dual transformation: how to reposition today and create the … · 2017. 11. 27. · new customer...
TRANSCRIPT
© Copyright 2013 Innosight LLC© 2017 Innosight Consulting, LLC and affiliates. Use and distribution prohibited except through written agreement with Innosight. Trademarks used in this
document are registered or unregistered trademarks of Innosight or its licensors
Dual TransformationHow to reposition today and create the future
www.dualtransformation.com
A BC
© 2017 Innosight Consulting, LLC and affiliates. Use and distribution prohibited except through written agreement with Innosight 1www.dualtransformation.com
The problem that is
usually being visualized
is how capitalism
administers existing
structures, whereas the
relevant problem is how
it creates and
destroys them
Joseph Schumpeter
Capitalism, Socialism and Democracy
New customer
value
New business
model
New
metrics
Aggressive
execution
A
TRANSFORMATION A
Reposition Today
Revenue
US$ B 2010 2011 2012 2013 2014 2015
Mail 2.2 2.6 1.1 0.9 0.8 0.6
Streaming 0 0.6 2.5 3.5 4.7 6.1
New customer
value
New business
model
New
metrics
Aggressive
execution
A B
TRANSFORMATION B
Create Tomorrow
New
customers
New
competitors
New
capabilities
Trial-and-error
execution
2013 2014 2015 2016
AWS rev ($B) 3.1 4.6 7.9 12.2
AWS OI ($BI 0.7 0.5 1.5 3.1
AWS OI share 34% 240% 67% 74%
Source: Innosight analysis
© 2017 Innosight Consulting, LLC and affiliates. Use and distribution prohibited except through written agreement with Innosight 5www.dualtransformation.com
"This is not the first time,
right? Property was it,
then we went into other
businesses. Some of it,
we had good times, but
we also found it hard to
scale. This one we think
will give us some legs
going forward if we do
it right."
– Deputy CEO Anthony Tan
A BC
C APABILITIES LINK
Catalyze Core Assets
Stock
carefully
Manage
strategically
Arbitrate
actively
Separate
purposefully
A does A B does B
© 2017 Innosight Consulting, LLC and affiliates. Use and distribution prohibited except through written agreement with Innosight 9www.dualtransformation.com
Transformation involves
two separate journeys1Leaders tend to be
“insider outsiders”2Develop a roadmap
before disruption takes
hold3You can’t transform
without highly engaged
employees4Communicate,
communicate,
communicate5