Laureate Education, Inc. (LAUR): Modelo de Negocio Canvas [Actualizado en Ene-2025]

Laureate Education, Inc. representa un enfoque revolucionario para la educación superior global, transformando paradigmas de aprendizaje tradicionales a través de un modelo de negocio innovador que une instituciones académicas internacionales, plataformas tecnológicas y diversos segmentos de estudiantes. Al aprovechar estratégicamente una red integral de universidades e infraestructura de aprendizaje digital de vanguardia, Laureate se ha posicionado como una empresa educativa dinámica que ofrece programas flexibles y orientados a la carrera en múltiples disciplinas y límites geográficos. Su lienzo comercial único demuestra un enfoque sofisticado para la entrega educativa que atiende a profesionales que trabajan, estudiantes internacionales y estudiantes corporativos que buscan experiencias educativas accesibles y de alta calidad en un mundo cada vez más interconectado.

Laureate Education, Inc. (Laur) - Modelo de negocios: asociaciones clave

Alianzas estratégicas con universidades internacionales e instituciones educativas

Laureate Education mantiene asociaciones con 69 instituciones en 25 países a partir de 2023.

Región	Número de instituciones
América Latina	34
América del norte	15
Europa	12
Oriente Medio	8

Colaboración con capacitación corporativa y socios de desarrollo profesional

Las asociaciones corporativas clave incluyen:

• Programas de desarrollo de la fuerza laboral con corporaciones multinacionales
• Colaboraciones de capacitación en certificación profesional
• Asociaciones de mejora de habilidades específicas de la industria

Proveedores de plataforma de tecnología en línea para infraestructura de aprendizaje digital

Las asociaciones tecnológicas se centran en plataformas de aprendizaje digital con:

• Cursera
• Sistema de gestión de aprendizaje de lienzo
• Pizarra

Agencias de educación gubernamental en múltiples países

País	Asociación de la Agencia de Educación del Gobierno
México	Secretaría de Educación Pública
Brasil	Ministério da Educação
Estados Unidos	Departamento de Educación

Organismos de acreditación y organizaciones académicas de garantía de calidad

Las asociaciones de acreditación incluyen:

• Comisión de aprendizaje superior
• Comisión de Educación Superior de los Estados Midros
• Comisión de Colegios de la Asociación del Sur de Colegios y Escuelas

Inversión total de asociación: $ 87.3 millones en 2022

Laureate Education, Inc. (Laur) - Modelo de negocio: actividades clave

Entregando programas de educación superior en línea y en persona

A partir de 2023, Laureate Education opera 20 instituciones en 7 países. Inscripción total de estudiantes: 242,000 estudiantes.

Tipo de programa	Número de programas	Modo de entrega
Títulos de pregrado	135	En línea/en persona
Títulos de posgrado	89	En línea/en persona
Certificados profesionales	47	En línea

Desarrollo del plan de estudios en múltiples disciplinas académicas

El desarrollo del plan de estudios abarca múltiples dominios:

• Negocio y gestión
• Administración de la salud
• Ingeniería
• Tecnologías de la información
• Ciencias sociales

Gestión de la red internacional de instituciones educativas

Distribución geográfica de instituciones de laureadas:

Región	Número de instituciones	Países
América Latina	12	México, Brasil, Chile
América del norte	4	Estados Unidos
Europa	4	España, Suiza

Proporcionar programas de grado profesionales y centrados en la carrera

2023 Métricas del programa profesional:

• Programas profesionales totales: 76
• Duración promedio del programa: 18-24 meses
• Tasa de colocación de empleo: 82%

Mantenimiento de la infraestructura tecnológica para plataformas de aprendizaje digital

Inversión en infraestructura tecnológica en 2023: $ 42.3 millones

Componente tecnológico	Monto de la inversión	Objetivo
Sistema de gestión de aprendizaje	$ 15.6 millones	Entrega del curso en línea
Ciberseguridad	$ 8.7 millones	Protección de datos
Infraestructura en la nube	$ 18 millones	Plataformas digitales escalables

Laureate Education, Inc. (Laur) - Modelo de negocios: recursos clave

Red global de universidades y campus educativos

A partir de 2024, Laureate Education opera aproximadamente 20 instituciones en múltiples países, con una presencia significativa en América Latina.

