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Hip to be Square: Disruption in the U.S. Mobile Payment Market SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Hip to be Square: Disruption in the U.S. Mobile Payment Market


Founded in San Francisco in 2009, Square finished 2012 as the darling of Silicon Valley; flush with more than $340 million in funding, the firm had grown to several hundred employees in just three short years. It processed more than $10 billion annually in credit and debit card payments from small business owners that used Square's smartphone-enabled card swipe device wherever cellular or wireless Internet service was available. However, Square's success had attracted new entrants into the mobile payments processing space, both in the United States and abroad, threatening to derail the company's remarkable trajectory. With its latest financing round valuing the company in excess of $3.4 billion, management and investors were considering which strategies would continue-even accelerate-the company's growth.

Authors :: Sarit Markovich, Anirudh Parasher Malkani, Andrew Tseng, Evan Meagher

Topics :: Strategy & Execution

Tags :: Growth strategy, Marketing, Product development, Strategic planning, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Hip to be Square: Disruption in the U.S. Mobile Payment Market" written by Sarit Markovich, Anirudh Parasher Malkani, Andrew Tseng, Evan Meagher includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Square's Square facing as an external strategic factors. Some of the topics covered in Hip to be Square: Disruption in the U.S. Mobile Payment Market case study are - Strategic Management Strategies, Growth strategy, Marketing, Product development, Strategic planning and Strategy & Execution.


Some of the macro environment factors that can be used to understand the Hip to be Square: Disruption in the U.S. Mobile Payment Market casestudy better are - – wage bills are increasing, digital marketing is dominated by two big players Facebook and Google, increasing inequality as vast percentage of new income is going to the top 1%, increasing transportation and logistics costs, banking and financial system is disrupted by Bitcoin and other crypto currencies, challanges to central banks by blockchain based private currencies, cloud computing is disrupting traditional business models, central banks are concerned over increasing inflation, increasing household debt because of falling income levels, etc



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Introduction to SWOT Analysis of Hip to be Square: Disruption in the U.S. Mobile Payment Market


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Hip to be Square: Disruption in the U.S. Mobile Payment Market case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Square's Square, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Square's Square operates in.

According to Harvard Business Review, 75% of the managers use SWOT analysis for various purposes such as – evaluating current scenario, strategic planning, new venture feasibility, personal growth goals, new market entry, Go To market strategies, portfolio management and strategic trade-off assessment, organizational restructuring, etc.




SWOT Objectives / Importance of SWOT Analysis and SWOT Matrix


SWOT analysis of Hip to be Square: Disruption in the U.S. Mobile Payment Market can be done for the following purposes –
1. Strategic planning using facts provided in Hip to be Square: Disruption in the U.S. Mobile Payment Market case study
2. Improving business portfolio management of Square's Square
3. Assessing feasibility of the new initiative in Strategy & Execution field.
4. Making a Strategy & Execution topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Square's Square




Strengths Hip to be Square: Disruption in the U.S. Mobile Payment Market | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Square's Square in Hip to be Square: Disruption in the U.S. Mobile Payment Market Harvard Business Review case study are -

Diverse revenue streams

– Square's Square is present in almost all the verticals within the industry. This has provided firm in Hip to be Square: Disruption in the U.S. Mobile Payment Market case study a diverse revenue stream that has helped it to survive disruptions such as global pandemic in Covid-19, financial disruption of 2008, and supply chain disruption of 2021.

Innovation driven organization

– Square's Square is one of the most innovative firm in sector. Manager in Hip to be Square: Disruption in the U.S. Mobile Payment Market Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.

Cross disciplinary teams

– Horizontal connected teams at the Square's Square are driving operational speed, building greater agility, and keeping the organization nimble to compete with new competitors. It helps are organization to ideate new ideas, and execute them swiftly in the marketplace.

High switching costs

– The high switching costs that Square's Square has built up over years in its products and services combo offer has resulted in high retention of customers, lower marketing costs, and greater ability of the firm to focus on its customers.

Ability to lead change in Strategy & Execution field

– Square's Square is one of the leading players in its industry. Over the years it has not only transformed the business landscape in its segment but also across the whole industry. The ability to lead change has enabled Square's Square in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.

Training and development

– Square's Square has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Hip to be Square: Disruption in the U.S. Mobile Payment Market Harvard Business Review case study by analyzing – employees retention, in-house promotion, loyalty, new venture initiation, lack of conflict, and high level of both employees and customer engagement.

