Cobalt Robotics: Launching Into a Market With an Incumbent

Marketing
hard45 min0 submissions
Goldman Sachs
Scenario

Cobalt Robotics is a growth-stage industrial robotics business in Japan, preparing to launch a new product into an established category.

The category is dominated by an incumbent holding roughly 52% share. The addressable market is about ¥5768 B.

Candidate segments:

SegmentAddressable accountsShare expressing willingness to switch
Enterprise72982%
Mid-market3,03556%
SMB39,06223%

Constraints:

  • Planned list price: ¥16499 per account per year
  • Fully loaded cost of a field sales rep: ¥79 B per year
  • First-year launch budget: ¥43 B
  • The product is genuinely better on one dimension and worse on two

The founder wants to launch to all three segments simultaneously "to see what sticks".

Supporting data

market

tam
5768
incumbent share pct
52

segments

segmentaccountsswitch willingness pct
Enterprise72982
Mid-market303556
SMB3906223

economics

launch budget
43
loaded sales rep cost
79
list price per account
16499

derived hints

accounts per rep to break even
4788169
Your task

Design the go-to-market. Your answer should provide:

  1. Analysis — which segment to enter first and why, sized with the numbers given.
  2. Risks — what your plan depends on, and what would make you change segment.
  3. Recommendation — a specific first segment, channel, price and success threshold.

State any assumptions you make.

Ready to move forward? Up next: Basil & Co: Build the Line or Keep Buying?Next question
How you'll be graded

100 points, 60% to pass.

  • positioning25
  • segmentation25
  • recommendation25
  • quantitative analysis25
Hint
Reveal suggested structure

Beachhead selection; switching motivation; GTM motion affordable at price point; staged expansion