Tsis muaj sijhawm zoo li tam sim no rau TikTok. Txawm hais tias Asmeskas cov neeg tsim cai lij choj tau hem tias yuav txwv tsis pub Suav-tus tswv social media app, TikTok tab tom txhuam cov kev tswj hwm kev txhawj xeeb ib sab thiab morphing rau hauv lub ntiaj teb loj loj, noj cov nyiam ntawm FANG cov khoom lag luam. Cov tsiaj ntawv's (GOOGL) Google, Facebook-niam txiv Meta Platforms (META) thiab Amazon.com (AMZN), hab Kua (AAPL).
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TikTok, chav tsev ntawm Suav tuam txhab thev naus laus zis ByteDance nrog cov hauv paus hauv cov yeeb yaj kiab luv luv, tab tom nrhiav pom tias nws cov npe ntawm kev sib raug zoo tuaj yeem qhib qhov kev cia siab hauv suab paj nruag streaming, e-lag luam, xov xwm cov ntsiab lus, games thiab ntau dua. Lub caij no, nws cov nyiaj tau los tshaj tawm yog booming, hem ntau tus neeg sib tw loj dua hauv Cov Ntawv, Meta thiab SNAP qhia (SNAP).
Thiab cov FANG cov khoom lag luam no tau hnov qhov kub. Google lub hom phiaj kom derail TikTok nrog YouTube Shorts, tseem tig tau nyiaj nrog nws tus kheej video platform luv luv tuaj yeem ua pov thawj nyuaj. Meta's Facebook thiab Instagram tab tom sim hloov mus rau qhov luv luv video platform hu ua Reels, tab sis nws muaj tawm tsam kom tau traction.
Ntau tus tub ua lag luam uas muaj FANG cov khoom lag luam xws li GOOGL Tshuag or META Tshuag , Nrog rau SNAP Tshuag, vam tias cov neeg tsim cai lij choj viav vias ib rab rauj ntawm qhov tsis tau-public TikTok. FBI Tus Thawj Coj Chris Wray thaum Lub Kaum Ib Hlis tau tsa lub tebchaws muaj kev txhawj xeeb txog kev nkag mus rau Asmeskas cov ntaub ntawv siv los ntawm niam txiv ByteDance thiab tsoomfwv Suav.
Tab sis qhov kev txwv tsis pub rub tawm app tsis zoo li yuav tsis zoo, hais tias James Lewis, uas yog tus thawj coj cov phiaj xwm thev naus laus zis ntawm Washington, DC-based Center for Strategic and International Studies. Rau ib qho, ntau lab tus tub ntxhais hluas TikTok cov neeg siv tuaj yeem rau txim rau cov neeg tsim cai lij choj hauv 2024 kev xaiv tsa.
Lewis hais rau Investor's Business Daily, "Lub ntsiab lus tseem ceeb ntawm no yog TikTok nrov heev uas cov neeg tsim cai lij choj tsis xav kom cais cov neeg xaiv tsa," "TikTok daim thaiv zoo tshaj plaws yog nws qhov chaw. Yuav muaj kev thawb rov qab tam sim ntawm ib qho kev txwv. "
TikTok Ban lossis Biden Deal?
Qhov tseeb, Biden tswj hwm lub hom phiaj forge a deal nrog TikTok thiab ByteDance los daws cov teeb meem kev nyab xeeb hauv tebchaws. Ib qho teeb meem rau kev sib cog lus yuav yog TikTok tus tswv qauv nrog ByteDance.
Nrog a faib Congress, tsis suav nrog kev sib tw bipartisan txwv tsis pub TikTok ncaj qha.
"Cov Republicans tsis nyiam TikTok. Lawv pom tias nws yog ib qho tseem ceeb los tuav Biden tswj hwm, "Lewis hais. "Tab sis thaum kawg ntawm hnub lawv tsuas yog yuav ua suab nrov."
