Social Media Sector Scorecard - Thematic Intelligence

Due to the current metaverse winter, the metaverse theme's weighting in the thematic screen of the publisher's social media sector scorecard has been reduced from 10% to 5%. Conversely, we have increased the weighting for regulation from 10% to 15%, given the upcoming EU regulation targeting social media. In particular, the Digital Services Act imposes extra obligations on very large online platforms (VLOPs) to tackle hate speech and disinformation online. In April, the European Commission designated 18 VLOPs, including Meta, Twitter, Google, and TikTok. All feature in the social media sector scorecard.

Key Highlights

Microsoft and Alphabet have the most at stake in the current race for dominance in generative AI. Both have heavily invested in AI and possess the huge computing power required to train the largest AI models. Both are also increasingly the targets of regulators. Microsoft finds itself in the regulators' crosshairs over its proposed acquisition of Activision Blizzard and its growing strength in cloud computing. Alphabet's adtech and data-related practices fall under the Digital Markets Act (DMA), and the online search giant is already under antitrust investigation in the EU and US due to its ad business. Like Amazon and Alibaba, it scores 1 out of 5 for the regulation theme.

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.

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.
• The publisher'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.
• The publisher has 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 145 million data items across five alternative data sets - patents, jobs, deals, filings, 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.