2022718_艾瑞咨询_2022年中国企业数字化学习行业研究报告（76页）.pdf

2022.7 iResearch Inc.2 iResearch I SMB 2021 34 SMS 3 1 2 3 44 iResearch I EdTech HRTech E-Learning LXP LMS E-HR HCM HRM HCM HRM EdTechHRTech E-Learning LMS LXP E-HRM E-HCM E-HR XR 5 iResearch I 1/4 VUCA Volatility 70-20-10 Complexity Uncertainty Ambiguity 6 iResearch I iResearch I51%31%16%2%16%31%43%11%20%20%20%20%2/4 N=456 2021 10 75%CSTD N=456 2021 10 75%CSTD 10.5%40.8%34.9%12.5%1.3%2022 20217 iResearch I iResearch I 3/4 2015-202026%23%23%21%20%19%74%77%77%80%80%81%27%30%33%34%36%39%2015 2016 2017 2018 2019 2020%GDP%LearningHRMBPM8 iResearch I iResearch I344,61%78,14%69,12%26,5%23,4%15,3%5,1%4/4 2020 76%2021 37%20 Articulate 15 IPO 10 1.2.2022 2022-06-20 3.4.3 3000 300 5.1 IT HRtech dealroom Smartmatch 1 10 7 21 11 31 55 71 277 75 0501001502002503003502013 2014 2015 2016 2017 2018 2019 2020 2021 2022 1.2.2022 2022-06-20 3.4.3 3000 300 5.1 IT HRtech dealroom Smartmatch 2013-2022 2013-2022 76%9 iResearch I 1/2 SMB E-HR SMB SMB SMB 10 iResearch I iResearch I 2/2 N=1715 2018 7 Winning with your talent-management strategy 16%45%47%73%99%73%-HCM Impact-DrivenOutcome-Driven11 1 2 3 412 Cornerstone OnDemand Udemy Business Skillsoft 13 iResearch ICornerstone OnDemand SaaS Cornerstone OnDemand CSOD 1999 CyberU 2000 CSOD 2001 CSOD 2006 2012 CSOD 82%2008 63%2020 EMEA 2007 2009 CSOD CSOD Learning Content Performance Careers Recruiting HR Salesforce Content Anytime 1 1 82%63%18%37%2008 2020 6000+7500+180+50 CSOD14 iResearch I iResearch I 2012 Sonar 2014 Evolv 2018 Workpop 2018GrovoLearning 2019Talespin VR XR LMS 2020 Clustree 2020 Saba 2022 EdCast LXP2022 Sumtotal HCM Cornerstone OnDemand SaaS 2011 CSOD 2 2017 CSOD CSOD AI 2012 2014 Sonar Evolv 2017 CSOD 2021 CSOD 0.71.21.92.63.44.24.85.45.87.44.267%61%57%42%29%25%14%12%7%29%21%2011 2012 2013 2014 2015 2016 2017 2018 2019 20202021%Saba 6.5%2011-2021 CSOD CSOD 202115 iResearch I iResearch I2.7 3.44.04.75.4 7.1 4.10.7 0.80.90.60.3 0.4 0.268%68%70%73%74%69%71%2015 2016 2017 2018 2019 2020 2021H1%Cornerstone OnDemand CSOD CSOD 2017 CSOD Silver Lake LinkedIn 3 2.0 ARR 2019 CSOD 2020 CSOD CSOD 2.0 2015-2021 CSOD CSOD Content Hub TED Cegos Skill Pill Grovo 2017 437 2017 101 2017 2018-2020 ARR CAGR 42%2019 CSOD 2020 CSOD 50%2017 CSOD 20%2017 202116 iResearch I iResearch IUdemy Business C BUdemy 2010 MOOC FY22Q1 180 75 5200 19.6 2015 Udemy Udemy Business UB UB 500 FY21 UB 1.05 49 100 8400 6100 UB 7500 UB FY20H2-FY21H1 UB 47%29%21%3%EMEA 2020-2021 UB Udemy 19.6 34%31%35%80%2 6.5+5200 1.05 Udemy 5200W+180 75 1.05W+49 100 3.6W UB 17 