{"title":"Big data and firm-level productivity – A cross-country comparison","authors":"Raphaela Andres , Thomas Niebel , Robin Sack","doi":"10.1016/j.infoecopol.2025.101147","DOIUrl":"10.1016/j.infoecopol.2025.101147","url":null,"abstract":"<div><div>Until today, the question of how digitalisation and, in particular, individual digital technologies affect productivity is still the subject of controversial debate. Using administrative firm-level data provided by the Dutch and the German statistical offices, we investigate the economic importance of data, in particular, the relation between the application of <em>big data analytics</em> (BDA) and <em>labour productivity</em> (LP) at the firm level. We find that a simple binary measure indicating the mere usage of BDA fails to capture the association between BDA and LP. In contrast, measures of BDA diversity, defined as conducting BDA across multiple data sources, clearly show a positive and statistically significant relationship between BDA and LP, even after controlling for a firm's general digitalisation level. Hence, our results suggest that one mechanism through which firms conducting BDA may achieve greater productivity gains is by incorporating data from multiple domains.</div></div>","PeriodicalId":47029,"journal":{"name":"Information Economics and Policy","volume":"71 ","pages":"Article 101147"},"PeriodicalIF":3.2,"publicationDate":"2025-09-11","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145104357","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Economies of scope in data aggregation: Evidence from health data","authors":"Bruno Carballa-Smichowski , Néstor Duch-Brown , Seyit Höcük , Pradeep Kumar , Bertin Martens , Joris Mulder , Patricia Prüfer","doi":"10.1016/j.infoecopol.2025.101146","DOIUrl":"10.1016/j.infoecopol.2025.101146","url":null,"abstract":"<div><div>Economies of scope in data aggregation (ESDA) are generated by the combination of complementary datasets involving the same observations. We estimate ESDA by progressively and randomly adding health and socioeconomic variables (predictors) to the machine-learning models we use to predict health outcomes. We find a positive effect of the number of variables on prediction quality, while holding the number of observations constant. We observe a positive relationship between variable complementarity and ESDA. ESDA show signs of increasing returns followed by decreasing returns. We further observe a long tail of highly contributing predictors in our data. These findings indicate that the nature of returns to scope in data aggregation may depend on the distribution of the predictors' information content. This underscores the importance of variable characteristics in determining ESDA's potential to create data barriers to entry. These results can help policymakers in designing data sharing initiatives such as the European Union's Common European Data Spaces.</div></div>","PeriodicalId":47029,"journal":{"name":"Information Economics and Policy","volume":"71 ","pages":"Article 101146"},"PeriodicalIF":3.2,"publicationDate":"2025-08-07","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144890883","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"The wave of government digitalization: How government digital procurement affects residents’ employment","authors":"Wei Jiang, Chunxing Gao","doi":"10.1016/j.infoecopol.2025.101145","DOIUrl":"10.1016/j.infoecopol.2025.101145","url":null,"abstract":"<div><div>With the expansion of the scale of government digital procurement, its impact on economic life, especially on the labor market, has become increasingly evident. This paper employs Double Machine Learning (DML) estimation techniques to examine the impact of local government digital procurement on resident employment. The research findings indicate that local government digital procurement significantly reduces the unemployment rate among residents, and this conclusion holds after rigorous robustness checks. Further analysis reveals that these positive effects on employment are achieved through increased capital investment, enhanced job value, and improved productivity. Additionally, the impact of government digital procurement on employment is more pronounced in non-digital industries, and the beneficial effects on employment are more significant in regions with a larger proportion of the tertiary industry, higher levels of foreign investment, and more comprehensive social security systems.</div></div>","PeriodicalId":47029,"journal":{"name":"Information Economics and Policy","volume":"71 ","pages":"Article 101145"},"PeriodicalIF":3.2,"publicationDate":"2025-07-29","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144749447","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"The Shapley index for music streaming platforms","authors":"Gustavo Bergantiños , Juan D. Moreno-Ternero","doi":"10.1016/j.infoecopol.2025.101142","DOIUrl":"10.1016/j.infoecopol.2025.101142","url":null,"abstract":"<div><div>We study an index to measure the popularity of artists in music streaming platforms. This index, which can be used to allocate the amount raised via paid subscriptions among participating artists, is based on the Shapley value, a centerpiece in cooperative game theory. We characterize this <em>Shapley index</em> combining several axioms formalizing principles with normative appeal. This permits to place the index in the literature, as an alternative to the well-known (and widely used in the industry) pro-rata and user-centric indices.