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  • Competitive Growth Strategy in Technology

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  • Intellectual Property Strategy

    Managing intellectual property (IP) in information technology-digital technologies like software or computing hardware-requires a distinct strategic approach. This note summarizes the high-level strategic considerations for managers of information technology businesses where IP may be relevant and provides selected examples of how strategy may be implemented.
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  • Stand-up Meetings Inhibit Innovation

    Companies that want to increase their innovativeness often copy hip start-ups by adopting agile practices like stand-up meetings. Too bad they don't really work.
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  • Epic Games: Nineteen Eighty-Fortnite

    In the midst of intensifying public and political attention towards the market power of big technology, Epic Games in 2020 challenged the status quo that has existed for years in the Apple iOS and Google Android mobile application marketplaces and payment systems. Apple and Google removed Fortnite from their app stores after its developer Epic Games intentionally introduced an unauthorized payment system. Epic Games sued Apple and Google, alleging their monopolistic control over the distribution of apps and the unreasonable commission rate for in-app purchases. Epic rallied other application developers and its 350 million Fortnite users in its fight. The case begins with a brief history of Epic Games and some background on the antitrust issues around mobile platforms. Then, the case details the many actions taken by each side in the ensuing legal and public relations battle. The case provides context on future technologies, like cloud gaming, that will hinge on the issues already being fought over in 2020. The case challenges students to think about strategy for both the smaller complementor and the larger incumbent platform, and how to challenge and maintain market power respectively, in the context of looking forward to the future.
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  • Zoom Video Communications: Eric Yuan's Leadership During COVID-19

    In the first half of 2020, worldwide lockdowns caused by the COVID-19 pandemic brought explosive growth to the Zoom Video Communications platform, as people replaced in-person work and social events with videoconferencing. Months into the pandemic, CEO Eric Yuan reflects on his company's newly central role in society, and considers how to leverage the platform's broad adoption into sustainable future growth. The case also discusses Zoom's internal culture -- which prioritized employee and customer happiness -- as well how both the company and its customers faced the transition to remote work.
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  • Skillz: Esports and Skill-Based Mobile Gaming

    Founded in 2012, Skillz offered a platform for mobile app developers to monetize skill-based games via prized tournaments. Skillz had over 20,000 registered developers that had created thousands of Skillz-powered games played by over 30 million registered users (gamers). A successful gamer could make hundreds of thousands of dollars playing competitive games of skill. The company had a gross marketplace volume of almost $1 billion in 2019 and over 250 employees primarily in San Francisco, California and Portland, Oregon. CEO Andrew Paradise challenged his leadership team to explore options for accelerating growth.
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  • MassChallenge

    The case explores the strategic decision of global non-profit startup accelerator MassChallenge on whether to pursue a for-profit spinoff, discussing: (1) the costs and benefits of this decision, (2) how best to manage the risks of the decision, and (3) alternative pathways to ensure business sustainability and success.
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  • Cisco Systems and OpenDNS: Strategic Integration (B)

    With more than 72,000 employees and revenues approaching the $50B mark, Cisco Systems is one of the largest information technology and networking firms globally. As the company grew and expanded into different lines of businesses, Cisco consistently looked outwards for acquisition targets that could supplement its considerable size and reach. As a follow-up to its well-received $2.7B acquisition of SourceFire in 2013, which seamlessly integrated new cybersecurity offerings into the Security business group, Cisco began conversations with OpenDNS. OpenDNS was a fast-growing start-up with credibility in the cloud security space, but there were also concerns about how its Silicon Valley culture and flat organizational culture would mesh with Cisco's more staid corporate environment. This case considers the dilemmas that two Cisco executives, Karen Ashley and Dianne Nakanishi, face as they make a final decision about whether and how to acquire and integrate OpenDNS.
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  • Microsoft Azure and the Cloud Wars

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  • Evolution of the Drone Industry

    This note focuses on the development of the drone industry in recent years and provides insights on the drone technology, regulations, applications, market size, top players, and ecosystem. This note was written in conjunction with the case study "Parrot: Navigating the Nascent Drone Industry" (HBS No. 619-085).
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  • Epic Games

    Epic Games entered a stagnant market with its PC-games digital storefront in 2018, in the context of incumbent competitors such as Steam, its meteoric rise via Fortnite, and imminent industry shifts in gaming distribution. On the surface, Epic Games Store's competitive advantage was its revenue-sharing policy that was more generous to developers. Early successes revealed Epic Games' potential as a new distribution platform. After serving two sides of a market exceptionally well - game developers through Unreal Engine and individual users through hit-games such as Fortnite - could Epic Games become a PC-games distribution platform in the rapidly-changing video games industry?
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  • Nascent Platform Strategy: Overcoming the Chicken-or-Egg Dilemma

