Laureate Education, Inc. (LAUR): Modelo de negócios Canvas [Jan-2025 Atualizado]

A Laureate Education, Inc. representa uma abordagem revolucionária do ensino superior global, transformando os paradigmas de aprendizado tradicionais por meio de um modelo de negócios inovador que preenche instituições acadêmicas internacionais, plataformas de tecnologia e diversos segmentos de estudantes. Ao alavancar estrategicamente uma rede abrangente de universidades e infraestrutura de aprendizado digital de ponta, o Laureate se posicionou como uma empresa educacional dinâmica que oferece programas flexíveis e orientados a carreira em várias disciplinas e limites geográficos. Sua tela de negócios exclusiva demonstra uma abordagem sofisticada da entrega educacional que atende a profissionais que trabalham, estudantes internacionais e alunos corporativos que buscam experiências educacionais acessíveis e de alta qualidade em um mundo cada vez mais interconectado.

Laureate Education, Inc. (LAUR) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com universidades internacionais e instituições educacionais

A Laureate Education mantém parcerias com 69 instituições em 25 países a partir de 2023.

Região	Número de instituições
América latina	34
América do Norte	15
Europa	12
Médio Oriente	8

Colaboração com o treinamento corporativo e parceiros de desenvolvimento profissional

As principais parcerias corporativas incluem:

• Programas de desenvolvimento da força de trabalho com empresas multinacionais
• Colaborações de treinamento de certificação profissional
• Parcerias de aprimoramento de habilidades específicas do setor

Provedores de plataforma de tecnologia online para infraestrutura de aprendizado digital

As parcerias de tecnologia se concentram nas plataformas de aprendizado digital com:

• Coursera
• Sistema de gerenciamento de aprendizagem de tela
• Lousa

Agências de educação do governo em vários países

País	Parceria da Agência de Educação do Governo
México	Secretaría de Educación púbblica
Brasil	Ministélio da educação
Estados Unidos	Departamento de Educação

Organismos de acreditação e organizações de garantia de qualidade acadêmica

As parcerias de acreditação incluem:

• Comissão de ensino superior
• Comissão dos Estados Médio sobre Ensino Superior
• Associação Sul de Faculdades e Escolas Comissão de Faculdades

Investimento total de parceria: US $ 87,3 milhões em 2022

Laureate Education, Inc. (LAUR) - Modelo de negócios: Atividades -chave

Entregando programas de ensino superior online e pessoalmente

A partir de 2023, a Laureate Education opera 20 instituições em 7 países. Total de matrícula de estudantes: 242.000 alunos.

Tipo de programa	Número de programas	Modo de entrega
Graduação em graduação	135	Online/pessoalmente
Pós -graduação	89	Online/pessoalmente
Certificados profissionais	47	On-line

Desenvolvimento de currículo em várias disciplinas acadêmicas

O desenvolvimento do currículo abrange vários domínios:

• Negócios e gestão
• Administração de Saúde
• Engenharia
• Tecnologia da Informação
• Ciências sociais

Gerenciando Rede Internacional de Instituições Educacionais

Distribuição geográfica de instituições laureadas:

Região	Número de instituições	Países
América latina	12	México, Brasil, Chile
América do Norte	4	Estados Unidos
Europa	4	Espanha, Suíça

Fornecendo programas de graduação profissionais e focados na carreira

2023 Métricas de programa profissional:

• Total de programas profissionais: 76
• Duração média do programa: 18-24 meses
• Taxa de colocação de emprego: 82%

Mantendo a infraestrutura tecnológica para plataformas de aprendizado digital

Investimento de infraestrutura tecnológica em 2023: US $ 42,3 milhões

Componente de tecnologia	Valor do investimento	Propósito
Sistema de gerenciamento de aprendizagem	US $ 15,6 milhões	Entrega de curso on -line
Segurança cibernética	US $ 8,7 milhões	Proteção de dados
Infraestrutura em nuvem	US $ 18 milhões	Plataformas digitais escaláveis

Laureate Education, Inc. (LAUR) - Modelo de negócios: Recursos -chave

Rede global de universidades e campi educacional

A partir de 2024, a Laureate Education opera aproximadamente 20 instituições em vários países, com uma presença significativa na América Latina.

