Market Dynamics - TikTok's US operations are spinning off, posing a challenge to existing social media giants [1] - The transition of TikTok's US operations could introduce friction across the consumer experience, advertiser infrastructure, and algorithmic performance [1] - The new US-based TikTok will manage interoperability, e-commerce, and advertising, which need to be global to maintain TikTok's value [2] Competitive Landscape - YouTube also has a short-form video product competing with TikTok [1] - TikTok's US digital ad spending is currently 4%, a fraction of Meta's 23% and Google's 25% [3] - TikTok could gain share from Snap if the changes do not negatively impact user engagement and advertiser results [3] Data and User Base - The new US-based company is taking responsibility for US data, content moderation, and algorithm security [2] - TikTok has 170 million US users [1]
TikTok signs joint venture to create TikTok USDS Joint Venture
CNBC Television·2025-12-19 19:22