Heiko Gebauer
The Digital Servitization Exchange Podcast
Connecting research and practice in the transformation from products to digital services. The Digital Servitization Exchange Podast explores how manufacturers create and capture value through services and software. Designed for both researchers and practitioners, the podcast brings together academic insight and industry experience to unpack the concepts, challenges, and opportunities driving digital servitization. Each episode delves into themes such as service innovations, subscription models, industrial IoT, digital platform ecosystems, and organizational transformation. Rather than focusing...
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#41 From Intuition to Intelligence: The Evolution of Data-Centric Marketing in Manufacturing SMEs. 07.10.2026 6:47
Description In this episode, we traces the transition from experience-based marketing toward enterprise-wide data centricity across three cumulative phases: data-enabled marketing practices, analytics-driven marketing practices, and integrated customer intelligence practices. We identify unique innovation processes for each phase, demonstrating how practices progress through adopt–implement–refine...
#42 Connecting Design to Operations: Inside Schneider Electric’s $22.6B PTC Acquisition 07.10.2026 7:21
Description: In this episode, we unpack Schneider Electric’s proposed $22.6 billion ($205 per share) cash acquisition of PTC announced in October 2026. We explore how integrating PTC’s product design and lifecycle management tools—such as Creo, Windchill, and ServiceMax—enables Schneider to construct a continuous digital thread that connects engineering intent directly with operational data and fi...
#40 How Heavy Industry Sells Guaranteed Outcomes: Navigating the "One, None, and One Hundred Thousand" Paths of Servitization 27.08.2026 7:46
Description How do manufacturing firms transition from selling physical machinery to guaranteeing operational outcomes? Inspired by Luigi Pirandello's famous literary metaphor, this episode explores the book Una, nessuna e centomila: Le traiettorie della servitizzazione nelle imprese ACSI ( One, None and One Hundred Thousand: Servitization Trajectories in ACSI Companies ). We dive into the se...
#39 Direct—but Not Alone: Rethinking DTC for Manufacturers 26.08.2026 12:43
Description Direct-to-consumer channels promise manufacturers closer customer relationships, richer data and greater control over the brand experience. Yet launching a proprietary online store can also provoke conflict with the distributors and retailers that built the company’s market reach. This episode examines the resulting DTC paradox: manufacturers need direct customer access, but pursuing i...
#38 The GaaS (Gaming-as-a-Service) Gamble: Why Live-Service Games Win—or Die 26.08.2026 24:11
Description Today, Gamescom begins in Cologne, bringing together the global video-game industry at a moment when its business models are undergoing profound change. This episode explores Gaming-as-a-Service (GaaS), commonly known as the live-service model, and asks why it can produce both spectacular successes and expensive failures. Unlike a traditional game sold as a largely finished product, a...
#37 Rebuilding the Brick: LEGO's Journey From Crisis to SustAInnovation 28.04.2026 23:23
Description: How did the world’s most iconic toy company go from the brink of bankruptcy to unprecedented global success?. In this episode, we dive deep into the fascinating turnaround story of the LEGO Group. We explore how former CEO Jørgen Vig Knudstorp rescued the company in the early 2000s by cutting crippling supply chain complexities, drastically reducing product components, and refocusing...
#36 The Evolution of 365FarmNet 28.04.2026 7:16
Description: I n this episode, we explore the fascinating journey of 365FarmNet, a pioneering farm management information system (FMIS) introduced by the agricultural machinery manufacturer CLAAS in 2013. Originally designed as an ambitious, open ecosystem to handle everything "from field to barn," it promised farmers a unified way to manage mixed tractor fleets, reduce duplicate data en...
#33 Decoding Honeywell Forge: Transforming Industrial Data into Digital Outcomes 28.04.2026 22:40
In this episode, we dive deep into the strategic evolution of Honeywell Forge , exploring how a traditional industrial giant successfully transitioned into a software-driven platform . We trace the emergence of the Honeywell Connected Enterprise (HCE) in 2018, which spearheaded the shift from selling standalone products to generating recurring, data-driven software revenue across industries like a...
#34 The D2C Dilemma: Navigating Manufacturer-Dealer Collaborations in the Digital Age 28.04.2026 6:56
The shift toward Direct-to-Customer (D2C) strategies and digital servitization presents a complex paradox for product manufacturers today. While digital technologies offer lucrative new revenue streams, valuable data, and closer customer relationships, bypassing established dealer networks can lead to severe consequences, including brand dilution, loss of market share, and disrupted customer journ...
#35 From Plant Floor to Cloud: The Evolution of Rockwell's FactoryTalk InnovationSuite 28.04.2026 7:04
Description: In this episode, we dive deep into Rockwell Automation's ambitious pivot from a traditional controls and automation hardware vendor to a software, data, and digital-transformation platform vendor. We explore the evolution of FactoryTalk InnovationSuite, which operates as a federated digital-transformation stack bringing together IIoT, manufacturing execution systems (MES), and an...
#32 Ericsson’s Evolution: Competing Through Software, Services, and Platforms 04.03.2026 5:33
Description: How does a 150-year-old telecommunications company stay competitive in the age of 5G, cloud computing, AI, and platform ecosystems? In this episode, we explore the Ericsson case and examine how the company transformed from a traditional network equipment supplier into a software- and services-driven technology leader. We discuss Ericsson’s strategic pivot toward cloud-native infrastru...
#29 Reinvention of Sony: From Walkman to Worldwide Streaming. 26.02.2026 21:09
Description: How did Sony transform from a legendary electronics manufacturer into one of the world’s most powerful connected entertainment ecosystems? In this episode, we explore Sony’s 25-year strategic evolution—from its dominance in consumer electronics and the iconic Walkman era to becoming a global leader in gaming, music, film, and subscription-driven digital services. . We unpack the compa...
