Skillful Craftsman Education Technology Limited (EDTK): Business Model Canvas [Dec-2025 Updated]

You're digging into Skillful Craftsman Education Technology Limited (EDTK) right now, trying to map out how this pivot to AI actually translates to dollars and cents. Honestly, looking at their structure, it's a classic tech shift: they are betting big on AI communication intelligence, like their Scenario Intelligence Agent, while still running on older revenue streams. Here's the quick math from FY2025: they posted a Gross Profit of $699 thousand, but that's set against $1,740 thousand in Sales, General and Administrative (SG&A) expenses, showing the investment burn is real. So, how do their Key Resources-like proprietary Multi-Agent System architecture-align with their Customer Segments, which range from Chinese students to US institutional expansion? You need to see the full nine blocks to understand the near-term risks and where the real upside is hiding in their new model, so check out the detailed canvas below.

Skillful Craftsman Education Technology Limited (EDTK) - Canvas Business Model: Key Partnerships

The Key Partnerships block for Skillful Craftsman Education Technology Limited (EDTK) as of late 2025 centers on technology integration, market expansion, and operational restructuring.

The Company's market capitalization as of June 16, 2025, stood at $15.45M, with an institutional ownership of 3.72% and insider ownership at 50.25%.

Specific operational relationships and financial obligations tied to partnerships include:

• The 'Meta-Factory' platform utilizes advanced VR and AR technologies for immersive learning simulations.
• The Company's business operations are primarily conducted through Shenzhen Qianhai Jisen Information Technology Ltd. following a March 17, 2025, termination of VIE Agreements with Wuxi Kingway Technology Co., Ltd..
• Wuxi Kingway agreed to repay a loan of RMB 5 million plus interest of RMB 535,000 to Craftsman Network by June 30, 2025.
• The remaining loan repayment from Wuxi Kingway is set at RMB 5.7 million plus interest of RMB285,000 due by June 30, 2026.

The expansion into the US market is contextualized by the US Edtech Market Size, which reached USD 74.3 Billion in 2024, with an expected CAGR of 12.6% from 2025-2033.

Partnerships related to AI product rollouts include:

• Launch of the AI communication app 'Sesame Chat' in China in July 2025.
• Development of the 'Assistant' CSL application series, initially targeting the Chinese market.

The Company's service scope for academic institutions and private companies in China covers vocational training subjects such as mechanics, electronics, auto repair, and construction subjects.

Skillful Craftsman Education Technology Limited (EDTK) - Canvas Business Model: Key Activities

You're looking at the core engine of Skillful Craftsman Education Technology Limited (EDTK) as of late 2025, focusing strictly on what they do to generate value, based on the latest available figures.

Developing and upgrading AI communication apps (Sesame Chat)

Skillful Craftsman Education Technology Limited announced its Sesame Chat App completed a strategic upgrade on August 27, 2025, pioneering a new frontier in AI communication intelligence. The company also announced plans to develop an AI-powered communication skills learning (CSL) application series called 'Assistant'.

• Sesame Chat App strategic upgrade announced: August 27, 2025.
• Initial launch of Sesame Chat in China occurred in July 2025.
• The company specializes in artificial intelligence skills training.

Integrating AI and digital technology into education platforms

The strategic shift for Skillful Craftsman Education Technology Limited is clearly toward AI-based educational products and services. This activity underpins the development of their new communication apps and the enhancement of existing platforms.

Providing education technology consulting services

Skillful Craftsman Education Technology Limited engages in the provision of education technology consulting services as part of its overall offering, though specific revenue attribution for this segment isn't broken out in the latest filings.

Managing the Education Cloud Platform and its content

The operational backbone involves managing several platforms, which include the lifelong education public service platform, the online vocational training platform, and the virtual simulation experimental training platform. The company's online education services saw a significant contraction in revenue for the fiscal year ended March 31, 2025.

Here's the quick math on the platform revenue decline:

The decline in online education services revenue was primarily due to a decrease in online VIP membership revenue. This was attributed to intensified competition and free courses provided in the vocational education market in China.

