Framework library
ADL matrix and industry life cycle
How to use it
Combine the stage of an industry’s life cycle with the strength of the business’s competitive position. Use that pairing to discuss investment posture.
Worked example
Assess whether paid regional streaming is early in adoption and whether the publisher has a defendable route to customers.
Common pitfall
Categories can move backwards or split into segments with different trajectories. Check the evidence for the stage.
- Frame the questionWhich commitment consumes the scarcest resource and when does the business see the return?
- Apply the frameworkUse ADL matrix and industry life cycle on the worked example above.
- Produce an answerCompare alternatives over the same horizon and identify the assumption that changes their order.