iResearch I iResearch I2.33.3 3.30.90.51.01.90.62.84.35.21.547%49%52%54%63%66%66%66%2019 2020 2021 2022Q1C B C%B%2021 8 CorpU2860 AI UB 2021 11 1000 C IT B Udemy Business B FY21 Udemy 5.2 20%B 81%C FY20 C FY21 7%FY21 FY22Q1 B 43%FY19 18%FY22 50%C C 10-15pct B Udemy 2021 Udemy CorpU B B Udemy 2019-2022Q1Udemy FY2022C 3.1-3.3 B 3.0-3.1 18 iResearch I iResearch IUdemy Business C Udemy C UB UBUB UB UB NDR C B Udemy FY20 UB 60%C UB NDR Net Dollar Retention rate 100%5174 7300 10515 11605 132%118%118%120%2019 2020 2021 2022Q1 NDR%2019-2022Q1UB NDR UB NDR=100%24 UB 13 UB UB 19 iResearch ISkillsoft SaaS Skillsoft 1998 2002 IT SmartForce 5 Skillsoft Skillsoft 2007 Skillsoft 2.85 Thomson NETg IT 2010 5 Skillsoft 12 SSI FY23Q1*Skillsoft Skillsoft Global Knowledge GK Sumtotoal*IT SkillsoftFY23 2023 1 31 2022 Sumtotal CSOD Sumtotal Skillsoft Skillsoft Skillsoft 75%+10009000+GK Udemy Pluralsight GK 2020 2 IT Develop.Com 2000+GK Polaris 750+Pluma 2500+40+Codecademy 9000+100+170+500+3500+40+LMS 20 iResearch I iResearch ISkillsoft Skillsoft 90%2006 Skillsoft Skillsoft Skillsoft Web2.0 Skillsoft 2014 Charterhouse 20 Skillsoft Skillsoft 13.85 Skillsoft Sumtotal 2018 Skillsoft 20 2020 Skillsoft Skillsoft 13 Churchill GK 2022 6 30 Skillsoft 5.8 FY15-FY23Q1Skillsoft 2.1 2.2 2.32.83.3 3.13.8 3.62.73.20.91.61.51.11.20.31.30.59.7%1.5%4.5%24.9%16.8%-4.1%-3.8%-25.6%48.3%FY05 FY06 FY07 FY08 FY09 FY10 FY19 FY20 FY21 FY22 FY23Q1Skillsoft Sumtotal GK%NETg TLC Skillsoft GK 2007 NETg IT 2011 Element K IT 2012 MindLeaders 2014 SumTotal HCM2015 Vodeclic SAS 2021Global Knowledge IT2021 Pluma 2021 Codecademy 21 iResearch I iResearch ISkillsoft 2017 Skillsoft Percipio Skillport AI API LMS Percipio NDR Skillport GK Skillsoft IT Sumtotal Skillsoft 2022 2 Sumtotal CSOD LMS HCM DDR Dollar Retention Rate DDR NDR NDR FY21Q2-FY22Q1Skillsoft NDR Skillsoft Sumtotal 100%70%93%Percipio Skillport NDR HCM LMS FY23 Skillsoft ARR Percipio Sumtotal SaaS SaaS FY21 Skillsoft Sumtotal 1.3 HCM Skillsoft Skillsoft VS2014 202222 iResearch I-ARR NDR AI+XR+LMS LXP HCM HCM ARR HCM NDR23 24 iResearch I CEO/HR 2022 AI XR/25 iResearch I iResearch I 1/2/SaaS SaaS IT IT N=120 2022 6 53%21%20%6%(SaaS)IT 2022-IT 26 iResearch I 2/2 34 SaaS PaaS SaaS/SaaS 12151822283440475619.8%20.6%21.1%21.2%26.1%21.8%19.3%18.1%17.6%2016 2017 2018 2019 2020 2021 2022e 2023e 2024e%2016-202327 iResearch I 1/3 CR5 30%SaaS PC E-Learning SaaS AI/VA/AR Branding Understanding Creating SMB SOP AI SLG PLG30%+CR528 iResearch I iResearch I 2/3 IDC HCM SaaS 12%2020 LMS ERP IDC 23%22%17%14%12%11%2020 HCM