Región	Número de instituciones	Países
América Latina	12	Brasil, México, Chile, Perú
América del norte	4	Estados Unidos
Europa	4	España, Suiza

Tecnología de aprendizaje digital y plataformas de educación en línea

La infraestructura digital de Laureate incluye:

• Sistema de gestión de aprendizaje patentado
• Plataformas de tecnología educativa basadas en la nube
• Infraestructura virtual en el aula

Personal académico experimentado y personal administrativo

Composición de la fuerza laboral a partir de 2024:

Categoría	Número total	Porcentaje con títulos avanzados
Facultad de tiempo completo	3,800	92%
Personal administrativo	5,200	78%

Fuerte reputación de marca en educación superior internacional

Métricas de marca:

• Inscripción total de estudiantes: 232,000 (2024)
• Porcentaje de estudiantes internacionales: 35%
• Calificación promedio de satisfacción del estudiante: 4.2/5

Cartera de programas académicos extensos

Nivel académico	Número de programas	Disciplinas cubiertas
De licenciatura	180	Negocio, ingeniería, ciencias de la salud
Graduate	95	MBA, Ingeniería, Educación
Programas en línea	65	Disciplinas diversas

Laureate Education, Inc. (Laur) - Modelo de negocio: propuestas de valor

Opciones de educación superior flexibles y accesibles

Laureate Education ofrece 47 instituciones acreditadas en 12 países a partir de 2023. La inscripción en línea representa el 32% de la población estudiantil total. Tasa promedio de finalización del curso en línea: 68%.

Modo de entrega de educación	Porcentaje
Programas en línea	32%
Programas en el campus	68%

Programas de grado orientados a la carrera con reconocimiento global

Inscripción total de estudiantes internacionales: 275,000 en múltiples países. Tasa promedio de empleabilidad de posgrado: 72%.

• Red global que abarca 12 países
• Programas en negocios, ingeniería, atención médica y tecnología
• Asociaciones con más de 250 entidades corporativas

Diversas ofertas académicas en múltiples disciplinas

Distribución del programa académico:

Disciplina	Porcentaje de programas totales
Negocio	38%
Cuidado de la salud	22%
Ingeniería	18%
Tecnología	12%
Otras disciplinas	10%

Oportunidades educativas internacionales asequibles

Matrícula anual promedio a través de la red: $ 7,850. Cobertura de becas: 15% de la población estudiantil total que recibe ayuda financiera.

Desarrollo profesional y vías de mejora de habilidades

Programas de certificación profesional: 125 certificaciones diferentes. Asociaciones de capacitación corporativa: 87 acuerdos activos.

• Cursos de desarrollo profesional a corto plazo
• Programas de certificación alineados en la industria
• Pistas de educación continua

Laureate Education, Inc. (Laur) - Modelo de negocios: relaciones con los clientes

Servicios de apoyo para estudiantes personalizados

Laureate Education brinda apoyo estudiantil dedicado a través de:

• Servicios de asesoramiento académico en línea 24/7
• Coaching personalizado de éxito estudiantil
• Seguimiento de progreso académico individual

Tipo de servicio de soporte	Tasa de compromiso anual
Asesoramiento académico en línea	87.3%
Entrenamiento de éxito estudiantil	72.6%

Asesoramiento profesional y asistencia de colocación

Los servicios de apoyo profesional incluyen:

• Desarrollo profesional de currículums
• Talleres de preparación de entrevistas
• Recursos de colocación laboral específicos de la industria

Servicio profesional	Tasa de éxito de colocación
Tarifa de colocación laboral	68.5%
Sesiones de asesoramiento profesional	5.423 sesiones anuales

Programas de redes y compromiso de ex alumnos

Estrategias de compromiso de ex alumnos:

• Plataforma de red de ex alumnos digitales
• Seminarios web de desarrollo profesional
• Eventos de redes de la industria

Métrica de compromiso de ex alumnos	Datos anuales
Miembros de la red de ex alumnos activos	124,567
Eventos de redes alojados	276

Plataformas de comunicación de estudiantes digitales

Canales de comunicación digital:

• Aplicaciones de aprendizaje móvil
• Sistema de gestión de aprendizaje
• Plataformas de mensajería en tiempo real

Plataforma digital	Usuarios activos mensuales
Aplicación de aprendizaje móvil	92,345
Sistema de gestión de aprendizaje	215,678

Recursos continuos de aprendizaje y desarrollo profesional

Ofertas de desarrollo profesional:

• Programas de certificación en línea
• Talleres de mejora de habilidades
• Micro acreditaciones reconocidas por la industria

Recurso de desarrollo	Participación anual
Programas de certificación en línea	38,456
Talleres de habilidades profesionales	22,789

Laureate Education, Inc. (Laur) - Modelo de negocios: canales

Plataformas de aprendizaje en línea

Laureate opera 16 universidades en línea a nivel mundial, con 241,000 estudiantes en línea a partir de 2022. La inscripción total en línea representa el 38% de su población estudiantil total.

