Publications

October 2017 (Revised August 2018)
Case

HTC and Virtual Reality

By: David B. Yoffie, Andy Wu and Allison M. Ciechanover

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... View Details

Keywords: Virtual Reality; Strategy; Competition; Information Technology; Innovation and Management; Consumer Behavior; Customer Relationship Management; Technology Industry

2019
Chapter

Network Effects

By: Andrei Hagiu and David B. Yoffie

Network effects are a key economic and strategic phenomenon in 'new economy' industries. They can, but do not necessarily, lead to market tipping, unless they outweigh customers' benefits from differentiation and are accompanied by high switching and multi-homing... View Details

Keywords: Network Effects

May 2017
Teaching Note

Elon Musk's Big Bets

By: David B. Yoffie and Eric Baldwin

This teaching note is designed for the Elon Musk's Big Bets case (#717-431). View Details

Keywords: Strategy

May 2017 (Revised October 2017)
Teaching Note

eBay vs. Carl Icahn, 2014, and A Note on Activist Investors and the Tech Sector

By: David B. Yoffie and Eric Baldwin

Teaching note to accompany eBay vs. Carl Icahn, 2014, HBS Case #717-417; eBay vs. Carl Icahn, 2014: Interview with John Donahoe, eBay CEO 2008-2015; A Note on Activist Investors and the Tech Section HBS Case #716-462 View Details

May 2017
Teaching Note

Wal-Mart Update, 2017

This Teaching Note is designed for the case, “Wal-Mart Update, 2017,” HBS No. 717-468. View Details

Keywords: Strategy; Retail Industry

April 2017 (Revised October 2017)
Case

Wal-Mart Update, 2017

By: David B. Yoffie and Eric Baldwin

In 2017 Wal-Mart was still the world’s largest company, with over $480 billion in annual revenue and operations in 28 countries. Although it had mostly vanquished its rival discount retailers in the U.S., it was struggling to find the right growth strategy. Facing a... View Details

Keywords: E-Commerce Strategy; Strategy; Competitive Strategy; Business Growth and Maturation; Growth and Development Strategy; Global Range; Business Strategy; Corporate Strategy; E-commerce; Retail Industry

March 2017
Supplement

Mobileye: The Future of Driverless Cars

This video is a supplement to the Mobileye case. The co-founder, Chairman, and CTO, Amnon Shashua, discussed how Mobileye tries to create a sustainable advantage; how it prices its products; whether it should collaborate or not with Google; and how much of its... View Details

Keywords: Strategy; Competitive Positioning; Driverless Car; Competitive Strategy; Alliances; Competitive Advantage; Auto Industry; Israel

March 2017
Supplement

Donna Dubinsky, Numenta and Artificial Intelligence

Donna Dubinsky, CEO of Numenta, discusses her views of the future of artificial intelligence and the strategic challenges of building a new platform. View Details

Keywords: Artificial Intelligence; Strategy; Technological Change; AI and Machine Learning; Technology Industry

Article

Extrapolating from Moore's Law

By: Michael A. Cusumano and David B. Yoffie

Keywords: Strategy; Technology

Article

Mastering Strategy

By: David B. Yoffie and Michael A. Cusumano

Keywords: Strategy

August 2016 (Revised May 2017)
Case

eBay vs. Carl Icahn, 2014

By: David B. Yoffie and Eric Baldwin

This case explores Carl Icahn's attack on eBay, starting in January 2014. The case examines how John Donahoe, CEO of eBay, should respond to Icahn's demand that eBay spin off PayPal and accept Icahn's two nominees to the board of directors. View Details

Keywords: Activist Shareholder; Activist Investors; Technology; Strategy; Corporate Strategy; Investment Activism; Financial Services Industry; Retail Industry

June 2016
Teaching Note

Apple's Future: Apple Watch, Apple TV, and/or Apple Car?

Teaching note for “Apple's Future,” HBS no. 716-401. View Details

Keywords: Strategy

June 2016 (Revised May 2017)
Case

A Note on Activist Investors and the Tech Sector

By: David B. Yoffie and Eric Baldwin

This short note provides background and data on the growing role of corporate activists, especially in high-technology industries. View Details

Keywords: Governance; Activist Investors; Strategy; Investment Activism; Financial Services Industry; Technology Industry

June 2016 (Revised May 2017)
Case

Searching for a New CEO: TiVo 2016

In 2015, TiVo initiated a search for a new CEO. This case provides a profile of the CEO search and background on the company. View Details

Keywords: Technological Change; Succession Planning; Information Technology; Strategy; Strategic Planning; Management Succession; Forecasting and Prediction; Change; Entertainment and Recreation Industry; Media and Broadcasting Industry

March 2016 (Revised October 2017)
Case

Salesforce.com vs. Siebel (Abridged)

Explores the phenomenon of software becoming a service. Salesforce.com has catapulted into the lead for offering a customer relationship management (CRM) solution as a Web-based service. Siebel, the leader in CRM packaged software sales, has to devise a strategy to... View Details

Keywords: Customer Relationship Management; Competitive Strategy; Software

November 2015
Teaching Note

Steve Jobs: Leader Strategist

By: Cynthia A. Montgomery and David B. Yoffie

Article

The Integration of Psychological and Network Perspectives in Organizational Scholarship

By: Tiziana Casciaro, Sigal G. Barsade, Amy C. Edmondson, Cristina B. Gibson, David Krackhardt and Giuseppe Labianca

Although multiple disciplines have been applied to the study of organizations, organizational research is rarely interdisciplinary in the sense of two or more disciplines being linked in the joint analysis of organizational phenomena. The articles in this special issue... View Details

Keywords: Research; Organizations

June 2015
Teaching Note

Coffee Wars in India

Keywords: Competition; Agriculture and Agribusiness Industry; Food and Beverage Industry; India

June 2015 (Revised August 2016)
Case

Apple's Future: Apple Watch, Apple TV, and/or Apple Car?

By: David B. Yoffie and Eric Baldwin

In 2015, Apple CEO Tim Cook knew that Apple, despite its phenomenal success, needed to continue to innovate in new product areas in order to continue its momentum into the future. This case explores three new (actual or potential) product offerings from Apple: the... View Details

Keywords: Strategy; Electronics; Innovation; Technology; Technological Innovation; Competitive Strategy; Corporate Strategy; Emerging Markets; Growth and Development Strategy; Computer Industry; Retail Industry; Electronics Industry