How Incumbents Thrive and Survive

How much of an impact has Digital Transformation really had on major markets? How often do unicorns disrupt incumbents? Let’s dig into the data over the last 30 years. SHOW: 711CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Upland Software: Modern, secure fax solutions for businesses of all sizes.Digital transformation that safeguards sensitive information. Upland Software’s got the goods.Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and SpotifyKeep up to data with Enterprise Tech with theCUBESHOW NOTES:How Incumbents Thrive and Survive (HBR) - Jullian BirkinshawCHANGE COMES SLOW AT FIRST, AND THEN ALL OF A SUDDEN (or does it?)Since 1995, 40% have stayed, 50% have merged/sold, 7-8% dropped out, and 50% of existing move up into F500.The Blockbuster, Nokia and Kodak stories are outliers. THE USER EXPERIENCE HAS CHANGED, BUT THE COMPANIES BEHIND IT HAVEN’T AS MUCHDisruption is about more than just newer/better technologyExisting brand relationships, trust, physical locations, supply-chains, partner-networks all play a key role for incumbentsEveryone is investing in digital transformation, for various reasons - user experience, data analysis, cost cutting, etc.Four paths as an incumbent - [1] Fight back, [2] Double down, [3] Retrench, [4] Move awayFEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnetFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow