(English) Innovation Index by Vertical

BIQ presents the Innovation Index by Vertical

The BIQ Innovation Index (c) tracks and groups innovative corporations by financial performance.   We also produce a more traditional index by Vertical using the same base calculations.

BIQ Innovation Index by Vertical 2018

For Enterprise Value and or Sales Growth the E-Commerce group (Amazon, Alibaba, E-bay) is still outperforming  the bricks and mortars. That is 44% 1 year EV growth and 37% sale growth vs. 11% and 4% for Traditional Commerce.

If you want to know which vertical has the strongest competitive advantage (ROIC), look no further than the consumer facing companies from Telecom Media Technology Consumer with a whopping 35% ROIC.

Telecom Media Technology Business have a respectable numbers across the board. As does Logistics. Which seems to suggest that E-Commerce is driving Logistics growth and not Trad-Commerce.

Financial Services, Air Transport and Car Transport (negative and dragged down by Tesla woes) all have at least one negative innovation metric.

Five Innovation Trends and Drivers

    1. A Platform for Everything.  The Sharks here all build superior long term success on platforms.  If you are a fan of Exponential Organizations. Go Digital.  Build a Network.  And a wide Moat.

     2. SaaS = Something as a Service. Build your revenue growth engine around a Subscription Model,  Services, Rentals, Annuity, to get a Enterprise Valuation of 10 x Anual Recurring Revenue.   Have you started your Business Transformation with SaaS optimization to save costs?  SaaStr reports there are 15,000 SaaS which Gartner states will account for 37% of IT Spend in 2020.  

    3. “Connect and Compete” was the principal theme of Hanover Messe 2018.  Look beyond saturation in handsets and 4G Mobile and start putting IoT and Blockchain as a core differentiator of your business.

Merkel Peña Hannover Fair

    4. Smart Robots and 3D Printer.  After all the fan-fair of X Marks the Spot, what is your roadmap for Industry 4.0 and Logistics 4.0?  

    5. Artificial Intelligence and Nano Tech.  Want some light summer reading?  Pair a NY Times best seller from 2002 with the Financial Times best business book from 2015.  

Prey the Robots Don’t Rise

Some of this material was presented for a ANTP Roundtable at Expo Logistics 17 “Ciencia No Ficción en la Cadena de Suministro, nuevas tecnologías para el futuro inmediato“

Hasta la vista baby. I’ll be back