#30 Acquiring Service Growth: How Atlas Copco Became a Service Leader Through M&A 26.02.2026 6:44
Description How do strategic acquisitions turn an industrial manufacturer into a global service leader? In this episode, we examine how Atlas Copco transformed its business model between 2005 and 2025 by systematically acquiring distributors, service specialists, rental businesses, and technology firms to expand its installed base and recurring revenues From early moves to strengthen aftermarket...
#31 From Switchgear to Software: Schneider Electric’s Digital Reinvention 26.02.2026 17:34
Description: How does a traditional electrical equipment manufacturer become a global digital services powerhouse? In this episode, we explore how Schneider Electric transformed from a hardware-driven industrial firm into a leader in software, IoT platforms, and recurring digital services between 2005 and 2025. Through bold acquisitions such as Telvent, Invensys, AVEVA, and RIB Software, the compa...
#22 Vertical Mobility Reimagined: The Story of Mitsubishi’s M-Use® 27.01.2026 11:22
Description In this episode, we explore Mitsubishi Electric’s M-Use® model, a bold shift from selling elevators to delivering elevator-as-a-service. Instead of owning the equipment, building owners pay for performance—guaranteed uptime, predictive maintenance, and long-term reliability. We unpack how Mitsubishi designed the model, why it resonates with Europe’s push toward circularity, and what ma...
#23 Komatsu and the Rise of Smart Construction Solutions 27.01.2026 17:24
Description In this episode, we explore how Komatsu reinvented itself from a world-class maker of heavy machinery into a global provider of Smart Construction solutions . Faced with labor shortages, low productivity, and rising safety demands, Komatsu made a bold bet on digital servitization —shifting its focus from selling machines to delivering smarter, safer, and more productive construction ou...
#21 Robotic-as-a-Service — How ABB changes Industrial Automation Game 27.01.2026 15:25
Description In this episode, we explore how ABB is transforming industrial automation through its Robotics-as-a-Service (RaaS) approach. Long known for selling advanced industrial robots, ABB is now shifting toward outcome-based, service-led automation , where customers pay for robotic capability, performance, and uptime—rather than owning complex hardware outright. We unpack how ABB’s RaaS model...
#19 From Medical Devices to Digital Care — Philips HealthSuite and the Platform Shift in Healthcare 27.01.2026 15:44
Description In this episode, we explore how Philips reinvented itself from a world-leading medical device manufacturer into a digital health platform provider with the launch and evolution of Philips HealthSuite. Facing rising healthcare costs, chronic disease burdens, and fragmented care systems, Philips made a bold strategic move: connect devices, data, clinicians, and patients across the entire...
#18 Lumada Platform — Reinventing Hitachi Through Data 27.01.2026 15:12
Description Hitachi reinvented itself through Lumada, a digital platform that transformed a century-old industrial giant into a data-driven solutions leader. We explore how Lumada connects IoT, analytics, and AI to bridge the physical and digital worlds—powering smarter energy systems, rail networks, factories, and cities. The conversation highlights Lumada not just as a technology stack, but as a...
#20 Battery as a Service — How NIO Is Reinventing Electric Vehicle Ownership 27.01.2026 13:31
Description In this episode, we examine how NIO has redefined electric mobility through its pioneering Battery-as-a-Service (BaaS) model. Instead of selling cars with batteries built in, NIO separates the battery from the vehicle purchase—allowing customers to buy the car at a lower upfront price and subscribe to battery access, upgrades, and rapid swapping as a service. We explore how BaaS addres...
#24 Digital Cameras, Analog Thinking: Kodak’s Service Ecosystem Collapse 27.01.2026 17:28
Description Eastman Kodak is often remembered as the company that “missed digital photography.” But that story is too simple. In this episode, we unpack Kodak’s collapse through the lens of service ecosystem strategy and servitization . Despite inventing the first digital camera and leading U.S. digital camera sales in the 2000s, Kodak failed to realign its business model with how value was actual...
#25 Selling Outcomes, Not Machines: The Caterpillar Story 27.01.2026 18:41
Description For most of its history, Caterpillar Inc. was defined by the machines it sold. But between 2010 and 2025, the company quietly reinvented itself—not as a hardware manufacturer, but as a digitally enabled service ecosystem . In this episode, we explore how Caterpillar transformed cyclical, asset-heavy equipment sales into stable, high-margin service revenues by connecting millions of mac...
#26 Reinventing IBM: From Hardware Giant to Services and Software Leader 27.01.2026 18:06
Description For much of the 20th century, IBM defined the computer industry through hardware—from mainframes to personal computers. But beginning in the mid-2000s, IBM made a series of deliberate, often painful strategic choices to reinvent itself for a very different future. In this episode, we trace IBM’s transformation from 2005 to 2025 as it exited commoditized hardware businesses and rebuilt...
#27 From Networks to Recurring Value: Cisco’s Service-Led Transformation 27.01.2026 18:55
Description Cisco Systems is best known for building the infrastructure of the internet. But since 2010, Cisco has been quietly reinventing itself—from a hardware-driven networking giant into a company powered by services, software, and recurring revenue. In this episode, we unpack how Cisco turned its traditional support business into a strategic growth engine. We trace the evolution from classic...
#28 From Copiers to Services: Xerox’s Long Road to Services 27.01.2026 14:19
Description For decades, Xerox was synonymous with copiers and printers. But faced with digital disruption and declining print volumes, Xerox embarked on a long and often turbulent journey to reinvent itself as a services-led company. In this episode, we trace Xerox’s transformation from the mid-2000s to today. We examine the bold pivot into business process outsourcing through the landmark acquis...
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