Região	Número de instituições	Países
América latina	12	Brasil, México, Chile, Peru
América do Norte	4	Estados Unidos
Europa	4	Espanha, Suíça

Tecnologia de aprendizado digital e plataformas de educação online

A infraestrutura digital da Laureate inclui:

• Sistema de gerenciamento de aprendizagem proprietário
• Plataformas de tecnologia educacional baseadas em nuvem
• Infraestrutura da sala de aula virtual

Faculdade acadêmica experiente e equipe administrativa

Composição da força de trabalho a partir de 2024:

Categoria	Número total	Porcentagem com graus avançados
Faculdade de tempo integral	3,800	92%
Equipe administrativo	5,200	78%

Forte reputação da marca no ensino superior internacional

Métricas de marca:

• Total de matrícula do aluno: 232.000 (2024)
• Porcentagem internacional de estudantes: 35%
• Classificação média de satisfação do aluno: 4.2/5

Extenso portfólio de programas acadêmicos

Nível acadêmico	Número de programas	Disciplinas cobertas
Graduação	180	Negócios, Engenharia, Ciências da Saúde
Graduate	95	MBA, Engenharia, Educação
Programas online	65	Diversas disciplinas

Laureate Education, Inc. (LAUR) - Modelo de negócios: proposições de valor

Opções de ensino superior flexíveis e acessíveis

A Laureate Education oferece 47 instituições credenciadas em 12 países a partir de 2023. As matrículas on -line representam 32% do total da população estudantil. Taxa média de conclusão do curso on -line: 68%.

Modo de entrega da educação	Percentagem
Programas online	32%
Programas no campus	68%

Programas de graduação orientados para a carreira com reconhecimento global

Total de matrícula internacional de estudantes: 275.000 em vários países. Taxa média de empregabilidade de pós -graduação: 72%.

• Rede global em 12 países
• Programas em negócios, engenharia, saúde e tecnologia
• Parcerias com mais de 250 entidades corporativas

Diversas ofertas acadêmicas em várias disciplinas

Distribuição do programa acadêmico:

Disciplina	Porcentagem do total de programas
Negócios	38%
Assistência médica	22%
Engenharia	18%
Tecnologia	12%
Outras disciplinas	10%

Oportunidades educacionais internacionais acessíveis

Taxa média média em toda a rede: US $ 7.850. Cobertura da bolsa: 15% do total da população estudantil que recebe ajuda financeira.

Desenvolvimento profissional e caminhos de aprimoramento de habilidades

Programas de certificação profissional: 125 certificações diferentes. Parcerias de treinamento corporativo: 87 acordos ativos.

• Cursos de desenvolvimento profissional de curto prazo
• Programas de certificação alinhados à indústria
• Rastreios de educação continuada

Laureate Education, Inc. (LAUR) - Modelo de Negócios: Relacionamentos do Cliente

Serviços personalizados de apoio ao aluno

Laureate Education fornece apoio dedicado ao aluno por meio de:

• 24/7 Serviços de aconselhamento acadêmico on -line
• Coaching personalizado de sucesso do aluno
• Rastreamento de progresso acadêmico individual

Tipo de serviço de suporte	Taxa de engajamento anual
Conselho acadêmico on -line	87.3%
Coaching de sucesso dos alunos	72.6%

Aconselhamento de carreira e assistência de colocação

Os serviços de suporte de carreira incluem:

• Desenvolvimento de currículo profissional
• Oficinas de preparação da entrevista
• Recursos de colocação de empregos específicos do setor

