WHAT'S HAPPENING

  • TikTok returns to US app stores after Trump delays ban and assures tech giants they won't face penalties.

BY THE NUMBERS📈

  • 52M+ downloads in 2024

  • 52% from Apple App Store

  • 48% from Google Play

  • Potential $50B valuation

  • Used by nearly half of Americans

THE TIMELINE

  • January 19: Ban law takes effect

  • Next day: Trump signs 75-day delay

  • February 14: App returns to stores

  • February 2025: Decision expected

WHY IT MATTERS

  • First potential major social media ban in US history

  • National security concerns at play

  • Sets precedent for other Chinese-owned apps

  • Tech giants needed legal protection to restore app

DEAL WATCH 💸

  • Multiple buyers showing interest

  • Frank McCourt (ex-Dodgers owner) in the mix

  • Trump in talks with several parties

  • ByteDance must sell or face ban

INDUSTRY TALK

"The U.S. has never banned a major social media platform and the law that passed last year gives the government sweeping authority to ban or seek the sale of other Chinese-owned apps."

Reuters Analysis

WHAT WE'RE WATCHING 👀

  • How Netflix structures creator deals

  • Whether top YouTube creators make the switch

  • Integration with existing Netflix content

THE BOTTOM LINE

While TikTok gets a temporary reprieve, its long-term US future hangs in the balance. With a $50B business at stake, February could be make-or-break.

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