McGraw Hill (MH) investor relations material

Reach and strategic position

• Serves more than 80% of U.S. school districts and higher education institutions, ~90% of medical schools, and holds more than 100m curriculum licenses worldwide.

• A 138-year education brand serving professional educators across K-12 through career; leadership emphasized trust and the regulated nature of education.

AI products and monetization

• 7.5m people use existing AI tools; plans to add more applications across 100m+ curriculum licenses.

• Announced an MCP agentic interface ~5 months earlier; recent integrations plug trusted curriculum into Copilot and Claude for Teachers.

• ALEKS can identify student skills within 25 questions and help teachers group learners for different instructional activities.

• Potential monetization includes a 5%-10% curriculum uplift, question-bank sales and token-based pricing; pilots span dozens of organizations, with some paying customers.

Higher education and visibility

• Higher education delivered its 41st consecutive quarter of share growth and 38%+ EBITDA margin; leadership cited margin expansion and execution against IPO targets.

• Higher ed is 84% digital, with 114% net retention and more than 44% EBITDA margin, according to the CEO.

• 75% visibility into H2 was attributed to K-12 contracts, typically spanning 5-10 years.