)
Edge23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
How Waste Management turned garbage into one of America's most stable business models through landfills, regulation, and nationwide scale.
McGraw Hill
McGraw Hill (MH) investor relations material
McGraw Hill 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary16 Jan, 2026
Business transformation and digital strategy
Transitioned from a traditional textbook publisher to a digital-first education solutions provider, with over 90% of higher education business now digitally delivered and more than 60% recurring revenue.
Leveraged a rich legacy of proprietary content and robust digital platforms, creating a strong competitive moat.
Completed a full migration to cloud infrastructure, enabling faster product releases, experimentation, and innovation.
Standardized software tooling and methodologies, improving scalability and operational efficiency.
Focus now on optimizing infrastructure for growth rather than legacy migrations.
Leadership transition and strategic continuity
CEO Simon Allen is retiring, with Philip Moyer, an executive with deep tech and AI experience, set to take over in February.
Moyer brings expertise from Google, AWS, Microsoft, and Vimeo, and has a background in education technology and AI.
Allen will remain as Chairman to support a smooth transition and maintain strategic direction.
The incoming CEO is expected to continue the current strategy and drive further AI-driven growth.
AI innovation and product development
AI is used to streamline internal processes, such as content creation, reducing time by 60% and costs by 50% with the Scribe tool.
AI-driven products like ALEKS and McGraw Hill Plus enable personalized learning journeys and generate significant data for further innovation.
New GenAI features, such as AI Reader, Writing Assistant, and Teacher Assistant, enhance student and teacher experiences and are seen as revenue enhancers.
Proprietary content and first-party data provide a unique advantage in leveraging AI for both operational efficiency and product differentiation.
AI's dual impact on efficiency and growth
K-12: How do MH Plus and ALEKS drive share?
Higher Ed: Inclusive Access & Evergreen's resilience?
Partial view of Summaries dataset, powered by Quartr API
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Next McGraw Hill earnings date
Q3 202611 Feb, 2026
McGraw Hill
Next McGraw Hill earnings date
Q3 202611 Feb, 2026
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