. What that means is that it will take a long time for them to adopt and

purchase a curriculum, unless you have a lot of people using it, but to have a lot of people using it takes a lot of

time. Not only does it take a lot of time to create curriculum from the ground up, which is what we were doing

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at Age of Learning, it also takes a lot of time for customers to adopt and use it before you can show efficacy. I

think the cost of development for curriculum is extremely high, and at some point after you create it, sell it,

use it, you would have to repeat the whole cycle again, because curriculum gets old after a while. You have to

update it, and so the whole cycle begins all over again.

In the case of additional curriculum, and this is more for anybody who is a curriculum provider or a content

provider in this industry, it is a lot of money, not only on the curriculum side but on the digital interaction

side, as well. How do you make the curriculum or the content itself engaging for the user? That’s where Age of

Learning spends a lot of money on getting artists, designers, developers, building game engines to make it fun.

That’s also part of the whole trend in education today, is people don’t have a whole lot of attention when it

comes to online digital resources or just the whole online world. They want to learn some things in bite sizes,

so a learning activity can’t be long. It has to be short, it has to be fun, meaning it has to be gamified in some

way or another. Of course, the art quality, sound quality and just the overall experience needs to be very high,

as well, otherwise it will just look like it’s an old piece of content. Why use an old piece of content when there’s

a fun game out there that’s more engaging?

[00:11:41]

Q: How do you consider the curriculum development, content creation side and interaction point when

building out a product for higher education vs K-12? Children have lower attention spans. Could you compare

the development costs between the two or where a curriculum developer would focus their resources?

BC: I don’t have much experience in the higher ed curriculum content creation, but I can speak about the

early childhood creation based on my experience at ABC Mouse. It takes a lot of time. The first thing is your

learning objectives. You have to understand what you’re trying to educate, what you’re trying to teach in that

piece of content, and then, from there, you have to get all the pedagogy of what the teacher will be teaching if

the teacher were to do that in real life and somehow replicate that into this digital learning content. That

means hours and hours of conversations between the curriculum team and product design team, and these are

the game artists, the game designers, the art designers, to come up with the proper interactions to represent

that piece of learning objective.

Not only that, once you design one way, and of course, there are so many ways to learn something, you have to

user-test it, and that means hours and hours of testing with users before you can determine that is the right

content to use for that lesson. Once that is done, that’s when it goes into development, so building it out takes

quite a bit of time, as well. I would say the important thing, rather than put the expensive developers building

things out, is making sure that you have the right curriculum, the pedagogy, the learning objectives, all those

things defined upfront, and do more of the play-user testing upfront, because those can be more iterative and

agile, before you write a line of code. Once you write a line of code, it gets into a whole product or engineering

development cycle that is very, very expensive and time-consuming. That is just only for one content, and you

typically have multiple pieces of content to represent a lesson.

[00:14:24]

Q: How does Age of Learning position its offerings and curriculums before universities or institutions,

whether small, private or public, as well as future prospects and new customers?

BC: Age of Learning has predominantly been a B2C company. Most of their revenue comes from consumers

because that’s how they started. They’ve been in business for over 10 years, and they started in the consumer

space and marketed to individual parents buying it. When I joined Age of Learning over five years ago, they

were trying to get into the school space, so they needed platforms and systems to allow a single-use product to

be deployed into schools and districts and different learning organisations. They did that very well, which is

how we ended up taking the product global and into some of the schools. One of the things they did that is

unique, I would say, is making the new development of products more adaptive. You’ll see this, you hear them

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talk about this quite a bit, which is personalising the experience for the user, where the software understands

what the user interactions are and adapts to their learning pace. You will see more and more of the

conversation now is adaptive personalised learning when they go into schools.

They have a product that is called Mastering Math. When I was there, that was a personalised, adaptive

product, and we were just testing with a few schools. It showed some good progress with both the artwork

design as well as the learning outcomes, where it personalises the maths learning based on how the students

interact with the characters and answer the questions. To the kids, it’s like playing a game, but to the system,

we’re understanding where they fall in terms of their understanding of maths. What I can say is the way they

are approaching now, it’s all on the personalisation and the adaptive front, so that it can help supplement the

teaching that is taking place in the classrooms. It’s a supplemental, personalised learning app.

