CypherCrescent
Module 6•Unit 2 of 6•12 min

The S-Curve

Every foundation of value follows a characteristic life story, and that story has a shape: the S-Curve. If you plot the value or performance an offering delivers against the effort (or time) invested in it, you get an S: a slow start, then rapid acceleration, then a flattening plateau as the foundation approaches its natural limits.

Emerging Rapid growth Maturity Effort / Time → Value / Performance →

The S-Curve: value accelerates, then plateaus as the foundation of value nears its limits.

The three phases

Emerging (slow start)

Lots of effort for little visible return. The technology is immature; progress is hard-won. Many give up here, mistaking the slow start for failure.

Rapid growth (steep middle)

The foundation hits its stride. Each unit of effort yields big gains in value. This is the profitable, exciting phase - and where most competition concentrates.

Maturity (flat top)

Diminishing returns. Enormous effort yields tiny gains as the foundation approaches its physical or economic limits. The signal that it is time to jump to a new S-curve.

The dangerous moment is maturity, because the business is usually most profitable and confident exactly when its foundation is running out of road. Diminishing returns feel like a temporary slump to be overcome with more effort - when in fact they are a signal to build the next curve. Reading maturity correctly is a strategic superpower.
Quick poll

Where do you think your organisation's main offering sits on its S-curve?

Pick the answer that fits you best - there's no wrong choice.

Discuss

Where does your core offering sit on its S-curve, and what evidence tells you? If it's maturing, what is your next curve?

Try this at work this week
Plot your main offering on an S-curve based on how hard recent gains have been to achieve. If it is flattening, make 'what is our next curve?' the headline question of your next strategy conversation.

Sources

  1. Foster, R., Innovation: The Attacker's Advantage, 1986 (technology S-curves).
  2. Global Innovation Institute (GInI), Foundations of Innovation body of knowledge.
  3. Christensen, C., The Innovator's Dilemma, 1997.