Governance of Disintermediation Risk and Complementor Innovation on Platform: An Empirical Look at Amazon.com

时间：9月23日10:30-12:00

地点：承泽园402教室

主讲人：韩夏

Abstract:

This study investigates how the governance policy of disintermediation, i.e., restricting communication channels through which complementors can persuade buyers to circumvent the platform and transact directly, would affect complementor innovation on online platforms. We leverage on the governance policy initiated by Amazon.com, the largest online shopping platform worldwide, and examine how complementors respond to adjust their innovation strategies in terms of new product development and launch on Amazon. Based on a theoretical model and a matching with Difference-in-Differences (DID) empirical approach, we find that the complementors who are affected by the disintermediation governance policy significantly decrease innovation compared to the matched complementors who are less affected by the policy change. Such a decrease in innovation is greater for complementors with lower ranking on the platform or for those who did not multihome on other major online e-commerce platforms. Our study provides implications on platform’s governance policies against disintermediation and guidelines to direct complementor innovation strategies on the platform.

主讲人:

韩夏，现为苏州大学商学院管理系讲师，管理学博士，毕业于北京大学国家发展研究院。研究方向包括公司战略，公司竞合战略，从企业间（上下游）关系视角考察公司战略调整以及企业和外部环境的互动。目前在《外国经济与管理》，《管理学报》等期刊发表论文；研究论文多次被美国管理学年会（AOM）、战略管理学会（SMS）、中国管理国际学会（IACMR）录用并参会报告；担任AOM，SMS和IACMR等国际会议匿名审稿人。