Themes 2020

Anti-Trust & Privacy

Technology, Media & Telecom Sector Icon
Washington Policy Sector Icon

How do you analyze antitrust risks facing Big Tech in the midst of the 2020 election?

Big Tech (Google, Facebook, Amazon and Apple) face meaningful governmental risk, with both US mainstream political parties seeking to gain advantage by targeting issues of antitrust, privacy and platform liability. Antitrust investigations raise the potential for divestitures and ongoing regulatory obligations as well as protracted uncertainty and distraction in multi-year litigation.

We see a greater than 50% chance that antitrust lawsuits are brought against Google and Facebook, in part due to the autonomy of state AGs. However, the role of Big Tech in US national security and competition with China could be an important driver of outcomes after the 2020 presidential election.

What we’re watching:

  • FTC and House Judiciary
  • Committee reports
  • Democratic presidential nominee
  • State Attorneys General
  • CCPA implementation
Themes 2020

15 Themes to Focus on 2020: A Handbook for Portfolio Managers

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47

States that have announced formal anti-trust investigations of Google and Facebook

3

Number of years from filing of lawsuits to ruling by DC District Court of Appeals in US v. Microsoft

4%

Amazon’s share of the US retail market

$0

Fees charged to consumers for use of advertising-supported search and social media platforms

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New York, NY

Jun 06, 2023

7th Annual Future of the Consumer Conference

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Mar 06, 2023

43rd Annual Health Care Conference

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Feb 15, 2023

44th Annual Aerospace/Defense & Industrials Conference

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