Innovation Metrics for Comcast Corporation

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Comcast Corporation (Nasdaq: CMCSA), number 46 on the Fortune 500 list (Cacace, 2013), has a broad innovation program that would and likely does benefit from many of the metrics listed in Table 6.2 of Making innovation work (Davila, Epstein, & Shelton, Making innovation work: How to manage it, measure it and profit from it, 2013, p. 173). As a public company, stock price measures and sales and income are important measures of overall success. However, more important for measuring innovation success are the metrics that gauge the increase in customers, revenue, or profits from specific innovation products, or customer retention and loyalty engendered by such innovations. Comcast’s innovation portfolio, particularly its Comcast Ventures affiliate (CrunchBase, 2013), also would benefit from many of the portfolio metrics listed by Davila, Epstein, and Shelton (2013). Davila, Epstein, & Shelton Table 6.2 Metrics Davila, Epstein, and Shelton’s Table 6.2 (2013, pp. 173-175) is a comprehensive list of innovation metrics that has general application to public companies. Comcast is largely a service-oriented business, with customer or viewer acquisition the key metric other than revenue. Consequently, metrics for innovation involve measures of customer acquisition or retention, and incremental revenue. Thus, from Table 6.2 (Davila, Epstein, & Shelton, Making innovation work: How to manage it, measure it and profit from it, 2013, pp. 173-175) the following metrics are important: • Long-term corporate profitability: Stock price; projected sales growth; projected residual income. • Short-term corporate profitability: Residual income growth; sales growth; return on equity; percentage of sales from new products. • Customer acquisition: New customers gained through innovation; number of customers through existing products/services who buy new products/services; number of new customers of new products/services who go on to buy existing products/services; market share. • Value capture: Number of new product and service lines introduced; profitability of innovation operations; revenues generated through innovation efforts (total revenue, innovation revenue, revenue per innovation customer). (p. 173). A key metric for a company like Comcast is how many new customers are acquired due to new products (innovation) that also buy existing products or services vs. how many existing customers buy the new products to increase revenue per customer. Both measures of revenue acquisition are key to innovation. Comcast also has an extensive external portfolio of venture capital investments through its Comcast Ventures (Comcast Ventures, 2014) venture capital arm, which has invested in 75 startups since its inception in 2003 (CrunchBase, 2013).

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