Slide 1: AI-powered LMS for the entire student journey
OPENLEARNING / ASX: OLL / INVESTOR PRESENTATION For personal use only AI-powered LMS for the entire student journey. Investor Presentation Prepared by OpenLearning Limited • investors.openlearning.com
Slide 2: SaaS ARR growth accelerates +35% YoY
Q1 FY26 RESULTS SaaS ARR growth accelerates +35% YoY. Seventeen consecutive quarters of annualised SaaS revenue growth — driven by larger contracts, expanding adoption, and continued momentum across primary and growth markets. For personal use only $3.19m $12.5K+ 255 $1.26m +35% YoY +30% YoY +9 YOY
Slide 3: Organic contract expansion drives growth
GROWTH MOMENTUM Organic contract expansion drives growth. University partners are organically expanding their use of OpenLearning — driving passive revenue growth from the existing customer base. For personal use only SaaS ARR by quarter — A$ millions Organic expansion 3.19 University partners growi
Slide 4: Deeper penetration in key markets
MARKET PENETRATION Deeper penetration in key markets. Building institutional density market-by-market — each new institution strengthens the network effect for every other participant in that region. For personal use only Malaysia Philippines Australia 40%+ $2M+ 40+ of major HE institutions SaaS con
Slide 5: Diversification of our revenue mix
REVENUE DIVERSIFICATION Diversification of our revenue mix. Excellent customer service builds loyalty, network effects, and drives long-term sales growth in new markets. For personal use only SaaS ARR by country (FY26 YTD) Diversification combined with Penetration OpenLearning continues to execute i
Slide 6: Trusted by world-class institutions
GLOBAL PARTNERSHIPS Trusted by world-class institutions. OpenLearning is trusted by universities, polytechnics, governments and employers across Australia, Malaysia, the Philippines, Indonesia and beyond. For personal use only TVET & Upskilling Govt. & Universities & Higher Learning Institutions Ind
Slide 7: From first click to first job
From first click to first job. OpenLearning is the only platform that takes students end-to-end — and delivers measurable outcomes at every stage. THE STUDENT JOURNEY For personal use only ATTRACT LEARN CREDENTIAL SHOWCASE EMPLOY Global marketplace AI-powered LMS Outcome-based assessment Lifelong eP
Slide 8: From education to employment
NEW BUSINESS From education to employment. Employability Advantage is now live. The Uni Guide goes live in Q2 — both engineered to deepen our existing university relationships and unlock new commission-based revenue streams. For personal use only LIVE NOW Q2 LAUNCH Acquired April 2025 and now restru
Slide 9: Foundations of AI talent search begin
STRATEGIC ROADMAP Foundations of AI talent search begin. Student Profiles and Employability Advantage are the early foundations for AI Talent Search — the next major addressable market. For personal use only 1 2 3 4 Pre-2019 2019–2023 2024 onwards 2028 onwards Build brand & user base Transition to S
Slide 10: CEO Comment
OPENLEARNING / ASX: OLL / INVESTOR PRESENTATION CEO COMMENT “ Q1 FY26 delivered strong momentum — SaaS For personal use only ARR up 35% to $3.19m, and ARPC exceeding AUTHORISED FOR RELEASE BY $12.5K — up more than 30%. Adam Brimo Managing Director & CEO Our AI-powered platform and integrated OpenLea