Phil started his last post with the following:
I’m not sure which is more surprising – Instructure’s continued growth with no major hiccups or their competitors’ inability after a half-decade to understand and accept what is at its core a very simple strategy.
Personally, I vote for Door #1. As surprising as the competition’s seeming sense of denial is, Instructure’s performance is truly shocking. After five years, I continue to be surprised by it. It’s not just how well they are executing. It’s that they seem to defy the laws of physics in the LMS market. We had no reason to believe that any LMS company could rack up the numbers they are showing—in several different areas—no matter how well they execute.