Performance of Platform Business Models

Companies that utilize platform-based business models change markets and create unprecedented value. Many companies, even those that operated as regional initiatives, changed their scope when platforms entered their markets. Some companies reacted by creating their own platforms, others joined initiatives managed by other companies or operate in markets impacted by platforms. In this paper I calculated the increase in market capitalization of six companies that use platform architecture and analyze increase in price of shares in search of long-term differences, which would suggest that investors value them differently depending on business model, strategy and results.