Research and development of vertical-specific large models

The company's focus on AI, particularly with the Sesame Chat upgrade, implies ongoing R&D efforts, though specific R&D expenditure figures for vertical-specific large models aren't itemized in the publicly available reports for the fiscal year 2025.

• The company's market capitalization as of mid-June 2025 was $15.45M.
• The company was covered by 0 analysts submitting revenue or earnings estimates.
• The company has no dividends and no current plans to pay them.

Finance: draft 13-week cash view by Friday.

Skillful Craftsman Education Technology Limited (EDTK) - Canvas Business Model: Key Resources

You're looking at the core assets Skillful Craftsman Education Technology Limited (EDTK) relies on to deliver its value proposition, especially as it pivots toward AI-enhanced education technology. These aren't just items on a balance sheet; they are the engines for their strategy.

The company's commitment to technological advancement is anchored by its focus on developing proprietary systems. Skillful Craftsman Education Technology Limited is actively working on integrating artificial intelligence and digital technology into its offerings, which includes the development of an intelligent learning platform. A concrete example of this resource in action is the strategic upgrade of its application, "Sesame Chat" (or "Zhi Ma Gou Tong"), which evolved into an "AI communication intelligence platform" as of August 2025.

To drive this technological shift, Skillful Craftsman Education Technology Limited has made key additions to its leadership. You see a clear investment in specialized executive talent to manage the new direction. The company appointed Chunyang Yuan as Chief Technology Officer (CTO), bringing over 20 years of software development experience, including expertise in AI and machine learning. Furthermore, Jie Ma joined as Chief Product Officer (CPO), bringing more than 12 years of product management experience, specifically with AI expertise.

The operational backbone within the primary market remains tied to its Chinese presence. Skillful Craftsman Education Technology Limited is headquartered in Shenzhen, China, and plans to leverage its existing strong relationships with private companies and academic institutions across China to expand its business model. The entity listed as central to its China operations is Shenzhen Qianhai Jisen Information Technology Ltd.

The intellectual property for these intelligent learning platforms and teaching management systems is a critical, though less tangible, asset. These systems are designed to help educational organizations achieve more effective teaching and enhanced student outcomes.

Financially, the company's ability to fund these resources and operations is reflected in its recent performance. Here's the quick math on the most recent reported gross profit:

The resource base also includes the specific expertise and technological outputs:

• Proprietary AI technology development, including the evolution of the 'Sesame Chat' app to an AI communication intelligence platform.
• Intellectual property covering intelligent learning platforms and teaching management systems.
• Executive Talent: Chunyang Yuan, CTO, with over 20 years of software development experience.
• Executive Talent: Jie Ma, CPO, with over 12 years of product management experience in AI.

If onboarding new technology development takes longer than anticipated, the burn rate from operating expenses could accelerate before new revenue streams from the AI pivot materialize. Finance: draft 13-week cash view by Friday.

Skillful Craftsman Education Technology Limited (EDTK) - Canvas Business Model: Value Propositions

You're looking at the core offerings of Skillful Craftsman Education Technology Limited (EDTK) as they stood through the latter half of 2025. The numbers tell a story of significant strategic pivots, especially given the competitive pressure in the online education space.

AI-powered communication intelligence via Scenario Intelligence Agent

The push into advanced AI is clear, centered around the 'Sesame Chat' application series, which includes the 'Assistant' platform. This system is designed to go beyond simple content generation by analyzing user profiles and chat histories to create context-aware communication strategies. The company announced the launch of this AI Communication App in China on Jul 24, 2025, followed by a strategic upgrade on Aug 27, 2025.

While specific user adoption for the Scenario Intelligence Agent isn't public, the broader market context shows the potential: the global AI agent market was valued at $7.38 billion by the end of 2025.

Personalized communication strategies for professional/personal use

The 'Assistant' platform offers guidance for both personal scenarios, like relationship building, and professional settings, such as workplace adaptation. The value proposition here is the promise of reduced communication costs through pre-planned strategies based on desired relationship outcomes. The platform aims to provide contextual communication strategies for both daily life and the workplace.