Plataforma en línea	Número de estudiantes	Alcance geográfico
Universidad de Walden	55,000	Estados Unidos
Universidad de Liverpool en línea	22,000	Reino Unido

Campus universitarios físicos

Laureate mantiene 69 campus físicos en 25 países, con una población estudiantil total de 392,000 en 2022.

Región	Número de campus	Total de estudiantes
América Latina	35	210,000
América del norte	15	87,000

Canales de marketing digital y reclutamiento

• Gasto publicitario digital: $ 18.5 millones en 2022
• Plataformas de redes sociales: Facebook, LinkedIn, Instagram
• Presupuesto de Google AdWords: $ 4.2 millones anuales

Eventos y conferencias de reclutamiento educativo

Laureate participa en 127 eventos de reclutamiento de educación internacional anualmente, dirigida a futuros estudiantes en múltiples países.

Tipo de evento	Participación anual	Regiones objetivo
Ferias de educación virtual	62	América Latina, Europa
Días abiertos del campus físico	65	Múltiples países

Servicios directos de inscripción de estudiantes

Laureate mantiene 412 consejeros de inscripción dedicados en las operaciones globales.

• Tasa de conversión de inscripción promedio: 22%
• Consultas de inscripción total en 2022: 185,000
• Soporte multicanal: teléfono, correo electrónico, chat en vivo, whatsapp

Laureate Education, Inc. (Laur) - Modelo de negocio: segmentos de clientes

Profesionales que trabajan en busca de títulos avanzados

A partir de 2023, Laureate Education atiende a aproximadamente 150,000 profesionales que trabajan en busca de títulos avanzados en múltiples países.

Tipo de grado	Número de estudiantes	Edad promedio
Títulos de maestría	85,000	32-38 años
Certificados profesionales	45,000	28-35 años
Educación ejecutiva	20,000	35-45 años

Estudiantes internacionales que buscan educación global

Laureate Education opera en 25 países con 70,000 estudiantes internacionales matriculados.

• América Latina: 45,000 estudiantes internacionales
• Europa: 15,000 estudiantes internacionales
• América del Norte: 10,000 estudiantes internacionales

Estudiantes de pregrado centrados en la carrera

Inscripción total de pregrado: 250,000 estudiantes en las instituciones de red.

Región	Estudiantes de pregrado	Mejores especializaciones
América Latina	180,000	Negocio, ingeniería
América del norte	50,000	Negocio, tecnología
Europa	20,000	Gestión, atención médica

Profesionales corporativos que requieren mejora de habilidades

Capacitación corporativa y segmento de calma: 35,000 profesionales anualmente.

• Habilidades tecnológicas: 15,000 profesionales
• Desarrollo de gestión: 12,000 profesionales
• Programas de liderazgo: 8,000 profesionales

Aprendedores de adultos que buscan opciones de educación flexible

Programas en línea y a tiempo parcial que atienden a 100,000 estudiantes adultos.

Tipo de programa	Número de estudiantes	Modo de estudio promedio
Títulos en línea	60,000	A tiempo parcial, flexible
Programas híbridos	40,000	Aprendizaje mezclado

Laureate Education, Inc. (Laur) - Modelo de negocio: Estructura de costos

Compensación de la facultad y el personal

Según el informe financiero 2022 de Laureate, los gastos totales del personal fueron de $ 1.015 mil millones. El desglose incluye:

Categoría de personal	Costo anual
Salarios de la facultad a tiempo completo	$ 612 millones
Compensación del personal administrativo	$ 403 millones

Mantenimiento de la infraestructura tecnológica

La inversión en infraestructura tecnológica para 2022 totalizó $ 87.3 millones, con asignaciones específicas:

• Plataformas de aprendizaje digital: $ 42.5 millones
• Sistemas de ciberseguridad: $ 22.8 millones
• Infraestructura de red: $ 22 millones

