Big-bang disruptions don’t follow the usual pattern of customer adoption famously described by Everett Rogers. According to his model, new products sequentially gain popularity with five market segments. In the big-bang model, new products are perfected with a few trial users and then are embraced...
The topic of industry disruption is rife with misconceptions. To help business leaders better understand the landscape, this index measures an industry’s current level of disruption as well as its susceptibility to future disruption. It positions 20 industry sectors — and 98 segments within those...
Annual P/E ratios for disruptive companies are far higher than historical levels, leading analysts to believe their shares were overpriced. Yet the extraordinary performance of disruptive companies in the market suggests that their shares were persistently underpriced. The stacks of M&A literature are littered with warnings...