Explorez tous les épisodes du podcast MediaTalk
| Titre | Date | Durée | |
|---|---|---|---|
| Why Sports Teams Can Be a Better Investment than Big Tech | 16 Oct 2025 | 00:23:32 | |
"MediaTalk" explores the growing importance of sports investments, which have evolved from vanity purchases to a legitimate asset class. Record-breaking transactions in leagues like the NBA and NFL underscore this transformation. A key focus is why sports teams are considered a durable asset class that will hold their value and continue to grow not just for the next five or 10 or 20 years, but possibly for the next 100. Unlike other investments, sports teams enjoy inelastic demand—fans remain loyal regardless of team performance, ensuring steady revenue. These unique characteristics make sports teams more attractive than even Big Tech stocks, which may not guarantee the same long-term stability and loyalty. The episode emphasizes the unparalleled ability of sports to captivate audiences, as seen with events like the Paris Olympics and the World Cup. This enduring appeal solidifies sports teams as valuable investments. The podcast also explores the role of US investors in global sports investments, especially in European soccer clubs. Over half of the Premier League teams have American owners, highlighting a strong US presence in the UK soccer scene. The conversation shifts to the impact of social media and technology. Social media enhances fan engagement and drives sponsorship values, while the sports technology sector sees growth in areas like sports analytics and collectibles. Finally, the episode touches on the burgeoning interest in women's sports, with rapid growth in valuations for women's sports teams. As the episode concludes, the guests discuss whether the sports investment market is in a bubble. While some believe it is, others see it as a period of price discovery, with valuations likely to rise before stabilizing. More S&P Global content: Featured experts:
Credits:
| |||
| How TV, Radio Broadcasters are Navigating Advertising, Regulatory Shifts | 09 Oct 2025 | 00:19:28 | |
"Media Talk" host Mike Reynolds is joined by Justin Nielson, principal analyst at S&P Global Market Intelligence Kagan, to discuss the opportunities and challenges faced by TV and radio broadcasters in 2025. Radio is experiencing a bifurcation, with traditional ad revenues declining while podcasting and streaming drive growth. Nielson emphasizes that radio remains a local medium, fostering community relationships, but faces pressure from national advertisers shifting budgets towards platforms like Spotify and SiriusXM. While certain sectors, including healthcare and professional services, are thriving, others like retail and automotive are struggling due to economic pressures. On the television side, the outlook for 2025 appears challenging, particularly in an odd year without major events like the Summer Olympics or a presidential election. Additionally, the podcast discusses the M&A landscape, noting that the TV sector faces duopoly and national ownership cap rules that could impact transactions. Recent deals, namely Nexstar's potential purchase of TEGNA, will test the current limits. The podcast also explores the impact of technological advancements, including AI and the transition to ATSC 3.0, which promises new revenue opportunities but faces hurdles in consumer adoption. Overall, while both radio and TV navigate a complex environment marked by digital competition and economic uncertainty, there are still promising avenues for growth, particularly at the local level, alongside an evolving M&A landscape that could reshape the industry. More S&P Global content: Featured experts:
Credits:
| |||
| Level Up or Game Over: Analyzing the Health of the Video Game Market After EA Deal | 02 Oct 2025 | 00:23:02 | |
In the latest episode of “MediaTalk,” host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Neil Barbour discuss the implications of Electronic Arts' $57 billion going-private deal. Notably, while the multiples on this deal rival those of Microsoft's purchase of Activision Blizzard in 2021, the industry is in a very different phase of growth. The conversation also looks at the current M&A landscape, delving into why the the anticipated wave of consolidation failed to materialize after Microsoft's Activision Blizzard deal. Will regulatory hurdles and a cautious market environment continue to stifle potential deals? The health of the video game market raises further questions. With Microsoft reporting a rise in content revenue from previously Xbox-exclusive titles now available on PlayStation, can this momentum be sustained? How will Nintendo navigate software sales following its Switch 2 hardware launch? And what factors are driving Roblox's impressive user engagement, especially around titles such as Steal a Brainrot and Grow a Garden? This episode prompts listeners to consider the future of the gaming industry and the potential paths for major players, asking what strategies companies should adopt to stay competitive in an increasingly dynamic market. More S&P Global content:
Featured experts:
Credits:
| |||
| Sunday Nights and Streaming Rights: 'Tuned In' to New Sports Deals | 25 Sep 2025 | 00:17:35 | |
"MediaTalk" host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Michael Johnson recently returned from Front Office Sports' "Tuned In" conference in Manhattan, where media and league executives talked about the rapidly evolving landscape of sports media. One of the key highlights was the MLB's new rights agreements, which have not been formally announced. They are expected to include NBC securing Sunday night games, ESPN handling local rights, and Netflix stepping in for the Home Run Derby. This diversification of platforms underscores the strategic pivot towards streaming services, aiming to capture a wider audience and cater to changing viewer preferences. The NBA is also making strides, with NBA Commissioner Adam Silver discussing potential expansions into Europe, supported by heavyweights like JP Morgan and the Raine Group. This not only signifies the NBA's global ambitions but also highlights the importance of regulatory navigation and infrastructure development in international markets. Amazon's entry into the Masters golf tournament further illustrates the growing influence of streaming giants in traditional sports broadcasting. With their robust sports portfolio, Amazon is positioning itself as a formidable player, potentially eyeing future marquee events like the Super Bowl. These developments are complemented by NBC's ambitious plans to provide 50 weeks of live Sunday night sports annually. Such initiatives reflect the increasing importance of sports in the broadcasting realm, as networks strive to maintain relevance and viewer engagement in a competitive market. More S&P Global content: Featured experts:
Credits:
| |||
| Broadband Battles and AI Agendas: Inside the Latest Media and Tech Regulatory Trends | 18 Sep 2025 | 00:16:41 | |