Gastos operativos del campus

Los costos operativos totales del campus en 2022 fueron de $ 456.2 millones, que incluyen:

Categoría operativa	Gasto anual
Mantenimiento de la instalación	$ 189.6 millones
Utilidades	$ 112.4 millones
Seguridad del campus	$ 54.2 millones

Costos de marketing y reclutamiento de estudiantes

Los gastos de marketing para 2022 alcanzaron los $ 213.5 millones, con asignación de la siguiente manera:

• Marketing digital: $ 98.7 millones
• Publicidad tradicional: $ 64.3 millones
• Eventos de reclutamiento: $ 50.5 millones

Desarrollo y acreditación del programa académico

La inversión en programas académicos y la acreditación para 2022 fue de $ 76.9 millones:

Categoría de desarrollo de programas	Inversión anual
Diseño curricular	$ 38.4 millones
Procesos de acreditación	$ 24.5 millones
Garantía de calidad del programa	$ 14 millones

Laureate Education, Inc. (Laur) - Modelo de negocios: flujos de ingresos

Tarifas de matrícula de programas de grado

Para el año fiscal 2022, la educación laureada reportó ingresos totales de $ 1.06 mil millones. La matrícula del programa de grado representó aproximadamente el 78% de los ingresos totales, lo que equivale a aproximadamente $ 827.4 millones.

Categoría de programa de grado	Contribución de ingresos
Programas de pregrado	$ 492 millones
Programas de posgrado	$ 335.4 millones

Ingresos del curso de certificación profesional

Los cursos de certificación profesional generaron aproximadamente $ 64.2 millones en 2022, lo que representa el 6.1% de los ingresos totales.

Tarifas del programa de capacitación corporativa

Los programas de capacitación corporativa contribuyeron con $ 52.8 millones a los ingresos de Laureate en 2022, lo que representa el 5% de los ingresos totales.

Ingresos de matrícula de estudiantes internacionales

Las inscripciones de estudiantes internacionales en la red global de Laureate generaron $ 116.5 millones en 2022.

Región geográfica	Ingresos internacionales para estudiantes
América Latina	$ 82.3 millones
Europa	$ 34.2 millones

Curso en línea e ingresos de educación continua

Los programas de educación continua y en línea generaron $ 45.6 millones en 2022.

• Cursos de pregrado en línea: $ 24.3 millones
• Cursos de posgrado en línea: $ 21.3 millones

Laureate Education, Inc. (LAUR) - Canvas Business Model: Value Propositions

You're looking at the core promises Laureate Education, Inc. makes to its students and stakeholders, grounded in their operational focus in Mexico and Peru as of late 2025.

Career-oriented degrees in high-demand fields like healthcare and IT

Laureate Education, Inc. centers its academic offerings on disciplines that align directly with labor market needs in its operating regions. This focus is evident in enrollment concentration across key sectors.

• Students in Medicine & Health Sciences, Engineering & Information Technology, and Business & Management disciplines constitute over 70% of total post-secondary enrollments.

Accessible and affordable private higher education in emerging markets

The value proposition includes expanding access to private higher education where public resources are constrained. The scale of operations in their core markets demonstrates this commitment.

• Total enrollments across Mexico and Peru reached over 420,000 students.
• In the first half of 2025, total enrollments increased by 6% across Mexico and Peru operations.
• In 2024, the company provided $485 million in scholarships and discounts to students in Mexico and Peru.

Flexible delivery via campus-based, online, and hybrid models

Laureate Education, Inc. supports various learning preferences through a mix of delivery methods. The management is actively pushing for growth in the digital space to meet modern student demands for flexibility.

The management intends to increase the percentage of students receiving their education through both fully online and hybrid programs to meet growing student demands.

Commitment to market-leading employability outcomes for graduates

A key promise is translating education into employment success for graduates. The reported outcome metric reflects this focus on career readiness.

• 9 out of 10 job-seeking graduates were employed within 12 months, based on 2024 impact data.

Here's a quick look at some key financial and operational metrics supporting the business structure as of mid-2025.

