Social Media Scorecard - Thematic Research
March 2018
19
About the Report
About the Report
Social Media Scorecard-Thematic Research
Summary
The world's leading social media companies continue to grow at a remarkable rate-Facebook, for example, still boasts double digit growth in monthly active users, despite having passed the 2 billion mark some time ago-and expand into new lines of business, including Internet TV and online dating. However, they face a growing number of challenges, with regulatory bodies taking them to task on issues such as hate speech, fake news, tax avoidance, and data privacy.
The larger and more established firms in this sector should be strong enough, and diversified enough, to continue growing despite these obstacles, but they should not underestimate the threat that regulation poses, not least to their bottom line. Nor should they dismiss the very real concerns about social media's ability to negatively impact society that are at the root of many of these regulatory initiatives.
Our thematic scoring methodology is designed to identify tomorrow's leaders rather than today's incumbents, based on their competitive position in the most important themes impacting their industry.
To do this, we score the top 600 TMT companies against 60 investment themes, creating a database of 36,000 thematic scores-our thematic engine-to help us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.
Scope
- This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats. Inside, we predict how each theme will evolve and who the leading and lagging companies are.
- It includes a theme map that shows the 60 biggest themes driving growth in the tech, media and telecom sectors.
- It explains how some of the largest listed players in the sector have performed over the last four years.
- It looks at major technology, macro-economic, and regulatory themes impacting social media companies.
Reasons to buy
- Companies who invest in the right themes become success stories; those who miss the big themes end up as failures.
- Corporate executives and investors who want to outperform their competitors need to understand all the themes that impact their sector.
- However, many of these themes are, by definition, outside of the core competencies of company boardrooms because they typically originate from external industries.
- This Social Media Scorecard provides a top-down, comprehensive outlook for the key players in the social media industry over the next two years, based on the key themes set to transform their industry landscape.
Products
Companies
51job
Altaba
Gree
Info Edge India
Kakao
Line
Mail.Ru
Match
Mixi
Momo
Naver
Renren
Seek
Sina
Snap
Sohu
Tencent
Yahoo! Japan
YY
Zhaopin
Table of Contents
Table of Contents
Table of Contents
INTRODUCTION 3
Theme map 3
Sector performance 4
Company performance 4
THEMES 5
Technology themes 5
Macro-economic themes 9
Regulatory themes 11
SECTOR SCORECARD: SOCIAL MEDIA 14
Who's who 14
Thematic screen 15
Valuation screen 16
Risk screen 17
APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY 18
Why Buy From US?
What makes us stand out is that our consultants follows Robust, Refine and Result (RRR) methodology. i.e. Robust for clear definitions, approaches and sanity checking, Refine for differentiating respondents facts and opinions and Result for presenting data with story
We have set a benchmark in the industry by offering our clients with syndicated and customized market research reports featuring coverage of entire market as well as meticulous research and analyst insights.
While we don't replace traditional research, we flip the method upside down. Our dual approach of Top Bottom & Bottom Top ensures quality deliverable by not just verifying company fundamentals but also looking at the sector and macroeconomic factors.
With one step in the future, our research team constantly tries to show you the bigger picture. We help with some of the tough questions you may encounter along the way: How is the industry positioned? Best marketing channel? KPI's of competitors? By aligning every element, we help maximize success.
Our report gives you instant access to the answers and sources that other companies might choose to hide. We elaborate each steps of research methodology we have used and showcase you the sample size to earn your trust.
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