Fund Manager Summary
The fund managers believe that Openlearning Ltd presents a significant growth opportunity in the education technology sector. They highlight that OLL has developed a robust learning management system (LMS) capable of servicing large university populations while incorporating AI features, allowing it to offer solutions at a materially lower price-point than competitors. In their opinion, the global agreements signed with institutions in Malaysia, U.S.A., Canada, India, and the UAE underscore the expanding market potential. Notably, OLL has achieved over 15 consecutive quarters of annualised SaaS revenue growth, with a remarkable 27% ARR growth in the last quarter. The fund managers see potential for OLL to secure annual SaaS contracts exceeding several hundred thousand dollars, driven by long-term licence deals for institutions with student cohorts of up to 100,000.
Source: Trading View
Commentary From The Managers
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DMX Asset Management
31 Oct 2025
$0.04
Summary
- DMX Asset Management continues to hold its position in Open Learning (ASX:OLL) due to its innovative learning management system (LMS).
- OLL's LMS is designed to support large university populations, enhancing lesson delivery.
- By incorporating AI features, OLL offers its solutions at a significantly lower price compared to competitors.
- During the last quarter, OLL signed agreements with universities in multiple regions, including Malaysia, U.S.A., Canada, India, and the UAE.
- OLL has achieved over 15 consecutive quarters of annualised SaaS revenue growth, with a notable 27% ARR growth in the recent quarter.
- Licensing deals are being established for 3-to-5-year periods, targeting institutions with student populations of up to 100,000.
- OLL's pricing strategy involves charging between $3 to $5 per student.
- There is potential for OLL to secure annual SaaS contracts exceeding several hundred thousand dollars in the near future.
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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
DMX Asset Management
31 Oct 2025
$0.04
- DMX Asset Management continues to hold its position in Open Learning (ASX:OLL) due to its innovative learning management system (LMS).
- OLL's LMS is designed to support large university populations, enhancing lesson delivery.
- By incorporating AI features, OLL offers its solutions at a significantly lower price compared to competitors.
- During the last quarter, OLL signed agreements with universities in multiple regions, including Malaysia, U.S.A., Canada, India, and the UAE.
- OLL has achieved over 15 consecutive quarters of annualised SaaS revenue growth, with a notable 27% ARR growth in the recent quarter.
- Licensing deals are being established for 3-to-5-year periods, targeting institutions with student populations of up to 100,000.
- OLL's pricing strategy involves charging between $3 to $5 per student.
- There is potential for OLL to secure annual SaaS contracts exceeding several hundred thousand dollars in the near future.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"With its innovative LMS and AI integration, the landscape for Openlearning Ltd seems ripe for disruption. As partnerships grow globally, OLL appears poised to capture significant market share, hinting at a future where its SaaS contracts could soar into the hundreds of thousands."
Last Updated: 31 Oct 2025
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Frequently Asked Questions
Who is investing in Openlearning Ltd (ASX:OLL)?
Fund managers including DMX Asset Management have invested in Openlearning Ltd (ASX:OLL).
Why do fund managers invest in Openlearning Ltd?
Fund managers are investing in Openlearning Ltd due to its innovative learning management system (LMS) that leverages AI to provide cost-effective solutions for large university populations. With recent agreements across multiple countries, OLL has demonstrated consistent SaaS revenue growth, achieving 27% annual recurring revenue (ARR) growth in the latest quarter. The potential for securing substantial long-term contracts with educational institutions further enhances its attractiveness as an investment.
What happened to Openlearning Ltd (ASX:OLL)?
Fund managers are investing in Openlearning Ltd (ASX: OLL) due to its innovative learning management system (LMS) that effectively serves large university populations at competitive prices, enhanced by AI features. The company has established agreements with educational institutions across several countries, including Malaysia, the USA, Canada, India, and the UAE. Openlearning has shown consistent growth, with 27% annual recurring revenue (ARR) growth reported in the recent quarter and over 15 consecutive quarters of SaaS revenue growth. The potential for securing significant long-term contracts with large student cohorts further supports the investment.