Company Quick10K Filing
2U
10-Q 2020-03-31 Filed 2020-04-30
10-K 2019-12-31 Filed 2020-02-28
10-Q 2019-09-30 Filed 2019-11-12
10-Q 2019-06-30 Filed 2019-07-30
10-Q 2019-03-31 Filed 2019-05-07
10-K 2018-12-31 Filed 2019-02-26
10-Q 2018-09-30 Filed 2018-11-05
10-Q 2018-06-30 Filed 2018-08-02
10-Q 2018-03-31 Filed 2018-05-03
10-K 2017-12-31 Filed 2018-02-27
10-Q 2017-09-30 Filed 2017-11-07
10-Q 2017-06-30 Filed 2017-08-07
10-Q 2017-03-31 Filed 2017-05-04
10-K 2016-12-31 Filed 2017-02-24
10-Q 2016-09-30 Filed 2016-11-03
10-Q 2016-06-30 Filed 2016-08-04
10-Q 2016-03-31 Filed 2016-05-05
10-K 2015-12-31 Filed 2016-03-10
10-Q 2015-09-30 Filed 2015-10-26
10-Q 2015-06-30 Filed 2015-08-06
10-Q 2015-03-31 Filed 2015-05-07
10-K 2014-12-31 Filed 2015-02-26
10-Q 2014-09-30 Filed 2014-11-04
10-Q 2014-06-30 Filed 2014-08-06
10-Q 2014-03-31 Filed 2014-05-12
8-K 2020-04-30 Earnings, Exhibits
8-K 2020-04-29 Enter Agreement, Off-BS Arrangement, Sale of Shares, Exhibits
8-K 2020-04-20 Enter Agreement, Leave Agreement, Off-BS Arrangement, Sale of Shares, Exhibits
8-K 2020-04-20 Other Events, Exhibits
8-K 2020-04-20 Earnings, Regulation FD, Other Events, Exhibits
8-K 2020-03-24 Regulation FD, Exhibits
8-K 2020-02-14 Officers, Exhibits
8-K 2020-02-06 Earnings, Exhibits
8-K 2019-11-12 Earnings, Exhibits
8-K 2019-10-23 Officers
8-K 2019-10-17 Officers, Exhibits
8-K 2019-10-10 Officers, Regulation FD, Exhibits
8-K 2019-08-22 Officers, Regulation FD, Exhibits
8-K 2019-07-30 Earnings, Exhibits
8-K 2019-06-26 Shareholder Vote
8-K 2019-05-22 Enter Agreement, Leave Agreement, M&A, Off-BS Arrangement, Sale of Shares, Regulation FD, Exhibits
8-K 2019-05-07 Earnings, Exhibits
8-K 2019-04-07 Enter Agreement, Sale of Shares, Regulation FD, Exhibits
8-K 2019-02-25 Earnings, Exhibits
8-K 2018-12-04 Officers, Exhibits
8-K 2018-11-05 Earnings, Exhibits
8-K 2018-08-02 Earnings, Exhibits
8-K 2018-06-26 Shareholder Vote
8-K 2018-05-25 Other Events
8-K 2018-05-22 Enter Agreement, Exhibits
8-K 2018-05-18 Regulation FD, Exhibits
8-K 2018-05-04 Officers, Exhibits
8-K 2018-05-03 Earnings, Exhibits
8-K 2018-02-26 Earnings, Exhibits
8-K 2018-02-16 Officers, Exhibits
8-K 2018-01-19 Other Events, Exhibits

2U Financials

TWOU Metrics, Comps, Filings

Quarterly | Annual

Business

Our mission is to improve lives by eliminating the back row in higher education.

We are a global leader in education technology. For more than a decade, we have been improving lives by powering world-class digital education. As a trusted partner and brand steward of great universities, we build, deliver, and support online graduate programs and certificates for working adults. Our industry-leading short courses, offered by GetSmarter, are designed to equip life-long learners with in-demand career skills.

Over the past decade, we have developed new and innovative tools within our platform to enhance the effectiveness of instructional methods and improve student outcomes and the student experience. During that time, we have also improved our data-driven digital marketing capabilities across our ecosystem of offerings to generate increased student enrollments in a cost effective manner. As a result, demand for our comprehensive platform of integrated technology and services has increased significantly. When 2U was formed in 2008, we had one university client and one 2U-powered graduate program. Today, our university client base has grown to 35, our platform powers 49 graduate programs and over 90 short courses, and from inception to date we have enrolled over 44,000 students in 2U-powered graduate programs and over 86,000 students in our short courses.


