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Here are 1-3 brief analogies for McGraw Hill (MH):

• The **Amazon of digital education**, offering a vast array of trusted content and adaptive learning solutions.
• Like **Google's education tools combined with a major academic publisher**, providing integrated and personalized learning experiences.
• The **Netflix of personalized digital education**, delivering curated, data-driven content and experiences for learners.

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• Educational Content: McGraw Hill provides rigorously researched, high-quality proprietary content for K-12, higher education, and professional learning segments.
• Digital Learning Solutions: The company offers data-driven, adaptive digital platforms and tools, such as ALEKS, designed to deliver personalized learning experiences and improve outcomes.

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Based on the provided description, McGraw Hill (MH) primarily sells its content and digital solutions to other organizations rather than directly to individual consumers. These organizations are generally educational institutions and professional bodies that then provide or require McGraw Hill's materials for their learners, educators, and professionals.

The major categories of customers for McGraw Hill include:

• K-12 Educational Institutions: This includes public and private schools and school districts that adopt McGraw Hill's solutions for K-12 education. These are typically not public companies with stock symbols.
• Higher Education Institutions: This encompasses universities, colleges, and medical schools that integrate McGraw Hill's content and digital learning solutions into their curricula. These institutions are generally not public companies with stock symbols.
• Professional Learning Organizations and Companies: These are entities that utilize McGraw Hill's professional learning solutions for the development and training of their employees or members. Specific customer companies are not named in the description, and this category can include a wide range of organizations, both public and private, for which specific stock symbols cannot be provided without further information.

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Philip Moyer, President and Chief Executive Officer

Philip Moyer became President and Chief Executive Officer of McGraw Hill in February 2026, succeeding Simon Allen, who transitioned to Chairman of the Board. Moyer has a background in technology and AI-driven transformation, having most recently served as CEO of Vimeo, where he initiated an AI-first video strategy. Prior to Vimeo, he spent five years at Alphabet, contributing to the launch of Google's Generative AI strategy and holding the position of Global VP of Applied AI Engineering and Business Development for Google Cloud. Earlier in his career, Moyer co-founded IEP+ Orion System Group, developing one of the first digital Individualized Education Programs for K-12 special education. He also held management roles at Microsoft and Amazon.

Bob Sallmann, Chief Financial Officer

Bob Sallmann joined McGraw Hill as Chief Financial Officer on April 15, 2024. He is responsible for the financial management of the company, overseeing areas such as Accounting, Finance, Investor Relations, Tax, and Supply Chain. Sallmann brings over 20 years of experience in developing and implementing financial and operational strategies for global organizations. His previous CFO roles include positions at Laird Connectivity, a wireless technology manufacturer, and Enbi Group, a global elastomer manufacturer. Before that, he held various financial leadership roles at IDEX, a diversified industrial manufacturer, and spent a decade in consulting, advisory, and financial audit roles at Alvarez & Marsal and PriceWaterhouseCoopers.

David Cortese, Chief Digital Information Officer

David Cortese joined McGraw Hill on April 8, 2024, in the newly created role of Chief Digital Information Officer. He is responsible for digital platform development, information technology, and data analytics for the company. Cortese also assumed responsibility for the company's Global Technology Services (GTS) group following the retirement of Angelo DeGenaro.

Scott Grillo, President, Professional Group

Scott Grillo serves as the President of the Professional Group at McGraw Hill.

Michael Ryan, President, Higher Education

Michael Ryan is the President of Higher Education at McGraw Hill.

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Risk of Generative AI Proliferation and Content Integrity Erosion: McGraw Hill explicitly recognizes that the increasing integration of generative AI into the learning process poses a significant risk to the integrity of educational content. The proliferation of AI-generated generic content heightens the risks of inaccurate and low-quality information, which directly challenges McGraw Hill's core value proposition of providing trusted, high-quality, and rigorously researched proprietary content and data-driven learning solutions. This trend could undermine the perceived value and demand for their carefully vetted materials, potentially impacting their market position and revenue as users might turn to free or cheaper AI-generated alternatives.