Cov ntaub ntawv ntiag tug tsuas yog ib qho kev txhawj xeeb xwb. Pawg Neeg Saib Xyuas Kev Lag Luam Txawv Tebchaws hauv Tebchaws Meskas tseem tab tom tshuaj xyuas seb Tuam Tshoj puas siv TikTok lub algorithms los cuam tshuam lossis tsim cov kev xav rau pej xeem.
Trump Executive Order Blocked
TikTok software algorithms uas pom zoo cov yeeb yaj kiab luv luv rau cov neeg siv app raws li lawv tus cwj pwm thiab kev nyiam yog qhov tseem ceeb rau nws txoj kev vam meej. Cov algorithms siv artificial txawj ntse cov cuab yeej.
Trump cov thawj coj hauv xyoo 2020 tau tshaj tawm tsab ntawv tshaj tawm los txwv TikTok lossis yuam ByteDance kom thim nws mus rau lub tuam txhab Asmeskas. Tab sis tsoomfwv cov tsev hais plaub tau txiav txim siab.
TikTok thaum Lub Rau Hli tau hais tias 100% ntawm Asmeskas cov neeg siv tsheb tau khaws cia rau Oracle (ORCL) servers hauv Asmeskas. Txawm li cas los xij, cov lus nug tseem nyob hauv Suav teb rau cov ntaub ntawv. Oracle tau loj hlob nws huab xam ua lag ua luam.
Cov thawj coj Biden tau tshaj tawm tias tau muab lub tuam txhab txog thaum ntxov 2023 los tawm tswv yim daws teeb meem rau cov ntaub ntawv kev nyab xeeb.
Tseem, Mizuho Securities tus kws tshuaj ntsuam xyuas James Lee tsis ntseeg qhov kev txwv ncaj qha rau TikTok app rub tawm los.
"Peb ntseeg tias cov thawj coj Biden tab tom nrhiav kev sib raug zoo nrog Tuam Tshoj thiab kev koom tes hauv thaj chaw ntawm kev sib koom ua ke ntawm thaj chaw, suav nrog Russia / Ukraine, North Kauslim thiab huab cua," Lee tau hais hauv tsab ntawv tsis ntev los no rau cov neeg siv khoom. "Nrog rau qhov ntawd, peb ntseeg tias Thawj Tswj Hwm Biden tsis muaj kev txhawb siab kom ua raws TikTok qhov txwv. Hloov chaw, (nws) tuaj yeem nrhiav thaj chaw nruab nrab, teeb tsa kev tiv thaiv kom TikTok lub neej nyuaj dua yam tsis muaj kev txwv tag. "
Thiab Lee tsis xav tias yuav muaj kev cai nruj dua los muab kev pab rau nws cov neeg sib tw hauv internet.
"Peb tsis cia siab tias qhov tshwm sim ntawm TikTok txoj kev tshuaj xyuas yuav yog lub sijhawm ze rau US cov npe tshaj tawm hauv online xws li Meta, Alphabet, Snap thiab Pinterest," nws hais ntxiv.
TikTok Juggernaut
Qhov muaj peev xwm ntawm Asmeskas kev tswj hwm kev tswj hwm tsis tau cuam tshuam TikTok txoj kev loj hlob ambitions.
Dav siv los ua ib qho app rau kev tsim thiab sib qhia cov yeeb yaj kiab luv luv, lub tuam txhab yog morphing rau hauv ib qho chaw zoo li kev tshaj xov xwm, nrog cov tentacles hauv suab paj nruag streaming, e-lag luam thiab gaming. Nws tab tom noj ntawm cov neeg sib tw tshiab xws li Kua, Amazon, ib qho ntawm lwm cov khoom lag luam FANG, thiab Spotify (SPOT).
Tau ntau xyoo, lub tuam txhab tau piav qhia nws tus kheej li kev lom zem platform, tsis yog kev sib tham hauv xov xwm xwb. Cov tswv yim ua rau muaj kev nkag siab, cov kws tshuaj ntsuam hais tias, tshwj xeeb tshaj yog raws li kev tswj xyuas kev loj hlob.
