McGraw Hill (MH) Goldman Sachs Communacopia + Technology Conference 2026 summary

AI strategy and market positioning

• Holds over 100 million paid curriculum licenses and 7.5+ million AI product users, leveraging a vast install base to deepen engagement and drive incremental revenue.

• Operates in a highly regulated, politicized K-12 environment with long adoption cycles and a significant regulatory moat.

• Expands globally, serving 82% of US school districts and strong positions in the Middle East and Latin America.

• Focuses on accuracy, quality, and local pedagogy, aiming to expand subjects and teaching methods.

• Builds AI tooling atop curriculum, integrating content, context, LLMs, and agentic services across licenses.

AI adoption, trust, and product innovation

• Trust is critical; 81% of surveyed teachers trust AI embedded in approved tools.

• Tools like ALEKS and Sharpen provide precise proficiency tracking and flexible engagement, supporting both students and instructors.

• Open learning records and proficiency data enable tailored learning paths and outcome measurement.

• Agentic AI pilots underway at top universities and non-education organizations, with multiple business models being tested.

• Proprietary content, open learning records, and rapid innovation cycles differentiate from competitors.

Higher education growth and Evergreen model

• Achieved sustained market share gains by lowering prices and expanding access, now present in about 2,000 US universities.

• Evergreen model delivers continuous content updates, supporting ongoing certifications and precision education.

• Inclusive Access increases reach despite enrollment declines, with global expansion in LatAm, Southeast Asia, Middle East, and India.

• Higher ed market growth driven by rising global middle class and rapid knowledge expansion, increasing demand for up-to-date content.