LRN
Education & Training Services · Consumer Defensive
Analyst
BMO Capital Markets
Equibles does not estimate personal net worth.
Jeff Silber is recorded as Analyst at BMO Capital Markets. Jeff Silber has spoken on 48 earnings calls and 1 other investor event across 17 companies, most recently for McGraw Hill, Inc. on August 13, 2026. Those appearances were for Stride, Inc. (LRN), S&P Global Inc. (SPGI), Strategic Education, Inc. (STRA), McGraw Hill, Inc. (MH), Gartner Inc (IT) and 12 other companies. The companies whose calls Jeff Silber spoke on are classified in the Consumer Defensive, Financial Services, Technology and Healthcare sectors.
“I was really intrigued about your announcement with Roar. Did you not have a product that focused on dyslexia beforehand? Why this specific product? And what do you think it means in terms of the opportunities you have in that market?”
“I wanted to go back to the updated guidance for the year. Maybe I'm misreading this a bit, but it seems to be that now the second half may be a little bit more tempered specifically at the top line compared to what you might have expected beforehand.”
“Carrie, in your prepared remarks, you mentioned how your clients are seeing the contingent percentage at historic lows. Can you just kind of quantify that? roughly where it is now, and I know there's no such thing as normal, but, you know, what should we expect that to normalize that over time?”
“Other companies in this space have talked about potentially changing economics, maybe a faster move to enterprise pricing or a consumption-based model.”
“I wanted to start with Lone Star Online Academy. I think this is the first opportunity you've had to discuss this publicly. Can you give us a little bit more color?”
BMO Capital Markets
Analyst
Source not stated
LRN
Education & Training Services · Consumer Defensive
SPGI
Financial Data & Stock Exchanges · Financial Services
Education & Training Services · Consumer Defensive
Education & Training Services · Consumer Defensive
IT
Information Technology Services · Technology
Education & Training Services · Consumer Defensive
Medical Care Facilities · Healthcare
Personal Services · Consumer Cyclical
EFOR
Information Technology Services · Technology
MCO
Financial Data & Stock Exchanges · Financial Services
Staffing & Employment Services · Industrials
Education & Training Services · Consumer Defensive
Education & Training Services · Consumer Defensive
RHI
Staffing & Employment Services · Industrials
Specialty Business Services · Industrials