Publications

17 Sep 2013
First Look

First Look: September 17

interest and research on this topic. We briefly review the current state of the research, highlighting what we know and don't know about the topic. We close with a point of view on promising areas for ongoing research. Working Papers... View Details

Keywords: Sean Silverthorne

June 2013
Case

Ken Traub at American Bank Note Holographics

By: Suraj Srinivasan and Michael Norris

Ken Traub is hired as CFO for American Bank Note Holographics, the market-leading security holograph company in January 1999, but discovers on his first day that the company has misstated its financials and resigns. After consulting with the company for the next... View Details

Keywords: Information Technology; Moral Sensibility; Earnings Management; Crime and Corruption; Personal Development and Career; Management Teams; Service Industry; Service Industry; United States

29 Jun 2007
First Look

First Look: June 29, 2007

the (A) case. Purchase this supplement: http://www.hbsp.harvard.edu/b01/en/common/item_detail.jhtml?id=407071 Free the Grapes—Direct-to-Consumer Shipping in the Wine Industry Harvard Business School Case 707-472 While wine tourism in the View Details

Keywords: Martha Lagace

February 2002 (Revised February 2002)
Case

Morgan Stanley Japan, 2002

By: Tarun Khanna and Louis P. DiLorenzo, Jr

Thierry Porte, president of Morgan Stanley Japan, had spent the brisk November day in Tokyo with Eric Best, Morgan Stanley's head of scenario planning, outlining the exercise that all of the managing directors in Japan would participate in shortly. Japan remained mired... View Details

Keywords: Planning; Economic Slowdown and Stagnation; Investment Banking; Multinational Firms and Management; Financial Services Industry; Financial Services Industry; Japan; United States

February 2007 (Revised May 2007)
Case

Li & Fung 2006

By: F. Warren McFarlan, William C. Kirby and Tracy Manty

Describes the opportunities and strategy facing one of the most innovative global supply-chain companies, and the strategy it has chosen to deal with the expanding demand for its services. Li & Fung links thousands of factories in India, China, and elsewhere to nearly... View Details

Keywords: Customer Value and Value Chain; Supply Chain Management; Distribution Channels; Global Range; Strategy; Information Technology; Service Industry; Service Industry; China; India; United States; Europe

May 2025
Case

RTX's Lifetime Income Strategy: Shaping the Future of Retirement

By: Daniel Green, Luis M. Viceira and Sarah Mehta

Set in 2024, this case explores the Lifetime Income Strategy (LIS), a novel retirement product launched by aerospace and defense company RTX in 2012. Aiming to embed the security of a traditional pension within a 401(k) plan, the LIS allowed participants to secure a... View Details

Keywords: Asset Management; Compensation and Benefits; Collaborative Innovation and Invention; Jobs and Positions; Labor; Retirement; Society; Adoption; Financial Services Industry; Financial Services Industry; Financial Services Industry; United States; Virginia

07 Aug 2012
First Look

First Look: August 7

defined as the extent to which an actor's network contacts are connected to one another, affects the initiation and adoption of change in organizations. Using longitudinal survey data supplemented with eight in-depth case studies, we analyze 68 organizational change... View Details

Keywords: Sean Silverthorne

April 2021 (Revised July 2021)
Case

StockX: The Stock Market of Things (Abridged)

By: Chiara Farronato, John J. Horton, Annelena Lobb and Julia Kelley

Founded in 2015 by Dan Gilbert, Josh Luber, and Greg Schwartz, StockX was an online platform where users could buy and sell unworn luxury and limited-edition sneakers. Sneaker resale prices often fluctuated over time based on supply and demand, creating a robust... View Details

12 Feb 2008
First Look

First Look: February 12, 2007

symbiotic economic relationship that has developed between the People's Republic of China and the United States of America. The entry of Chinese labor into the world economy has significantly boosted the... View Details

Keywords: Martha Lagace

20 May 2015
Working Paper Summaries

Career Concerns of Banking Analysts

Keywords: by Joanne Horton, George Serafeim & Shan Wu; Financial Services; Financial Services

16 Jan 2014
Research & Ideas

Resolving Patent Disputes that Impede Innovation

In the high-tech industry, it's common practice for a governing body to develop technical standards for any given technology. The goal is to promote widespread adoption and compatibility among various devices. The Bluetooth standard lets a Nokia headset communicate... View Details

Keywords: by Carmen Nobel; Legal Services; Legal Services

September 2000 (Revised August 2011)
Teaching Note

AGENCY.COM (A) and (B) TN

By: Ashish Nanda and Thomas J. DeLong

Teaching Note for (9-800-061) and (9-800-062). View Details

Keywords: Internet and the Web; Entrepreneurship; Business Startups; Corporate Finance; Growth and Development; Web Services Industry; Web Services Industry; San Francisco

October 2021
Case

Diversifying P&G's Supplier Base (A)

By: Kris Ferreira, Kym Lew Nelson, Carin-Isabel Knoop and Sarah Mehta

In February 2003, P&G hosted two meetings—one with its largest woman- and minority-owned suppliers and one with its largest non-minority-owned suppliers. Attendees in each meeting heard the same message: P&G was keen to grow its commitment to inclusive supply chains,... View Details

Keywords: Business Ventures; Mergers and Acquisitions; Business Model; Business Organization; Family Business; Joint Ventures; Demographics; Diversity; Ethnicity; Race; Ethics; Fairness; Ownership; Supply Chain Management; Service Industry; Service Industry; United States; Ohio

15 Sep 2008
Research & Ideas

The Coming Transformation of Social Enterprise

nation's social enterprise organizations. Today, the United States has more than 1.4 million non-profit organizations, and they account for 5 percent of GDP. Annual contributions have grown faster than the... View Details

Keywords: by Roger Thompson

August 2024
Case

The Walt Disney Company: Management Guidance

By: Joseph Pacelli and James Weber

In November 2023, financial analyst Aurora Fee was forecasting The Walt Disney Company’s earnings and stock price, with the goal of providing an investment recommendation to her clients. Disney, one of the world’s largest media and entertainment companies, had just... View Details

Keywords: Valuation; Accounting; Investment; Communication; Forecasting and Prediction; Business Earnings; Growth and Development Strategy; Financial Services Industry; Financial Services Industry; United States

June 2025
Case

Accounting for OpenAI at Microsoft

By: Jonas Heese, Joseph Pacelli, Nicole Zelazko and Michael Norris

In early 2025, Microsoft was evaluating the impact of its $14 billion investment in OpenAI. As OpenAI’s computing needs expanded, Microsoft positioned Azure as the exclusive provider for training and inference of their large language models. Despite the scale of the... View Details

Keywords: Accounting; Financial Reporting; Revenue Recognition; Corporate Finance; Capital; Investment; Revenue; AI and Machine Learning; Valuation; Governance; Financial Services Industry; Financial Services Industry; Financial Services Industry; Financial Services Industry; United States