Social Media – Thematic Research

Social media companies will increasingly diversify away from their ad-funded business model, which regulators have attacked. Companies like Facebook and Google stand accused of using ad-targeting techniques that prioritize profit over respect for user’s privacy and content quality. They are also accused of acting as gatekeepers around access to personal data to the detriment of smaller players in the online advertising sector.

Scope

This report provides an overview of the social media theme.

It identifies the key trends impacting growth of the theme over the next 12 to 24 months, split into three categories: technology trends, macroeconomic trends, and regulatory trends.

It contains details of M&A deals driven by the social media theme, and a timeline highlighting milestones in the development of social media.

The detailed value chain shows comprises five layers: content, distribution, data, services, and customer. Leading and challenging vendors are identified across all five layers.

Key Highlights

Social media companies will increasingly position themselves as the gateway through which users can access multiple services, blending social networking, ecommerce, and entertainment. The super-app model, pioneered by Tencent in China, is now being copied across the world, with Facebook leading the pack.

In pursuing their super-app aspirations, social media companies could end up attracting even more regulatory scrutiny. They are viewed as data monopolies in whichever sector they move into, increasingly at odds with antitrust and data privacy regulations.

Reasons to buy

The report identifies six main categories of social media players (social networks, discussion forums, media sharing sites, consumer review networks, sharing economy companies, and messaging services) and highlights leading and challenging companies across all six categories.

It also analyzes how Big Tech has succeeded in dominating the social media sector. In most segments, big platforms benefit from network effects, and, thanks to their larger number of users, they are the most attractive to both consumers and advertisers.

Companies mentioned

Actfio

Adknowledge

Aether

Airbnb

Alibaba

Alteryx

Altibase

Amazon

Amazon (Twitch)

Arcadia Data

Armis

AT&T (Warner Media)

Attivio

Automattic (Tumblr)

AvantLink

Baidu

BigPanda

BlaBla Car

BMC Software

Broadcom

ByteDance (TikTok)

Check Point Software

Cisco

CJ Affiliate

Cloudera

Clubhouse

Common Room

Couchbase

CrowdStrike

Darktrace

Data Virtuality

Dataiku

Datameer

DataRobot

DataStax

DataTorrent

DataVirtuality

Deliveroo

Dell Technologies

Delphix

Denodo Technologies

Didi Chuxing

Digital Point

Discord

Domo

Dundas

Ebay

Electronic Arts

EnterpriseDB

Epic Games

Epic Games (Houseparty)

Epom

Exago

Exasol

Facebook

Facebook (Instagram)

Facebook (Messenger)

Facebook (WhatsApp)

Feefo

FICO

FireEye

FlexOffers

Flipboard

Fortinet

Foursquare

Free Now

Fujitsu

GameSpot

Getfeedback

Gila

Google

Google (Hangouts)

Google (YouTube)

Google AdSense

Grab

HCL Technologies

Headcycle

Hiago

Hidcamp

Hitachi

Hubb

Hubski

IBM

India Forums

InetSoft

Infor

Informatica

Information Builders

Infosys

Intel

Just Eat Takeaway

Kakao (KakaoTalk)

Keboola

Kik

KNIME

Kyvos

LeadSpace

Line

Lyft

Mail.ru (VKontakte)

MapR (HPE)

MarkLogic

McAfee

Microsoft

Microsoft (Bing)

Microsoft (LinkedIn)

Microsoft (Skype)

MicroStrategy

Mongo DB

NetApp

Netflix

News Corp

nMedia

Nutanix

Nvidia

Okta

Ola

OpenText

Oracle

Outdoorsy

Palo Alto Networks

Panoply

Parler

Parler

Percona

Pinduoduo

Pinterest

Plantir

PostgreSQL

Precisely

Progress Software

Pure Storage

Pyramid Analytics

Qlik

Qualcomm

Quora

Rakuten (Viber)

Rapid Insight

RapidMiner

Reddit

Redis Labs

Retalk

Reuters

Revenuewire

Roblox

RStudio

Salesforce

SAP

SAS

Scality

Securonix

ShareChat

Shenma

Shopify (Reputon)

Signal

Silent Phone

Simility (PayPal)

Sina

Sisense

Sitejabber

Sixt

Snap (Snapchat)

Snapchat

Snowflake

Software AG

Sogou

Splunk

Stack Overflow

Taboola

Talend

Talkatone

TCS

Telegram

Tencent

Tencent (QQ)

Tencent (WeChat)

Teradata

The New York Times

ThoughtSpot

TIBCO

Trend Micro

TripAdvisor

Trustpilot

Twitter

Uber

uReview me

Valve

Vdoo

ViacomCBS (Paramount)

Voat

VoltDB

Voxer

Walt Disney

Weibo

Wipro

Wonder

Workato

XDA-Developers

Yahoo

Yahoo!

Yandex

Yelp

Zomato

Table of Contents

Executive summary

Players

Thematic briefing

Trends

Mergers and acquisitions

Timeline

Value chain

Companies

Sector scorecard

Glossary

Further reading

Thematic methodology

    Pricing

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