Niam Txiv ByteDance yuav lub US-raws li di ncauj syncing video platform Musical.ly nyob rau hauv 2017. Thaum tus mob coronavirus pandemic tshwm sim, "TikTok nkauj" tau dhau los ua qhov tshwm sim thaum cov hluas ua yeeb yaj kiab kis.
Tam sim no ByteDance tau tshaj tawm kev sib tham nrog cov suab paj nruag loj rau streaming txoj cai.
"TikTok yog qhov zoo rau kev tshaj tawm suab paj nruag muab qhov kev hloov pauv ntawm lub platform," Insider Intelligence kws tshuaj ntsuam Jasmine Enberg hais rau IBD. "Cov neeg siv yau paub cov nkauj ntawm TikTok. Qhov ntawd yog qhov lawv paub lawv los ntawm, piv rau hauv xov tooj cua. "
TikTok Khw Tshaj Tawm rau Asmeskas
Lub tuam txhab tseem tsom mus nthuav nws cov khoom lag luam livestreaming rau hauv kev lag luam ntau dua nrog ntau yam nta.
Thaum Lub Kaum Hli Ntuj, TikTok tau tsa lub hnub nyoog xav tau rau kev sib qhia cov vis dis aus nyob rau 18 thiab qhia cov neeg laus nkaus xwb streaming.
E-lag luam yog lwm TikTok ambition. Hauv qee qhov ntawm Asia, TikTok Shop feature tau tso cai rau cov neeg siv yuav khoom los ntawm kev sib txuas ntawm lub vijtsam ntawm lub app thaum muaj kev tshaj tawm.
TikTok tau sim nyob yuav khoom hauv UK, tab sis cov txiaj ntsig ntxov poob siab, raws li cov lus ceeb toom. Tseem, lub tuam txhab yog nyob rau hauv thaum ntxov theem ntawm nqa TikTok Shop tuaj rau Asmeskas, ua haujlwm nrog cov neeg koom tes.
"TikTok muaj qhov txiaj ntsig zoo - nws loj heev, ncaj ncees thiab koom nrog cov neeg siv," EvercoreISI tus kws tshuaj ntsuam Mark Mahaney hais rau IBD. "Nws yog ib txwm sim thiab txuas ntxiv tias 1 billion tus neeg siv lub hauv paus mus rau thaj chaw tshiab. Tab sis lawv yuav ua tiav npaum li cas, kuv tsis paub. "
Nws hais ntxiv tias, "Qhov uas hais txog kev lag luam suab paj nruag yog qhov (cov ntsiab lus) cov khoom siv hauv paus yog qhov tseem ceeb heev thiab nws yog kev lag luam qis-tag nrho. Nrog e-lag luam, TikTok tuaj yeem ua luam dej tawm ntawm nws txoj kab. Nws txawv dua li nws qhov kev txawj ntse. "
Advertising Revenue Loj hlob
Lub caij no, TikTok cov nyiaj tau los tshaj tawm yog booming. Cov nyiaj tau los tshaj tawm thoob ntiaj teb yuav dhia mus rau $ 23.58 nphom hauv 2024, ntau dua rau lub sijhawm ntawm $ 3.88 nphom nws tau sau tseg hauv 2021, kwv yees Insider Intelligence.
Nws cov kev kwv yees tshiab suav nrog TikTok tus kheej kwv yees. Thaum lub ntiaj teb poob qis hauv kev tshaj tawm digital, nws tsis ntev los no tau txo qis nws tus kheej tshaj tawm kev kwv yees rau xyoo 2022 txog $ 10 nphom los ntawm tsawg kawg yog $ 12 billion.
TikTok tau khaws cov npe loj tshaj tawm xws li Chipotle, McDonald's, Starbucks thiab Wendy's.