Ability to recruit top talent

– Square's Square is one of the leading recruiters in the industry. Managers in the Hip to be Square: Disruption in the U.S. Mobile Payment Market are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Organizational Resilience of Square's Square

– The covid-19 pandemic has put organizational resilience at the centre of everthing that Square's Square does. Organizational resilience comprises - Financial Resilience, Operational Resilience, Technological Resilience, Organizational Resilience, Business Model Resilience, and Reputation Resilience.

Highly skilled collaborators

– Square's Square has highly efficient outsourcing and offshoring strategy. It has resulted in greater operational flexibility and bringing down the costs in highly price sensitive segment. Secondly the value chain collaborators of the firm in Hip to be Square: Disruption in the U.S. Mobile Payment Market HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

Analytics focus

– Square's Square is putting a lot of focus on utilizing the power of analytics in business decision making. This has put it among the leading players in the industry. The technology infrastructure suggested by Sarit Markovich, Anirudh Parasher Malkani, Andrew Tseng, Evan Meagher can also help it to harness the power of analytics for – marketing optimization, demand forecasting, customer relationship management, inventory management, information sharing across the value chain etc.

Sustainable margins compare to other players in Strategy & Execution industry

– Hip to be Square: Disruption in the U.S. Mobile Payment Market firm has clearly differentiated products in the market place. This has enabled Square's Square to fetch slight price premium compare to the competitors in the Strategy & Execution industry. The sustainable margins have also helped Square's Square to invest into research and development (R&D) and innovation.

Digital Transformation in Strategy & Execution segment

- digital transformation varies from industry to industry. For Square's Square digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. Square's Square has successfully integrated the four key components of digital transformation – digital integration in processes, digital integration in marketing and customer relationship management, digital integration into the value chain, and using technology to explore new products and market opportunities.






Weaknesses Hip to be Square: Disruption in the U.S. Mobile Payment Market | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Hip to be Square: Disruption in the U.S. Mobile Payment Market are -

No frontier risks strategy

– After analyzing the HBR case study Hip to be Square: Disruption in the U.S. Mobile Payment Market, it seems that company is thinking about the frontier risks that can impact Strategy & Execution strategy. But it has very little resources allocation to manage the risks emerging from events such as natural disasters, climate change, melting of permafrost, tacking the rise of artificial intelligence, opportunities and threats emerging from commercialization of space etc.

Ability to respond to the competition

– As the decision making is very deliberative, highlighted in the case study Hip to be Square: Disruption in the U.S. Mobile Payment Market, in the dynamic environment Square's Square has struggled to respond to the nimble upstart competition. Square's Square has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Hip to be Square: Disruption in the U.S. Mobile Payment Market, is just above the industry average. Square's Square needs to redesign the compensation structure and incentives to increase the revenue per employees. Some of the steps that it can take are – hiring more specialists on project basis, etc.

Increasing silos among functional specialists

– The organizational structure of Square's Square is dominated by functional specialists. It is not different from other players in the Strategy & Execution segment. Square's Square needs to de-silo the office environment to harness the true potential of its workforce. Secondly the de-silo will also help Square's Square to focus more on services rather than just following the product oriented approach.

Employees’ incomplete understanding of strategy

– From the instances in the HBR case study Hip to be Square: Disruption in the U.S. Mobile Payment Market, it seems that the employees of Square's Square don’t have comprehensive understanding of the firm’s strategy. This is reflected in number of promotional campaigns over the last few years that had mixed messaging and competing priorities. Some of the strategic activities and services promoted in the promotional campaigns were not consistent with the organization’s strategy.

High dependence on existing supply chain

– The disruption in the global supply chains because of the Covid-19 pandemic and blockage of the Suez Canal illustrated the fragile nature of Square's Square supply chain. Even after few cautionary changes mentioned in the HBR case study - Hip to be Square: Disruption in the U.S. Mobile Payment Market, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Square's Square vulnerable to further global disruptions in South East Asia.

High bargaining power of channel partners

– Because of the regulatory requirements, Sarit Markovich, Anirudh Parasher Malkani, Andrew Tseng, Evan Meagher suggests that, Square's Square is facing high bargaining power of the channel partners. So far it has not able to streamline the operations to reduce the bargaining power of the value chain partners in the industry.

High cash cycle compare to competitors

Square's Square has a high cash cycle compare to other players in the industry. It needs to shorten the cash cycle by 12% to be more competitive in the marketplace, reduce inventory costs, and be more profitable.

Interest costs

– Compare to the competition, Square's Square has borrowed money from the capital market at higher rates. It needs to restructure the interest payment and costs so that it can compete better and improve profitability.

