Skolon (SKOLON) ABGSC Investor Days summary

Vision and market context

• Aims to create inclusive, successful schools by enabling easy access to digital learning tools for all students and teachers.

• Identified inefficiencies in classroom tech adoption, reducing tool access time from 10 minutes to 10 seconds.

• Global shift in education toward digital tools, with significant opportunities to reduce teacher administrative workload.

• Platform centralizes access to over 5,500 digital applications from 200+ partners, simplifying onboarding and compliance.

• Integrates with major ecosystems like Google and Microsoft, supporting GDPR compliance and secure data management.

Business model and financial performance

• Operates a two-sided marketplace with over 90% recurring revenue from both school organizations and content providers.

• Achieved annual organic revenue growth above 50% and recently reported positive EBITDA.

• Maintains a low churn rate (~2%), supporting long-term customer relationships.

• International sales grew from 2% in 2021 to about 40%, with rapid expansion in Norway and the UK.

• Strong financial position with net cash, no loans, and positive operational cash flow.

Growth strategy and market expansion

• Focuses on both increasing user base and revenue per user, with strategies tailored by market maturity.

• Prioritizes entering new markets by securing key reference customers and building local teams.

• Sees significant opportunity in the UK and other European markets as they invest in digital infrastructure.

• Expanding target groups to include adult education and potentially universities.

• Product development includes AI integration and potential acquisitions in a fragmented market.