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04-23

potentially bullish news for alphabet, i guess...

TikTok Ban: Great for Meta and Google, OK for Snap and Bad for Oracle -- WSJ

If TikTok actually gets banned in the U.S., expect the benefits to mostly accrue to those who need them the least.The House passed a measure over the weekend that would require either the divestiture or ban of the Chinese-owned social media app within a year. The Senate is widely expected to approve the measure, and President Biden has publicly committed to signing it. Hence, TikToks ultimate fate in the U.S. will likely be decided in court, where the company has vowed to press its case.That ultimate outcome is far from certain. But the significantly increased possibility that the mega-popular app could disappear from U.S.-based smartphones has Wall Street laying bets on who stands to benefit the most from such a scenarioand who gets hurt.The biggest consensus winners are Instagram and Facebook, owned by Meta Platforms, and YouTube, owned by Google-parent Alphabet. Both companies operate short-form video platformscalled Reels and Shorts respectivelythat are TikToks biggest competitors

TikTok Ban: Great for Meta and Google, OK for Snap and Bad for Oracle -- WSJ

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The Senate is widely expected to approve the measure, and President Biden has publicly committed to signing it. Hence, TikToks ultimate fate in the U.S. will likely be decided in court, where the company has vowed to press its case.That ultimate outcome is far from certain. But the significantly increased possibility that the mega-popular app could disappear from U.S.-based smartphones has Wall Street laying bets on who stands to benefit the most from such a scenarioand who gets hurt.The biggest consensus winners are Instagram and Facebook, owned by Meta Platforms, and YouTube, owned by Google-parent Alphabet. Both companies operate short-form video platformscalled Reels and Shorts respectivelythat are TikToks biggest competitors ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     By Dan Gallagher \n</p>\n<p>\n     If TikTok actually gets banned in the U.S., expect the benefits to mostly accrue to those who need them the least. \n</p>\n<p>\n     The House passed a measure over the weekend that would require either the divestiture or ban of the Chinese-owned social media app within a year. The Senate is widely expected to approve the measure, and President Biden has publicly committed to signing it. Hence, TikToks ultimate fate in the U.S. will likely be decided in court, where the company has vowed to press its case. \n</p>\n<p>\n     That ultimate outcome is far from certain. But the significantly increased possibility that the mega-popular app could disappear from U.S.-based smartphones has Wall Street laying bets on who stands to benefit the most from such a scenarioand who gets hurt. \n</p>\n<p>\n     WINNERS \n</p>\n<p>\n     The biggest consensus winners are Instagram and Facebook, owned by <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and YouTube, owned by Google-parent Alphabet. Both companies operate short-form video platformscalled Reels and Shorts respectivelythat are TikToks biggest competitors among the U.S. audience. In a note Monday, Bernstein analysts estimated that Meta would likely draw about 55%-60% of TikToks U.S. ad revenue. YouTube would draw another 25% or so of that revenue pie, they projected. \n</p>\n<p>\n     That doesnt leave much for SnapChats parent company. But a little can go a long way there, since Snap generates about 3% of Metas annual ad revenue. In another report Monday, Benjamin Black of Deutsche Bank estimated that every 10% of TikToks minutes that accrue to Snapchat would boost its parents 2025 revenue by 25%. A similar amount shifting to Facebook or Instagram gives only a 2% revenue lift to Meta, Black estimated. \n</p>\n<p>\n     LOSERS \n</p>\n<p>\n     A definite loser would be Oracle, the cloud software giant that hosts TikToks service in the U.S. In a report Monday, Karl Keirstead of UBS estimated Oracles revenue from TikTok in a range of $600 million to $650 million a year. \n</p>\n<p>\n     That would only be a little over 1% of Oracles total annual revenue, though Keirstead also thinks TikTok is currently the largest customer for Oracles OCI cloud service, which competes with Amazon, Microsoft and Google in that space. However, our checks suggest the downside could be mitigated by Oracles ability to re-purpose the TikTok capacity (and convert its material OCI backlog) and by the likelihood that the TikTok deal is at quite low margins, Keirstead wrote. \n</p>\n<p>\n     This analysis comes from the Journal's Heard on the Street team. Subscribe to their free daily afternoon newsletter here_._ \n</p>\n<p>\n     This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 22, 2024 13:00 ET (17:00 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TikTok Ban: Great for Meta and Google, OK for Snap and Bad for Oracle -- WSJ</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTikTok Ban: Great for Meta and Google, OK for Snap and Bad for Oracle -- WSJ\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-23 01:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     By Dan Gallagher \n</p>\n<p>\n     If TikTok actually gets banned in the U.S., expect the benefits to mostly accrue to those who need them the least. \n</p>\n<p>\n     The House passed a measure over the weekend that would require either the divestiture or ban of the Chinese-owned social media app within a year. The Senate is widely expected to approve the measure, and President Biden has publicly committed to signing it. Hence, TikToks ultimate fate in the U.S. will likely be decided in court, where the company has vowed to press its case. \n</p>\n<p>\n     That ultimate outcome is far from certain. But the significantly increased possibility that the mega-popular app could disappear from U.S.