SaaS HCM Talent ReviewLearningCore HR ROI29 iResearch I iResearch I 3/3 C SMB/C C PGC C B C B C B-2018 1900+1200+-2020 2000+5 28 5 5-2020 42000+-2021 300+-2021 23 500+-2022 10+300+-2022 Udemy CaaS30 31 iResearch I/32 iResearch I/120 40=300 20+300-500 20 40=500-1000 40 40=1000-3000 20+3000 2033 iResearch I 1/2/1/3 N=120 2022 6 20.8%16.7%15.0%13.3%12.5%6.7%5.8%4.2%5.0%/IT,85.0%,7.5%,6.7%,0.8%16.7%16.7%33.3%16.7%16.7%300 300-500 500-1000 1000-3000 3000 33.3%33.3%33.3%0.8%7.5%23.3%22.5%25.0%20.8%100 100-1000 1000-5000 5000-1 1-10 1034 iResearch I iResearch I 2/2 C Level N=120 2022 6 N=120 2022 6 C Level,54.2%,26.7%,19.2%100.0%42.5%30.0%29.2%28.3%27.5%35 01Learning Platform36 iResearch I37.5%36.7%36.7%35.8%35.0%34.2%34.2%31.7%29.2%28.3%27.5%18.3%/45.0%45.0%40.0%42.5%40.0%37.5%37.5%40.0%40.0%37.5%/N=120 500 N=40 500-1000 N=40 1000 N=40 2022 6 37 iResearch I 53.3%1000-3000 80.0%3000 65.0%1000-3000 66.7%N=120 1000 N=80 1000-3000 N=20 3000 N=20/N=18 N=20 N=25 N=15 N=16 2022 6 53.3%20.8%20.0%5.8%61.1%45.0%56.0%33.3%56.3%22.2%30.0%28.0%20.0%12.5%11.1%20.0%16.0%26.7%31.3%5.6%5.0%20.0%/66.7%51.3%80.0%35.0%21.3%20.0%20.0%22.5%30.0%5.0%15.0%1000 1000-3000 3000 65.0%38 iResearch I47.5%45.0%41.7%40.8%37.5%36.7%33.3%30.0%28.3%27.5%20.8%15.8%N=120 2022 6/84.2%79.6%84.0%89.8%88.9%90.9%80.0%77.8%88.2%75.8%80.0%89.5%/39 iResearch I AI AI AI AI TOP1/AI TOP1 AI TOP1 TOP1 AI TOP1 N=120/N=18 N=20 N=25 N=15 N=16 2022 6 22.4%20.8%16.9%21.3%13.1%30.1%21.7%21.3%17.9%19.3%1.7%1.7%2.7%0.9%1.8%45.8%55.8%59.2%60.0%65.8%AI AI AI AI 40 iResearch I AI AI AI AI 86.2%79.2%67.3%83.3%73.2%13.8%17.0%28.6%16.7%22.0%3.8%4.1%4.9%AI AI AI AI 4.3/5.04.4/5.04.0/5.04.4/5.04.3/5.0 30.6%N=120 N=65 AI N=48 AI N=49AI N=48 AI N=41 2022 641 iResearch I IT 47.5%40.8%38.3%33.3%33.3%32.5%31.7%30.8%24.2%21.7%IT/ERP TOP2 TOP2 TOP2 TOP2 TOP2/ERP/IT N=120/N=18 N=20 N=25 N=15 N=16 2022 6 42 iResearch I/N=120 2022 643 iResearch I36.6%35.5%33.3%31.2%29.0%28.0%23.7%17.2%17.2%17.2%16.1%12.9%11.8%7.5%7.5%,35.4%,46.9%,17.7%TOP2 TOP2 TOP2 TOP2 N=120 500 N=40 500-1000 N=40 1000 N=40 2022 6 44 02Learning Content45 iResearch I 4/50.8%41.7%40.0%/50.8%41.7%40.0%38.3%35.8%35.0%35.0%34.2%28.3%26.7%19.2%/IT TOP2 TOP2 TOP2 TOP2 TOP2/IT/N=120/N=18 N=20 N=25 N=15 N=16 2022 6 3.946 iResearch I 3.6 46.7%35.8%33.3%AI 29.2%VR/AR 60.0%N=120/N=18 N=20 N=25 N=15 N=16 2022 6 46.7%35.8%33.3%29.2%28.3%27.5%27.5%25.8%25.8%25.8%23.3%16.7%15.0%AI VR/ARFLASH H5 60.0%3.6 47 iResearch I20.0%15.0%20.0%10.0%35.0%65.0%65.0%45.0%75.0%20.0%15.0%20.0%35.0%15.0%45.0%300 300-500 500-1000 1000-3000 3000 3000 