Digital transformation services for educational institutions

Skillful Craftsman Education Technology Limited continues to focus on the digital transformation of educational institutions. This service line includes offering technology services like software development and cloud services to academic institutions. Specific offerings mentioned include strategic digital transformation planning and AI-integrated pedagogy design.

The financial performance of the company overall shows a challenging environment for its core business, with total revenue for fiscal year 2025 reported at $1.02 million, a 49% decrease from $1.99 million in fiscal year 2024. The net loss for FY 2025 widened to $7.5 million, up from a net loss of $4.7 million in FY 2024.

Free access to a broad online skills training library

The company made a significant move to counter market competition by eliminating fees for its Education Cloud Platform, which offers online skills training. Membership fees for this platform were eliminated starting October 1, 2024. This was a direct response to competitors providing free courses, which caused the revenue from online education services to drop sharply.

The revenue generated from online education services in fiscal year 2025 was only $0.12 million, a 94% decrease from $1.6 million in fiscal year 2024, primarily due to the decrease in online VIP membership revenue.

Enhanced user privacy through on-device data processing

Skillful Craftsman Education Technology Limited emphasizes enhanced user privacy via on-device data processing for its AI tools. The company's net worth, represented by market capitalization, was reported as $0.02B as of October 31, 2025.

• Insider ownership stood at 50.25%.
• The company's stock trades on NASDAQ under the ticker EDTK.
• The company is headquartered in Shenzhen, China.

Finance: draft 13-week cash view by Friday.

Skillful Craftsman Education Technology Limited (EDTK) - Canvas Business Model: Customer Relationships

You're looking at how Skillful Craftsman Education Technology Limited (EDTK) manages its user base as it pivots hard into AI technology. The relationship strategy is clearly centered on mass adoption first, given the financial shifts we've seen in the fiscal year ending March 31, 2025.

Automated, personalized guidance via AI agents (e.g., Sesame Chat)

The relationship is increasingly mediated by artificial intelligence. Skillful Craftsman Education Technology Limited announced on August 27, 2025, that its Sesame Chat App completed a strategic upgrade, aiming to pioneer a new frontier in AI Communication Intelligence. This AI-powered platform is designed to offer personalized guidance by analyzing a user's profile, personality, and chat history to deliver contextual communication strategies. This suggests a move toward high-touch, automated support for skill development, which is a key part of the value proposition now that the core service is free.

Freemium model with coin-based rewards for advanced features

The relationship structure fundamentally changed when the company eliminated membership fees for its Education Cloud Platform starting October 1, 2024, signaling a full embrace of the freemium model. This strategy has had a measurable financial impact on direct customer payments. Revenue generated from online VIP membership plummeted from $1.6 million in the fiscal year 2024 to just $0.12 million in the fiscal year 2025. Overall revenue for Skillful Craftsman Education Technology Limited decreased by 49%, dropping from $1.99 million in FY2024 to $1.02 million in FY2025. While the structure mentions coin-based rewards, the primary financial evidence points to the collapse of the direct subscription revenue stream supporting the free tier. Industry context suggests that freemium models typically see conversion rates in the 2-5% range to premium features.

Direct B2B sales and long-term contracts for consulting

While specific B2B contract figures for Skillful Craftsman Education Technology Limited aren't public, the general EdTech market trend shows that for major platforms, corporate training contracts now account for 40-60% of total revenue. Given the company's strategic pivot toward AI technology provision and its expansion into the US market via a new subsidiary, securing these types of enterprise licensing agreements is a necessary counterbalance to the lost direct-to-consumer membership revenue.

Self-service access via mobile app and web platform

The user experience is designed for self-service access, reinforced by the company's technical infrastructure updates. Skillful Craftsman Education Technology Limited migrated its primary domain from www.kingwayedu.cn to www.edtk.ai in July 2025, aligning with its AI technology focus. The platform continues to deliver vocational training courses covering subjects like mechanics, electronics, auto repair, and construction, all accessible through its digital channels.