"MediaTalk" host Mike Reynolds is joined by S&P Global Market Intelligence tech policy reporter Stefan Modrich to discuss the evolving regulatory landscape for tech and media companies during the second Trump administration. The episode explores AI regulation, BEAD funding and broadcast mergers. The discussion highlights the increasing complexity of AI legislation across the United States, with over 1,300 bills introduced at the state level that address AI's role in various sectors, including healthcare and election security. As companies and consumers navigate this regulatory patchwork, concerns about AI-generated content in political campaigns remain a hot topic. The Broadband Equity Access and Deployment (BEAD) program, aiming to provide over $42 billion for high-speed broadband deployment, faces scrutiny as the Trump administration revamps funding criteria. The conversation touches on the political dynamics that could influence how these funds are allocated, with some states potentially needing to choose between AI regulation and BEAD funding. In the broadcast sector, M&A stands to reshape the landscape. Nexstar's $6.2 billion bid to acquire TEGNA is under the spotlight, shining a light on both the FCC's deregulatory stance and the changing ways in which Americans are consuming news. More S&P Global content: GenAI funding hits record in 2024 boosted by infrastructure interest Featured experts:
Credits:
| |||
| Superheroes to Streaming: Why the Summer Box Office Missed $4 Billion Mark | 11 Sep 2025 | 00:18:49 | |
"MediaTalk" host Mike Reynolds is joined by two in-house movie experts — Wade Holden and Mac Mathews — to explore how the reduced theatrical window has reshaped audience behavior and summer box office outcomes. Traditionally, films enjoyed a 90-day exclusive run in theaters; but post-pandemic, this has been shortened to an average of less than seven weeks. This shift allows studios to capitalize on positive word-of-mouth quickly and reduce advertising costs by transitioning films to streaming platforms sooner. However, it also means that films need to make a significant impact in a shorter timeframe to be deemed successful. Despite these challenges, certain films managed to outperform expectations. "Lilo and Stitch" and "How to Train Your Dragon" were notable successes, drawing in family audiences with their nostalgic appeal and quality storytelling. On the other hand, Pixar's "Elio" was a box office disappointment, failing to capture the audience's imagination. Meanwhile, movies based on video games scored big, with "Minecraft" exceeding expectations and contributing to a strong spring box office. This trend of video game adaptations performing well is something studios are eager to leverage, as evidenced by Warner Bros. moving the release of the new "Mortal Kombat" movie to next spring to capitalize on audience interest. Despite some successes, the summer box office was also affected by superhero fatigue. Films in this genre, which once reliably hit the $1 billion mark, are now performing in the $500 million–$600 million range worldwide. Titles like "Fantastic Four" did not meet expectations, suggesting a potential oversaturation or a shift in audience preferences. More than ever, this summer proved it is a new world for studios and theater owners. And this fall promises to be more of the same as some of the most highly anticipated movies have the shortest theatrical windows. More S&P Global content: Featured experts:
Credits:
| |||
| Exploring the NFL's Game-Changing Media Playbook As 2025/26 Season Starts | 04 Sep 2025 | 00:19:34 | |
While live sports media rights have been moving to streaming platforms for years, the 2025/26 season marks a pivotal shift in how NFL fans can access content. For the first time, every game will be available through one streaming platform or another following the launches of ESPN's enhanced direct-to-consumer app and Fox One. Coupled with existing streaming services like Paramount+, Netflix and Amazon Prime, US football fans will undoubtedly be watching more games on more platforms than ever before. Ahead of the kick off of the 2025/26 season, "MediaTalk" host Mike Reynolds is joined by a trio of S&P Global Market Intelligence Kagan analysts to discuss how traditional broadcasters like NBC, CBS, and Fox are adapting to this new media environment. While network owners have previously expressed concerns about fragmentation, they now appear to be leaning in to multiplatform audiences and ad sales. Even on the linear side, the numbers remain strong, with "Sunday Night Football" on NBC maintaining its reign as the top-rated series for 14 consecutive years. Local broadcast stations remain important partners for building in-market support for NFL teams. With this in mind, the panel discusses potential shifts in media rights post-2029, with the possibility of more games moving to streaming platforms as existing deals expire. More S&P Global content:
Featured experts:
Credits:
| |||
| Playoffs, Payouts, and Pre-Game Rivalries: The '25/'26 College Football Forecast | 28 Aug 2025 | 00:22:17 | |
Ahead of the upcoming '25/'26 college football season, "MediaTalk" host Mike Reynolds discusses the changing dynamics of college football media rights with Kagan analysts Justin Nielson, Scott Robson, and Michael Johnson. As the second season of the expanded College Football Playoff (CFP) begins, the analysts explore the significant changes and potential future playoff scenarios. With the Big Ten and SEC realignments altering the college football landscape, the discussion highlights the challenges and opportunities for top-ranked teams like the Texas Longhorns and Ohio State. The podcast examines the growing rivalry between "College GameDay" and "Big Noon Kickoff," noting the addition of key personalities. The analysts also discuss the rise of streaming services such as ESPN's enhanced DTC app and Fox Sports One, and their implications for traditional linear TV. A key — and somewhat controversial — development is the NCAA's recent settlement, which allows for revenue sharing with D1 athletes, potentially shifting college sports into a more professional domain. The conversation touches on how this change could affect competition and player transfers. As the discussion turns to the future of college football playoffs, the panel considers the potential expansion from 12 to as many as 28 teams, reflecting on its impact on the sport's landscape and the tradition of bowl games. More S&P Global content:
Featured experts:
Credits:
| |||
| How ESPN Aims to Change the Game with New Streaming App | 21 Aug 2025 | 00:19:13 | |
The new ESPN app is here and "MediaTalk" has a sneak peek at all of the functionalities. "MediaTalk" host Mike Reynolds sits down with John Lasker, senior vice president of ESPN DTC, to discuss the Aug. 21 launch of the new enhanced app. The app marks a significant milestone for ESPN, aiming to serve sports fans anytime, anywhere, by integrating extensive features and functionalities into a single platform. It also marks a significant moment for the pay-TV industry at large, as live sports have long been viewed as the glue that held the multichannel market together. The app will offer content from all of ESPN's linear networks and access to 47,000 live events for $29.99 a month. Lasker highlights the personalized experience with the introduction of "SportsCenter for You," which tailors content to individual preferences using AI technology. Other notable features allow fans to sync their mobile devices with their TV for enhanced stats and data, and multi-view options for watching multiple games simultaneously. Targeting cord-cutters and younger audiences, the app is designed to be accessible to both traditional pay-TV subscribers and streaming customers. ESPN plans to bundle the DTC product with Disney+ and Hulu, in the hopes of creating a compelling entertainment package. Lasker emphasizes that this launch is not the final product but rather the beginning of an evolving platform that will continue to innovate and engage sports fans. With a robust marketing campaign featuring notable personalities, this episode offers a first-hand look at how ESPN aims to redefine the viewing of live sports. More S&P Global content: Featured experts:
Credits:
| |||
| Cable, Wireless Operators Try New Tacks in Battle for Market Share | 14 Aug 2025 | 00:13:47 | |
"MediaTalk" host Mike Reynolds sits down with S&P Global Market Intelligence Kagan analyst Lynnette Luna to dive into the US wireless market. At the national level, they focus on the second-quarter performance of the top three operators: AT&T, T-Mobile, and Verizon. T-Mobile continues to lead in subscriber growth and service revenue, showcasing its strong momentum in the market. AT&T is leveraging its convergence strategy, integrating fiber and wireless services to enhance customer retention and drive growth. Meanwhile, Verizon is navigating challenges in retaining postpaid subscribers, yet is stabilizing its performance through prepaid offerings and value-added bundles. Utilizing proprietary Kagan survey data, they also look at what is happening at a city-level, including which players are gaining share. Specifically, the discussion also highlights the increasing influence of cable operators like Charter and Comcast, who are aggressively expanding their mobile services. This episode sheds light on the importance of bundling services to enhance customer loyalty and the emerging opportunities for small and mid-sized businesses in the wireless sector. More S&P Global content: Featured experts:
Credits:
| |||
| Radio's Outlook Hinges on Innovation, Regulation, and Localism | 07 Aug 2025 | 00:17:52 | |
"MediaTalk" host Mike Reynolds is joined by S&P Global Market Intelligence Kagan Principal Analyst Justin Nielson to discuss the resilience and challenges faced by AM/FM radio in the digital age. Radio advertising remains predominantly local, with 80% of ad buys coming from local businesses, such as car dealerships and restaurants. Despite softness in the national ad market, local markets with vibrant economies continue to perform well. However, larger metro areas face stiff competition from streaming services and podcasts. To counteract this, companies like iHeart Media and Cumulus are expanding their digital offerings and leaning into live events to boost revenue. On the regulatory front, the radio industry is advocating for the relaxation of local ownership caps, which limit the number of stations a company can own in a market. This could pave the way for strategic acquisitions and regional consolidation, similar to trends seen in the TV industry. Such changes could attract new investors and foster synergies across growing markets, particularly in the Southeast. Overall, while radio faces challenges from digital competitors and technological shifts, its local focus and adaptability continue to make it a viable platform for advertisers and investors alike. As the industry navigates these changes, it remains a crucial part of the media landscape, offering unique opportunities for growth and innovation. More S&P Global content: Featured experts:
Credits:
| |||
| What To Look For as Media Giants Report Earnings | 31 Jul 2025 | 00:20:04 | |
With earnings season in full swing, “MediaTalk” host Mike Reynolds is joined by Melissa Otto, head of Visible Alpha research at S&P Global Market Intelligence. Together, they explore the strategic shifts and content developments among major media conglomerates like Walt Disney, Warner Bros. Discovery, Paramount Global and Fox. Fox's recent fiscal achievements are underscored by its success with the Super Bowl, showcasing the enduring power of live sports in driving viewer engagement and advertising revenue. Otto emphasizes the transformative impact of free streaming platforms such as Tubi, which are reshaping viewing habits and challenging traditional models by offering diverse content without subscription fees. Disney is poised for exciting developments with its enhanced ESPN offering, reflecting the company's focus on integrating sports into its streaming strategy. Meanwhile, Warner Bros. Discovery is navigating the evolving media landscape by separating its streaming and studio operations, a move that could redefine its approach to content distribution. The conversation touches on Warner’s strong theatrical lineup, with films like “Superman” and “F1” capturing audience interest through compelling storytelling and star power. However, it also raises questions about rising production budgets. Throughout the podcast, Otto provides insights into how these media giants are leveraging content to adapt to changing consumer preferences and technological advancements. As the industry continues to evolve, the strategies employed by these companies in content creation, integration, and distribution will be crucial in shaping the future of media. More S&P Global content: Apple earnings preview: iPhone expectations continue to move lower Amazon earnings preview: Fiscal Q2 2025 Featured experts:
Credits:
| |||
| Tech IPO Market in 2025 Tells a New Kind of Growth Story | 24 Jul 2025 | 00:15:31 | |
“MediaTalk” host Mike Reynolds is joined by West Riggs, Head of Equity Capital Markets at Truist Securities, to discuss the dynamic landscape of the tech IPO market in 2025. Despite a soft start to the year, tech IPOs are now gaining steam with a robust pipeline of public offerings ahead. Amid continued volatility in the stock market, the discussion highlights the need for companies to be prepared for rapid market shifts and the importance of optimizing pricing strategies. Riggs shares insights on the trends driving market activity, including a move toward profitability among companies going public, as well as the rise of generative AI. With companies of all sizes increasingly integrating AI into their business models, the episode touches on the burgeoning opportunities for smaller and mid-market players amidst the dominance of the "Magnificent Seven" tech giants. And outside the tech sector, energy-related companies are tapping into equity markets to support the infrastructure demands of AI-driven growth. Finally, Riggs notes a surge in convertible bond issuance and hints at several high-profile IPOs on the horizon, including tech giants like Stripe and Databricks. This episode underscores the vibrant and rapidly evolving nature of the IPO landscape this year. More S&P Global content: Tech IPOs on track for 2025 rebound from post-pandemic slump Where Does the IPO Market Go in 2025? Featured experts:
Credits:
| |||
| How Long the GenAI Investment Surge Will Last | 17 Jul 2025 | 00:18:22 | |
"MediaTalk" host Mike Reynolds joins S&P Global Market Intelligence reporter Iuri Struta to talk about generative AI, exploring its profound impact on various sectors and the staggering investment trends driving its growth. Over $78 billion was invested in GenAI companies in just the first half of the year, a figure that is already approaching $100 billion when third-quarter investments are included. Major players like OpenAI and Meta are leading the charge, but a diverse range of startups are also making waves in the application layer, fine-tuning existing models to create innovative solutions. The conversation shifts to a recent webinar on the topic, where experts debated whether the current funding levels indicate a bubble. While many participants expressed concerns about high valuations, they also anticipated that companies would grow into these figures, reflecting the robust demand for AI solutions. The episode not only sheds light on the current state of GenAI funding but also touches on the regulatory landscape, competition for talent, and the sustainability of business models across different regions. Tune in to gain insights into this dynamic sector and understand what lies ahead in the world of Generative AI. More S&P Global content:
