My strong belief is if you are starting new, you are cash flow negative atleast for some time until the product picks up. Does that belief translate into adding a major new feature to existing product? I think it does. You have a product with a steady revenue stream. Now you are adding a major feature which is completely re-inventing your self. I think during the time period when you are re-inventing yourself the revenue will take a dip and it should not be a surprise. I would take Netflix as an example. They had a steady revenue stream. They bet on online subscription and took a dip in their stock price. How long is such dip sustainable before the company goes down? I dont know. But companies do need to re-invent themselves to stay relevant in the evolving market place and take those risks immediately or eventually the market will render those products obsolete.
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