Qhov kev tshaj tawm digital loj hlob ntawm TikTok, nrog rau Amazon, yog ob-whammy rau Google thiab lwm cov khoom lag luam FANG. Amazon txoj kev loj hlob los ntawm e-commerce.
Raws li Cowen cov neeg siv khoom tshawb fawb tau tshaj tawm thaum Lub Kaum Hli, TikTok tau txais kev txhawb nqa hauv kev yuav khoom hauv online.
"Instagram tseem yog lub platform uas muaj qhov tshwm sim siab tshaj plaws ntawm kev yuav khoom los ntawm lub npe tshiab pom ntawm 44%, nce los ntawm 38% hauv 2020, thiab ua raws li TikTok," said Cowen tsab ntawv ceeb toom. "Ob lub platform ua tau zoo tshwj xeeb ntawm cov neeg siv hnub nyoog 18 txog 24 thiab 25 txog 34 pawg."
TikTok App Downloads
Thoob plaws ntiaj teb, ntau dua 980 lab tus tib neeg rub tawm TikTok app hauv 2020, nce 36% los ntawm ib xyoo dhau los, hais tias lub tuam txhab tshawb fawb Sensor Towers. Ces txoj cai ntawm tus lej loj ntaus. Hauv 2021, kev rub tawm poob 25% rau 740 lab.
"Peb pom qhov poob rau xyoo 2021 raws li kev ua kom zoo dua qub," said Sensor Tower tus kws tshuaj ntsuam Stephanie Chan hauv email. "Txawm hais tias TikTok txoj kev saws me nyuam tau poob qis 25% xyoo dhau los hauv 2021, qhov no yog piv rau nws qhov nce ntawm kev txhim kho hauv 2020. Nws 2021 kev txhim kho tau nce 3% piv rau 2019."
TikTok cov neeg siv nruab nrab siv sijhawm li 96 feeb ib hnub saib cov yeeb yaj kiab luv luv, raws li Sensor Tower.
Lub tuam txhab tau dhau los ua qhov tsis zoo rau Asmeskas cov tuam txhab kev tshaj tawm xov xwm txij li Covid kis thoob qhov txhia chaw pib. TikTok tau ntes Cov tub ntxhais hluas siv Facebook.
Facebook Instagram tau tshaj tawm cov yeeb yaj kiab luv luv reels Thaum lub Cuaj Hlis 2021. Meta qhov teeb meem nyob ze yog tias lub sijhawm siv ntawm Reels yuav cannibalize ad cov nyiaj tau los ntawm lwm cov khoom Facebook, cov kws tshuaj ntsuam hais. META Tshuag tau poob 67% hauv 2022 thiab lub tuam txhab tau tshaj tawm loj cov neeg ua haujlwm tawm haujlwm.
Snap Tshuag plunged ntawm nws cov nyiaj tau los peb lub hlis twg tsis nco.
YouTube Shorts Appears As Rival
TikTok txoj kev loj hlob tau txais tus xov tooj ntawm Google ib yam nkaus. YouTube cov nyiaj tau los tshaj tawm rau lub Cuaj Hli Ntuj poob 2% xyoo dhau los rau $ 7.1 nphom.
Google lub hom phiaj kom qeeb TikTok nrog YouTube Shorts, nws tus kheej video platform luv. Raws li Google, YouTube Shorts yeeb yaj duab tau saib los ntawm ntau dua 1.5 billion tus neeg siv kos npe hauv txhua lub hlis, nrog ntau dua 30 billion tus neeg saib txhua hnub. Google txuas ntxiv sim nrog txoj hauv kev kom tau nyiaj los ntawm YouTube Shorts.
YouTube tau tshaj tawm cov qauv kev tshaj tawm tshiab rau cov neeg tsim cov yeeb yaj kiab luv luv. Cov neeg tsim khoom tuaj yeem tau txais ntau npaum li 45% ntawm cov nyiaj tau los tshaj tawm. Yuav kom tsim nyog, tus tsim yuav tsum ncav cuag 10 lab Shorts views tshaj 90 hnub.