Featured experts:
Credits:
| |||
| Stagwell CEO Mark Penn Talks The Future of Marketing Amid AI Revolution | 10 Jul 2025 | 00:16:03 | |
"MediaTalk" host Mike Reynolds sits down with Mark Penn, chairman and CEO of Stagwell, to discuss what sets Stagwell apart in the realm of marketing networks. Stagwell is a digital-first global marketing network that thrives on innovation, creativity, and technology. With a presence across 45-plus countries and an impressive workforce of 13,000 employees, Stagwell is redefining the marketing landscape by offering scalable and seamless solutions that merge top-tier creativity with cutting-edge technology. One of the standout features of Stagwell is its pioneering use of artificial intelligence in marketing. Mark highlights how Stagwell has been at the forefront of AI integration long before it became mainstream. The company's Marketing Cloud is a testament to this, offering a suite of tech-enabled tools that drastically reduce the time required for tasks such as writing news releases and media monitoring, making them efficient and highly effective. Stagwell's innovative approach includes AI-based global media monitoring, influencer marketing platforms, and automated brand tracking, all designed to enhance the precision and impact of marketing campaigns. Moreover, Stagwell's commitment to AI is further underscored by the appointment of John Kahan as the inaugural Chief AI Officer, overseeing the infusion of AI across the company's products and services. By combining human ingenuity with AI, Stagwell is not only saving costs but also elevating the quality of advertising, making it more personalized and impactful. As Mark puts it, Stagwell's goal is to become the next great marketing company, leveraging AI to deliver the right ad to the right person at the right time. More S&P Global content: Featured experts:
Credits:
| |||
| Wimbledon: Where Tennis Tradition Meets Technology (Encore) | 03 Jul 2025 | 00:19:50 | |
Ahead of July 4th, "MediaTalk" is taking a holiday break. Today, we’re encoring a special edition of "MediaTalk" in celebration of the world’s most prestigious tennis tournament. On the first two days of the tournament upsets abounded. Among the women, No. 2 seed and French Open champion Coco Gauff and fellow American Jessica Pegula, the No. 3 seed were eliminated. The fifth seed Zheng Qinwen and ninth seed Paula Badosa were also ousted in their opening matches. All told, the combined eight top 10 seed losses were the most ever for the first two days. In short, The Championships are setting up for an exciting fortnight on the grass courts. Those who want to find out a little about the economics behind the All England Club, including media rights fees and other revenues sources, should give this episode of "MediaTalk" a listen. Kagan research analysts Mike Johnson and JP O'Sullivan not only talk about Wimbledon financials, but how the digital age is reshaping traditions for players and viewers alike. The episode concludes with some predictions about who will raise the trophies as the gentlemen’s and ladies' singles champions. All that and more in this encore episode of "Wimbledon: Where tennis tradition meets technology." More S&P Global content: Featured experts:
Credits:
| |||
| Wimbledon: Where Tennis Tradition Meets Technology | 26 Jun 2025 | 00:19:02 | |
In our latest episode of "MediaTalk," we dive deep into the world of Wimbledon and its impact on the media landscape. Join host Mike Reynolds as he engages with S&P Global Market Intelligence Kagan analysts JP O'Sullivan and Michael Johnson to explore the evolving dynamics of this iconic tournament. From the introduction of cutting-edge AI technologies and electronic line calling systems to the strategic shifts in match scheduling, this episode offers invaluable insights for media executives seeking to understand how innovation is reshaping traditional sports events. Discover how Wimbledon is not only preserving its rich heritage but also adapting to the attention economy by reaching younger audiences through digital platforms. With discussions on media rights valuations, viewership trends, and sponsorship strategies, this episode explores how Wimbledon is preserving traditions while also staying on the top of its game.
More S&P Global content: Featured experts:
Credits:
| |||
| Charter's Gambit to Revive Linear Pay TV with Seamless Streaming Strategy | 19 Jun 2025 | 00:18:44 | |
"MediaTalk" host Mike Reynolds sits down with Tom Montemagno, who leads Spectrum’s programming strategy at Charter Communications. With over 35 years of experience, Tom leads negotiations with major media companies, sports leagues and streaming services. In this episode, Tom shares insights on how Charter is reviving linear pay TV by blending traditional programming with innovative streaming deals. Charter's hybrid carriage deal with Walt Disney was considered a watershed moment for the industry at large. Disney secured affiliate fee gains for its top networks, but Charter dropped Disney's more niche fare. On the streaming side, Disney's ad-supported streaming offerings became part of the broader pay TV bundle. Similar hybrid deals quickly followed with other major programmers, and Charter is now starting to ramp up marketing about its bundled streaming offerings. Tune in to gain insights about the new strategies that are shaping the future of pay TV. More S&P Global content: Charter, Cox to merge mobile, business strategies in largest US cable company Charter to push direct-to-consumer streaming offerings in H1'25, CEO says Featured experts:
Credits:
| |||
| How Digital Platforms Are Shaping the Future of Soccer Broadcasting | 12 Jun 2025 | 00:16:58 | |
In the latest episode of "MediaTalk," Mike Reynolds and Richard Berndes delve into the exciting summer of soccer in 2025, highlighting key tournaments like the FIFA Club World Cup, Women's Euros, and CONCACAF Gold Cup. The FIFA Club World Cup, featuring 32 teams, aims to enhance FIFA's role in club football and generate substantial revenue. At the same time, it also raises concerns about player performance due to an extended season. The Women's Euros, showcasing the growth of women's soccer, will be broadcast on major networks like BBC and ITV in the UK, and Fox Sports in the US. Meanwhile, the CONCACAF Gold Cup will see significant coverage from Fox and Televisa Univision. As streaming services increasingly dominate sports broadcasting, the episode emphasizes the growing commercial interest and audience engagement in soccer, particularly in women's competition.
More S&P Global content: Kagan Media & Telecom Summit 2025 Featured experts:
Credits:
| |||
| A Sneak Preview of the Kagan Media & Telecom Summit 2025 | 05 Jun 2025 | 00:17:25 | |
Join Mike Reynolds, senior reporter at S&P Global Market Intelligence, as he hosts an insightful discussion with industry leaders ahead of the highly anticipated Kagan Media & Telecom Summit 2025 on June 10. This episode features expert insights from Justin Nielson, Seth Shafer, Scott Robson, John Fletcher and Sarah James, covering the dynamic shifts in media and telecom.
