Business Model Narratives
Alphabet: Has Google Solved the Big Company Growth Trap?
This is the third in our series on FANG company business model narratives, including Facebook and Netflix (check next week for Amazon). Typically, when companies get big, extremely mega big, $100 BN revenues big, they start to slow down. Google is not slowing down. Companies built on technology follow an S curve of growth. At the start of the curve, adoption is slow and development costs are high. At the inflection point of growth, Read More
The Facebook Narrative: Advertising to the Max
Is there any room for business model diversification? Yesterday Facebook announced a re-org of their management team to improve communication and put more accountability for privacy decisions. But the company also needed a reorg to deal with the growing complexity of their business. We all thought we understood Facebook’s advertising business model until it started to reveal itself to us following the Cambridge Analytica scandal. Look under the hood at Read More
The Netflix Narrative: Subscription Superstar
Swerving and pivoting a business model story for customer joy and massive shareholder value Thinking of a switch to a subscription model? We have much to learn from the swerves and pivots of today’s leading subscription company: Netflix. Of the top 5 tech companies, only Netflix depends entirely on a subscription revenue model for success, keeping it free and clear from impending regulatory threats for data usage with advertisers. “NFLX Read More