[00:16:57]

Q: When did the concept of adaptive learning move to the forefront in the industry? You mentioned Age of

Learning’s Mastering Math product. What are some of adaptive learning’s growing challenges? Has it been

sufficiently proven or is there still a lot of scepticism? Could you outline the product’s overall tone or

possibilities?

BC: The Mastering Math product has been out in the market for years now, I would say close to three years or

so. It’s the first adaptive product by Age of Learning. That coincides with the whole AI movement, online AI,

AIA, big data in education, using data to understand where the trends are in the learnings to help inform and

direct the next series of lessons. I would say that the challenge over here, and this is my personal opinion here,

is really seeing the outcomes of whether the algorithms written by the programmer indeed fit into the

personalised learning required for each person. I think it’s still a little bit too early to see the results yet, to

truly say it works in a certain way. I know it works, because serving the right content at the right time to the

right user, based on some feedback information from my previous interaction with the system, is definitely

better than just some generic interaction coming back, but it requires time to learn, not only on the machine

side but also on the human programming side, to tell the machine what to learn.

[00:19:02]

Q: I presume you need data to feed AI and machine learning algorithms. Have you noticed any common

themes from the data across groups, such as different curricula offered by Age of Learning or different subject

matters? Is it based on different programmes?

BC: Unfortunately, a lot of this data that all companies have gathered is very private, so you don’t get to see all

the data. As a whole industry, I’m not able to see what the trend is in terms of the outcomes of all these AI.

There are a lot of AI companies that come and go, as well. The big AI companies, a lot of them are in China.

Unfortunately, nowadays, given what’s happening out there, I don’t know if we can see some outcomes from

all the data that’s collected to feed into the learning outcomes there. Are there companies out there in the US

doing it? Yes, I’m sure there are, but I don’t have too much information on that.

[00:20:49]

Q: How is the adaptive learning trend developing globally? You touched on China when discussing potential

areas of opportunity.

BC: I’m actually not able to talk more about that. I don’t have too much more insight to offer on this particular

topic or on adaptive learning.

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[00:21:29]

Q: Age of Learning raised USD 300m earlier in 2021. How might the company consider using this capital?

Where are there opportunities for it to be more competitive, such as establishing more partnerships? How

would you use the capital if you were at Age of Learning?

BC: Publicly, it’s mentioned that they want to do global expansion, and that has always been the plan of the

company, to take their product global. They want to serve all students globally. It is very difficult to take a

product global. It costs a lot of money when it comes to creating content and systems to support a global reach.

For example, ABC Mouse, if you take the US product and try to take it to China, we did that, but it was met

with quite a bit of challenges in terms of localising the content, localising the interface, supporting another

team just to manage that product. What we ended up doing was partnering with Tencent, to create a local

version of ABC Mouse that is completely different in look and feel while using the same sort of curriculum.

It is two different products here, so when I see them raise USD 300m to go global, I can completely

understand why, because it takes a lot of resources, a whole other team, a whole other department, just to

handle the product in a country. I think there’s ABC Mouse in China, there’s now ABC Mouse in Japan, and if

they want to take it into Korea or Vietnam or Indonesia, India, wherever it is, it’s going to require a substantial

amount of investment. Making sure the curriculum is aligned with the needs of the country, making sure the

design is suitable, as well, making sure that the content is localised and suitable for that region, it takes a lot of

money. The development effort and development costs are extremely high.

[00:24:03]

Q: What do you think sets Age of Learning apart from competitors, considering other players can’t easily

replicate its curriculum development? Does the sheer amount of the company’s capital allow it to make deep-

pocketed investments? Does it have a different approach to building out the curricula, such as not jumping to

the product side too early to cause a headache? What stood out to you about the company that perhaps made it

strategically better-positioned vs peers?

BC: I think what really stands out is the quality of their UI, their interaction and UI, especially the UI side,

because people can make interactions. A click is a click, a touch is a touch, a drag is a drag and so on, but just

their sheer quality in terms of the visual representation, the audio, those are the key things. They have a lot of

very good artists there, they have sound experts they record. On the pedagogy curriculum side, I think there

are quite a few educators out there that know how to create a curriculum, but translating a curriculum into an

activity, that is where they stand out. They know how to do that very well, and then, of course, having the

programmers to program it out using their engines, the Age of Learning ABC Mouse engines or platform

engine, they also know that very well.