Slow decision making process

– As mentioned earlier in the report, Square's Square has a very deliberative decision making approach. This approach has resulted in prudent decisions, but it has also resulted in missing opportunities in the industry over the last five years. Square's Square even though has strong showing on digital transformation primary two stages, it has struggled to capitalize the power of digital transformation in marketing efforts and new venture efforts.

Aligning sales with marketing

– It come across in the case study Hip to be Square: Disruption in the U.S. Mobile Payment Market that the firm needs to have more collaboration between its sales team and marketing team. Sales professionals in the industry have deep experience in developing customer relationships. Marketing department in the case Hip to be Square: Disruption in the U.S. Mobile Payment Market can leverage the sales team experience to cultivate customer relationships as Square's Square is planning to shift buying processes online.




Opportunities Hip to be Square: Disruption in the U.S. Mobile Payment Market | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities highlighted in the Harvard Business Review case study Hip to be Square: Disruption in the U.S. Mobile Payment Market are -

Changes in consumer behavior post Covid-19

– Consumer behavior has changed in the Strategy & Execution industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. Square's Square can take advantage of these changes in consumer behavior to build a far more efficient business model. For example consumer regular ordering of products can reduce both last mile delivery costs and market penetration costs. Square's Square can further use this consumer data to build better customer loyalty, provide better products and service collection, and improve the value proposition in inflationary times.

Finding new ways to collaborate

– Covid-19 has not only transformed business models of companies in Strategy & Execution industry, but it has also influenced the consumer preferences. Square's Square can tie-up with other value chain partners to explore new opportunities regarding meeting customer demands and building a rewarding and engaging relationship.

Redefining models of collaboration and team work

– As explained in the weaknesses section, Square's Square is facing challenges because of the dominance of functional experts in the organization. Hip to be Square: Disruption in the U.S. Mobile Payment Market case study suggests that firm can utilize new technology to build more coordinated teams and streamline operations and communications using tools such as CAD, Zoom, etc.

Leveraging digital technologies

– Square's Square can leverage digital technologies such as artificial intelligence and machine learning to automate the production process, customer analytics to get better insights into consumer behavior, realtime digital dashboards to get better sales tracking, logistics and transportation, product tracking, etc.

Better consumer reach

– The expansion of the 5G network will help Square's Square to increase its market reach. Square's Square will be able to reach out to new customers. Secondly 5G will also provide technology framework to build new tools and products that can help more immersive consumer experience and faster consumer journey.

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Square's Square to expand its talent hiring zone. According to McKinsey Global Institute, 20% of the high end workforce in fields such as finance, information technology, can continously work from remote local post Covid-19. This presents a really great opportunity for Square's Square to hire the very best people irrespective of their geographical location.

Loyalty marketing

– Square's Square has focused on building a highly responsive customer relationship management platform. This platform is built on in-house data and driven by analytics and artificial intelligence. The customer analytics can help the organization to fine tune its loyalty marketing efforts, increase the wallet share of the organization, reduce wastage on mainstream advertising spending, build better pricing strategies using personalization, etc.

Reconfiguring business model

– The expansion of digital payment system, the bringing down of international transactions costs using Bitcoin and other blockchain based currencies, etc can help Square's Square to reconfigure its entire business model. For example it can used blockchain based technologies to reduce piracy of its products in the big markets such as China. Secondly it can use the popularity of e-commerce in various developing markets to build a Direct to Customer business model rather than the current Channel Heavy distribution network.

Using analytics as competitive advantage

– Square's Square has spent a significant amount of money and effort to integrate analytics and machine learning into its operations in the sector. This continuous investment in analytics has enabled, as illustrated in the Harvard case study Hip to be Square: Disruption in the U.S. Mobile Payment Market - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Square's Square to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.

Low interest rates

– Even though inflation is raising its head in most developed economies, Square's Square can still utilize the low interest rates to borrow money for capital investment. Secondly it can also use the increase of government spending in infrastructure projects to get new business.

Manufacturing automation

– Square's Square can use the latest technology developments to improve its manufacturing and designing process in Strategy & Execution segment. It can use CAD and 3D printing to build a quick prototype and pilot testing products. It can leverage automation using machine learning and artificial intelligence to do faster production at lowers costs, and it can leverage the growth in satellite and tracking technologies to improve inventory management, transportation, and shipping.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Square's Square can build a diversified supply chain model across various countries in - South East Asia, India, and other parts of the world. This reconfiguration of global supply chain can help, as suggested in case study, Hip to be Square: Disruption in the U.S. Mobile Payment Market, to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Reforming the budgeting process

- By establishing new metrics that will be used to evaluate both existing and potential projects Square's Square can not only reduce the costs of the project but also help it in integrating the projects with other processes within the organization.




