THE GLOBAL WEB INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global web industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

DESCRIPTION OF COMPANIES DEVELOPMENT AXES

Traffic acquisition, user monetisation, diversification of activities : the report details the growth levers prioritised by the world leaders in the web industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

THE SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

FRAMING AND ENVIRONMENT

MARKET FUNDAMENTALS

Overview

The sector

MARKET ENVIRONMENT

Overview (PESTEL analysis)

Macroeconomic environment

Internet access around the world

Time spent on the Internet

The main services used on the Internet

Global IP traffic

Online advertising expenditure

Advertising revenue by media

Online advertising by format

THE MARKET AND LEADERS' ACTIVITY

LEADERS' ACTIVITY AND PERFORMANCES

Leaders' cumulative revenue (2016-2020)

Leaders' growth and profitability

Leaders' profitability

COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

Overview (Porter's strengths)

Intra-sectoral competition

Threat of new entrants

Governments' influence

Bargaining power of customers

Threat of substitutes

STRUCTURE OF THE COMPETITION

Rankings by advertising revenue

Most popular web browsers and search engines

Social networks rankings

Market share of digital advertising expenditure

LEADERS' STRATEGIES

Traffic acquisition strategies

Setting up affiliate partner networks

Online advertising pricing models

Product development

The rise of the creator economy

Development of BtoC paid services

International expansion

Consolidating leadership

Diversification of activities

With numerous case studies : Alphabet (Google), Facebook, Naver, Twitter, Yandex, etc.

THE FORCES AT WORK

Ranking of the 10 world leaders in the global web industry

Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

SWOT analysis of the 10 leaders

Leader's profiles