innovation leaders 2017 falcon
TRANSCRIPT
W W W . I N N O V A T I O N L E A D E R S . O R G
2016/17AnalysisLaunchInsightsfromtheLeaders
9March2017
W W W . I N N O V A T I O N L E A D E R S . O R G
Topics
§ BackgroundContext§ 2016/17InnovaConLeaders
§ 3KeyTrends§ InnovatorstoWatch
§ InnovaCveCiCes
W W W . I N N O V A T I O N L E A D E R S . O R G
Forthepast15yearswehavebeenidenCfyingandprofilingtheworldsmostinnovaCvecompaniesacross25sectors
ThispublishedanalysishasconsistentlyidenCfiedorganisaConsthatsubsequentlydeliverhigherorganicgrowth
W W W . I N N O V A T I O N L E A D E R S . O R G
Backin1999,exploringgrowthstrategiesinpharma,wewantedtoknowwhowerethemosteffecCveinnovators
1. “IfwearegoingtogainmoremorefromorganicgrowththenwhichcompaniesthataredeliveringsustainedgrowtharethemosteffecCveinnovatorstolearnfrom?”
2. “HowbestshouldwemeasureinnovaConperformance?”
CompanyInnovaConCapabiliCes
InnovaConInput InnovaConOutput
e.g.$R&DSpend e.g.#Patents
W W W . I N N O V A T I O N L E A D E R S . O R G
ButtoknowwhoisthemosteffecCveinnovatorthenwehadtounderstandkeyraCosofoutputtoinput–thatwasthestart
CompanyInnovaConCapabiliCes
InnovaConInput InnovaConOutput
InnovaConInput
InnovaConOutput
W W W . I N N O V A T I O N L E A D E R S . O R G
Ourmodelanalysesthe1500largestcompaniesinthesesectorsandsystemaCcallyselectsthetopinnovators
25InnovaConLeaders
Singlecompanyforeachsector
75Companies
25Sectors1500Companies
Largestcompaniesacross25sectors
25mostinnovaCon-focusedsectors
Top3companiespersector
QuanCtaCveAnalysisThroughoutProcess
W W W . I N N O V A T I O N L E A D E R S . O R G
A2012back-testoftheInnovaConLeadersagainstS&P500showedclearoutperformanceovertheprevious10years
CompoundAnnualGrowthRate:14%,StdDev:20%,Alpha:12,Beta:0.74
WWW.INNOVATIONLEADERS.ORG W W W . I N N O V A T I O N L E A D E R S . O R G
Acrossthe25sectorsassessed,thecurrentinnovaConleadersareclearandshowhowbestinclassinnovaConpracCceisevolving
W W W . I N N O V A T I O N L E A D E R S . O R G
Amazon Successfulexpansionfromretailtocloud servicesextendingintoAIandautonomy
2016KEYDATA27.1%RevenueGrowth298%NetIncomeGrowth1696USPatents
W W W . I N N O V A T I O N L E A D E R S . O R G
Humana Advancingdigitalhealthcaretoincrease engagementandreducecosts
2016KEYDATA12%RevenueGrowth11%NetIncomeGrowthGrowingPatentPorgolio
W W W . I N N O V A T I O N L E A D E R S . O R G
LEGO World’smostvaluablebrandexploring anddeliveringthefutureofplay
2016KEYDATA25.2%RevenueGrowth31%NetIncomeGrowth109NetPromoterScore
W W W . I N N O V A T I O N L E A D E R S . O R G
Nvidia High-impactexpansionfromprocessors forgamingintoautomoCveandAI
2016KEYDATA353USPatents$1.3bnR&DInvestment7.0%RevenueGrowth
W W W . I N N O V A T I O N L E A D E R S . O R G
ReckijBenckiser Non-stopincrementalinnovatorgrowing globallyasconsumerhealthpowerhouse
2016KEYDATA11.1%RevenueGrowth60.9%GrossMargin5.1%NetIncomeGrowth
W W W . I N N O V A T I O N L E A D E R S . O R G
Acrosstheleadersfor2016/17wecanseethreenotabletrends
USDominance§ 20ofthe25leadersareUSbasedorganisaCons§ ThisisthehighestsinglecountryconcentraConsincetheresearchbegan§ Europeanpresence,down50%,shouldberaisingsomehardquesConsPartnershipsattheFore§ CollaboraConhasbeenakeycomponentforsomesectorsforsomeCme§ TodayitisincreasinglyinfluenCalacrosstheboard§ DeliveringhighimpactchangerequiresnewalliancesBigBets§ RadicalapproachesarecoretoseveralorganisaCons’growthstrategies§ Alphabet,Amazon,Apple,TeslabeingjoinedbyBankofAmerica,LEGO,Nvidia§ Moreestablishedcompaniesmakingmajorfuturegrowthinvestmentbets
WWW.INNOVATIONLEADERS.ORG W W W . I N N O V A T I O N L E A D E R S . O R G
WeidenCfyupcomingleaders–start-upsandcompanieshavingimpactbutyettoachievefullscale:Futurecatalystsforchange
W W W . I N N O V A T I O N L E A D E R S . O R G
24MRe-invenCnglithium-ionbajeries
http://24-m.com @24M_Tech
W W W . I N N O V A T I O N L E A D E R S . O R G
OxfordNanoporeDNA/RNAsequencinginreal-Cmewithnocapitalcost
https://nanoporetech.com @nanopore
W W W . I N N O V A T I O N L E A D E R S . O R G
SoulMachinesInteracCve,animated,virtualpsychobiologicalsimulaCon
http://soulmachines.com @MachinesSoul
W W W . I N N O V A T I O N L E A D E R S . O R G
WorldViewRadicallyrethinkingaccesstospace
http://www.worldview.space @WorldViewSpace
W W W . I N N O V A T I O N L E A D E R S . O R G
ZiplineDronebasedmedicalsupplydeliveryinremoteareas
http://flyzipline.com @zipline
W W W . I N N O V A T I O N L E A D E R S . O R G
WehavebeenaskedtoadaptourapproachtonowbejeranalyseandsharewhicharetheworldsmostinnovaCveciCes
W W W . I N N O V A T I O N L E A D E R S . O R G
FormoreinformaConpleaseseetheInnovaConLeaderswebsiteTodiscusspleasecontactresearch@innovaConleaders.org