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  "documentTitle": "2U, Inc. (TWOU)",
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      "text": "The competitive landscape is intensifying, with bifurcation between full and ala carte service providers.",
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      "text": "The competitive landscape is intensifying, with bifurcation between full and ala carte service providers. Industry experts believe there are >40 competitors in the marketplace (1). This is a substantial increase from the 20 that were depicted in e-literate's market landscape in June of 2016 (below) and the two named competitors in 2U's 2014 IPO document. (2)",
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      "text": "Our primary competitors include EmbanetCompass and Deltak, which were acquired in 2012 by Pearson and John Wiley & Sons, respectively, both of which are large education and publishing companies. There are also several new and existing vendors providing some or all of the services we provide to other segments of the education market, and these vendors may pursue the institutions we target. — S-1 offering",
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      "text": "Source: mfeldstein.com",
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      "text": "1) InsideHigherEd, June 2018\n2) S-1 offering: \"Our primary competitors include EmbanetCompass and Deltak...\"",
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      "text": "Competition Rapidly Intensifying",
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