Wk 9: Business Life cycle
Stage 1: Market Dev
Product development (complete from technical feasibility to marketability); &
Up to seeking seed funding (financing startup);
Stage 2: Growth
Growing market for viability of products (both developed and to be developed);
At this stage, businesses grow by improving management;
Concerned w/ breaking even and profitability
Although profits typically lag behind sales
Substantial capital required
E.g: Initial Public Offerings (IPOs);
Stage 3: Maturity
Market competition ↑ = market saturation↑
More payouts to investors & larger amounts of debt taken on;
Stage 4: Reinvention/decline
Decline increases risk of default → bankruptcy (extreme case)
Stakeholders’ info needs over Bus Cyc:
Case Study: Apple
Market dev:
Founded 1976 (Jobs, Wozniak, etc.);
Development: Apple-1 introduction (8-bit personal computer);
Startup funding: $250k invested by Mike Markkula 1977, $600k by Arthur Rock and Sequoia Capital + other investors 1978
Info required:
Founders + management: next product (Apple II) how to price and innovate;
Founders, management and Venture Capitalists (VCs): liquidity of company, ability to meet short term obligations w/o running out of cash;
VCs: sales volume required to cover overhead costs & current sales projections;
Lenders & creditors: availability of collateral (and what kind) + ability to repay debt
Growth:
Acquiring capital: IPO raises $100 million USD ($380 million today);
Management growth: new CEOs, Mike Markkula (1981-1983), John Sculley (1983-1993)
Innovation: Macintosh release
Info Required:
Equity Investors:
What business model is & how it works;
What assets create most value;
Obligations of company to other capital providers;
Current and future profitability;
Concern: Current CEO (Sculley) not a founder or main owner, concern alignment of his interests w/ owners regarding capital use
Founders/Management: methods to reduce excessive spending
Investors/shareholders: improving or deteriorating unit economics which come w/ company’s growth;
Lenders/Creditors: validity of debt covenants due to potential mismeasurement of asset recognition
& 4. Maturity & Decline:
Decline: reduction in Apple’s market share & profitability; due to
Increased competition: from IBM & Microsoft; &
Several poor product releases;
Attempts at renewal:
Launches of new products: Macintosh II, Classic, IIsi, LC, Newton PDA
Presumably: due to lower profitability being outpaced by debt, 90 days away from bankruptcy (1997)
Stakeholder info required (MATURITY):
Management:
Stability of costing systems;
Methods to improve efficiency;
Alignment of employee compensation contracts w/ business strategy
Shareholders:
Ability of company to distribute dividends; or
Reinvest earnings for future growth;
Creditors:
Ability of company to meet payment terms & contractual obligations;
Have debt covenants been violated;
Employees:
Alignment of their compensation w/ business strategy (probably other way round tbh);
Is there a necessity to reskill or upskill due to redundancy or lack thereof of current skillset;
Now: impacts of AI on job
Stakeholder info required (DECLINE):
Management:
Innovation: analyse need for new products or efficiency improvements;
Shareholders:
Is management approach optimal profit maximisation:
If not, is there a need for new CEOs/executives
Creditors:
Viability of business’ current financial model going forward;
Should creditors be concerned about getting their capital back;
Employees:
Is it prudent to find another job before being fired
Renewal:
Innovation: new products;
Apple watch;
iMac;
iPhone;
iTunes;
Apple watch, etc.
New services too (fitness, music, streaming apps)
New Management: Steve Jobs rejoins as CEO, Tim Cook takes over after he dies
Stakeholder info required:
Due to detrimental societal & environmental impacts of Apple;
All Stakeholders:
Sustainability of businesses (ensure company retains “social license” to operate);
What does company do to uphold stakeholder interests (employees, investors, local communities, natural environment, etc.)