</div></div>","PeriodicalId":47029,"journal":{"name":"Information Economics and Policy","volume":"71 ","pages":"Article 101142"},"PeriodicalIF":4.5,"publicationDate":"2025-07-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144535492","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Managing network traffic with discriminatory strategies: A study of zero-rating in an Internet market monopoly","authors":"L. Pinar-Garcia , I. Arribas , A. Urbano","doi":"10.1016/j.infoecopol.2025.101141","DOIUrl":"10.1016/j.infoecopol.2025.101141","url":null,"abstract":"<div><div>Zero-rating is a recent practice that allows internet providers to discriminate among content. We offer new insights on the role of zero-rating practices when there is network congestion. In a market where consumers differ in their preferences for network speed, those who value network speed more create a congestion externality for an Internet Service Provider that limits its ability to capture consumer surplus from those who value network speed less. The monopolist may internalize the network congestion by using two discriminatory strategies: a menu of tariffs as a screening mechanism between consumers and zero-rating as a content revaluation tool. The combination of the two strategies acts as a mechanism to control network traffic without incremental provisioning of capacity. This is done by managing the network flow, through the strategic reallocation of the network traffic between content providers and consumers. Finally, zero-rating is detrimental to consumers independently of their type.</div></div>","PeriodicalId":47029,"journal":{"name":"Information Economics and Policy","volume":"71 ","pages":"Article 101141"},"PeriodicalIF":4.5,"publicationDate":"2025-06-27","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144522926","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Content providers and the deployment of Internet infrastructure","authors":"El Hadi Caoui, Andrew Steck","doi":"10.1016/j.infoecopol.2025.101134","DOIUrl":"10.1016/j.infoecopol.2025.101134","url":null,"abstract":"<div><div>This paper documents the growing role that content providers play upstream in the global internet supply chain. Using novel data, we establish three stylized facts: (1) As bandwidth buyers, content providers' share of global used bandwidth has grown dramatically (from 5% to 69%) over the period 2005–2021, with important heterogeneity across regions. (2) Content providers (in particular, Amazon, Google, Meta, and Microsoft) account for an increasingly large share of investment in internet cable infrastructure. (3) The growth in content providers' demand is associated with the roll-out of their data centers globally and corresponding increase in inter-data center traffic; their investment in private cables is in part driven by data center siting, which are in locations that may lack connectivity to public internet cables. We discuss implications of these trends for innovation, internet traffic transparency, technology standard adoption, and network resilience.</div></div>","PeriodicalId":47029,"journal":{"name":"Information Economics and Policy","volume":"71 ","pages":"Article 101134"},"PeriodicalIF":4.5,"publicationDate":"2025-05-16","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144099274","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Eric Darmon , Thomas Le Texier , Zhiwen Li , Thierry Penard
{"title":"Multimarket contact, cross-market externalities and platform competition","authors":"Eric Darmon , Thomas Le Texier , Zhiwen Li , Thierry Penard","doi":"10.1016/j.infoecopol.2025.101133","DOIUrl":"10.1016/j.infoecopol.2025.101133","url":null,"abstract":"<div><div>Antitrust authorities are concerned with the dominant market position of Tech Giants such as Google, Meta, or Amazon. These digital conglomerates are characterized by platform-based business models and multimarket contact (MMC). In traditional one-sided markets, theory and empirical evidence show that MMC tends to relax competition. In this paper, we revisit this result in the context of platform competition with competitive bottleneck and cross-market externalities, and provide new insights into the impact of MMC on platform competition. In this context, when platforms charge the two groups of users (bilateral pricing), we find that MMC always decreases the profitability of platforms regardless of the nature and magnitude of cross-market externalities. Then we consider the case in which platforms can only charge one group of users (unilateral pricing). When platforms charge the side on which they are not directly competing for users (i.e. the side that is not the competitive bottleneck), MMC may relax competition only if cross-group externalities and cross-market externalities are both sufficiently small. From a competition policy perspective, our paper provides insights into how antitrust authorities should review conglomerate mergers in digital markets and assesses the effects of the diversification strategies of digital platforms in the context of cross-market externalities and competitive bottleneck.