Social 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 user-generated video with Reels has helped it target new users and challenge TikTok.

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.

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 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 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.