$299Precedent Set · one-time · Excel, JSON, PowerPoint, Word, PDF

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CompanyFork dateThe forkOptionsChoiceStated rationaleWhat happenedJudgment analystSources
Adobe
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2013-05-06Whether to stop selling perpetual Photoshop licenses and move entirely to Creative Cloud subscriptions
  • Move to subscription only End perpetual licenses; ship only via Creative Cloud subscription
  • Keep perpetual licenses Continue selling boxed Creative Suite with one-time purchase
Move to subscription onlyAdobe was solving lumpy upgrade cycles and rampant piracy of expensive perpetual licenses by making leaving expensive and revenue predictableLatest · 2013
paid Creative Cloud subscriptions: reached 1,439,000 with Creative ARR of $768 million
reversibility low
verdict held
Wikipedia / Adobe Creative Cloud (2026-05); U.S. Securities and Exchange Commission / Adobe Systems Incorporated (2013-01); U.S. Securities and Exchange Commission / Adobe Systems Incorporated (2014-01); Adobe Systems Incorporated (2013-12); Federal Trade Commission (2024-06); U.S. Department of Justice, Office of Public Affairs (2026-03)
Adobe
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2013-05Whether to make Creative Cloud subscription-only and kill perpetual licenses
  • Go subscription-only End perpetual licenses; software stops when payments stop
  • Keep hedging with both Sell subscriptions alongside boxed perpetual software
Go subscription-onlyOfficially to give creatives a cheaper, always-updated, more flexible product; the article documents it removed the customer's option to stop paying while keeping the tool5 years · 2026-03
DOJ/FTC settlement: Adobe settled for $150 million - $75 million cash penalty plus $75 million in free services - while denying wrongdoing
reversibility low
verdict held
GetMonetizely (2025-05); Adobe Inc. (SEC EDGAR) (2025-01); Adobe Inc. (SEC EDGAR) (2024); Adobe Inc. (2026-03)
Amazon
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2014-03Whether to raise Prime's price by growing the bundle first so members re-anchor before the bill
  • Grow bundle then hike Add value in quiet years so price chases value
  • Hold price flat Keep the founding $79 fee unchanged
  • Downgrade at same price Cut value without lowering the fee
Grow bundle then hikeEach hike landed on a richer bundle, so members compared it to a better product than the one they signed up for5 years · 2022-02
annual Prime price: increase from $119 to $139
reversibility low
verdict held
Wikipedia / Amazon Prime (2014-03); TechCrunch (2022-02); CNN Money (2018-04); Amazon.com / AboutAmazon (2021-04)
American Express
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1991Faced with a 250-restaurant boycott over its ~4% merchant fee, should Amex cut the fee or defend and diversify its pricing?
  • Cut the merchant fee Match Visa/Mastercard's lower per-transaction rate to end the revolt
  • Build more places to charge Keep the fee and add cardholder and borrower revenue lines
Build more places to chargeIts one price was a single point of failure, so it rebuilt to be paid by merchant, cardholder, and borrower on the same transaction5 years · 2023
Full-year revenue: record $60.5 billion, up 14%
reversibility low
verdict held
Wikipedia (citing contemporaneous press) (2026); U.S. Securities and Exchange Commission / American Express Company (2024-02); Supreme Court of the United States (2018-06); American Express Newsroom (2024); U.S. Securities and Exchange Commission / American Express Company (2025); American Express Company (NYSE: AXP) Investor Relations (2024-01)
Apple
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2007-09Whether to cut the original iPhone's price or hold it firm
  • Cut the price Drop the 8GB iPhone $200 two months after launch
  • Hold the price Keep the launch price to protect the premium image
Cut the priceApple competes on price selectively, moving price at launch on models rather than letting retailers discount, to grow the base into higher-margin ServicesLatest · 2007-09
customer response to the cut: consumer backlash; Jobs issued a public apology and a $100 store credit to early buyers
reversibility high
verdict held
Journalism University (citing contemporaneous reporting) (2025-05); Market Realist (citing Macworld) (2014-02); MacRumors (2007-09)

What is in the set

ExcelSortable records, outcomes and sources
JSONDrop it into your AI workspace
PowerPointOne record per slide, action titles, source lines
WordEditable, with the source appendix
PDFThe reading copy
  • Fork date at the precision the record supports, never sharper.
  • The fork, the options, the choice in the form the company faced them.
  • Stated rationale as the company gave it or the record documents it, not our theory.
  • Capital committed where the record states it; blank where it does not.
  • Outcomes at one, three and five years or latest, each dated and cited.
  • Reversibility and verdict as analyst judgments, marked as such.
  • Every source, with dates and links, per record and in an appendix.

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