Internet & Media · 11.3

Social Media

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+1weighted per event

Average gross impact6absolute weighted average

Events6same period

Confidence72%model average

Raw intensity55before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed0.9 / day

Concentration42%

Direction disagreement88%

Source independence100%7 sources

IMPACT TREND

7-day effective impact

Positive 1 · Negative 2 · Mixed 3

+70-7

27 Jul, 000 events

-4

27 Jul, 144 events

28 Jul, 040 events

28 Jul, 180 events

29 Jul, 080 events

29 Jul, 222 events

30 Jul, 120 events

31 Jul, 020 events

31 Jul, 160 events

1 Aug, 060 events

1 Aug, 200 events

2 Aug, 100 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate56%22 cumulative effective impact

Short term15%6 cumulative effective impact

Medium term29%11 cumulative effective impact

Long term0%0 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 1 · 6 events

Macro2

Macro27 Jul, 16:49negative

Japan's MIC Meeting Demands Preemptive Action on Fake Ads and Defamation, Calls Out Google, Meta for Passive

Japan's Ministry of Internal Affairs and Communications (MIC) held an expert meeting on February 27 to discuss online issues including fake advertisements, defamation, and youth protection. The meeting summarized demands for SNS operators to take preemptive measures such as warnings before harmful content spreads, while avoiding excessive restrictions. The meeting noted that individual post-event remedies are limited and called for a mechanism for authorities to grasp the situation. It named Google, Meta, X, and Dwango for passive information disclosure. The MIC will check operators based on the Information Distribution Platform Act and discuss legal revisions.

Effective: -6
Intensity: 45
Confidence: 70%
Horizon: Short term

Macro27 Jul, 14:51mixed

Microsoft, Meta, Amazon, Apple to Report July 2026; Azure Guidance 39%-40%, AWS 28%

Microsoft, Meta, Amazon and Apple will report quarterly earnings in July 2026. The three major cloud firms—Microsoft, Amazon and Google Cloud—maintain massive capital expenditure: Microsoft plans $190 billion for full-year 2026, Amazon nearly $200 billion, and Meta $125-145 billion. Azure revenue growth guidance is 39%-40%, AWS 28%. Backlog orders exceed $600 billion for Microsoft, $360 billion for Amazon, and $514 billion for Google Cloud. S&P 500 Q2 earnings grew about 24.7% year-on-year. Apple CEO Tim Cook will host his final earnings call as CEO, succeeded by John Ternus.

Effective: 0
Intensity: 40
Confidence: 50%
Horizon: Medium term

Industries1

Industries27 Jul, 19:12mixed

WeChat Channels Launches Special Rectification on Irregular Group Livestreams, Imposing Graduated Penalties Up

WeChat Channels announced on July 27 a special rectification campaign targeting irregular group livestreaming, in line with the Cyberspace Administration of China's 'Qinglang' campaign. The platform will impose graduated penalties on violating streamers and stream rooms, ranging up to permanent bans, to maintain a clean online ecosystem and protect user rights.

Effective: 0
Intensity: 40
Confidence: 70%
Horizon: Short term

Companies3

Companies30 Jul, 04:57positive

Meta Q2 Revenue Up 28% YoY, Net Profit Down 14%; Metaverse Losses Exceed $41.7 Billion, Capex Drags Shares

Meta reported Q2 2026 revenue of $60.8 billion, up 28% year-on-year, but net profit fell 14% to $15.8 billion. The Reality Labs metaverse unit posted a $4.6 billion quarterly loss, bringing cumulative losses to over $41.7 billion since Q2 2024. Capital expenditure surged 83% to $31.1 billion, weighing on profitability. Meta narrowed its full-year capex forecast to $130-$145 billion. Shares fell in after-hours trading, erasing about $110 billion in market value. The company is developing personal AI agents and announced a data center partnership with BlackRock.

Effective: +20
Intensity: 65
Confidence: 80%
Horizon: Immediate

Companies27 Jul, 15:17negative

EU Commission Preliminary Investigation Finds TikTok Minor Account Settings Violate Rules, Fines Over 900

The European Commission on July 24 issued a preliminary investigation conclusion to TikTok, stating that the platform's minor account settings fail to meet the safety standards of the Digital Services Act. The Commission's finding is part of its enforcement of the DSA. Separately, TikTok has faced cumulative fines of more than 900 million euros from EU regulatory bodies over the past three years.

Effective: -11
Intensity: 70
Confidence: 80%
Horizon: Medium term

Companies30 Jul, 08:56mixed

Meta Platforms Q2 Revenue $60.8 Billion, Up 28%; Adjusted EPS $6.18

Meta Platforms reported second-quarter revenue of $60.8 billion, up 28% year over year, and adjusted earnings per share of $6.18. Adjusted operating profit reached $22.355 billion, up more than 9%, after excluding $2.4 billion in legal costs and $1.18 billion in severance. Instagram daily active users hit 2 billion, Threads surpassed 500 million monthly active users, and other app family revenue reached $1 billion for the first time, up 73%. Reality Labs saw growth from AI glasses offset by Quest headset declines.

Effective: 0
Intensity: 70
Confidence: 80%
Horizon: Short term