Strategies for Surviving an Industry Downturn

Posted by Nathaniel Emmons on Dec 7, 2016 11:12:13 AM

Co-written by Diane Borska

In late October, GE announced that it is spinning off its oil and gas business and merging it with Baker Hughes, embarking on a strategy of convergence, expanding its offerings and therefore the potential revenue it can generate, to remain vibrant and viable in the current industry downturn. In 2014, GE Oil and Gas developed a business plan based on oil prices of approximately $100 per barrel, but by January 2016, oil prices plummeted to $27 a barrel, resulting in a 30% drop in profitability. Developing strategies for how to respond to downturn is critical.

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Topics: Competitive Intelligence, Innovation, Industry Convergence, Competitive Strategy

The Rise of Mobile Healthcare Payments

Posted by Tess Fagan on Mar 9, 2016 10:07:12 AM

2016 has been dubbed the year of mobile payments. From Venmo to Samsung Pay, the phone is replacing the wallet. Spending money, whether to buy a latte or to split a check, has never been easier. 2016 is also the year many legislative healthcare reforms solidify their effect, modernizing everything from how hospitals store records to which models we use to fund health care.

The changing nature of health care is fueling innovation. Tech companies and start-ups are beginning to develop payment solutions to meet the evolving needs of healthcare payers and providers, driven in part by legislation but also by rapidly accelerating consumerization trends. Just in time: enjoying how simple it's become to pay for everything else, consumers are growing frustrated by the difficulty of navigating healthcare payments. Healthcare providers who make the switch to electronic payments early can gain a competitive edge.

The race to become the leading payment system for the healthcare industry is on.

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Topics: Innovation, Market Analysis, Technology/Telecomm, Healthcare, Industry Convergence, Competitive Strategy

New White Paper! New Strategies for Health Care Industry Convergence

Posted by Fuld + Company on Nov 23, 2015 8:00:00 AM


Consumer retail, enterprise IT, consumer electronics, health insurance, and health care delivery are rapidly converging to improve the customer/patient experience. 

Relying on tried and true approaches to strategy development may no longer be good enough when multiple markets collide. As health care delivery, payment, and reporting evolve in response to shifts in demographics, technology, and political influence, population health management becomes the key to controlling costs.

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Topics: Fuld + Company, Market Analysis, Scenario Analysis, Technology/Telecomm, Healthcare, Industry Convergence, Competitive Strategy

Holiday Gaming - Microsoft's Big Chance

Posted by Robert Flynn on Oct 13, 2015 9:00:00 AM

If Satya Nadella, CEO of Microsoft, has his way, packages under the Christmas tree and exchanged during Chanukah will be full of boxes containing Xbox consoles and games. To increase gaming revenues, he's made some organizational moves assigning Phil Spencer as head of Xbox and Xbox Live, reporting to Windows chief Terry Myerson. But internal changes will not be sufficient in this huge, highly competitive and fast-paced market, especially given Microsoft's slow growth relative to competitors, a laggard performance largely driven by the impact of mobile gaming.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Manufacturing/Industrial, Market Analysis, New Market Entry, Scenario Analysis, Technology/Telecomm, Industry Convergence, Merger and Acquisition, Product Positioning, Competitive Strategy

The Tweet Heard ‘Round the Pharmaceutical World: A Perspective On Pharmaceutical Drug Pricing

Posted by Alexis Kuchins on Oct 5, 2015 3:22:18 PM

A week ago, presidential candidate Hillary Clinton tweeted her intentions, if elected, to try to curb the rising costs of pharmaceuticals. The plan would place a monthly cap on the out-of-pocket cost that chronic pain patients would have to pay for prescription medications, a greater emphasis on bringing biotechnology-style drugs to the market, and encourage increased use of generic and imported drugs.

