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

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5 of 25 records, free, exactly as they appear in the set. 16 more verified records are in the purchased files.

CompanyFork dateThe forkOptionsChoiceStated rationaleWhat happenedJudgment analystSources
Adobe
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verified
2013-05Whether to end perpetual licenses and go subscription-only
  • Keep perpetual licenses available Continue selling boxed buy-once software alongside subscription
  • Go subscription-only Retire Creative Suite and offer only Creative Cloud subscriptions
Go subscription-onlyOptional subscription ran a year and demand outpaced forecasts, confirming customers were choosing subscription while having no alternative to defect toLatest · 2013
Creative Cloud subscriptions: Adobe exceeded one million Creative Cloud subscriptions, sooner than expected
reversibility low
verdict held
Wikipedia / Adobe Creative Suite (2026-05); Wikipedia / Adobe Creative Suite (2026-05); Adobe Systems Incorporated / SEC EDGAR (2012); Adobe Systems Incorporated / SEC EDGAR (2013); Adobe Systems Incorporated / SEC EDGAR (2014); Adobe Systems Incorporated / SEC EDGAR (2015)
Airbnb
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2023-04Whether to abandon Experiences or freeze intake to protect the core
  • Exit Experiences entirely Abandon the category and retreat to renting homes
  • Freeze new submissions only Pause intake and prune supply while existing listings stay live
Freeze new submissions onlyThe company needed to protect the core service and cut mediocre supply that erodes trust3 years · 2025-05-13
category relaunch: relaunched Experiences and introduced a new Services vertical across 260 cities
reversibility high
verdict reversed
Skift (2023-04); PhocusWire (2024-05); Skift / Yahoo Finance (2024-09); Airbnb Newsroom (2025-05)
Apple
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verified
2015-09-09Whether Apple should ship an optional stylus for the iPad despite Jobs's stylus criticism
  • Ship optional add-on stylus Sell a $99 Pencil that the iPad never requires
  • Make stylus central Bundle it and build the iPad around it
  • Ship no stylus Stay finger-only and avoid the stylus entirely
Ship optional add-on stylusThe Pencil was aimed at precision work a fingertip can't do, sold separately and never required, consistent with Jobs objecting only to styluses a device needs5 years · 2023-10
Pencil product line expansion: Apple added an entry-level USB-C Pencil framed as 'more value and choice'
reversibility medium
verdict held
ABC News (2015-09); Apple Inc. (2015-09); Apple Inc. / U.S. Securities and Exchange Commission (2023-11); Apple Inc. Newsroom (2023-10)
AT&T
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2016-10-22Whether AT&T should buy its way into media via debt-financed acquisitions or stay focused on connectivity
  • Buy content and integrate Acquire DirecTV and Time Warner and pursue vertical integration
  • Stay a connectivity company Remain focused on the wireless and wireline network business
Buy content and integrateAT&T sought vertical integration to own the pipes and the content flowing through them and escape the wireless price war5 years · 2025-07-02
DirecTV full exit: the last 70% of DirecTV sold to TPG, completing AT&T's full exit
reversibility low
verdict reversed
U.S. Securities and Exchange Commission / Time Warner Inc. (2016-10); U.S. Securities and Exchange Commission / AT&T Inc. & DIRECTV (2014-05); U.S. Securities and Exchange Commission / AT&T Inc. (2022-02); Variety (2022-04); AT&T Inc. (via PR Newswire) (2025-07)
Atlassian
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2025-09-09Whether to keep Data Center as a self-managed option or end-of-life it toward Cloud
  • Keep Data Center indefinitely Preserve the self-managed option as a long-term safe harbor
  • End-of-life Data Center Set a hard deadline forcing remaining customers to Cloud
End-of-life Data CenterAtlassian said Data Center will no longer be able to deliver on its core promiseNo dated outcome stated yetreversibility low
verdict too-early
Atlassian (Inside Atlassian blog) (2025-09); Atlassian Community (official Atlassian post by Head of Product for Data Center) (2022-06); Atlassian (official licensing page) (2025)

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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