Misinformation – Thematic Intelligence

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Misinformation Thematic Intelligence Report Overview

Misinformation flourishes in the digital economy. Misinformation poses a major threat to the integrity of democratic elections. In 2024, approximately four billion people will head to the polls, with various actors attempting to influence outcomes by spreading false information. Increasingly, civil society is blaming Big Tech companies for allowing the proliferation of false narratives spread by humans and bots on the web. They stand accused of distorting the information we consume in ways that are bad for us individually and collectively.

The misinformation thematic intelligence report provides an overview of the misinformation theme and identifies the key trends that will shape the growth of the theme over the next 12 to 24 months. The report also covers the key players making a mark within the misinformation theme.

Pages 38
Trends ·       Technology Trends

·       Macroeconomic Trends

·       Regulatory Trends

Leading Public Companies ·       Alphabet (parent company of Google)

·       IBM

·       Intel

Leading Private Companies ·       ByteDance (parent company of TikTok)

·       OpenAI

·       X (formerly Twitter)

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Key Trends in the Misinformation Market

The main trends shaping the misinformation theme over the next 12 to 24 months are technology trends, macroeconomic trends, and regulatory trends.

Technology Trends: A few of the key technology trends impacting the misinformation theme are the proliferation of AI, microtargeting that allows advertisers to target specific demographics, and technology innovations among others.

Macroeconomic Trends: Elections across various countries scheduled in 2024, culture wars between different groups in society, and the impact of misinformation on populations due to limited access to reliable sources of information and lower education rates are a few of the major macroeconomic trends impacting the misinformation theme.

Regulatory Trends: Initiatives against misinformation from several nations are the major regulatory trend impacting the misinformation theme in the coming years. Since 2018, several initiatives from governments worldwide have attempted to stem the flow of online misinformation. However, a simple regulation is not a viable solution in democratic countries, as laws that curb fake news can directly threaten freedom of expression. Therefore, most of the initiatives are guidelines, proposals, or laws that apply to a specific period.

Misinformation - Leading Companies

A few of the leading public players associated with misinformation theme are:

  • Alphabet (parent company of Google)
  • IBM
  • Intel

A few of the leading private players associated with misinformation theme are:

  • ByteDance (parent company of TikTok)
  • OpenAI
  • X (formerly Twitter)

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Social Media Sector Scorecard

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecard has three screens: a thematic screen, a valuation screen, and a risk screen.

  • The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
  • The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
  • The risk screen ranks companies within a particular sector based on overall investment risk.

The other sector scorecard provided in the report is:

  • Advertising sector scorecard

Social Media Sector Scorecard

Social Media Sector Scorecard

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Scope

  • This report looks at how misinformation is impacting the tech, media, and telecom (TMT) industry globally.
  • It identifies the companies that will be impacted by misinformation regulation, as well as the main trends shaping the misinformation theme.
  • It includes details of regulatory approaches to misinformation by country and a timeline, showing the major milestones in this theme.

Key Highlights

Misinformation poses a major threat to the integrity of democratic elections. In 2024, approximately four billion people will head to the polls, with various actors attempting to influence outcomes by spreading false information. Increasingly, civil society is blaming Big Tech companies for allowing the proliferation of false narratives spread by humans and bots on the web. They stand accused of distorting the information we consume in ways that are bad for us individually and collectively.

Some companies are increasing their efforts to combat misinformation without impacting online expression. However, certain social media platforms have relaxed moderation standards, heightening the issue.

The companies that will benefit from increased misinformation regulation do not profit from targeted ads. Tech companies advancing misinformation-prone AI systems, internet services that profit from targeted ads, and ad companies will be negatively impacted.

Reasons to Buy

Regulators and policymakers disagree on how to tackle misinformation, as it risks impacting online freedom of expression. Yet there has never been a broader consensus that something must be done, and since 2020, more regulations have been introduced globally to tackle the issue. In this report, we identify the likely winners and losers of regulatory action on misinformation.

Alibaba
Alphabet
Amazon
AMC Networks
Apple
AT&T
Atresmedia
Baidu
Bloomberg
BT
ByteDance
China Mobile
China Telecom
Cisco
Cision
Comcast
Criteo
Deutsche Telekom
DuckDuckGo
Gannett
Grupo Televisa
Guardian Media Group
Havas
Hearst
Huawei
IBM
Intel
ITV
Lionsgate
Logically
M6- Metropole TV
Magnite
McGraw Hill
Meta
Microsoft
Moody's
Mozilla
News Corp
Nikkei
Omnicom
OpenX
Opera
Orange
Paramount Global
ProSiebenSat.1
Publicis
Relx
Reuters
Roblox
RTL
S&P Global
Samsung Electronics
Sky
Smartyads
Snap
Sony
Springer
Tencent
The New York Times
The Walt Disney Company
Verizon
Vivendi
Vodafone
Weibo
Wiley
Wolters Kluwer
WPP
X (formerly Twitter)
Yandex
Zee Entertainment

Table of Contents

  • 1. Executive Summary
  • 2. Players
  • 3. Thematic Briefing
  • 4. Trends

    • 4.1. Technology trends
    • 4.2. Macroeconomic trends
    • 4.3. Regulatory trends

  • 5. Regulatory Briefing

    • 5.1. Regulatory responses to misinformation by country
    • 5.2. Measures by online platforms to tackle misinformation
    • 5.3. Timeline

  • 6. Companies

    • 6.1. Public companies
    • 6.2. Private companies

  • 7. Sector Scorecards

    • 7.1. Social media sector scorecard
    • 7.2. Advertising sector scorecard

  • 8. Glossary
  • 9. Further Reading
  • 10. Our Thematic Research Methodology
  • 11. About GlobalData
  • 12. Contact Us

Frequently asked questions

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