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The potential for advanced generative AI models to produce high-quality, accurate, and adaptive educational content and learning experiences that could serve as a significantly cheaper or free alternative to McGraw Hill's proprietary and vetted offerings.

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McGraw Hill operates within several significant addressable markets globally and in the U.S., primarily across K-12 education, higher education, and professional learning, with a strong focus on digital learning solutions and educational technology (EdTech).

The estimated addressable markets for McGraw Hill's main products and services are as follows:

• Global K-12 Education Market: The global K-12 education market size is projected to be approximately USD 3.54 trillion in 2026, with an expected growth to USD 5.83 trillion by 2031.
• Global Higher Education Market: The global higher education market size is calculated at approximately USD 1,042.31 billion in 2025 and is predicted to increase to about USD 2,557.93 billion by 2034.
• Global Professional Learning Market: The global professional development market is projected to reach approximately USD 862.73 billion by 2032.
• Global Education Technology (EdTech) Market: The global EdTech market size was valued at approximately USD 189.15 billion in 2025 and is projected to grow to USD 588.72 billion by 2034.
• Global E-Learning Market: The global e-learning market size was valued at approximately USD 293.62 billion in 2025 and is poised to grow to USD 808.65 billion by 2033.
• U.S. K-12 Education Technology (EdTech) Market: The U.S. K-12 Education Technology (EdTech) Market is projected to be valued at approximately USD 94.8 billion in 2025 and is expected to reach USD 273.2 billion by 2034.

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Here are 3-5 expected drivers of future revenue growth for McGraw Hill (MH) over the next 2-3 years:

1. Continued Growth in Digital and Recurring Revenue through Subscription Models: McGraw Hill is experiencing robust growth in its digital and recurring revenue streams. This is driven by the successful adoption of subscription-based models like Inclusive Access and the Evergreen content delivery platform, which are scaling across their offerings and demonstrating strong retention and increased utilization.
2. Expansion and Adoption of AI-Powered Learning Solutions: The company is strategically investing in and launching new AI-powered learning tools to enhance engagement, personalize learning experiences, and improve product efficiency. Management expects this focus on AI innovation to drive continued revenue growth and competitive differentiation.
3. Higher Education Market Share Gains and Value-Based Pricing: McGraw Hill has consistently reported significant market share gains within its Higher Education segment. This growth is fueled by strong demand for its digital learning solutions, successful execution of inclusive access models, and strategic value-based pricing, which contribute to increased revenue in this area.
4. Leveraging the Larger K-12 Market Opportunity in Fiscal Year 2027 and Beyond: While the K-12 market presented a smaller opportunity in fiscal year 2026, McGraw Hill is well-positioned for a return to growth in this segment starting in fiscal year 2027. This anticipated growth is supported by securing key curriculum adoptions, conducting nationwide pilots, and recent collaborations, such as the data integration with Renaissance Star Assessments, designed to enhance personalized learning in K-12 classrooms.

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Share Issuance

• McGraw Hill completed its Initial Public Offering (IPO) in July 2025, offering 24.39 million shares of common stock.
• The IPO priced at $17.00 per share, raising $414.63 million.
• Net proceeds from the IPO were primarily used to repay a portion of outstanding borrowings under its term loan credit facility.

Inbound Investments

• Platinum Equity acquired McGraw Hill in 2021 for $4.5 billion from Apollo Funds.

Outbound Investments

• McGraw Hill has made 11 investments across sectors including HRTech, Higher Education Tech, and Social Platforms.
• Notable investments include Busuu, Unigo, and Hurix Digital.
• Its most recent investment was in Car & Away on September 30, 2021.

Capital Expenditures

• Capital expenditures were reported as $(61.0) million for the fiscal third quarter 2026 (ended December 31, 2025) and $(42.6) million for the prior-year period.
• Annual capital expenditures were projected to be around $80 million to $90 million over the next two years, excluding product development costs of approximately $90 million to $100 million annually, as of November 2025.
• Investments are focused on technology-enabled innovation, including data-driven personalized learning experiences, interactive simulations, 3-D models, experiential learning activities, and generative AI tools.