Whether you're attending the Summit or keen to stay informed, this episode promises a comprehensive preview of the topics that will shape the industry in 2025. More S&P Global content: Kagan Media & Telecom Summit 2025 Featured experts:
Credits:
| |||
| Gaming Outlook Complicated by GTA Delay, Metaverse Momentum | 29 May 2025 | 00:13:21 | |
"MediaTalk" host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Neil Barbour explore the latest trends in video games, connected devices and streaming operating systems. One major topic is the delay of Grand Theft Auto VI, which has shifted expectations for console shipments and an overall market recovery to 2026. Neil discusses how this delay, coupled with ongoing tariff impacts, is reshaping investment strategies in the gaming sector. The episode also covers the trends driving gaming M&A, especially overseas, and the notable year-over-year increase in metaverse funding seen in the first quarter. Looking ahead, Neil provides a forecast for streaming operating system platforms, predicting substantial growth driven by advertising and subscription revenue. More S&P Global content: Featured experts:
Credits:
| |||
| A Box Office Season of Sequels, Side Quests and 'Sinners' | 22 May 2025 | 00:18:40 | |
Ahead of Memorial Day, join "MediaTalk" host Mike Reynolds as he talks to S&P's Wade Holden and Mac Mathews about their expectations for this year's summer box office. Family-friendly hits like Disney's live-action "Lilo and Stitch" and DreamWorks' "How to Train Your Dragon" are expected to lead the charge and draw families to theaters. Meanwhile, superhero fans are eagerly awaiting the release of "Superman," which could redefine the DC universe under James Gunn's direction. The podcast also highlights the potential impact of new franchises, such as Ryan Coogler's "Sinners," the "John Wick" spinoff "Ballerina" and Brad Pitt's high-octane Formula One film. Driven by a mix of nostalgia, fresh content and blockbuster sequels, Wade forecasts this summer could surpass the $4 billion box office mark — so long as studios and moviegoers can avoid the very real threat of franchise fatigue. More S&P Global content: MediaTalk | Season 2 EP 14 - The Summer Box Office Begins - https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/mediatalk-s2-ep-14
Featured experts: Wade Holden, senior research analyst at S&P Global Market Intelligence Kagan Mac Mathews, associate director of editorial, design and publishing at S&P Global
Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James | |||
| An Illinois Lawmaker's Plan to Block Global Chip Smuggling | 15 May 2025 | 00:18:30 | |
Ahead of the May 15 announcement of the Chip Security Act, Rep. Bill Foster of Illinois discussed the pressing issue of AI chip smuggling. Following news about DeepSeek, reports have emerged of advanced AI chips being smuggled outside of the US in violation of existing export controls. To address this, Foster is reaching across the aisle with new legislation that would require chip manufacturers to incorporate location verification mechanisms within their products. This would allow datacenters to verify the presence of chips via cryptographic challenges, leveraging existing technology in chips to prevent unauthorized movements. Foster, Congress’ only PhD physicist, highlighted the impact of government funding freezes on scientific research, particularly at Argonne National Laboratory. He also advocated for the Keep STEM Talent Act, designed to retain top tech talent by granting permanent residency to advanced degree holders. Finally, the discussion also touched on deepfakes and the need for secure digital identities with digital driver's licenses. Foster called for a proactive approach to safeguarding technological advancements amid evolving challenges. More S&P Global content: GenAI funding hits record in 2024 boosted by infrastructure interest Featured experts:
Credits:
| |||
| Disney's Upfront Unveiled: Navigating the Future of Sports and Streaming | 08 May 2025 | 00:21:18 | |
As Walt Disney gears up for its upcoming upfront presentation, "MediaTalk" host Mike Reynolds sits down with Adam Monaco, executive vice president of sales at Disney Advertising. Monaco highlights the dynamic ad landscape, emphasizing the sustained growth in sports and streaming platforms. He notes the unique value proposition of Disney's live sports, including the NBA, the Super Bowl and women's sports. Monaco shares that Disney is focusing on strategic, multi-year partnerships, and anticipates a positive upfront season. Additionally, Monaco discusses the upcoming ESPN flagship direct-to-consumer offering and how that will benefit both consumers and advertisers. He highlights Disney's commitment to innovation in ad tech, including the launch of Magic Words, which targets emotional moments in real-time, and other enhancements like interactivity and shopability. As the advertising landscape evolves, Disney aims to automate 75% of its addressable business by 2027, while maintaining strong relationships with agencies. Despite the competitive online ad market, Disney leverages its storytelling and technology to differentiate itself. Monaco remains optimistic about the upcoming upfront presentation, promising a star-studded event that attendees won't want to miss. More S&P Global content: How Sports Media Rights Are Changing the Game for Fans and Networks Featured experts:
Credits:
| |||
| NBCU Ad Exec Previews 'The Greatest Collection of Content Assembled by One Media Company' | 01 May 2025 | 00:22:24 | |
Programmers and advertisers are preparing for the most exciting time of year: the upfronts, when media companies showcase their upcoming content and advertisers seize the opportunity to secure prime placement in front of millions of viewers. This strategic period sets the stage for the entire TV season, influencing buying decisions and gauging the health of the advertising ecosystem. Ahead of this year's presentations, "MediaTalk" host Mike Reynolds sat down with Gina Reduto, Executive Vice President of Strategy for Advertising and Partnerships at NBCUniversal. Amid a mixed ad environment, Gina highlights the power of NBCU's sports, streaming and linear properties, emphasizing both reach and measurement advances. The discussion covers NBCU's robust lineup of tentpole events, including the Super Bowl, Winter Olympics, and FIFA Men's World Cup, all of which are driving advertiser excitement and engagement. The episode also explores Peacock's massive scale and unique audience, with 70% of its viewers not found on other streaming platforms. Tune in to get a sneak peek as NBCU gears up for its May 12 upfront presentation at Radio City Music Hall. More S&P Global content: How Sports Media Rights Are Changing the Game for Fans and Networks Featured experts:
Credits:
| |||
| How AI Workloads Are Shining a Light on Neoclouds | 24 Apr 2025 | 00:17:06 | |
In the latest episode of "MediaTalk," Mike Reynolds and Iuri Struta delve into the burgeoning world of AI neoclouds, a new breed of cloud service providers that have emerged from the remnants of the crypto mining industry. These neoclouds rent out GPU capacity to support AI workloads. This pivot has attracted significant investment, with over $10 billion funneled into the sector in 2024 alone. CoreWeave, a leader in this space, exemplifies the rapid growth potential. CoreWeave's success is bolstered by a strategic partnership with NVIDIA, highlighting the intricate relationships between chipmakers and neocloud providers. However, challenges such as potential tariff impacts, reliance on a couple of major customers, and the need to avoid commoditization loom large. Following CoreWeave's public debut earlier this year, Iuri discusses the uncertain IPO landscape and the need for consolidation within the neocloud sector. As the industry evolves, neoclouds must navigate these complexities to sustain growth and remain competitive in the dynamic tech landscape. More S&P Global content: Featured experts:
Credits:
| |||
| Broadcasters Band Together Over Tech Advancements, Deregulation | 17 Apr 2025 | 00:21:49 | |
Facing both an uncertain advertising market and regulatory environment, TV and radio station owners gathered in Las Vegas this month for the annual NAB Show. Put on by the National Association of Broadcasters, the event focused on emerging technologies such as AI, advertising advancements, and NextGen TV. S&P Global Market Intelligence Kagan analysts Justin Nielson and Peter Leitzinger, who both attended the event, discuss how core advertisers are adopting a cautious "wait and see" approach due to economic insecurities, particularly concerning tariffs and inflation. This hesitance is evident as advertisers are holding back on increasing budgets, impacting spending across key categories like automotive and retail. Additionally, the conversation covers the industry's push for deregulation, particularly with regards to the national 39% ownership cap. This dual focus on navigating current market uncertainties while seeking regulatory relief underscores the evolving challenges and opportunities within the broadcast sector as the industry adapts to changing market dynamics.
