网络外部性、能力组合配置与互联网企业成长绩效

Network Externality,Capability Portfolio Allocation and Growth Performance of Internet Enterprises

【目的/意义】能力是企业成长的内在源泉,而能力组合配置与互联网企业网络外部性产业经济特征密切相关。因此有必要综合分析互联网企业网络外部性、能力组合配置与成长绩效间的内在关系。【设计/方法】从现有业务能力(反映企业当前业务经营的能力)和动态能力(反映企业未来业务开发的能力)两个维度对互联网企业能力组合的综合水平进行了刻画,并在考虑成本预算的基础上构建了一个关于网络外部性、互联网企业能力组合配置及成长绩效的模型框架。【结论/发现】受网络外部性影响,互联网企业在选择能力组合时,往往比传统企业更关注动态能力;在企业资源有限的前提下,互联网企业将优先满足动态能力对资源的要求以把握新商机,此外,能力组合中的能力分别与其自身的边际产出呈显著的正向关系,与其各自的边际成本呈明显的负向关系。

[Purpose/Significance]Capability is the internal source of enterprises’growth,the capability portfolio allocation is closely related to the Internet enterprises’network externality industrial economic characteristics.Therefore,it is necessary to comprehensively analyze the internal relationship between network externality,capability portfolio allocation and growth performance of Internet enterprises.[Design/Methodology]This paper divides the internet enterprises’capabilities into existing business capabilities(reflecting the current business operation capabilities of the enterprise)and dynamic capabilities(reflecting the future business development capabilities of the enterprise),then establishes a model framework of network externality,capability portfolio allocation and growth performance of Internet enterprises.[Conclusions/Findings]Influenced by network externalities,when they build capability portfolio,Internet enterprises tend to pay more attention to dynamic capabilities than traditional enterprises;under the premise of tight cost budget,when Internet enterprises allocation capability portfolio,they usually give priority to meet the resource requirements of dynamic capabilities to grasp new business opportunities,besides,the capabilities in the capability portfolio have a significant positive relationship with their own marginal output and a significant negative relationship with their respective marginal cost.