Management战略管理 / Strategic ManagementTop 5%NEW

Platform Ecosystems and Competitive Dynamics: A Longitudinal Study of Digital Marketplaces

Cusumano M., Gawer A., Yoffie D.MIT Sloan School of ManagementStrategic Management Journal(SMJ)2025-11

Abstract

We conduct a longitudinal study of 150 digital platform ecosystems over 2010-2024 to understand the dynamics of platform competition. Our analysis reveals that platform success depends not only on network effects but critically on the governance mechanisms that balance value creation and value capture among ecosystem participants. We identify three distinct evolutionary trajectories and their associated competitive outcomes.

AI SUMMARY

GENERATED

核心观点Key Findings

平台成功不仅取决于网络效应，更关键的是平衡价值创造与价值获取的治理机制。研究识别出三种不同的平台演化轨迹及其对应的竞争结果。

研究方法Methodology

对2010-2024年间150个数字平台生态系统进行纵向研究，采用混合方法设计，结合定量面板分析和定性案例比较，追踪平台治理机制的演变及其竞争效果。

主要结论Conclusions

平台竞争的核心在于生态系统治理。过度提取价值会导致平台衰退，而开放式治理结构更有利于长期竞争优势的建立。

关键词 Keywords

平台生态系统竞争动态网络效应平台治理数字市场

论文信息

METADATA

期刊Strategic Management Journal

期刊缩写SMJ

发表日期2025-11

学科管理学 (Management)

子领域战略管理 / Strategic Management

机构MIT Sloan School of Management

排名Top 5%

引用格式

CITATION

Cusumano, M., Gawer, A., Yoffie, D. (2025). Platform Ecosystems and Competitive Dynamics: A Longitudinal Study of Digital Marketplaces. *Strategic Management Journal*.

Platform Ecosystems and Competitive Dynamics: A Longitudinal Study of Digital Marketplaces

Abstract

论文信息

引用格式

相关研究推荐AI-POWERED