Over the years, ABC Mouse and the Age of Learning product ecosystem, they have created engines that can

support all these different types of gamified experience for the user. To do and create those engines in a way

that is scalable, where you can create thousands of learning activities using one engine, and they’ve got a lot of

engines, that takes time, that takes money, and then having all those engines work within the ABC Mouse

environment or their new adaptive platform environment, that also takes a lot of money. For a company to

come in and try to do that, replicate that, you have to do so much. You have to go first get the curriculum, get

the design, get the interaction, get people liking their interactions, and then go build the engines so that you

can build more than just one activity. ABC Mouse has more than 10,000 activities, so try to match up to that.

If you go to a customer and you present the 10,000 activities or more and you show that these are super high-

quality, you have avatars that can run around the screen in 2.5D, they can talk to each other, they can jump,

you can dress them up, they can chat, those now feel more like a real game, so it stands out.

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[00:27:23]

Q: Do you think Age of Learning’s competitive moat to build more programmes is limited as children get

older, due to the consumer or student’s change of interest? How might Age of Learning consider offerings for

children older than eight or nine?

BC: I think, for any company, they would love to have all students in all age groups, from K-12 into higher

education, etc, but what Age of Learning did very well is focus on the early childhood at a time when no one

was focusing on it. Before, over 10 years ago, you may have some old DVD-ROMs that people have been using

that have been translated into maybe some online mini-games. That’s the Reader Rabbits or whatever it is, the

Magic Schoolbus DVD-ROM game that you play on your computer. Age of Learning came at a time where they

took all the experience of those CD-ROM activities and made it into a single app, so that, as a parent, you can

just buy one app and expose your child to all these different learning activities.

When it comes to the age group, they really focus on the early childhood, which is the 3-8-year-old. In fact,

they didn’t start with eight-year-old because they know that it takes time for them to build content, so it only

really started with three-year-old to maybe five-year-old, the pre-K, the kindergarten, and then slowly did they

go up to first grade and then second grade. Then, they realised that the market has changed in the sense that

the user base has become more mature, which means they need a second product. That’s why you see a

different product out there called Adventure Academy with a different look and feel, different interaction,

different curriculum serving the third grade and up.

They would like to age up, but ageing up also means more competition. In the early childhood area of the

market, there are less players, although now I can see a lot of new players coming in. There is Homer, there is

BrainPop and all those coming in, but in the second grade, third grade and up, there are also a lot of

companies out there that have been traditionally B2B, selling to schools and districts. Companies like

Renaissance, they’re very strong. They’ve been just going around acquiring companies to beef up their product

line. Companies like Epic Reading, which was recently acquired by Byju because they have an audience in

schools, in K-12, those elementary schools, in this case. It becomes a much more crowded space once you hit

the school age group from first grade and up. There are so many players out there, so it’ll be very challenging

for Age of Learning to go in there. Those are some of the things I felt, too, trying to go in there with a product

and a curriculum that is new. It’s extremely difficult to penetrate the market unless you can show efficacy,

unless you can show the user base.

[00:31:19]

Q: Where do you think the opportunity lies with Age of Learning’s current age group of 3-8-year-olds, given

some of the constraints you mentioned? Is it in rolling out new products in different learning areas? How do

you expect the company to be more competitive? How would you rate its B2B or B2C market share penetration

in this age group?

BC: I think, in the B2C side, they’re definitely the dominant player. It’s very hard to compete against them in

B2C because they spend a lot of money, you see a lot of TV ads. If you turn on the kid channels, you’ll see

probably an Age of Learning ABC Mouse ad up there running. For parents coming in, they have the history

that parents trust and a price point that they can afford. Every year, there are about three-point-something

million new kids coming into that age group of 3-5-year-olds, that a percentage of those parents will buy and

that will keep the company revenues up there. I think they will still continue to just invest in that ABC Mouse

core app, and just improve on the UI and improve on some of the things to keep the market going.

