Social Media Sector Scorecard, Q1 2024 Update – Thematic Intelligence
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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 user-generated video with Reels has helped it target new users and challenge TikTok.
Scope
This sector scorecard provides a top-down, comprehensive outlook for the key players in the social media sector over the next two years, based on the key themes set to transform their industry landscape.
Key Highlights
Big Tech’s plans to use merger and acquisition (M&A) deals to strengthen its position and expand into other markets are being dashed by regulators’ antitrust activism. Large acquisitions are subject to heavy surveillance from regulators worldwide, and aspiring acquirers need to pre-emptively address concerns from regulators and be ready to make concessions. Large social media companies, including Meta, Alphabet, Microsoft, and Amazon, have scores of 1 out of 5 for the M&A theme.
Reasons to Buy
Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.
At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
Our thematic engine tags over 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, and news-to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.
Alibaba
Alphabet
Amazon
Bumble
ByteDance
DeNA
Discord
Gree
Groupon
Kakao
Lyft
Match
Meta
Microsoft
Mixi
Momo
Naver
New Work
Pinduoduo
Renren
Sina
Snap
Tencent
TripAdvisor
Uber
VK
Yandex
Yelp
YY
Z Holdings
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