3000/20.0%52.5%27.5%11.1%15.0%16.0%40.0%25.0%72.2%55.0%64.0%20.0%50.0%16.7%30.0%20.0%40.0%25.0%/60.0%65.0%N=120 500 N=40 500-1000 N=40 1000 N=40/N=18 N=20 N=25 N=15 N=16 2022 6 48 iResearch I 64.9%40.4%38.6%38.6%35.1%29.8%15.8%TOP1 TOP1 TOP1 TOP2 TOP2 TOP2 TOP2 N=120 N=57 500 N=14 500-1000 N=22 1000 N=21 2022 6 49 iResearch I iResearch I N=57 1000 N=21 2022 6 N=120 N=57 2022 6 63.2%57.9%49.1%47.4%47.4%33.3%22.8%47.6%42.9%68.4%63.2%50.9%43.9%40.4%/OFFICE/50 iResearch I 53.1%76.0%27.1%N=120 N=96 2022 6 51 iResearch I iResearch I 67.7%,67.7%,29.2%,3.1%60.3%42.6%41.2%39.7%33.8%32.4%30.9%23.5%N=120 N=96 2022 6 N=120 N=96 N=68 2022 6 52 iResearch I iResearch I 47.2%46.1%46.1%40.4%34.8%34.8%30.3%30.3%28.1%46.2%42.3%42.3%42.3%42.3%38.5%38.5%38.5%30.8%23.1%N=120 N=89 2022 6 N=120 N=26 2022 6 53 iResearch I iResearch I 47.2%46.1%42.7%38.2%37.1%36.0%34.8%32.6%27.0%24.7%/57.7%53.8%42.3%42.3%42.3%38.5%34.6%34.6%34.6%34.6%/N=120 N=89 2022 6 N=120 N=26 2022 6 54 iResearch I iResearch I 46.1%46.1%46.1%40.4%39.3%38.2%37.1%34.8%23.6%53.8%53.8%50.0%46.2%46.2%38.5%38.5%23.1%TOP3 TOP3 TOP3 TOP3 N=120 N=89 500 N=32 500-1000 N=27 1000 N=30 2022 6 N=120 N=26 2022 6 5503Learning Operation 56 iResearch I/71.7%3.2 4.0/N=120 N=99 2022 6 71.7%42.4%40.4%40.4%38.4%37.4%31.3%36.4%59.6%61.6%56.6%58.6%61.6%58.6%,/,/TOP1 TOP1 4.0 3.257 iResearch I54.2%52.5%52.5%46.7%45.8%44.2%43.3%47.5%55.8%52.5%48.3%50.8%,/,N=120 2022 6 TOP1TOP3TOP258 iResearch I 84.1%82.8%80.7%80.3%79.1%78.8%77.3%75.0%85.7%83.3%75.0%70.6%85.7%83.3%82.4%73.9%75.0%82.4%90.0%90.0%73.7%85.0%87.0%83.3%/N=120 500 N=40 500-1000 N=40 1000 N=40 N=57/N=63 N=52 N=58 N=61 N=67 2022 659 iResearch I N=120 2022 6 50.8%45.8%40.0%36.7%35.8%28.3%25.0%24.2%22.5%60 iResearch I iResearch I-/45.8%/54.1%50.5%49.5%41.3%40.4%30.3%/62.5%60.8%45.8%N=120 2022 6 N=120 N=26 2022 6 61 iResearch I PC SOP AI 62 1 2 3 463 iResearch I+PC TV OA 3000 3000 300 2021 10 2 136%IT OMOI ISV pk AI PC TV+OMO elearning LMS64 iResearch I 80 2018 1.0 4 80+6 22 100+APIs2500+Partners Benefits Ecological Cooperation Types65 iResearch I SaaS SaaS 2013 23+7*24*365 PRTC MR aPaaSAPI SDKPlaysafe MR SaaS66 iResearch I 70%70%/&1v16 16/APP/H5 67 iResearch I100%70%60%50%50%35%30%ZPaaS 60%3000 60%e-Learning 15%+68 iResearch I ZPaaS ZPaaS IDP+5000+40+30000+400+50000+300+TTT 69 1 2 3 470 iResearch I Gap71 iResearch I/AI AI VR/AR/72 iResearch I iResearch I CSOD Saba Sumtotal LTG Peoplefluent Breezy HR Reflektive HCM HCM 2022 10%2021 10%E-HR 2021 18.82%2020 60%2020 100%SaaS 2022-HR SaaS 2018-/HCM 73 IPO 74 2002 3000 400-026-Contact Us 75