Tsis tas li ntawd, YouTube tab tom sim kev yuav khoom ntawm lub platform luv luv video. Ntawm Insider Intelligence, Enberg hais tias YouTube Shorts tuaj yeem yog tus neeg sib tw ua tau zoo rau TikTok.
Nws hais tias YouTube yog tib lub platform uas cov neeg tsim yeeb yaj kiab tuaj yeem tau txais cov ntsiab lus hla luv, ntev thiab nyob.
Nws tau hais tias "YouTube tau tso Shorts thiab cov neeg tsim khoom nyob hauv nruab nrab ntawm nws txoj kev loj hlob," nws hais. "Nws muaj peev xwm los ua tus neeg sib tw muaj zog rau TikTok, nrog kev tshaj tawm cov nyiaj tau los sib koom. Dab tsi ua rau Shorts tshwj xeeb yog tias nws tau khi rau YouTube, lub platform ntev. Thiab cov tsim muaj cov cuab yeej los hloov cov ntsiab lus ntev rau hauv cov yeeb yaj kiab luv. "
Kev sib ntaus sib tua ntawm TikTok thiab YouTube Shorts tsis yog dhau ntawm cov tub ntxhais hluas tsim thiab "influencers." Ntau lub lag luam me tau siv TikTok. Cov neeg sawv cev ntawm vaj tse, piv txwv li, siv cov yeeb yaj kiab luv luv los qhia cov khoom muag.
Cov tuam txhab loj tab tom nce kev lag luam, ib yam nkaus. Warner Bros. Kev Tshawb Nrhiav (WBD) tau ntxiv ntau dua 1.6 lab tus thwjtim rau nws Looney Tunes tus account ntawm TikTok.
IPO Plans Shelved
Txawm hais tias ByteDance thiab TikTok daws US kev txhawj xeeb txog kev nyab xeeb los ntawm Suav-tus tswv video app, nws tsis paub meej tias qhov kev muab thawj zaug rau pej xeem yog nyob rau hauv daim npav. Rau ib qho, 2022 yog xyoo tsis txaus siab rau tech IPOs ntiaj teb.
Txawm hais tias cov nyiaj tau los loj hlob sai, TikTok tseem tsis tau txais txiaj ntsig ntawm kev nqis peev loj. Lub tuam txhab kev lag luam poob hauv 2021 tag nrho $ 7.15 nphom, nce los ntawm $ 2.14 nphom hauv 2020.
"Kev ncav cuag qhov kev pom zoo nrog Biden Administration yuav tshem tawm txoj hauv kev loj rau kev sau npe. Txawm li cas los xij, muaj lwm yam teeb meem loj, suav nrog kev tswj hwm kev tswj hwm hauv Beijing nrog rau kev ua lag luam tsis zoo, "said Matt Kennedy, tus kws tshaj lij ntawm Renaissance Capital, uas taug qab IPOs.
Hauv qab Thawj Tswj Hwm XI Jinping, Tuam Tshoj tsoomfwv tau ua txhaum rau cov tuam txhab thev naus laus zis.
Nws hais ntxiv tias: “Tseem muaj lus nug txog qhov twg thiab lawv yuav teev dab tsi. Ntawm cov ntsiab lus sib txawv tau tham txog kev sau npe ByteDance hauv Hong Kong, tsuas yog sau npe lub tuam txhab cov cuab yeej cuab tam hauv Suav teb lossis qee zaum sau npe TikTok hauv Asmeskas xwb "
Ua raws li Reinhardt Krause hauv Twitter @reinhardtk_tech rau cov kev hloov tshiab ntawm 5G wireless, kev txawj ntse tsim, cybersecurity thiab huab xam.
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Tau qhov twg los: https://www.investors.com/news/technology/tiktok-juggernaut-eyes-music-shopping-gaming-despite-threats-us-ban/?src=A00220&yptr=yahoo