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Topics: Competitive Intelligence, Innovation, Market Analysis, New Market Entry, Pharma, Scenario Analysis, Healthcare, Industry Convergence, Life Sciences, Product Positioning, Competitive Strategy

Automotive Disruption: Fines Doubled in Construction Zone

Posted by Robert Flynn on Sep 23, 2015 1:27:32 PM

While it was a boat that President Obama used to explore the Alaskan scenery, it is the automobile industry that should sit up and take notice. One anticipated result of the President’s trip, and ongoing international negotiations, is increased environmental regulation that would impact automobile manufacturers. Shifting consumer demand, expanding access to customer data, increased merger and acquisition activity and international regulatory changes are creating market uncertainty that needs to be explored and understood through robust scenario-based planning analysis. Shareholders will expect no less.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Market Analysis, New Market Entry, Scenario Analysis, Industry Convergence, Merger and Acquisition, Competitive Strategy

Honest lessons from the C-Suite

Posted by Leonard Fuld on Sep 16, 2015 9:14:57 AM

How often do you get down and talk about honest mistakes and irreverent strategies with a CEO?

Over the past year I have had the privilege to interview over a half dozen former CEOs from companies the likes of JP Morgan, Corning, Harrahs/Caesar’s Casinos and Pearson. All companies with a global reach and encountering one challenge or another. I’ve collected these interviews in a special section of this website, C-Suite Candor.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Manufacturing/Industrial, Market Analysis, New Market Entry, Scenario Analysis, Technology/Telecomm, Industry Convergence, Merger and Acquisition, Product Positioning, Competitive Strategy

The Future of Weddings: $50 billion up for grabs

Posted by Leonard Fuld on Sep 3, 2015 12:32:39 PM

Our daughter is about to be married and we look forward to this special day.

What we have not enjoyed is the process. I’ve never encountered such a complicated, messy and unsatisfying business in my entire life. When I say messy, I mean my wife and I have had to work with a tangle of over forty categories of vendors, from hotels, catering, bands, photographers, and so on.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Market Analysis, New Market Entry, Technology/Telecomm, Travel/Hospitality, Industry Convergence, Merger and Acquisition, Competitive Strategy

Deciphering the Alphabet

Posted by Robert Flynn on Sep 3, 2015 11:42:00 AM

Google’s transformation into Alphabet, announced in early August by CEO Larry Page, is on one hand inconsequential "Page Six" news and on the other the most momentous business event of the past decade. For companies in the technology and other sectors that Google has begun to explore, it’s a wake-up call as it signals Mr. Page's intention to continue to expand his conglomerate, increasing risk for companies across numerous industries. Fortunately, knowing that objective and deciphering the implications of this announcement, allows competitors time and opportunity to adjust their competitive strategy.

The recognition that Mr. Page and Google co-founder Sergey Brin have started and nurtured numerous side businesses including cloud computing, self-driving cars, life longevity, and even satellites brings a yawn from even the most casual observer. After all Elon Musk has gained fame as CEO of Tesla Motors (cars), CEO of SpaceX (rockets), and Chairman of SolarCity (power systems). And as far back as 1878 no less a man than Thomas Edison set the standard when he created General Electric – lightbulbs, steam turbines, locomotives, radio, toasters, even ovens. The conglomerate structure of Alphabet has a long, well-established tradition.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Market Analysis, New Market Entry, Technology/Telecomm, Industry Convergence, Merger and Acquisition, Competitive Strategy

Healthcare Industry Investors see Value in Owning Consumer Relationship

Posted by Jacob Golbitz on Aug 28, 2015 2:18:00 PM

On Monday the New York Times published a piece speculating on the next set of Unicorns, i.e., venture-backed start ups valued at $1 billion or more. An independent research firm developed the list using a proprietary "algorithm" to forecast their valuation. Not surprisingly, the list is dominated by technology companies, but a health care provider — One Medical Group — made the cut.

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Topics: Competitive Intelligence, Brand Insights, Innovation, Market Analysis, New Market Entry, Pharma, Healthcare, Industry Convergence, Life Sciences, Competitive Strategy

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