Valuation ($BB)

Market Cap, Enterprise Value

Balance Sheet ($BB)

Assets, Equity

Income Statement ($BB Quarterly)

Revenue, G Profit, Net Income

Cash Flow ($BB Quarterly)

Ops, Inv, Fin

Comps ($MM TTM) Market Cap Gross Margin EV/EBITDA Ret on Assets Assets Liabilities Revenue G Profit Net Income EBITDA EV
Bandwidth (BAND) 1,545 46% 728.6 1% 321 51 171 79 4 2 1,352
MicroStrategy (MSTR) 1,544 79% 26.9 3% 889 373 485 383 25 43 1,168
Instructure (INST) 1,430 68% -25.0 -17% 391 240 247 169 -65 -52 1,308
Xunlei (XNET) 1,211 0% 455 111 0 0 0 0 1,089
Carbon Black (CBLK) 1,177 78% -24.6 -13% 400 223 173 135 -52 -45 1,118
Cision (CISN) 1,109 65% 14.3 -0% 2,186 1,706 748 484 -5 162 2,321
Talend (TLND) 1,086 75% -24.1 -13% 366 334 181 135 -49 -43 1,041
Materialise (MTLS) 1,063 0% 313 0 0 0 0 1,063
Secureworks (SCWX) 1,035 54% -48.6 -4% 1,030 363 541 293 -38 -18 896
2U (TWOU) 1,002 0% -7.2 -15% 1,214 481 527 0 -186 -150 1,081
3D Systems (DDD) 916 45% -33.8 -8% 823 307 645 289 -69 -25 846
Upland Software (UPLD) 879 69% -68.2 -3% 683 465 202 139 -24 -16 1,105
MobileIron (MOBL) 788 79% -17.5 -20% 202 162 151 120 -41 -40 693
Benefitfocus (BNFT) 773 52% -16.9 -17% 328 355 283 147 -55 -38 642
Endurance International (EIGI) 587 54% 11.3 -0% 2,622 2,444 1,118 609 -9 202 2,280
Sapiens (SPNS) 538 0% 379 176 0 0 0 0 553
Domo (DOMO) 494 67% -5.7 -44% 218 243 127 86 -96 -89 505
American Software (AMSWA) 485 53% 26.1 4% 167 49 109 58 7 16 423
Rosetta Stone (RST) 416 80% 32.5 0% 207 217 181 144 0 12 379
Attunity (ATTU) 411 0% 112 38 0 0 0 0 399

Balance Sheet ($MM)2014-03-312014-06-302014-09-302014-12-312015-03-312015-06-302015-09-302015-12-312016-03-312016-06-302016-09-302016-12-312017-03-312017-06-302017-09-302017-12-312018-03-312018-06-302018-09-302018-12-312019-03-312019-06-302019-09-30
Cash610581878388175184187188157169143138202223182489442450424233171
Accounts Receivable1110044131152182923421440505033707285
Inventory
PP&E11121214151617177812203034455651505267545756
Assets301281141131171232292312372462352442612624764825048258118078641,3321,214
Accounts Payable945273456654114
Long-Term Debt250250
Liabilities303425253242343540534249657110794118132119102170471481
Stockholders' Equity-989489888581195196197193193195196191370388386693692705695861733
Income Statement ($MM)2014-03-312014-06-302014-09-302014-12-312015-03-312015-06-302015-09-302015-12-312016-03-312016-06-302016-09-302016-12-312017-03-312017-06-302017-09-302017-12-312018-03-312018-06-302018-09-302018-12-312019-03-312019-06-302019-09-30
Revenue262528313535374347495257657870879297107115122135154
Cost of Revenue
Gross Profit
R&D
SG&A2122232226303030343840404860595675818069100118136
Tax-1-0-1-4-00-1-191
Net Income-7-11-7-4-5-10-8-3-3-8-7-2-3-8-151-15-18-105-22-28-141
Cash Flow ($MM)2014-03-312014-06-302014-09-302014-12-312015-03-312015-06-302015-09-302015-12-312016-03-312016-06-302016-09-302016-12-312017-03-312017-06-302017-09-302017-12-312018-03-312018-06-302018-09-302018-12-312019-03-312019-06-302019-09-30
Cash Operating2-1-228-17-291365-2620-12-1834-19-1-6-33-15-38
Cash Investing-3-3-3-3-3-3-4-6-4-5-8-8-14-108-15-24-22-406-414-27
Cash Financing-1102011112011121019021331-112402