Threats Hip to be Square: Disruption in the U.S. Mobile Payment Market External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Hip to be Square: Disruption in the U.S. Mobile Payment Market are -

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Square's Square in the Strategy & Execution industry. The Strategy & Execution industry is already at various protected from local competition in China, with the rise of trade war the protection levels may go up. This presents a clear threat of current business model in Chinese market.

Capital market disruption

– During the Covid-19, Dow Jones has touched record high. The valuations of a number of companies are way beyond their existing business model potential. This can lead to capital market correction which can put a number of suppliers, collaborators, value chain partners in great financial difficulty. It will directly impact the business of Square's Square.

Technology disruption because of hacks, piracy etc

– The colonial pipeline illustrated, how vulnerable modern organization are to international hackers, miscreants, and disruptors. The cyber security interruption, data leaks, etc can seriously jeopardize the future growth of the organization.

New competition

– After the dotcom bust of 2001, financial crisis of 2008-09, the business formation in US economy had declined. But in 2020 alone, there are more than 1.5 million new business applications in United States. This can lead to greater competition for Square's Square in the Strategy & Execution sector and impact the bottomline of the organization.

Aging population

– As the populations of most advanced economies are aging, it will lead to high social security costs, higher savings among population, and lower demand for goods and services in the economy. The household savings in US, France, UK, Germany, and Japan are growing faster than predicted because of uncertainty caused by pandemic.

High level of anxiety and lack of motivation

– the Great Resignation in United States is the sign of broader dissatisfaction among the workforce in United States. Square's Square needs to understand the core reasons impacting the Strategy & Execution industry. This will help it in building a better workplace.

Barriers of entry lowering

– As technology is more democratized, the barriers to entry in the industry are lowering. It can presents Square's Square with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the sector.

Backlash against dominant players

– US Congress and other legislative arms of the government are getting tough on big business especially technology companies. The digital arm of Square's Square business can come under increasing regulations regarding data privacy, data security, etc.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Hip to be Square: Disruption in the U.S. Mobile Payment Market, Square's Square may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Strategy & Execution .

Stagnating economy with rate increase

– Square's Square can face lack of demand in the market place because of Fed actions to reduce inflation. This can lead to sluggish growth in the economy, lower demands, lower investments, higher borrowing costs, and consolidation in the field.

Regulatory challenges

– Square's Square needs to prepare for regulatory challenges as consumer protection groups and other pressure groups are vigorously advocating for more regulations on big business - to reduce inequality, to create a level playing field, to product data privacy and consumer privacy, to reduce the influence of big money on democratic institutions, etc. This can lead to significant changes in the Strategy & Execution industry regulations.

Environmental challenges

– Square's Square needs to have a robust strategy against the disruptions arising from climate change and energy requirements. EU has identified it as key priority area and spending 30% of its 880 billion Euros European post Covid-19 recovery funds on green technology. Square's Square can take advantage of this fund but it will also bring new competitors in the Strategy & Execution industry.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Square's Square can face downward pressure on margins from increasing competition from international players. The international players have stable revenue in their home market and can use those resources to penetrate prominent markets illustrated in HBR case study Hip to be Square: Disruption in the U.S. Mobile Payment Market .




Weighted SWOT Analysis of Hip to be Square: Disruption in the U.S. Mobile Payment Market Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers in the HBR case study Hip to be Square: Disruption in the U.S. Mobile Payment Market needs to zero down on the relative importance of each factor mentioned in the Strengths, Weakness, Opportunities, and Threats quadrants. We can provide the relative importance to each factor by assigning relative weights. Weighted SWOT analysis process is a three stage process –

First stage for doing weighted SWOT analysis of the case study Hip to be Square: Disruption in the U.S. Mobile Payment Market is to rank the strengths and weaknesses of the organization. This will help you to assess the most important strengths and weaknesses of the firm and which one of the strengths and weaknesses mentioned in the initial lists are marginal and can be left out.

Second stage for conducting weighted SWOT analysis of the Harvard case study Hip to be Square: Disruption in the U.S. Mobile Payment Market is to give probabilities to the external strategic factors thus better understanding the opportunities and threats arising out of macro environment changes and developments.

Third stage of constructing weighted SWOT analysis of Hip to be Square: Disruption in the U.S. Mobile Payment Market is to provide strategic recommendations includes – joining likelihood of external strategic factors such as opportunities and threats to the internal strategic factors – strengths and weaknesses. You should start with external factors as they will provide the direction of the overall industry. Secondly by joining probabilities with internal strategic factors can help the company not only strategic fit but also the most probably strategic trade-off that Square's Square needs to make to build a sustainable competitive advantage.



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