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Strategic Intelligence: Antitrust

Publisher GlobalData
Published May 06, 2025
Length 45 Pages
SKU # GBDT20043778

Description

Strategic Intelligence: Antitrust

Summary

Consensus around the need to regulate digital monopolies has never been stronger on both sides of the Atlantic. The European Commission is enforcing the Digital Markets Act (DMA) and is expected to wrap up its investigations of Google, Meta, and Apple by 2026.

The US government has stepped up efforts to tackle digital monopolies through lawsuits. The Department of Justice is considering breaking up Google, which would represent the strongest intervention to date against one of the world’s most powerful tech companies. However, no company has yet been sanctioned for a DMA infringement, while all lawsuits opened against Big Tech in the US are ongoing.

Key Highlights
  • Under the second Trump administration, transatlantic tensions over digital regulation, including antitrust, will heighten. President Trump views the DMA as “overseas extortion” of US companies, but Brussels is determined to go ahead with its antitrust investigations and has said that it will make no concessions on its digital rules in trade negotiations with the US. There will likely be an acceleration in DMA enforcement as the EU uses the threat of fines and sanctions as bargain chips in tariff negotiations with Washington. The result could be a damaging tit-for-tat trade war in the tech industry.
  • While the Trump administration is expected to be more friendly to consolidation across different sectors, the tech industry will likely be the exception, as both recently appointed heads of the Federal Trade Commission (FTC) and Department of Justice (DoJ) have signaled their interest in scrutinizing Big Tech over antitrust. However, mergers and acquisitions (M&As) and partnerships perceived to be in the national interest, particularly in artificial intelligence (AI), will likely receive a green light from US regulators.
Scope
  • This report looks at how antitrust is impacting the tech, media, and telecom (TMT) industry globally.
  • It identifies the companies that will be impacted by antitrust regulation, as well as the main trends shaping the antitrust theme.
  • It includes an overview of the global regulatory landscape and a timeline showing the major milestones in this theme.
Reasons to Buy
  • Existing competition laws were not conceived for the digital era, particularly when defining significant market power and anticompetitive practices.
  • They have struggled to adapt to the challenges of the digital economy, where tech giants thrive thanks to their extensive, established customer networks and low-cost capital.
  • They have also failed to grasp the complexity of digital platforms, which typically connect many sides of a market (for example, consumers, advertisers, developers, and publishers in the digital advertising market). In single-sided markets, the consumer feels the burden of monopoly through higher prices, but this is not easy to establish in multi-sided markets.
  • Across the world, governments are rethinking antitrust rules that will determine the future of the internet and our data.

Table of Contents

45 Pages
Executive Summary
Players
Regulatory Briefing
How digital markets work
A dominant position in digital markets can create value and efficiencies
Popular services are offered to consumers for free
Data analytics improves the quality of service
Dominant platforms can also be a source of harm
Ad-targeting prioritizes profit over respect for the user’s privacy and quality of content
Network effects can be a barrier to entry
A dominant position can reduce the incentive to innovate
Trends
Technology trends
Macroeconomic trends
The Global Regulatory Landscape
Adapting traditional antitrust rules to the digital economy is daunting
The DMA is being enforced but with little effect so far
The UK embarks on a new competition regime
The US
Timeline
Companies
Sector Scorecards
Social media sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Advertising sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Glossary
Further Reading
GlobalData reports
Our Thematic Research Methodology
About GlobalData
Contact Us
List of Tables
Table 1: Technology trends
Table 2: Macroeconomic trends
Table 3: Companies
Table 4: Glossary
Table 5: GlobalData reports
List of Figures
Figure 1: What’s the impact of antitrust on Big Tech?
Figure 2: The 10 areas regulators are currently targeting in the tech sector
Figure 3: Digital platforms and competition
Figure 4: Most antitrust investigations result in fines without changes to anticompetitive practices
Figure 5: Who is subject to the DMA?
Figure 6: What are the dos and don'ts for gatekeepers?
Figure 7: The EC has opened four non-compliance investigations against Big Tech under the DMA
Figure 8: The DMA versus the DMCC
Figure 9: How the CMA’s new pro-competition regime would work
Figure 10: The main investigations and lawsuits opened in the US, from 2022 to 2024
Figure 11: The antitrust story
Figure 12: Who does what in the social media space?
Figure 13: Thematic screen - Social media sector scorecard
Figure 14: Valuation screen - Social media sector scorecard
Figure 15: Risk screen - Social media sector scorecard
Figure 16: Who does what in the advertising space?
Figure 17: Thematic screen - Advertising sector scorecard
Figure 18: Valuation screen - Advertising sector scorecard
Figure 19: Risk screen - Advertising sector scorecard
Figure 20: Our five-step approach for generating a sector scorecard

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