</div></div>","PeriodicalId":47029,"journal":{"name":"Information Economics and Policy","volume":"71 ","pages":"Article 101133"},"PeriodicalIF":4.5,"publicationDate":"2025-05-16","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144123891","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Do people around the world care where their data are stored?","authors":"Jeffrey Prince , Scott Wallsten","doi":"10.1016/j.infoecopol.2025.101132","DOIUrl":"10.1016/j.infoecopol.2025.101132","url":null,"abstract":"<div><div>Using carefully designed discrete choice surveys, we measure how much individuals care whether their data are stored domestically, i.e., the premium people place on limiting the sharing of their data to their home country compared to elsewhere. We conduct this measure across countries (United States, United Kingdom, South Korea, Japan, Italy, India, and France) and data types (home address and phone number, personal information on finances, biometrics, health status, location, networks, communications, and music preferences). We find only modest evidence of added value resulting from data localization; to the extent that there is added value from localization, it appears to largely come for data types where privacy (i.e., full restrictions on data sharing) is already of high value: financial (account balance) and biometric (facial image) data, and home address and phone number. We also find for the U.S., U.K., Italy, India and France no evidence that excluding China and Russia when allowing for international data sharing affects the data localization premium. Interestingly, for Japan and South Korea, we find evidence of a preference <em>against</em> excluding China and Russia if data are to be shared internationally. We discuss privacy policy implications.</div></div>","PeriodicalId":47029,"journal":{"name":"Information Economics and Policy","volume":"71 ","pages":"Article 101132"},"PeriodicalIF":4.5,"publicationDate":"2025-05-12","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144107928","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Andreea Enache , Richard Friberg , Magnus Wiklander
{"title":"Customer lifetime value applied to mobile apps","authors":"Andreea Enache , Richard Friberg , Magnus Wiklander","doi":"10.1016/j.infoecopol.2025.101131","DOIUrl":"10.1016/j.infoecopol.2025.101131","url":null,"abstract":"<div><div>Using customer-level data from 2017 for two mobile app word games in France and the US, this study explores the adaptability of customer lifetime value (CLV) models, widely used for e-commerce data, to the mobile app domain. We evaluate the Pareto/NBD model and its four extensions, focusing on dropout process simplification, transaction regularity, dropout-transaction rate correlation, and the inclusion of predictive covariates like gameplay and video views. Although the Pareto/NBD model has strong predictive performance, an extension accounting for dropout-transaction rate correlation excels in out-of-sample performance. By comparing with the e-commerce-based CDNOW dataset, we highlight significant disparities in the relative performance of different models, emphasizing the distinctive nature of mobile app data. We find also slight variations in estimated parameters across different markets, platforms, and games.</div></div>","PeriodicalId":47029,"journal":{"name":"Information Economics and Policy","volume":"70 ","pages":"Article 101131"},"PeriodicalIF":4.5,"publicationDate":"2025-04-14","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143835180","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Let's switch to the cloud: Cloud usage and its effect on labor productivity","authors":"Tomaso Duso , Alexander Schiersch","doi":"10.1016/j.infoecopol.2025.101130","DOIUrl":"10.1016/j.infoecopol.2025.101130","url":null,"abstract":"<div><div>The advent of cloud computing promises to improve the way firms use IT solutions. Firms are expected to replace large and inflexible fixed-cost investments in IT with more targeted, variable spending on cloud solutions. This is also expected to increase firms' productivity by allowing them to quickly adapt their IT infrastructure to their specific needs. We assess this claim using firm-level data provided by the German statistical offices for the years 2014 and 2016, which allows us to observe who the cloud users are. Our analysis explicitly accounts for self-selection into cloud usage within an endogenous treatment regression framework. Municipal broadband availability is used as a plausible exogenous shifter for cloud usage. We show that cloud usage significantly improves labor productivity for large firms, particularly in manufacturing, but we find no effect for small firms.</div></div>","PeriodicalId":47029,"journal":{"name":"Information Economics and Policy","volume":"70 ","pages":"Article 101130"},"PeriodicalIF":4.5,"publicationDate":"2025-02-14","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143437587","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}