Serviço de carreira	Taxa de sucesso da colocação
Taxa de colocação de empregos	68.5%
Sessões de aconselhamento de carreira	5.423 sessões anuais

Programas de rede e engajamento de rede de ex -alunos

Estratégias de engajamento de ex -alunos:

• Plataforma de rede de ex -alunos digitais
• Webinars de desenvolvimento profissional
• Eventos de rede da indústria

Métrica de engajamento de ex -alunos	Dados anuais
Membros ativos da rede de ex -alunos	124,567
Eventos de networking hospedados	276

Plataformas de comunicação de estudantes digitais

Canais de comunicação digital:

• Aplicativos de aprendizado móvel
• Sistema de gerenciamento de aprendizagem
• Plataformas de mensagens em tempo real

Plataforma digital	Usuários ativos mensais
Aplicativo de aprendizado móvel	92,345
Sistema de gerenciamento de aprendizagem	215,678

Aprendizagem contínua e recursos de desenvolvimento profissional

Ofertas de desenvolvimento profissional:

• Programas de certificação online
• Oficinas de aprimoramento de habilidades
• Micro-credenciais reconhecidos pela indústria

Recurso de desenvolvimento	Participação anual
Programas de certificação online	38,456
Oficinas de habilidades profissionais	22,789

Laureate Education, Inc. (Laur) - Modelo de Negócios: Canais

Plataformas de aprendizado on -line

O Laureate opera 16 universidades on -line globalmente, com 241.000 estudantes on -line a partir de 2022. A matrícula total on -line representa 38% da população estudantil total.

Plataforma online	Número de alunos	Alcance geográfico
Universidade Walden	55,000	Estados Unidos
Universidade de Liverpool online	22,000	Reino Unido

Campi da universidade física

O Laureate mantém 69 campi físico em 25 países, com uma população total de 392.000 estudantes em 2022.

Região	Número de campi	Total de alunos
América latina	35	210,000
América do Norte	15	87,000

Canais de marketing digital e recrutamento

• Gastes de publicidade digital: US $ 18,5 milhões em 2022
• Plataformas de mídia social: Facebook, LinkedIn, Instagram
• Orçamento do Google Adwords: US $ 4,2 milhões anualmente

Eventos e conferências de recrutamento educacional

Laureate participa de 127 eventos de recrutamento de educação internacional anualmente, visando estudantes em potencial em vários países.

Tipo de evento	Participação anual	Regiões -alvo
Feiras de educação virtual	62	América Latina, Europa
Dias de abertura do campus físico	65	Vários países

Serviços diretos de matrícula de estudantes

O Laureate mantém 412 conselheiros de inscrição dedicados em operações globais.

• Taxa média de conversão de inscrição: 22%
• Total de consultas de inscrição em 2022: 185.000
• Suporte multicanal: telefone, e -mail, chat ao vivo, WhatsApp

Laureate Education, Inc. (LAUR) - Modelo de negócios: segmentos de clientes

Profissionais que procuram graus avançados

A partir de 2023, a educação de Laureate atende a aproximadamente 150.000 profissionais que buscam diplomas avançados em vários países.

Tipo de grau	Número de alunos	Idade média
Mestrado	85,000	32-38 anos
Certificados profissionais	45,000	28-35 anos
Educação Executiva	20,000	35-45 anos

Estudantes internacionais que buscam educação global

A Laureate Education opera em 25 países com 70.000 estudantes internacionais matriculados.

• América Latina: 45.000 estudantes internacionais
• Europa: 15.000 estudantes internacionais
• América do Norte: 10.000 estudantes internacionais

Estudantes de graduação focados na carreira

Matrícula total de graduação: 250.000 estudantes em instituições de rede.

Região	Estudantes de graduação	Principais principais
América latina	180,000	Negócios, Engenharia
América do Norte	50,000	Negócios, Tecnologia
Europa	20,000	Gestão, saúde

Profissionais corporativos que exigem aprimoramento de habilidades

Treinamento corporativo e segmento de upskilling: 35.000 profissionais anualmente.