Here are the key statistical and financial figures related to the customer base and monetization strategy as of late 2025:

Finance: draft 13-week cash view by Friday.

Skillful Craftsman Education Technology Limited (EDTK) - Canvas Business Model: Channels

You're looking at how Skillful Craftsman Education Technology Limited (EDTK) gets its offerings to customers as of late 2025. The channels reflect a pivot toward AI and international presence, even as overall revenue has contracted significantly from prior years.

iOS App Store (for Sesame Chat and other CSL applications)

The Sesame Chat App completed a strategic upgrade on August 27, 2025, following its launch in China on July 24, 2025. While specific revenue from this channel isn't broken out, the broader iOS ecosystem context for 2025 shows the scale of the potential market.

• Total number of Apps on Apple App Store as of January 2025: 1,912,383.
• Expected total downloads from iOS App Store by end of 2025: Over 92 billion.
• Projected global revenue for the iOS App Store in 2025: $138 billion.
• Percentage of iOS apps available for free download as of January 2025: 95.37%.

Company website and the new edtk.ai domain

The company signaled a strategic pivot by migrating its domain on July 15, 2025, moving from www.kingwayedu.cn to www.edtk.ai. This change reinforces the commitment to being an AI technology provider in the education industry.

Education Cloud Platform (offering free online training)

The membership fees for the Education Cloud Platform were eliminated starting October 1, 2024, shifting the channel to offer free online skills training to expand the customer base. The platform is operated by Wuxi Kingway Technology Co., a former variable interest entity.

Direct sales team for B2B consulting and institutional contracts

The company's overall financial performance reflects the top-line results across all channels, including institutional contracts. Total Revenue for the period ending 3/31/2025 was $894 thousand USD Thousands. The Sales, General and Admin operating expenses for the period ending 3/31/2025 were $1,740 thousand.

Wholly-owned subsidiary in the United States for international reach

The establishment of a wholly-owned subsidiary in the United States was announced to expand into the international skills training market. The company's former VIE structure, which involved Wuxi Kingway Technology Co., had specific financial obligations that were addressed in 2025.

The company's Market Cap as of October 2, 2025, stood at $16.41M.

Skillful Craftsman Education Technology Limited (EDTK) - Canvas Business Model: Customer Segments

College students and recent graduates in the PRC (China) represent a core base for Skillful Craftsman Education Technology Limited (EDTK), as the company provides vocational online training and virtual simulation experimental training courses to this demographic. Skillful Craftsman Education Technology Limited's total revenue for the period ending March 31, 2025, was reported as $894 thousand USD.

For individuals seeking self-improvement in communication skills, Skillful Craftsman Education Technology Limited is strategically pivoting towards educational technology innovation and artificial intelligence skills training, as evidenced by the domain migration to www.edtk.ai in July 2025. The company offers online vocational training courses covering mechanics, electronics, auto repair, and construction subjects.

Educational institutions requiring digital transformation form another segment. Skillful Craftsman Education Technology Limited operates a lifelong education public service platform. The company's overall scale of operations, which supports these institutional needs, is reflected in its employee count; as of March 31, 2025, Skillful Craftsman Education Technology Limited had 28 employees, a decrease of 43 or -60.56% compared to the prior year.

Private companies needing customized AI-based training solutions are targeted by Skillful Craftsman Education Technology Limited's focus on artificial intelligence skills training. The company's market valuation as of November 14, 2025, stood at a market capitalization of $16.6 M. The revenue for the trailing twelve months ending March 31, 2024, was $2.00 million.

Here's a quick look at the company's recent operational scale metrics:

The services offered to these segments include:

• Vocational online training courses.
• Virtual simulation experimental training.
• Lifelong education public service platform access.
• Artificial intelligence skills training modules.

The customer base is concentrated within the People's Republic of China. The company's revenue for the quarter ending June 30, 2025, was $624,365. Skillful Craftsman Education Technology Limited has never paid dividends.

