Are Vertical Integration and Coopetition based business model related?

Coopetition (Cooperation + Competition) has been an aggressively researched topic in the recent past. I was introduced to this term only during my studies at HEC Paris and while I read this interesting article – ‘Coopetition based business models‘ it brought a few more thoughts to my mind. This piece on strategy-business.com puts forth various perspectives about Coopetition based business models. It raises valid points about organizational resistance and subsequent benefits of pulling through the strategy – not only to the firm but also possibly to the industry as a whole. It presents the potential impact of effecting an increase in the size of...

The 50th entry – a collated list …

It has been a while since I have started this blog. It has been enriching being more disciplined in creating original content (while curating some). Looking back over these 49 blog post entries, I thought it might be a good time to take a pause – and collate in the 50th entry some of the original content I created in the process. So here it follows … 1. Smart e-Governance – An entry strategy for Smart Cities 2. mPOS: Addressing new customer segments! A case of blue-ocean strategy! 3. Yahoo acquires Tumblr – a move towards competitive parity? 4. A case...

Nokia buys back Siemens’ stake in NSN

Via Wall Street Journal Online & Businessweek Bloomberg: With Nokia Siemens Networks having returned to profitability in Q1 2013, Nokia bets on the telecom network business – will pay €1.7B to buy back Siemen’s 50% stake in the JV. Nokia will finance this purchase with a combination of external bank financing (€1.2B) and a secured loan from Siemens (€0.5B).

Tale of the two ‘V’s – Vodafone & Verizon

An interesting in-depth view of what Vodafone can do with the 45% stake in it’s American counterpart – Verizon. (The complete article is at Lex in-depth: Vodafone via the Financial Times Buying back this stake from Vodafone, Verizon will be better able to bear the fruits of profitability. Also, cashing out will bring in a cheque bearing a huge figure to Vodafone. But (there is always one or more of them…) that said – what can be done with all that cash? what about the several re-organizations in JV’s with the regulatory situation ever make a telco’s path to profitability easier

A case for new market entry – is this the right diversification?

I choose again to write this post about DxOLabs! My passion for photography keeps bringing me back here. DxOLabs – a company with interesting products (B2B and B2C)! They have three existing lines of businesses with good synergy. I had tried once before to visualize their business model & suggest two possible opportunities in this previous post (Business Model Canvas – validating a reading – DxOLabs.com). I write again about DxOLabs (hereon referred to as DxO) as I noticed a job post on their website – which particularly drew my attention – “Product Manager – Consumer Devices”. A snapshot of...

Yahoo continues its acquisition spree – a bid for Hulu this time!

Yahoo continues its acquisition spree – this time it has bid for Hulu.com Hulu brings along a lot of content along with demographic data to complement the Tumblr acquisition. Yahoo competes with media giants and private equity firms for this bid! The ‘range’ of the bid indicates its desperation – clearly it does not want to repeat the Youtube bidding scenario. It might seem like Yahoo is trying to fill the Youtube gap in its portfolio, Hulu has its differences when compared to Youtube. Hopefully Yahoo doesn’t try to replicate Google’s Youtube strategy with Hulu – it deserves a integration & monetizing...

Yahoo acquires Tumblr – a move towards competitive parity?

Much has been written about the recent announcement of Yahoo’s decision to acquire Tumblr. Here are my two cents in a more than two lines. As with any acquisition, the key question has always been – will it add value? One of the best ways to look at value addition in an M&A is synergies among the merging firms in the value-chain. The Internet Value Chain For the value chain, I decided to refer to a different perspective – The Internet Value Chain (from the ‘Internet value chain economics‘ proposed by Mark Page & Christophe Firth from ATKearney back in...