报告题目：Disruptive Timing
报 告 人：Smith School of Business, Queen’s University
报告时间：2025年7月29日（周二）10:30-12:00
报告地点：文管学馆B306
报告摘要：
This study examines the role of strategic timing in disruptive innovation. We construct a biform game model where an entrant decides when to enter with a potentially disruptive technology, and the incumbent determines whether and when to switch from its existing technology. By accounting for endogenous firm-specific learning alongside exogenous technological improvement, our model highlights the critical role of timing in shaping disruption. First, an entrant’s strategic timing—whether to enter early or delay entry—can cause disruption by deferring the timing of the incumbent’s response or deterring it altogether. Second, we identify conditions where incumbents, even those unable to initially mount a response, can later switch to the disruptive technology and coexist with an entrant. Based on these insights, we propose a typology of five distinct disruption types—Perfect, Postponed, Passing, Phased, and Partial—that expands the traditional understanding of disruption beyond the oft-studied “perfect” cases to comprehend transient and mixed cases as well. Our theory of disruptive timing integrates literatures on strategic timing and disruptive innovation to offer a new perspective for scholars and actionable insights for practitioners.
报告人简介：
Guang Li is an Associate Professor and Distinguished Research & Teaching Fellow of Management Analytics at Smith School of Business, Queen’s University. Her research interests include revenue management, retail operations, customer choice modeling, and interfaces between operations management and marketing, accounting, and strategy. Guang’s research has been funded by the Natural Sciences and Engineering Council of Canada. Her work has been published in leading academic journals, including Operations Research, Manufacturing & Service Operations Management, and Production and Operations Management. She is a Senior Member of INFORMS. Guangs has also served as track chair and session chairs at POMS and INFORMS Annual Meetings.
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