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Thematic Analysis
NewSocial Media in Sport – Thematic Intelligence
An analysis of social media in sport which provides a detailed, yet easy to follow overview of a very important topic in the sport industry. The report will take a look at the key leaders in the industry and a detailed analysis of the social media in sport value chain. Social media’s ad-funded business model is under threat Social media companies will increasingly diversify away from their ad-funded business model in the face of increased regulatory scrutiny. In 2023 alone,...
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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
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
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
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
NewGaming Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Tencent remains on top of the thematic screen of GlobalData’s gaming sector scorecard. It scores 5 out of 5 across six of the 10 themes that matter most in this market, including mobile gaming, social media, ecommerce, esports, game development, and China impact. It scores 4 out of 5 for the artificial intelligence (AI), metaverse, and cloud gaming themes. The only theme in which Tencent does not score well is regulation, but it is far from alone. All gaming companies...