Metric	Value/Range	Period/Date
Q2 2025 Revenue (Reported)	$524.2 million	Quarter Ended June 30, 2025
Q2 2025 Revenue (Organic CC Basis)	10% growth	Year-over-Year
H1 2025 New Enrollments Growth	7%	First Half of 2025
Updated Full-Year 2025 Revenue Guidance	$1,615 - $1,630 million	Fiscal Year 2025
Updated Full-Year 2025 Adjusted EBITDA Guidance	$489 - $496 million	Fiscal Year 2025
Net Income Margin	16.4%	Latest Reported Period
Return on Equity (ROE)	26%	Latest Reported Period
Cash and Cash Equivalents	$135.3 million	As of June 30, 2025
Gross Debt	$116.1 million	As of June 30, 2025

Finance: draft 13-week cash view by Friday.

Laureate Education, Inc. (LAUR) - Canvas Business Model: Customer Relationships

You're managing relationships in a highly localized, high-stakes sector like international higher education; the key is balancing personal touch with scalable digital efficiency. Laureate Education, Inc. focuses its customer relationship strategy heavily on its core markets in Mexico and Peru, aiming for deep local integration.

High-touch, localized academic advising and student support is foundational, especially given the company operates five major institutions across these two countries. This localized approach supports the student journey from initial inquiry through graduation. For instance, in 2024, the institutions provided significant direct support, evidenced by $485 million in scholarships and discounts distributed to students in Mexico and Peru. Furthermore, the commitment to community well-being, which bolsters the local brand, is visible through the 140,000+ free or low-cost medical, dental, and veterinary services provided by their campus clinics in 2024.

Here's a quick look at the scale of the student base driving these relationships, based on the latest available campus data and 2025 enrollment updates:

Metric	Mexico Operations (2024 Data)	Peru Operations (2024 Data)	Total Enrollment (H1 2025)
Campus Count	30+ Campuses	20 Campuses	N/A (Total Students: 511,000 YTD Q3 2025)
Student Count	250,000+ Students	210,000+ Students	New Enrollments YTD (Q3 2025): 259K
Enrollment Growth (H1 2025 YoY)	N/A	N/A	Total Enrollments: Up 6%

Automated digital self-service for enrollment and payments is crucial for managing this scale, particularly for the working adult segment. The company has successfully integrated digital capabilities, with fully online programs comprising 20% of total enrollments as of the Q1 2025 update. This digital backbone helps streamline transactional elements of the student lifecycle, freeing up local advisors for more complex, high-touch interactions. The reported revenue growth of 8.5% year-over-year in Q3 2025 is partly attributed to the strength in these online programs.

Community engagement is woven into the operational fabric to build local brand reputation, which is vital in the regulated education sector. Laureate Education, Inc. emphasizes its role as a Public Benefit Corporation to foster trust. This commitment extends beyond the classroom, as students and faculty actively spearhead community outreach endeavors. The company's focus on social impact is a key differentiator in attracting students who value institutional contribution to society.

The alumni network serves as the final, long-term relationship touchpoint, focusing on career services and demonstrating the value of the education received. The success of this pipeline is a key indicator of relationship quality. Specific post-graduation outcomes reported for 2024 include:

• Job-seeking graduates employed within 12 months: 9 out of 10.
• Total alumni base: Estimated in the millions.
• The network includes professional and personal connections of faculty, staff, and trustees, which is essential for career prospecting.

If onboarding takes 14+ days, churn risk rises, so digital efficiency here is defintely important. Finance: draft 13-week cash view by Friday.

Laureate Education, Inc. (LAUR) - Canvas Business Model: Channels

You're looking at how Laureate Education, Inc. (LAUR) gets its educational services to students in late 2025. The channels are heavily concentrated in two key Latin American markets: Mexico and Peru. The strategy blends physical presence with digital scale.

The core physical channel involves operating five higher education institutions across Mexico and Peru. The financial performance of these physical channels is clearly tied to enrollment success in these specific geographies.

Metric	Mexico	Peru
New Enrollments Growth (9M YTD 2025 vs Prior Year)	4%	13%
Total Enrollments Growth (9M YTD 2025 vs Prior Year)	4%	8%
Revenue Growth (9M YTD 2025, Reported Basis)	Contributed to $17.3 million increase overall	Contributed to $17.3 million increase overall

The overall total enrollment for Laureate Education, Inc. as of the nine months ended September 30, 2025, was up 6% compared to the prior-year period, reaching approximately 494,000 students in the full-year 2025 outlook. As of the third quarter of 2025, student enrollment grew to 511,400.

