Should Mobile Marketers Collect Data Other Than Geo‐Location?*
研究移动营销商在双寡头市场中，补充消费者灵活性数据（不同质量）对利润、社会福利和消费者的影响，发现高质量数据时两企业都获取，低质量时仅一家获取，且数据精确或消费者偏好相似时企业获益，但消费者可能受损。
Abstract We take today's mobile marketing data landscape as a starting point and consider a duopoly model of third‐degree price discrimination in which firms can complement geo‐location information with data on consumer flexibility of varying quality. We show that, depending on consumer heterogeneity, higher‐quality flexibility data affect profits according to three different patterns. In equilibrium, both firms tend to acquire data if the data are of high quality, while only one acquires data if the data quality is low. Firms are likely to gain from additional data if consumers have similar preferences and/or when data are precise. Although social welfare (weakly) improves, consumers can be harmed.