I develop a semi-structural approach to identify network effects on two-sided monopoly platforms without data on prices and quantities. A sufficient test for the existence of network effects is derived when only data on total revenue is available. If separate revenue data is available on the two...

An increasingly common practice among media platforms is to provide premium content versions with fewer or even no ads. This practice leads to an intriguing question: how should ad-financed media price discriminate through versioning? I develop a two-sided media model and illustrate that price...

This paper presents a model in which a monopoly platform not only operates a marketplace intermediating direct transactions between consumers and third-party sellers, but also sells its first-party products at the marketplace, which is designated herein as platform encroachment. When...

We consider a heretofore unexplored explanation for why platforms, such as Internet service providers and mobile-phone networks, offer plans with download limits: through one of two mechanisms, doing so causes the providers of the content consumer purchase to either reduce their prices or...

The benefits consumers get from a mobile phone depend on the software apps available to use on that phone. These indirect network effects are especially important since apps are specific to a platform (e.g., iOS or Android) and are often not available on all platforms at once. We measure the...

This paper studies the effect of innovation uncertainty on the concomitant time path of firm valuations, technology adoption and growth in a setting which incorporates positive network externalities. The resulting stock market bubble, induced by uncertainty and accelerated by the externality...