Finance: review the Q3 2025 revenue run-rate against the $894K FY2025 figure by Wednesday.

Skillful Craftsman Education Technology Limited (EDTK) - Canvas Business Model: Cost Structure

You're looking at the expense side of the ledger for Skillful Craftsman Education Technology Limited (EDTK) as of late 2025. Understanding where the money is going is key to seeing the path forward, especially given the shift in their focus.

The core operational overhead is captured in the standard reporting categories. For the fiscal year 2025, the Sales, General and Administrative (SG&A) expenses were reported at $1,740 thousand. This covers the day-to-day running of the business that isn't directly tied to delivering the service itself. Also critical are the Costs of revenue, which for FY2025 totaled $195 thousand. This figure represents the direct costs associated with generating the revenue they did bring in that year.

The strategic pivot for Skillful Craftsman Education Technology Limited is clearly reflected in where they are directing capital, even if the final FY2025 figures for these specific buckets aren't fully itemized in the latest filings yet. You see a definite push toward future-proofing the platform.

The commitment to technological advancement translates directly into significant investment areas:

• Significant investment in AI technology and platform development: This is a major cost driver, evidenced by announcements in May 2025 regarding the empowerment of AI and digital technology in education and the building of an intelligent learning platform.
• Personnel costs for specialized AI and software engineers: To execute the AI strategy, Skillful Craftsman Education Technology Limited welcomed new management staff with extensive experience in May 2025, indicating a necessary increase in high-skill payroll for development.
• Operating costs for the US subsidiary establishment: While specific operating costs for a US subsidiary in FY2025 aren't explicitly itemized, the company structure involves a Cayman Islands holding company and PRC subsidiaries, suggesting any US expansion carries associated setup and operational overhead.

Here's a look at the known and implied cost components based on the FY2025 outline:

To be fair, the net loss for the fiscal year 2025 was reported as $7.5 million, which gives you the bottom-line impact of these costs against the revenue, which itself saw a significant drop to $1.02 million for FY2025. The cost structure reflects a company heavily investing in a new direction while facing headwinds in its legacy business.

Finance: draft 13-week cash view by Friday.

Skillful Craftsman Education Technology Limited (EDTK) - Canvas Business Model: Revenue Streams

You're looking at the revenue streams for Skillful Craftsman Education Technology Limited (EDTK) as of late 2025, right after a significant structural change with the termination of the Variable Interest Entity (VIE) agreements in March 2025. Honestly, the reported numbers show a tough year, but the structure of potential income is clear from the outline you provided.

The most concrete financial data we have points to a sharp contraction in the traditional education services segment. For the fiscal year ended March 31, 2025, the Company's total revenue was reported at approximately $1.02 million.

Here's a breakdown of the known and projected revenue components:

• Repayment of Loan from Former VIE: This is a specific, non-operating cash inflow event. The parties agreed that RMB 5 million plus interest of RMB 535,000 was due to be paid by June 30, 2025. The total loan being repaid is RMB 10.7 million (approximately $1.45 million), with the remainder due by June 30, 2026.
• Vocational Online Education Courses (Traditional Stream): This stream saw a massive decline. Revenue generated from online education services for the fiscal year ending March 31, 2025, was only $0.12 million. This compares to $1.99 million in the prior fiscal year, primarily driven by a drop in online VIP membership revenue from $1.6 million in FY 2024 to $0.12 million in FY 2025.

The remaining streams-in-app purchases, consulting, and B2B AI sales-do not have explicitly reported revenue figures tied directly to Skillful Craftsman Education Technology Limited (EDTK) in the latest filings, but their structure is part of the model:

To be fair, the total revenue of $1.02 million for FY 2025 is composed of the online education services revenue of $0.12 million and other sources, which would include any revenue from consulting or B2B sales that were not part of the VIE, plus any remaining non-membership online revenue. The Q2 2025 reported revenue was $624,365, and Q4 2025 revenue was $893,690.

Finance: draft 13-week cash view by Friday.