More S&P Global content: US political ad spending soars as election looms Featured experts:
Credits:
| |||
| How Sports Media Rights Are Changing the Game for Fans and Networks | 10 Apr 2025 | 00:15:18 | |
Once a year, S&P Global Market Intelligence Kagan analysts issue their major Sports Report, delving into the business of sports media. In tandem with that report, the analysts hold an hour-long webinar to answer a wide range of questions, including why sports rights remain critical for TV networks, pay-tv operators and streamers, and what the future of the local sports rights business will look like. In this week's "MediaTalk," join Mike Reynolds and a panel of experts as they delve into the intricacies of the sports media landscape in the wake of S&P Global's recent webinar, "Moneyball: The Impact of Sports Media Rights on the US Video Market." The episode explores the escalating costs of sports media rights, the challenges faced by RSNs and the shift back toward traditional broadcasters and streaming services. With projections indicating a significant rise in media rights spending, the panel addresses the implications for fans navigating a fragmented viewing experience.
More S&P Global content: Featured experts:
Credits:
| |||
| The Economics of the Masters Amid Golf's Ongoing Evolution | 03 Apr 2025 | 00:19:06 | |
In the latest episode of S&P Global's "MediaTalk," host Mike Reynolds and S&P Global Market Intelligence Kagan analysts Justin Nielson, Scott Robson and Mike Johnson delve into the upcoming Masters golf tournament, highlighting its unique status in the sports landscape. The Masters, renowned for its rich history and picturesque setting at Augusta National, captivates audiences not just for the competition but also for its distinct broadcasting model — CBS and ESPN air the event without a media rights fee, a rarity in today’s sports media. On top of that, they keep to a very limited advertising slate. The discussion touches on the financial dynamics of golf, comparing the Masters' revenue streams — including merchandise sales, food pricing and international media rights — to other major tournaments. The analysts explore ongoing changes in the sport, including the potential merger between the PGA and LIV Golf. They also explore innovative formats like the Tomorrow's Golf League (TGL), aimed at attracting younger viewers. As the Masters approaches, predictions are made about the future of golf, both on and off the putting green.
More S&P Global content: Featured experts:
Credits:
| |||
| Major League Baseball Starts Season with New Distribution Playbook | 27 Mar 2025 | 00:22:26 | |
As the Major League Baseball season kicks off, the way fans access their favorite teams is undergoing a seismic shift. In the latest episode of "MediaTalk," we discuss the changing distribution strategies that teams are implementing as many move away from traditional regional sports networks (RSNs) to embrace a mix of broadcast and streaming options. Outside the RSN market, the conclusion of MLB's longstanding relationship with ESPN after this season opens the door for new players like Amazon, Apple and others to potentially enter the market. Taken all together, these changes are creating an exciting and competitive environment for sports broadcasting. The episode explores the implications of these shifts on fan engagement, revenue generation, and the overall landscape of local sports media.
More S&P Global content: Featured experts:
Credits:
| |||
| March Madness' Evolution from Loss Generator to Advertising Slam Dunk | 20 Mar 2025 | 00:19:15 | |
From buzzer beaters to brackets, "MediaTalk" is once again diving into the intersection of sports and business that is March Madness. Discover how the unique partnership between CBS Sports and TNT Sports, now in its 14th year, has transformed the landscape for media giants Paramount Global and Warner Bros. Discovery. Now, March Madness generates over $1 billion in ad sales, underscoring the vital role of live sports in the linear TV ad market. This episode highlights why marquee sporting events like this are indispensable for networks, especially as other ad markets face challenges. Learn about the significant boost in retransmission consent rates for CBS, licensing fees for TBS, TNT and TruTV, and subscriber growth for the networks' related streaming platforms. Plus, discover the rising financial stakes in women's sports, highlighted by a recent ESPN deal that reflects the growing value and excitement surrounding the women's college basketball tournament. More S&P Global content: Featured experts:
Credits:
| |||
| A Deep Dive into FinTech's Growth, Challenges, and Future Trends | 13 Mar 2025 | 00:25:11 | |
In the latest episode of "MediaTalk," host Mike Reynolds dives into all things FinTech with two in-house experts: Sophia Furber and Iuri Struta from S&P Global Market Intelligence. Together, they explore the evolution of FinTech, from its early days as a venture capital darling to its current maturity and challenges, including regulatory hurdles and slower innovation. Sophia explains the diverse applications of FinTech, highlighting the growing importance of account-to-account (A2A) payments and the potential for local payment methods to thrive in Europe. As fraud becomes increasingly sophisticated, Sophia also underscores the need for innovative solutions, particularly those leveraging AI. Meanwhile, Iuri provides insights into the current state of FinTech M&A, noting robust demand amid declining valuations and a maturing market segment. More S&P Global content:
Featured experts:
Credits:
| |||
| Network Owners Navigate M&A and Margins in Media’s New Era | 06 Mar 2025 | 00:16:29 | |
The latest episode of “MediaTalk” features insights from a recent S&P Global Market Intelligence webinar, "A New Era for Video Distribution," outlining how the years-long slide in pay TV subscribers is now shaping M&A strategies and profit margins within the evolving media industry. The webinar featured a trio of S&P Global Market Intelligence Kagan principal analysts: Scott Robson discusses the historical high valuations of cable networks, which have significantly declined due to cord-cutting and reduced buyer interest. Seth Shafer highlights the strategic focus on content production and library assets as the true crown jewels in media acquisitions. And Justin Nielson discusses the pressures facing broadcasters, including regulatory hurdles and plateauing retransmission fee growth. Overall, the podcast underscores the strategic recalibrations media companies must undertake to navigate the challenges of declining traditional revenues and the opportunities presented by digital transformation. More S&P Global content: Featured experts:
Credits:
| |||
| TVB Chief Shares How Local Broadcast is Winning the Ad Game | 27 Feb 2025 | 00:20:02 | |
"MediaTalk" host Mike Reynolds welcomes Steve Lanzano, president and CEO of the Television Bureau of Advertising, to discuss how local broadcast television is adapting and thriving in today’s shifting video landscape. Lanzano highlights how broadcasters continue to benefit from the power of live sports programming and local news, making it a trusted platform for both advertisers and viewers. The episode also explores key advertising categories, including political in 2024 and expectations for automotive in 2025 amid the risk of new tariffs. The conversation also touches on the potential for M&A under the new administration as station groups look to consolidate. This shift could enhance operational efficiencies and expand audience reach, positioning local broadcasters favorably in a competitive video market. More S&P Global content: Featured experts:
