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Thematic Analysis
NewSocial Media Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Gen Z favorite TikTok has grown very quickly over the last few years, reaching more than a billion users. However, there are signs that TikTok's growth has begun to plateau for the first time since its launch in 2016. It has also been caught in the US-China geopolitical tensions, with US lawmakers introducing legislation that would ban app stores from distributing TikTok unless ByteDance, its Chinese owner, divests control of the popular video-sharing platform. In the meantime, Instagram's push into...
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Thematic Analysis
Geopolitics in Tech, Media and Telecom (TMT) – Thematic Intelligence
Geopolitics in Tech, Media and Telecom (TMT) Thematic Report Overview A world with slower growth and heightened geopolitical tensions is making the operating environment for tech, media, and telecom (TMT) companies riskier, more complex, and costlier. The global supply chains organized to optimize profit and speed, which ruled international trade for two decades under globalization, have been twisted out of shape. The geopolitical factors impacting the TMT sector include US-China, Europe, India, the Middle East, and Latin America. The Geopolitics...
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Thematic Analysis
NewMusic, Film, and TV Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Amazon retains its lead on the thematic screen of GlobalData’s music, film, and TV sector scorecard. Since the last quarter, Tencent has fallen from second position to fifth as Netflix, Disney, and Apple climbed to second, third, and fourth places, respectively.
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Thematic Analysis
NewEcommerce Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Consumers expect a seamless digital experience when shopping online, and central to this is a safe and secure payment process. Digital payments is an important theme for ecommerce companies, with all of the top five companies in the thematic screen of GlobalData’s ecommerce sector scorecard scoring at least 4 out of 5 in this theme. Additionally, the top three ranked companies (Visa, Mastercard, and Klarna) all provide consumer payment services, highlighting the importance of this aspect of ecommerce.
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Thematic Analysis
NewAdvertising Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Advertising has been caught up in the artificial intelligence (AI) frenzy and will be one of the industries most disrupted by AI. Generative AI is reshaping advertisers’ practices through tailored, effective ads and dynamic campaigns that evolve according to consumer response. As a result, the relationship between technology, artists, and brands paying for campaigns will profoundly change over the coming years. There is a real concern that advertisers will divert their money into AI-generated art rather than paying artists and...