They definitely see that there is another huge market in schools, as well. I think, in the US, there are close to

40 million students in K through six or K through seven. There are a lot of kids in that age group, and they

would like a percentage of those kids, as well, which is why they’re investing into their personalised learning

and taking it into the school world. Of course, in that school world, they have to differentiate themselves from

the Nearpods and the Epic Readings out there or the BrainPops out there, and what they’re saying is, “Our app

is adaptive, we’re personalised, and your kids using it will learn by themselves without too much work by the

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teacher.” The other products, they have a lot of teacher components to them. ABC Mouse is all about self-

learning by the kid, because it’s adaptive. Let the software, let the app, let the algorithms teach your kids to

master a subject, and in this case, it’s maths and reading.

[00:33:55]

Q: Do you think schools are more receptive now to players such as Age of Learning and their adaptive style,

perhaps due to coronavirus? What are you hearing around teacher adoption, given they were likely more

reluctant pre-pandemic but now want ways to keep children engaged?

BC: The COVID pandemic has opened up administrators to use more technology, and therefore, having a

personalised app to supplement the teaching, I think, is going to be a unique proposition, at least in the

marketplace. Other products that used to be used by teachers at school, where the teachers just assign some

lessons and kids learn on their own without the adaptive part, now, with the adaptive part, they’re going to be

more interested, because the adaptive piece will essentially help supplement the teaching by the teacher and

let the kids learn at their own pace. I think they’re in a good position with these two offerings that they have,

which are the adaptive maths and adaptive reading products, so that more educators are willing to listen to

what they have now and perhaps even try it. If the results show positive, and that is kids who use it learn and

are able to master certain subjects or certain skills, certain knowledge, then more and more schools are going

to use it. Then, that’s when you see every other company out there all jumping on the same bandwagon, at

least in terms of how they promote their product or position the product to say that, “We are adaptive, as

well.”

[00:36:06]

Q: Have you noticed any nuances between private and public institutions when rolling out products into the

school districts? Are private institutions more willing to onboard this technology, given there’s less

bureaucracy?

BC: Not on the adaptive side. It was early, back in the days when I was there, so there wasn’t much difference

at all. Generally, private institutions, they’re more open to adopting new technology coming in. Private

institutions are smaller, so on a total contract value basis, they’re not spending as much money, and then it

also helps them differentiate their offerings to their parents, to say, “We have an adaptive tool,” or, “We have

this new app that others don’t have. They’re more willing to sign up for new technology or new learning apps

compared to school districts. School districts already are bombarded with so many different programs that

they are using at the moment. There is IXL, there is Nearpod, there is MyON Reader, Freckle, Exemplar

Education. There are just a whole bunch of other programs that school districts have, so in order for Age of

Learning to go in, they would have to displace something else and take the money that’s already being

budgeted for another program and transfer it over here, so it’s going to take a while for any newcomer. This is

not just ABC Mouse. Any new company trying to offer a new program to a school, it’s going to take a while,

and a while could mean anywhere from at least a year to a couple of years, to show that there is efficacy in

using that program at a school before they start adopting it.

[00:38:07]

Q: Could you discuss Age of Learning’s much higher retention rates than other market players? Do you notice

any differences in the strength of the company’s products as you move up the age groups it caters to?

BC: When I was there, they were giving away the school product for free, and that’s why we were able to get a

lot of users on it. Retention is very high because there’s no cost associated with it on the school side. On the

consumer side, I don’t have that information so I can’t share that, but we know it’s pretty high, as well,

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especially if you can sign a parent up for an annual subscription vs a monthly one. Make your annual much

more attractive and valuable, so they just buy once and they can just let their kids use. I don’t know what the

retention is now with COVID in schools. Back when I was there, it was used in schools while the kids were in

schools. They had to physically be present in schools before they used it. They’d use it in the library, they’d use

it in class rotations on devices, on iPads or tablets during rotation, so they’d have to be at school to use it. I

don’t know what the retention is at the moment on the school side.

[00:39:46]

Q: You mentioned that students had to be present in schools to use Age of Learning’s school product pre-

coronavirus. How does that factor into teachers onboarding students with the technology vs selling into

schools given students are now at home? Could you discuss the challenges parents or teachers face in helping

students become immersed in the technology?