Credits:
| |||
| How AI is reshaping gaming and consumer tech | 20 Feb 2025 | 00:17:06 | |
In this episode of "MediaTalk," host Mike Reynolds is joined by Neil Barbour, a Kagan analyst at S&P Global Market Intelligence, to explore the dynamic landscape of the gaming and tech industries. They discuss the resurgence of smart devices through AI integration, which is breathing new life into products like smart glasses and smartphones. Barbour emphasizes that AI is not just a trend but a transformative force, enabling consumers to interact with devices using natural language, potentially unlocking greater value. The conversation also examines the current M&A environment in gaming following a downturn in 2024 due to regulatory challenges and economic factors. Despite these hurdles, investment in the metaverse is experiencing a significant rebound, with funding up 42.9% in 2024, driven by innovations in AI and immersive experiences. As the episode wraps up, Reynolds and Barbour speculate on the future of AR/VR technologies, stressing the importance of compelling software to ignite consumer interest and engagement. More S&P Global content: Featured experts:
Credits:
| |||
| Broadband's Biggest Questions in 2025: Amazon, Starlink and BEAD | 13 Feb 2025 | 00:13:50 | |
MediaTalk host Mike Reynolds is joined by S&P Global Market Intelligence Kagan analyst Mau Rodriguez to discuss the current and future state of the US broadband industry. New technologies are changing the ways Americans connect and a new administration is raising questions about a major federal subsidy program. Fiber and fixed wireless were the primary drivers of growth last year, but that could change going forward depending on the competitive landscape of satellite broadband. The episode examines the performance of existing satellite providers, including Elon Musk's Starlink, and the potential impact of new entrants like Amazon's Project Kuiper. Also, the episode looks at the status of BEAD, a $42 billion federal subsidy program established under the Biden administration that aims to build out broadband infrastructure in underserved communities across America. More S&P Global content: Fixed wireless subscribers by state - https://www.spglobal.com/marketintelligence/en/news-insights/research/fixed-wireless-subscribers-by-state MediaTalk | Season 2 EP 20 - Wireless Outlook for 2024 as Carriers, Cable Compete Featured experts: Mau Rodriguez - S&P Global Market Intelligence Kagan analyst Credits: Host/Author: Mike Reynolds
| |||
| Can The NFL's Biggest Game Get Even Bigger? | 06 Feb 2025 | 00:19:00 | |
Ahead of this year's Super Bowl on Feb. 9, MediaTalk host Mike Reynolds is joined by three S&P Global Market Intelligence Kagan analysts to talk about the upcoming clash between the Kansas City Chiefs and the Philadelphia Eagles. As the Chiefs aim to score a historic three-peat, analysts Justin Nielson, Scott Robson, and Michael Johnson discuss whether this year's game can set a new audience record despite a slight decline in NFL viewership during the regular season. Meanwhile, rights-holder Fox is anticipating record-breaking ad revenues, with some 30-second spots having sold for as much as $8 million. Whether you're tuning in for the touchdowns or the commercials, Super Bowl 2025 promises to be a game-changer in the media landscape. More S&P Global content: Featured experts:
Credits:
| |||
| What 2024's box office drop means for 2025's film slate | 30 Jan 2025 | 00:18:56 | |
With award season in full swing, it’s back to the box office for S&P Global Market Intelligence’s "MediaTalk." Host Mike Reynolds is joined by two in-house movie experts to discuss why the domestic box office fell in 2024 and what it means for 2025. In particular, the team highlights which franchises hit with audiences — including "Inside Out 2" and "Deadpool and Wolverine" — and which disappointed, such as "Joker: Folie à Deux." As they look forward to 2025, the conversation shifts to anticipated releases, including a new Superman movie directed by James Gunn and the next installment of "Avatar." The team also speculates on the potential for the Marvel Cinematic Universe to rebound after recent disappointments. Finally, with the Oscars on the horizon, they analyze the competitive landscape of this year's nominees and the narratives shaping the awards. | |||
| The human art of direct messaging in the age of AI | 23 Jan 2025 | 00:21:41 | |
In this episode of "MediaTalk," host Mike Reynolds delves into the changing ways that brands — including news publishers, podcasters, enterprises and retailers — are connecting with consumers amidst the chaos of information overload, much of which is influenced by AI. Joining him are Mike Donoghue and Sarah Schmidt from Subtext, a platform that enables bilateral, two-way communication between publishers, creators and their audiences through text messaging. Joining the episode are S&P Global Market Intelligence 451 Research analysts Raúl Castañón and Zach Ciampa. Together, the group discusses the challenges brands face due to media fragmentation and algorithm shifts on social platforms, emphasizing the power of SMS with its uniquely high open rate. The conversation also touches on the role of AI, highlighting its potential for understanding consumer sentiment while stressing the importance of maintaining a human touch in interactions. The episode concludes with insights on how brands can avoid being perceived as spam and the growing significance of personalized messaging in the digital age. | |||
| Biggest takeaways from CES 2025 | 16 Jan 2025 | 00:18:55 | |
S&P Global Market Intelligence was on the ground for CES 2025 in Las Vegas, the Consumer Technology Association’s annual trade show. S&P Global Market Intelligence Kagan analyst Neil Barbour, who focuses on consumer tech, and MI tech policy reporter Stefan Modrich join MediaTalk host Mike Reynolds to share their experiences and discoveries from the biggest tech industry event of the year. From NVIDIA's groundbreaking AI advancements to the evolution of smart glasses and intriguing smart home technologies, this episode covers the cutting-edge trends shaping the tech landscape. Explore the impact of AI in advertising, the rise of repair kits for consumer devices, and innovative health tech products. Discover how cities across the globe are positioning themselves as tech hubs and learn about the regulatory challenges facing Big Tech under a new US administration. | |||
| New strategies in play in 2025 amid broadband, streaming saturation | 09 Jan 2025 | 00:14:39 | |
The new year promises to bring further changes to the streaming, broadband and wireless markets as incumbent operators and new entrants turn to next-generation technologies to compete for subscribers. MediaTalk host Mike Reynolds is joined by a trio of S&P Global Market Intelligence Kagan analysts: Seth Shafer explores how major players like Netflix and Amazon are navigating the ad-supported video-on-demand landscape; John Fletcher reveals the growing consumer satisfaction with fixed wireless services and the implications for traditional cable operators; and Lynette Luna emphasizes the significance of standalone 5G as a gateway to enhanced services and the pivotal role of AI in optimizing network operations. Tune in to learn what trends to watch in 2025. | |||
