OpenLearning Limited has entered into a five‐year, usage-based software-as-a-service agreement with Cebu Institute of Technology University, one of the Philippines’ top private institutions. Under the agreement, OpenLearning’s AI-powered learning management system will be deployed across all faculties and programs for a minimum of 20,000 students per year. The contract carries a guaranteed fee of approximately A$340,000 over the five-year period, with scope for additional revenue based on actual usage. The arrangement, signed on 12 August 2025 in the Philippines, marks a significant step for OpenLearning as it deepens its presence within Southeast Asia. The university, well known for its strong engineering, architecture, IT, health sciences, business, and education programs, evaluated several platforms before selecting OpenLearning’s solution. With its portfolio of outcome-based education tools, an ePortfolio system, and advanced generative AI course design, the platform is expected to enhance student engagement, improve graduate employability, and boost overall institutional efficiency. OpenLearning’s robust framework complies with customary terms seen in similar agreements, including termination provisions, service level agreements, and service credits. While the minimum annual fees are not financially material on their own, the partnership is seen as strategically important. For beginner traders, it is noteworthy that this contract could spur further adoption both in the Philippines and across the growing digital education market in the region. On the technical side, the agreement’s performance metrics—such as the minimum student usage requirement and potential variable fees based on actual deployment—will be watched closely as indicators of the company’s scalable revenue potential. Bullish sentiment stems from the endorsement received by OpenLearning’s AI-powered platform, as it aligns with rising demand for digital learning solutions in Southeast Asia—a market with over 3.4 million higher education students. The collaboration with a distinguished institution like Cebu Institute of Technology University enhances the company’s credibility and could lead to additional similar partnerships in the future. On the bearish side, some caution may be warranted due to the contract’s relatively modest direct revenue impact and the usage-based fee structure, which makes future income contingent on student engagement levels. Additionally, potential regulatory changes in the Philippines that might affect the platform’s compliance could pose a risk. Overall, OpenLearning’s new partnership appears to be a positive strategic move that may bolster its market share in a rapidly evolving digital education landscape.