Short-form Video & Social Media Landscape – TikTok, Facebook, Instagram & Others

  • Public Equity
  • TMT
  • North America


Former Product manager at TikTok Inc


  • Macroeconomic impacts on social media and short-form video offerings, including potential advertising budget cuts
  • Relevance of brand vs direct-response advertising, as well as e-commerce and live-streaming
  • Overview of short-form video offerings that have become popular across social media, emphasising importance of content graph vs social graph
  • Competitive landscape – TikTok’s success, Meta Platforms’ (NASDAQ: FB) focus across Facebook and Instagram, Snap’s (NYSE: SNAP) challenges with Spotlight and YouTube’s plans for Shorts
  • TikTok’s 2022-23 revenue outlook and ability for others to catch up


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