BC: That’s a very difficult thing to do when you have to scale, especially when you’re talking to schools that

have thousands of students and you have to deploy it. One of the things I did was we built a platform to send

out accounts to individual parents, so that the parents, because we’re talking about younger students here, can

help download the app and log in. Age of Learning has a platform that can actually do the deployment of

accounts and administration that the schools can use themselves, so it’s actually given to school

administrators to help deploy that. I think, as long as you can get a log-in to a parent, getting on board and

using it should be very easy, because that’s how consumer parents today get on ABC Mouse. It’s just a matter

of getting the right code to log in so that code and that user account can be traced back to a school user, which

means the reporting can then go back to a school administrator on how many parents, aka the students, have

logged in. How much time do they spend? Are they learning or doing anything on it, or not doing? I don’t see

this to be a challenge to ABC Mouse at all. They already have a system that has been tried and true and used

for many years to do this kind of a deployment.

[00:41:49]

Q: How would you assess Age of Learning or competitors’ ability to continue raising pricing, considering

overall trends, new entrants and account demand? Do you expect a scenario where a consumer chooses a

competitor’s product over Age of Learning’s due to it offering 10-15% less? Is there a price war dynamic here?

BC: I think there will be a price war. The incumbents who are in schools, if they know that another provider is

coming in, they’ll definitely be willing to negotiate on the price. That’s number one. Number two is that the

price point, at least from when I was there, was based off the consumer price, so on a per-student, per-user

basis, it’s annualised. It’s taking the monthly fee and annualising it for the student and then offering some

kind of discount, because when you take the USD 7.99-per-month fee and you apply it to a student at a school

district, that’s too high. You don’t pay USD 7.99 per month per student for a piece of supplemental curriculum.

Even when you come up with the annual fee on the consumer side, which could be anywhere between USD 60

to USD 80 per year, that’s also very, very high.

I think, in order for Age of Learning to be successful, they’ll have to definitely be more price competitive to

other solutions on the school side, where it’s less so about the fees collected per student but more about,

“What is the total contract value for all the different districts out there and schools? How many percent of the

districts can I capture in America?” If I’m focusing just on the US, there are 14,000 districts, and a sub-set of

them will be my students in kindergarten to second grade or maybe up to fifth grade. If I can capture 50% of

the market, that’s a lot of students out there. That’s easily 20 million students out there. You’ve got to look at

the big picture here in terms of the pricing, and less so about the per-student individual costs when it comes to

school licensing.

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[00:44:39]

Q: You mentioned that Age of Learning has other products for the higher and lower ends of the age group.

How does that factor into trying to sell products as a package for the same 2-4-year-olds? Is that already the

case with products such as ABC Mouse or My Math Academy vs selling them individually?

BC: That’s been done before. If you go to the App Store, there are some packages available, too. On the App

Store, you can see they have taken ABC Mouse and created mini-apps out of ABC Mouse. One of them is the

Magic Rainbow Traceables. Magic Rainbow Traceables is teaching a child how to write letters and numbers

and different characters. That is actually an activity within ABC Mouse that has been broken apart, and I think

that whole packaging thing was meant as a way to allow parents to see even more value than just one app. You

can come in and see multiple apps, with one of those multiple apps focusing on a certain type of activity,

whether it’s just reading or maths or writing. Packaging has always been tried at ABC Mouse, as well, so when

you buy ABC Mouse in schools, you’re not just selling ABC Mouse. You’re also selling and bundling it with the

maths or the reading program. I think this is just one of those things. Depending on the customer and what

they wish to acquire, there could be a single product price or multiple solutions bundled into a single price.

[00:46:44]

Q: Which US regions would you say are underserved or have opportunities for school districts, B2C or some of

Age of Learning’s product offerings? Where should there be a higher focus in edtech? Should it be geared

towards English? There’s a big push towards STEM, but how is that playing out in a region such as Florida?

How does geography play into this? How might trends in urban areas play out in more rural areas?

BC: Personally, I think there are different access levels based on where you are. If you’re in an urban area,

urban schools, urban communities, you tend to have more internet, more better devices, more access to

resources as compared to the rural areas. The kids in the rural communities don’t have the right technology,

don’t have the right internet access, and sometimes don’t have the right access to the apps to help them learn,

as well. That’s where, over at ABC Mouse, I also worked with the public libraries to deploy ABC Mouse in those

libraries, so that it can serve those communities in the rural parts of the country to give them access, and in

this case, it’s free access. It’s given away free to libraries, and libraries can then give it to their patrons to have

access to ABC Mouse. They’re not getting the school version that includes teacher lessons, teacher guides or

teacher instruction pieces. They’re just given the consumer piece in this case.