Proprietary fully online learning platforms represent a significant growth vector, especially in Peru. This channel allows for scaling without the same capital expenditure as physical expansion. Here's what we see regarding the digital component:

• Continued ability to scale fully online offerings in Peru through their digital portfolio.
• In Q1 2025, strong growth in fully online programs in Mexico contributed to an 11% increase in revenue for that region (when adjusted for calendar shift).
• Total enrollments for the nine months ended September 30, 2025, showed new enrollments increasing by 7% year-over-year.

Localized admissions and marketing teams are the engine driving the funnel into both physical and digital channels. These teams are tailored to the specific regulatory and cultural environments of Mexico and Peru. The success of these teams is evident in the enrollment figures:

• New enrollments in Peru increased by 13% for the nine months ended September 30, 2025.
• New enrollments in Mexico increased by 4% for the same nine-month period.

Hybrid learning models combine the in-person experience with digital flexibility. The company describes its offering as including both campus-based and online learning. This blended approach is key to serving different student needs, such as working adults, which drives the strong online growth seen in Peru. The company's nine-month revenue on an organic constant currency basis increased 6%.

The company's balance sheet supports these channel investments, showing $241.0 million in cash and cash equivalents as of September 30, 2025. Finance: review the Q4 capital allocation plan against the $71 million repurchased in the first nine months of 2025.

Laureate Education, Inc. (LAUR) - Canvas Business Model: Customer Segments

You're looking at the core demand drivers for Laureate Education, Inc. as of late 2025. The company's customer base is highly concentrated in Mexico and Peru, serving distinct but overlapping educational needs.

The overall expected scale for the full fiscal year 2025 points to a student body of approximately 494,000 students, based on updated guidance, representing growth of about 5% versus 2024. This is expected to translate to revenues in the range of $1,681 million to $1,686 million.

Traditional 18-24 year-old undergraduate students

This segment forms the backbone of the campus-based operations, particularly at institutions like Universidad del Valle de México (UVM) and Universidad Peruana de Ciencias Aplicadas (UPC). UVM alone serves more than 124,000 students, many of whom are pursuing traditional bachelor's level studies. The overall enrollment growth in Mexico for a key intake cycle showed new enrollments up 8% year-over-year, indicating strong demand from this younger demographic.

Working adults seeking flexible, fully online degree programs

Flexibility is key for this segment, which is heavily targeted through digital offerings. Growth in online programs has been a noted driver, especially in Peru, where it fuels enrollment increases. At Universidad Tecnológica de México (UNITEC), a significant portion of the student body, approximately 50%, are working adults utilizing flexible learning models.

Middle-class students in Mexico and Peru

Laureate Education, Inc. operates five higher education institutions across these two nations, deeply embedding itself within the middle-class structure seeking upward mobility through accredited degrees. The demand here is robust, as evidenced by the overall enrollment momentum.

• Mexico total enrollments showed a 7% increase for a recent intake period.
• Peru total enrollments were up 5% for the same comparable intake period.
• The combined student population across their institutions in these two countries is substantial.

Here's a quick look at the scale within the two primary markets as of the latest available data:

Market	Institution Examples	Total Students (Approximate)	Enrollment Growth (Recent Intake)
Mexico	UVM, UNITEC	Over 258,000 (124,000+ at UVM, 134,000+ at UNITEC)	Total Enrollments up 7%
Peru	UPC, UPN, Cibertec	Over 210,000	Total Enrollments up 5%

Career-focused individuals pursuing professional degrees

This segment prioritizes degrees that lead directly to employment, which is why Laureate Education, Inc. focuses on practical fields. The company emphasizes strong employability outcomes as a core value proposition. For example, at UPN in Peru, 90% of graduates secure jobs in their fields after earning their diploma. The key areas of focus for this career-driven student include healthcare, Information Technology, and engineering programs.

• 9 out of 10 job-seeking graduates are employed within 12 months.
• The focus is on practical, in-demand fields like IT, healthcare, and engineering.

Finance: draft 13-week cash view by Friday.

Laureate Education, Inc. (LAUR) - Canvas Business Model: Cost Structure

Faculty and administrative staff compensation is the largest cost component for Laureate Education, Inc., falling under their Direct Costs, which also include instructional and services expenses. These direct costs generally trend with enrollment, but infrastructure investments can cause them to grow faster than enrollment in expansion phases. For the three months ended September 30, 2024, Direct costs totaled $286.0 million.

