D2L (DTOL) Investor Presentation summary

Vision and mission

• Aims to create a better world by making learning accessible, engaging, and inspiring.

• Mission is to help transform the way the world learns.

Market opportunity and growth drivers

• Global EdTech spend projected to reach $404B by 2025, with a 12% CAGR from 2019.

• Learning environments expected to be a $43B market in 2025.

• Addressable global education and adult training market estimated at $7.3T in 2025.

• Key catalysts include digitization, upskilling, and addressing learning loss.

Business scale and customer base

• Serves 1,310+ customers in over 40 countries, with 18M+ users as of January 31, 2024.

• Majority of subscription contracts are 3-5 years, supporting high revenue visibility.