I think, when it comes to subject matters, ABC Mouse, they’ve done a very good job at meeting the needs of the

lessons needed by children. What I mean by that is that all the different topics and subjects, they try to cover it

all, from literacy to language arts to STEM. They do quite a bit of that. There was one piece that people asked

quite a bit, and that was social-emotional learning. At least when I was there, it wasn’t that well-built-out. I’m

sure, by now, they have added a few more activities to include the social-emotional learning side of things to

help a child grow. I think it all depends on the company that you’re talking to. There are some companies that

are focused on certain subjects and that’s all they do. In the case of Age of Learning, what they have is their

core product, ABC Mouse, it’s covering all subjects, all topics, and then they have very specialised,

personalised learning apps, such as the reading and the maths, that will focus in only those areas. On the

STEM side, they are not doing a whole lot of personalised learning for STEM that I know of, but more using

the Academy. They have a new product called the Adventure Academy. They built a lot of STEM subjects or

STEM activities into the Adventure Academy for the older kids, especially videos in there to help with the

learning there, but not on the personalised, adaptive side, because I think a lot of those things require hands-

on types of activities.

[00:51:07]

Q: Age of Learning’s offerings seem to be solid all round, so where might the company have weaknesses or

where could it invest more capital? Where might there be an opportunity? You discussed what the right

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learning environment should be. What might be the right learning environment for the rest of 2021 and 2022,

given there’s more instability around coronavirus, school districts and children’s learning?

BC: I don’t see a whole lot of weakness, because they have such a very strong design and development team

there, and design also includes curriculum, as well. They have amassed quite a few very good curriculum

experts, especially on the adviser side. They can advise on what curriculum and topics and subjects to create. If

I was to say a weakness, the weakness would be the time it takes to actually create an activity. It takes a long

time to create a learning activity, and a long time translates into very expensive to create one. There’s no magic

bullet. After you create it, you have to expose it to a child, and that’s only a very small piece of what the child

will be learning in terms of the overall scope of a topic or a subject, or even a theme here, meaning you need

multiple activities to teach something, as well. I wouldn’t say it’s a weakness. Rather, it’s a challenge for them

when it comes to creating the content.

Then, in terms of the learning environment, I don’t think there’s a perfect answer to that, too. The learning

environment just depends on the experience that the learner has. In this case, this is all about personalised

self-learning, asynchronous learning as some people may call it, where the child or the student is just

interacting with the device and the app. It takes time to get enough data. How long are students engaged with

that application? If it’s self-learning, how quickly are they able to learn and master and then repeat? Over

time, do they forget, or do they need to come back and refresh what they learned? ABC Mouse and all the

learning apps of Age of Learning are really directed at independent learning, but I think there’s a second part

that is equally as important, and that is the teacher-guided piece. I truly believe that there need to be strong

educators, or just educators, that can guide students beyond just what the app can do. That human-to-human

interaction, the ability to sense and discuss things outside of what the learning objective or the learning

requirement is at that moment, is also very important in helping a child grow, as well.

In the perfect world, at least for me, it’s combining the two pieces. The educator piece, and if we’re talking

about, in the future, what that might look like, I think it’s the ability for a teacher to reach a student remotely

so that we address the pain points of travel, distance and maybe social restriction, as well as having the right

content to help the child learn independently. You’ve got to combine those two. That’s where the next wave, I

think, of education changes will come, and that is you’re not just sitting in the same room looking at a teacher

talk about the same subject or the same material on a screen, where you have to be present. I think the future

is you can do that independently from anywhere, and you can also have asynchronous adaptive learning that

can help supplement what the teacher teaches so that you can learn at your own pace. Not everyone learns at

their own pace. We’re all trying to force education one way, which is the same way it’s been taught for

hundreds of years, but with technology, it can actually be more personalised and just much more learner-

friendly.

[00:56:11]

NH: I think that’s a good place to end the Interview. Let me close by saying thank you, Bing, for your time

today. We were able to cover a lot. Thank you, clients, for joining Third Bridge Forum’s Interview. If you’d like

to speak with Bing in a private call or meeting, please let your relationship manager know. Have a good one.

BC: Alright, thank you.

Transcription ends at 00:56:26 of the recorded material.

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