    This note provides a framework for addressing the classic chicken-or-egg dilemma facing entrepreneurs launching nascent multi-sided platforms. There are several conditions that lead to a difficult chicken-or-egg problem: strong network effects, high multi-homing costs, limited differentiation, and high other barriers to entry. To overcome this challenge and create competitive advantage by reaching critical scale in network size, there are three categories of solutions to the problem: increasing value, decreasing cost, or subsidizing value for the platform participants. For a multi-sided platform, there are also dynamic considerations for addressing whether to stage one side of the platform first or build both simultaneously.
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  • Boxed

    Boxed.com ("Boxed") is an ambitious e-commerce retailer start-up, founded by visionary CEO Chieh Huang in 2013. From starting in Huang's garage in 2013, to winning Emerging E-Retailer of the Year in 2016, to having 4 operational distribution centers in 2018, Boxed used a variety of strategies in order to gain customers and grow its presence. This case explores the journey that the scrappy, new entrant navigated as it competed against large, goliath players in an already established retail and e-commerce industry.
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  • SoundCloud: Subscription Streaming?

    Established in 2007, by early 2014 SoundCloud already boasted the second largest number of active music listeners among all streaming services and was recognized as the go-to platform for new artists. Yet, its founders Alexander Ljung and Eric Wahlforss were questioning whether the firm should continue to focus on serving as a lab for emerging musical artists. They were wondering if the firm should instead enter the booming mainstream music-streaming market.
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  • R/GA: Corporate Venture Studio vs. Accelerator

    New approach to accelerating the development of innovation through corporate venturing by creating partnerships between startup venture and established corporations through the launch of the Global Sports Venture Studios created by R/GA Ventures and the Los Angeles Dodgers.
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  • Cisco Systems and OpenDNS: Strategic Integration

    With more than 72,000 employees and revenues approaching the $50B mark, Cisco Systems is one of the largest information technology and networking firms globally. As the company grew and expanded into different lines of businesses, Cisco consistently looked outwards for acquisition targets that could supplement its considerable size and reach. As a follow-up to its well-received $2.7B acquisition of SourceFire in 2013, which seamlessly integrated new cybersecurity offerings into the Security business group, Cisco began conversations with OpenDNS. OpenDNS was a fast-growing start-up with credibility in the cloud security space, but there were also concerns about how its Silicon Valley culture and flat organizational culture would mesh with Cisco's more staid corporate environment. This case considers the dilemmas that two Cisco executives, Karen Ashley and Dianne Nakanishi, face as they make a final decision about whether and how to acquire and integrate OpenDNS.
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  • Rise of the Drones: Identified Technologies

    The founder and CEO of Identified Technologies, a Pittsburgh-based drone software and services company, faces a dilemma when San Francisco-based DroneDeploy begins to disrupt the industry with its drone software platform. Identified Technologies needs to consider network effects, customer needs, and the overall state of the drone industry to determine its future path.
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  • Walmart Inc. takes on Amazon.com

    This case explores how Walmart should compete with Amazon.
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  • HTC and Virtual Reality

    In fall 2017, HTC CEO and Chairperson Cher Wang was driving the company to focus on virtual reality (VR). HTC's first VR product, VIVE, released in spring 2016, was applauded for its superior immersive room-scale capabilities. However, early adoption of VR beyond gamers and technology enthusiasts was off to a slower start in general to due high cost, lack of quality content, and some user discomfort while using the technology. Wang endeavors to be the leading VR company though competition from Sony, Facebook, and other technology leaders is mounting and several, like HTC, are already pursuing second generation tetherless VR technology. As Wang seeks to develop the ecosystem by partnering with developers, creating a content platform, investing in VR startups, and launching VR arcades, she must decide the appropriate balance of fostering innovation in hardware, software and services, or both.
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  • Cotopaxi: Managing Growth for Good

    Cotopaxi, an innovative outdoor gear business targeting millennials, focuses on profit and social impact. This registered benefit corporation was formed by Davis Smith who coalesced his experiences as a Wharton MBA student along with professional knowledge from an unpaid internship in Peru and his previous e-commerce startups in the US and Brazil. Cotopaxi's social cause is fighting global poverty; their target is to donate 10% of their profits but as a new capital-intensive business they give 2% of their revenue. Their income streams are mainly direct to consumer sales along with corporate sales and a special experience based event-Questival. Their direct to consumer model lowers costs compared to competitors and allows Cotopaxi to offer lower prices, but they face a challenge in positioning their products as high quality.
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