Porgie.. You are still missing the point here.
Don't think of Centaflix and their products as 'goods' or that it's a simple sell this or sell that type production for kids. They are a service provider. BIG difference. Let me point out a few things you seem to not care about:
1. As a service provider, Centaflix will be able to market/sell/support subscriptions to their services to provide recurring revenue.
2. As a service provider in the education/training field they are not stuck to your traditional K-12 schools. From businesses to private schools, the market is wide open.
3. Market Share. Yes, there are other players in the market, but there is still a huge part of the market that hasn't gone online. And as stated before, it's not about traditional education institutions, this technology reaches far beyond the scope of what many think about here.
I think IF you allow this to soak in, you'll figure out that the glass is not half-full, it's really over-flowing. And just in case you want to question my authority on the matter, I do Technology Consulting for a living. I work with educational instituions as well as enterprise level companies. This is a technology that is starting to be used more and more. Companies are going to build this technology in-house, they want a provider to put it in place for them.