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Strategic Intelligence: Misinformation

Publisher GlobalData
Published Sep 30, 2025
Length 58 Pages
SKU # GBDT20495299

Description

Strategic Intelligence: Misinformation

Summary

Misinformation is not a new phenomenon, but the technology behind it is unprecedented. Big data and artificial intelligence (AI) provide the foundation for digital ecosystems to pursue personalization at scale. With sophisticated algorithms and huge data troves, social media platforms can tailor content to reach those most likely to be influenced. The ad-targeting business model prioritizes profit over quality of content and respect for the user’s privacy.

Key Highlights
  • Misinformation poses a major threat to the integrity of democratic elections. Civil society is increasingly holding Big Tech accountable for allowing the proliferation of false narratives spread by humans and bots online. These platforms are often accused of distorting the information we consume, negatively impacting us both individually and collectively. According to the World Economic Forum's 2025 Global Risk Report, misinformation and disinformation pose the greatest risks to countries and businesses over the next two years.
  • Regulators and policymakers disagree on how to tackle misinformation, as it risks impacting online freedom of expression. Yet there has never been a broader consensus that something must be done, and since 2020, more regulations have been introduced globally to tackle the issue.
  • Some tech companies are increasing their efforts to combat misinformation without impacting online expression. However, some of the world’s most popular social media platforms, including Meta and X, have relaxed moderation standards. Traditional publishers and TV broadcasters will benefit from increased misinformation regulation, as they do not profit from targeted ads. Tech companies advancing misinformation-prone AI systems, internet services that profit from targeted ads, and ad companies will be negatively impacted.
Scope
  • This report looks at how misinformation is impacting the tech, media, and telecom (TMT) industry globally.
  • It identifies the companies that will be impacted by misinformation regulation, as well as the main trends shaping the misinformation theme.
  • It includes details of regulatory approaches to misinformation by country and a timeline, showing the major milestones in this theme.
Reasons to Buy
  • Regulators and policymakers disagree on how to tackle misinformation, as it risks impacting online freedom of expression. Yet there has never been a broader consensus that something must be done, and since 2020, more regulations have been introduced globally to tackle the issue. In this report, we identify the likely winners and losers from regulatory action on misinformation.

Table of Contents

58 Pages
Executive Summary
Players
Thematic Briefing
Understanding misinformation
Components of misinformation
Creation of misinformation
State actors
Non-state actors
Actors’ methods
Misinformation impacts democracy
Algorithms and data
Erosion of trust in public institutions
Trends
Technology trends
Macroeconomic trends
cRegulatory trends
Regulatory Briefing
Stakeholders are increasingly concerned about misinformation
Regulation could endanger freedom of speech
Is self-regulation the solution?
Regulatory responses to misinformation by country
Measures by online platforms to tackle misinformation
Meta
Google
X (formerly Twitter)
ByteDance
Timeline
Companies
Public companies
Private 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: Macroeconomic trends
Table 4: Regulatory responses to misinformation by country
Table 5: Public companies
Table 6: Private companies
Table 7: Glossary
Table 8: GlobalData reports
List of Figures
Figure 1: Which TMT companies will be impacted by misinformation regulation?
Figure 2: The misinformation theme has three core elements
Figure 3: The components of misinformation
Figure 4: 26 countries have passed specific laws to combat misinformation and disinformation
Figure 5: Meta’s Community Notes
Figure 6: TikTok rolls out Footnotes in the US
Figure 7: The misinformation story
Figure 8: Who does what in the social media space?
Figure 9: Thematic screen - Social media sector scorecard
Figure 10: Valuation screen - Social media sector scorecard
Figure 11: Risk screen - Social media sector scorecard
Figure 12: Thematic screen - Advertising sector scorecard
Figure 13: Valuation screen - Advertising sector scorecard
Figure 14: Risk screen - Advertising sector scorecard
Figure 15: Our five-step approach for generating a sector scorecard

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