-based smartphones has Wall Street laying bets on who stands to benefit the most from such a scenarioand who gets hurt. \n</p>\n<p>\n     WINNERS \n</p>\n<p>\n     The biggest consensus winners are Instagram and Facebook, owned by <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and YouTube, owned by Google-parent Alphabet. Both companies operate short-form video platformscalled Reels and Shorts respectivelythat are TikToks biggest competitors among the U.S. audience. In a note Monday, Bernstein analysts estimated that Meta would likely draw about 55%-60% of TikToks U.S. ad revenue. YouTube would draw another 25% or so of that revenue pie, they projected. \n</p>\n<p>\n     That doesnt leave much for SnapChats parent company. But a little can go a long way there, since Snap generates about 3% of Metas annual ad revenue. In another report Monday, Benjamin Black of Deutsche Bank estimated that every 10% of TikToks minutes that accrue to Snapchat would boost its parents 2025 revenue by 25%. A similar amount shifting to Facebook or Instagram gives only a 2% revenue lift to Meta, Black estimated. \n</p>\n<p>\n     LOSERS \n</p>\n<p>\n     A definite loser would be Oracle, the cloud software giant that hosts TikToks service in the U.S. In a report Monday, Karl Keirstead of UBS estimated Oracles revenue from TikTok in a range of $600 million to $650 million a year. \n</p>\n<p>\n     That would only be a little over 1% of Oracles total annual revenue, though Keirstead also thinks TikTok is currently the largest customer for Oracles OCI cloud service, which competes with Amazon, Microsoft and Google in that space. However, our checks suggest the downside could be mitigated by Oracles ability to re-purpose the TikTok capacity (and convert its material OCI backlog) and by the likelihood that the TikTok deal is at quite low margins, Keirstead wrote. \n</p>\n<p>\n     This analysis comes from the Journal's Heard on the Street team. Subscribe to their free daily afternoon newsletter here_._ \n</p>\n<p>\n     This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 22, 2024 13:00 ET (17:00 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4538":"云计算","BK4527":"明星科技股","BK4588":"碎股","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","META":"Meta Platforms","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0444971666.USD":"天利全球科技基金","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4514":"搜索引擎","GOOGL":"谷歌A","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","ORCL":"甲骨文","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4592":"伊斯兰概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4553":"喜马拉雅资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","GOOG":"谷歌","BK4585":"ETF&股票定投概念","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4525":"远程办公概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4587":"ChatGPT概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429971863","content_text":"By Dan Gallagher \n\n\n     If TikTok actually gets banned in the U.S., expect the benefits to mostly accrue to those who need them the least. \n\n\n     The House passed a measure over the weekend that would require either the divestiture or ban of the Chinese-owned social media app within a year. The Senate is widely expected to approve the measure, and President Biden has publicly committed to signing it. Hence, TikToks ultimate fate in the U.S. will likely be decided in court, where the company has vowed to press its case. \n\n\n     That ultimate outcome is far from certain. But the significantly increased possibility that the mega-popular app could disappear from U.S.-based smartphones has Wall Street laying bets on who stands to benefit the most from such a scenarioand who gets hurt. \n\n\n     WINNERS \n\n\n     The biggest consensus winners are Instagram and Facebook, owned by Meta Platforms, and YouTube, owned by Google-parent Alphabet. Both companies operate short-form video platformscalled Reels and Shorts respectivelythat are TikToks biggest competitors among the U.S. audience. In a note Monday, Bernstein analysts estimated that Meta would likely draw about 55%-60% of TikToks U.S. ad revenue. YouTube would draw another 25% or so of that revenue pie, they projected. \n\n\n     That doesnt leave much for SnapChats parent company. But a little can go a long way there, since Snap generates about 3% of Metas annual ad revenue. In another report Monday, Benjamin Black of Deutsche Bank estimated that every 10% of TikToks minutes that accrue to Snapchat would boost its parents 2025 revenue by 25%. A similar amount shifting to Facebook or Instagram gives only a 2% revenue lift to Meta, Black estimated. \n\n\n     LOSERS \n\n\n     A definite loser would be Oracle, the cloud software giant that hosts TikToks service in the U.S. In a report Monday, Karl Keirstead of UBS estimated Oracles revenue from TikTok in a range of $600 million to $650 million a year. \n\n\n     That would only be a little over 1% of Oracles total annual revenue, though Keirstead also thinks TikTok is currently the largest customer for Oracles OCI cloud service, which competes with Amazon, Microsoft and Google in that space. However, our checks suggest the downside could be mitigated by Oracles ability to re-purpose the TikTok capacity (and convert its material OCI backlog) and by the likelihood that the TikTok deal is at quite low margins, Keirstead wrote. \n\n\n     This analysis comes from the Journal's Heard on the Street team. Subscribe to their free daily afternoon newsletter here_._ \n\n\n     This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n\n\n  (END) Dow Jones Newswires\n\n\n  April 22, 2024 13:00 ET (17:00 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":43,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}