Most interesting to me was this: "88% of the applicants are US-based as compared to 10% for the on-campus degree." My guess is that the $7K price that seems revolutionary in the US is just too expensive in a worldwide context. At lot of international students do come to the US, but that's for traditional on-campus education. If you're not going all-in in that manner, might as well attend a local institution for a fraction of the cost. This kinda puts paid to some of the MOOC rhetoric of opening education to the masses.
On the other hand, I'm really happy to see Udacity developing a viable business model. Coursera has received a lot more publicity, with their wider range of courses, but haven't seem to put as much emphasis on developed a sustainable income stream. I like what both of these companies do and would like to see them stick around.