• Habilidades tecnológicas: 15.000 profissionais
• Desenvolvimento da gestão: 12.000 profissionais
• Programas de liderança: 8.000 profissionais

Alunos adultos que buscam opções de educação flexível

Programas on-line e de meio período que atendem a 100.000 alunos adultos.

Tipo de programa	Número de alunos	Modo de estudo médio
Diplomas online	60,000	Tempo parcial, flexível
Programas híbridos	40,000	Aprendizado combinado

Laureate Education, Inc. (Laur) - Modelo de negócios: estrutura de custos

Faculdade e compensação da equipe

De acordo com o relatório financeiro de 2022 da Laureate, o total de despesas de pessoal foi de US $ 1,015 bilhão. O colapso inclui:

Categoria de pessoal	Custo anual
Salários do corpo docente em tempo integral	US $ 612 milhões
Compensação da equipe administrativa	US $ 403 milhões

Manutenção de infraestrutura de tecnologia

O investimento em infraestrutura de tecnologia para 2022 totalizou US $ 87,3 milhões, com alocações específicas:

• Plataformas de aprendizado digital: US $ 42,5 milhões
• Sistemas de segurança cibernética: US $ 22,8 milhões
• Infraestrutura de rede: US $ 22 milhões

Despesas operacionais do campus

Os custos operacionais totais do campus em 2022 foram de US $ 456,2 milhões, incluindo:

Categoria operacional	Despesas anuais
Manutenção da instalação	US $ 189,6 milhões
Utilitários	US $ 112,4 milhões
Segurança do campus	US $ 54,2 milhões

Custos de marketing e recrutamento de estudantes

As despesas de marketing para 2022 atingiram US $ 213,5 milhões, com a alocação da seguinte forma:

• Marketing Digital: US $ 98,7 milhões
• Publicidade tradicional: US $ 64,3 milhões
• Eventos de recrutamento: US $ 50,5 milhões

Desenvolvimento e acreditação do programa acadêmico

O investimento em programas acadêmicos e credenciamento para 2022 foi de US $ 76,9 milhões:

Categoria de desenvolvimento de programas	Investimento anual
Design de currículo	US $ 38,4 milhões
Processos de acreditação	US $ 24,5 milhões
Garantia da qualidade do programa	US $ 14 milhões

Laureate Education, Inc. (LAUR) - Modelo de negócios: fluxos de receita

Taxas de matrícula de programas de graduação

Para o ano fiscal de 2022, a Laureate Education registrou receitas totais de US $ 1,06 bilhão. O programa de graduação representou aproximadamente 78% da receita total, o que equivale a aproximadamente US $ 827,4 milhões.

Categoria de programa de graduação	Contribuição da receita
Programas de graduação	US $ 492 milhões
Programas de pós -graduação	US $ 335,4 milhões

Receitas de Curso de Certificação Profissional

Os cursos de certificação profissional geraram aproximadamente US $ 64,2 milhões em 2022, representando 6,1% da receita total.

Taxas do programa de treinamento corporativo

Os programas de treinamento corporativo contribuíram com US $ 52,8 milhões para a receita da Laureate em 2022, representando 5% do total de receitas.

Receitas internacionais de matrícula de estudantes

As matrículas internacionais de estudantes em toda a rede global da Laureate geraram US $ 116,5 milhões em 2022.

Região geográfica	Receita internacional de estudantes
América latina	US $ 82,3 milhões
Europa	US $ 34,2 milhões

Curso on -line e receitas de educação continuada

Os programas de educação on -line e continuados geraram US $ 45,6 milhões em 2022.

• Cursos de graduação on -line: US $ 24,3 milhões
• Cursos de pós -graduação online: US $ 21,3 milhões

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.