OpenLearning Gaining Ground in Australia and the Philippines with Back-to-Back SaaS Deals - An Business in Education.
- Noel Ong
- Jul 23
- 6 min read
Announcement
OpenLearning Limited (ASX: OLL) has announced two strategic SaaS milestones in quick succession, strengthening its presence across both Southeast Asia and Australia. On 1 July 2025, the Company revealed a circa A$495,000 software-as-a-service (SaaS) agreement with CE-Logic Inc., a leading educational publisher in the Philippines.
This 3-year usage-based deal will see OpenLearning’s AI-powered Learning Management System (LMS) deployed to support a minimum of 3,000 students in the first year and scaling to at least 20,000 students annually in years two and three.
OpenLearning CEO, Adam Brimo, commented
“We are delighted to partner with CE-Logic, a respected leader in digital learning solutions in the Philippines. This agreement reinforces the value of OpenLearning’s platform in supporting large-scale education delivery and highlights the increasing demand for flexible, AI-powered learning solutions. With a strong pipeline of opportunities, we are well positioned to support the digital transformation of education throughout the region.”
Building on that momentum, OpenLearning has now secured a 5-year SaaS agreement with the Education Centre of Australia (ECA), valued at a minimum of A$155,000 and covering at least 2,500 students per year across ECA’s language, vocational, and professional year programs. These consecutive wins highlight OpenLearning’s growing market traction and underline its ability to deliver scalable, AI-enabled education infrastructure to reputable institutions across key growth regions.
Both ECA executives, Sharon Oh and Luciano D’Ambrosi, praised OpenLearning for its scalable assessment tools and capacity to bridge academic learning with real-world application. This customer validation reinforces the platform’s core value proposition: AI-powered, outcomes-driven learning designed for flexibility and scale.
Key Highlights – Strategic SaaS Momentum Across Two Regions: An Education Story for a Global Market.
OpenLearning continues its disciplined execution strategy, announcing yet another major SaaS partnership—this time with the Education Centre of Australia (ECA)—just two days after securing a significant deal in the Philippines with CE-Logic Inc.
The latest agreement with ECA, valued at a minimum A$155,000 over five years, is usage-based and will support at least 2,500 students annually. ECA has selected OpenLearning to power its LMS delivery across three major divisions:
1. ELSIS – A multi-city English language college with a global student base.
2. ECA College – A registered training organisation offering vocational qualifications.
3. ECA Professional Year – A job-readiness program tailored for IT graduates in Australia.
This adds to OpenLearning’s momentum in Southeast Asia, where recent SaaS agreements with CE-Logic, two major institutions in the Philippines, total a minimum contract value of A$1.26 million over 3–5 years.
Two major institutions have recently signed SaaS agreements with OpenLearning:
1. National University: With 14 campuses and 85,000 students (projected to exceed 100,000), it is now leveraging OpenLearning’s platform.
2. St Paul University: Serving 10,000 students and part of the six-university Paulinian network, it too has adopted OpenLearning’s LMS.
This positions OpenLearning as a key digital learning partner in one of Southeast Asia’s fastest-growing EdTech markets.
Figure 1: The Philippines – Expansion (source: OLL)
Together, these announcements underline OpenLearning’s dual-market growth strategy in both Australia and the high-growth Southeast Asian education technology landscape.
Samso Concluding Comments
OpenLearning’s recent agreements—with CE-Logic in the Philippines and now with ECA in Australia—paint a clear picture of a company that is executing well. While the top-line figures (A$495k and A$155k minimums, respectively) may not immediately catch the eye of headline-chasers, the significance lies in the architecture of these deals: scalable, usage-based SaaS contracts with reputable, high-volume education providers.
The ECA agreement, in particular, deepens OpenLearning’s domestic footprint and signals confidence from a shareholder who understands the platform intimately. It reflects strategic alignment between commercial rollout and stakeholder buy-in—something rarely achieved so seamlessly in the SaaS space.
Shareholders and potential investors should see this as an early stage of a flywheel effect. With every new institutional partnership, OpenLearning not only adds revenue but also strengthens its market credibility, which in turn attracts more inbound interest. This is how enterprise SaaS businesses scale sustainably—through trust, delivery, and embedded value.
In a sector where many promise growth, OpenLearning is showing how to build it—patiently, transparently, and contract by contract. For investors tuned into the fundamentals, this is a story worth tracking.
Is the Market Receptive?
OLL is a business that is not a sugar hit with each ASX announcement, as you can see in Figure 2. With a market capitalisation that is below UAD $9M, the story is primed for growth in the next 12 to 18 months. A story like OLL will only attract the broader investor base when they pile up future Saas agreements.
Figure 2: OLL share price chart as of the 17th July 2025 since January 2023. (source: commsec)
What I like about OLL is, firstly, it's a global business, and in the majority of developing countries, education is still the best form of creating future generational wealth. Investors who do not understand that the majority of the globe does not have the "old money" to help them chase passion, nor governments that are subsidising their pursuit of a hybrid income-generating income.
The second is the building of online education. What the majority of developing countries have is a good network of communication and a general sense of maintaining that line of communication to sustain and develop their economies. This will help online businesses as it helps reduce the infrastructure cost that comes with migration to the "Universities".
OLL is going to be a slow business, but the speed will start to increase as they rack up more SaaS agreements, as that will give them credibility and economies of scale to fine-tune their business.
As usual, DYOR; however, keep OLL on your watch screen.
The Samso Way – Seek the Research
OpenLearning’s execution over the past month exemplifies what we at Samso refer to as structured scale-up. These aren’t speculative “tech-for-the-sake-of-tech” announcements—each deal is backed by known institutions with established student pipelines. The ECA agreement is particularly strategic given its alignment with a substantial shareholder (>10% of OLL) and board representation, and it adds an Australian-based growth engine to complement the Philippines expansion. Importantly, these contracts are built on usage-based models with minimum thresholds, offering both downside protection and scalable upside as adoption increases. With three major institutions in the Philippines and now another key partner in Australia, OpenLearning is anchoring itself across both established and emerging markets.
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