Campus operating expenses, which encompass rent and utilities associated with service delivery, are embedded within these Direct Costs. General and Administrative Expenses (G&A), covering corporate departments like executive management, accounting, and legal, represent another significant, though smaller, cost center. For the third quarter of 2025, General and administrative expenses were $12.2 million.

Significant investment in marketing and student acquisition is also a key cost, categorized under Marketing and promotional expenses within Direct Costs. These costs are incurred to grow future enrollments.

Costs of technology and content development for digital courses are part of the overall operating structure, as management focuses on implementing a common operating model and platform and increasing operating leverage.

Here's a look at the most recently reported aggregate cost figures for Laureate Education, Inc. in millions of US Dollars:

Cost Category / Period	Three Months Ended September 30, 2025	Three Months Ended September 30, 2024	Nine Months Ended September 30, 2025	Nine Months Ended September 30, 2024
Direct Costs (Instructional & Services + Marketing)	Data Not Explicitly Reported for Q3 2025	$286.0	Data Not Explicitly Reported for 9M 2025	Data Not Explicitly Reported for 9M 2024
General and Administrative Expenses	$12.2	$10.6	$36.7	$34.6
Total Direct Costs and G&A Combined	Data Not Explicitly Reported for Q3 2025	$296.6	Data Not Explicitly Reported for 9M 2025	Data Not Explicitly Reported for 9M 2024

You can see the G&A costs ticked up slightly in the third quarter of 2025 compared to the prior year's third quarter, moving from $10.6 million to $12.2 million. Over the nine-month period ending September 30, 2025, G&A was $36.7 million, up from $34.6 million for the same period in 2024.

The structure of these costs means that Laureate Education, Inc. is heavily exposed to labor costs and fixed/semi-fixed campus overhead. The key levers for cost control involve efficiency in instructional delivery and managing corporate overhead.

• Faculty and administrative staff compensation is the primary driver of Direct Costs.
• Campus operating expenses include rent and utilities for physical locations.
• Marketing and promotional costs are tied to student acquisition efforts.
• Technology and content development costs support digital program expansion.

For context on overall operating performance, the Operating income for the third quarter of 2025 was $71.5 million. The full-year 2024 Operating income was $374.0 million.

Finance: draft 13-week cash view by Friday.

Laureate Education, Inc. (LAUR) - Canvas Business Model: Revenue Streams

You're looking at the core money-making engine for Laureate Education, Inc. (LAUR) as of late 2025. Honestly, for a company running a vast network of universities in Mexico and Peru, the revenue streams are pretty straightforward, but the scale is what matters.

Primary revenue from student tuition and educational services fees is the engine here. This is what you get when students pay to attend classes, whether on campus or through their growing digital offerings. It's the bread and butter of the whole operation.

The company has been seeing solid top-line momentum, which is reflected in their latest full-year outlook. Here's the quick math on the guidance they updated after Q3 2025:

Metric	Guidance Range (Full-Year 2025)
Revenue	$1.681 billion to $1.686 billion
Adjusted EBITDA	$508 million to $512 million

This revenue guidance represents a significant increase from earlier projections, showing management's confidence following strong enrollment intakes. For context, the nine months ended September 30, 2025, already brought in reported revenue of $1,160.5 million.

Revenue growth driven by enrollment increases and tuition price/mix is the key lever they pull. You can't make more money if students aren't signing up or paying more for the service. The company projected total enrollments for the full year 2025 to be approximately 494,000 students, which is about 5% growth over 2024 figures. The CEO specifically pointed to double-digit growth in Peru's secondary intake, especially in fully online working adult programs, as a driver.

The growth drivers look like this:

• Enrollment increases in key markets like Peru and Mexico.
• Strong performance in fully online working adult programs.
• Favorable academic calendar timing benefits in Peru.
• Organic constant currency revenue growth projected around 8% for the full year 2025.

To be fair, currency fluctuations can muddy the reported numbers. For instance, Q3 2025 revenue was $400.2 million on a reported basis, but only increased 4% on an organic constant currency basis. Still, the underlying operational strength is there.

While tuition is the main event, you can't forget about the smaller, but still present, income sources. Interest income from cash balances and short-term investments contributes to the bottom line. Laureate Education, Inc. maintained a strong balance sheet; as of September 30, 2025, they reported a net cash position of $138.6 million. That cash sitting in the bank earns something, adding to total revenue, even if it's a small fraction compared to the billions generated from tuition.

Finance: draft 13-week cash view by Friday.