| 2025 ushers in big expectations for sports, streaming and media M&A | 02 Jan 2025 | 00:14:44 | |
Join Mike Reynolds and a trio of S&P Global Market Intelligence Kagan analysts in the latest episode of "MediaTalk," where they dive into the future of broadcast stations, cable networks and the sports business for 2025. As the media landscape continues to evolve, this episode offers critical insights into the potential for M&A activity, the impact of new FCC regulations, and the ongoing shift from traditional TV to streaming platforms. Discover how major players like ESPN, Amazon and NBC Sports are reshaping the sports viewing experience, including the upcoming launch of ESPN's direct-to-consumer flagship product and its implications for cord-cutting. The episode also explores new ventures like the indoor virtual golf league and the three-on-three women's basketball gambit, Unrivaled. Tune in for an episode packed with valuable information and predictions to get you ready for the New Year. | |||
| Maturity vs. convergence: Connecting streaming, cable broadband, wireless | 19 Dec 2024 | 00:15:34 | |
Streaming, broadband and wireless used to be three distinct subsectors within media and communications. But increasingly, they are interconnected. In 2024, cable operators, led by Charter, began bundling direct-to-consumer streaming offerings into their video and broadband services. At the same time, cable operators continued to push into wireless. Meanwhile, streaming services prioritized profits over expanding content libraries, and wireless carriers sought to add lines among existing subscribers. All three subsectors showed signs of maturity in 2024, but they also found new ways to grow, setting the stage for fresh innovation in 2025. | |||
| Shifting sports rights, cable write-downs defined 2024 | 12 Dec 2024 | 00:16:32 | |
With 2024 winding to a close, MediaTalk invites three S&P Global Market Intelligence Kagan analysts to talk us through the stories that shaped the media and entertainment market. From broadcast's ascent to the evolving dynamics of cable networks to the impact of more ad-supported streaming services to the near disintegration of the regional sports network business model, 2024 was a year that brought a great deal of transformation. More, it set the stage for further changes in 2025. Listen to the full episode to stay informed and gain valuable perspectives on the future of media. | |||
| GenAI breakthroughs and bottlenecks | 05 Dec 2024 | 00:19:03 | |
MediaTalk host Mike Reynolds and fellow S&P Global Market Intelligence reporter Iuri Struta discuss the future of technology and innovation, exploring key insights from the recent Web Summit held in Lisbon. The summit brought together over 70,000 attendees and covered the evolving landscape of AI, humanoid robots, and the competitive dynamics of the tech industry. Iuri shares his observations on the open-source vs. closed-source debate in AI, the surge of new startups challenging established players like Google, and the exciting developments in robotics. Iuri also highlights the importance of data integration in maximizing AI's potential across various sectors. This episode is essential listening for anyone interested in the intersection of technology and business. | |||
| Retail holiday spending outlook remains mildly merry | 21 Nov 2024 | 00:23:02 | |
As the holiday season approaches, consumer spending is set to take center stage in 2024. Insights from the latest MediaTalk podcast highlight a cautiously optimistic outlook, with increased confidence among consumers across all income groups. Despite lingering concerns about inflation and rising debt, many consumers are ready to embrace holiday shopping with a renewed spirit as they not only buy gifts but also leverage holiday sales for everyday necessities. With e-commerce continuing to thrive, the integration of omnichannel shopping experiences is becoming crucial. Learn how consumers plan to balance holiday shopping between online and in-store this year. Happy Holidays! | |||
| Who is winning as legal sports betting grows in the US | 14 Nov 2024 | 00:20:54 | |
Dive into the dynamic world of sports betting with our latest episode of MediaTalk. Join host Mike Reynolds as he chats with Dave Forman, vice president of research at the American Gaming Association, to explore the rapid evolution of legal sports betting since the Supreme Court's pivotal 2018 decision. With 39 states now embracing this booming industry, discover how Missouri's recent legalization could impact the market and the anticipated revenue growth as we head into a busy sports season. From the explosive rise of online betting to the implications of new legislation, this episode offers crucial insights for investors and enthusiasts alike. Don't miss out on understanding the future of sports betting in America. | |||
| Broadcast TV and radio outlook for 2024 and beyond | 07 Nov 2024 | 00:16:10 | |
MediaTalk host Mike Reynolds chats with S&P Global Market Intelligence Kagan Principal Analyst Justin Nielson about the evolving landscape of the US TV and radio broadcast industry. Nielson unpacks his forecast for total TV station ad revenue to hit $25 billion this year, bolstered by political advertising and major events like the Paris Olympics. However, the radio sector faces challenges, struggling to recover from pandemic impacts while competing with streaming giants. Discover insights on local vs. national advertising trends, the rise of digital marketing, and the future of retransmission consent revenues. Tune in now! | |||
| US political ad spending soars as election looms | 31 Oct 2024 | 00:16:28 | |
In this Halloween episode of MediaTalk, host Mike Reynolds and Kagan Research Analyst Peter Leitzinger dive into the hotly contested 2024 US elections. With political ad spending projected to jump 17% to $4.1 billion, local TV stations are set to reap the rewards as candidates ramp up their campaigns in swing states like Arizona, Georgia and Pennsylvania. The stakes are high, with pivotal races for the White House and control of Congress unfolding against a backdrop of pressing issues such as the economy and reproductive rights. Tune in as they break down the ad spending strategies of both parties, the key battlegrounds to watch and the potential for surprises in the final stretch. Join us for insights that are as thrilling as a Halloween night! | |||
| Where future wireless growth will come from | 24 Oct 2024 | 00:17:10 | |
The US wireless industry has largely reached the point of saturation, making continued growth difficult. As carriers like Verizon, AT&T and T-Mobile report third-quarter results this week, S&P Global Market Intelligence Kagan analyst Lynnette Luna talks us through where future wireless service and device revenue increases will come from in the next decade — whether that is additional lines for individuals with personal and professional phones, 6G services or the introduction of AI-enabled devices and services. | |||