Key Learnings from VocTech Market Activity Q3 2025
November 12, 2025 PapersKey Learnings from VocTech Market Activity Q3+ 2025 Tyton Partners and Ufi Ventures Release Q3+ 2025 VocTech Market…
Key Learnings from VocTech Market Activity Q3+ 2025
Tyton Partners and Ufi Ventures Release Q3+ 2025 VocTech Market Report: major UK policy developments, standout acquisitions, and big moves from Big Tech
Ufi Ventures and Tyton Partners continue their joint analysis of the vocational technology landscape with the Q3+ 2025 VocTech Market Report, which tracks key trends through October. This quarter was marked by major UK policy developments, ongoing debate about an AI-driven investment bubble, and a series of notable acquisitions that signal continued confidence in the sector despite low overall deal volume.
Beyond the UK’s new White Paper on skills and higher education funding, Big Tech’s growing focus on learning within AI products stood out as a defining theme. Workday’s acquisition of Sana Labs underscored the race among enterprise players to integrate AI-driven learning and HR capabilities, while PeopleCert’s purchase of the commercial businesses of City & Guilds reflected ongoing consolidation in training and assessment. Together, these moves highlight a sector evolving quickly in response to policy, technology, and shifting market sentiment.
Key Findings:
- The UK government published a major White Paper which provides a clear sense of direction for vocational training and workforce upskilling in England, and for university funding across the UK. Whilst there is still considerable detail and consultation to come, this offers an encouraging basis for investment decisions.
- There is much angst about why – and whether or not – there is a crisis in the graduate job market across the UK and US. AI appears only to be part of the picture, given the very high levels of uncertainty and unpredictability across the ecosystem.
- The Trump administration’s policies on immigration are starting to have negative effects on some domestic labour markets and US Higher Education.
- Big Tech’s commitment to learning in AI products is becoming even more apparent.
- A rare European unicorn exit, Sana Labs’ sale to Workday, is only one indicator of the established enterprise-focussed HR Tech companies’ desire to own the “front door” for HR applications – and automate them with a user-friendly AI interface.