MediaTalk

S&P Global
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S&P Global Market Intelligence analysts and reporters take a deep dive into issues facing the evolving media landscape. Tune in for interviews with industry insiders and analysts as well as brief outlooks for the TMT sector. If you are interested in learning more about TMT/SPGMI offerings, please visit https://www.spglobal.com/marketintelligence/en/campaigns/tmt

  1. From Fortnite to Smart Frames: Gaming Growth, Hardware Inflation and AR Innovation

    -1 j

    From Fortnite to Smart Frames: Gaming Growth, Hardware Inflation and AR Innovation

    The gaming landscape is shifting fast. In this episode of "MediaTalk," S&P Global Market Intelligence Kagan analyst Neil Barbour breaks down the sector's biggest stories: Chinese mega-publishers like Tencent and NetEase are crushing it with smart live-service strategies, while Xbox struggles under the weight of $800 console price tags and shrinking margins. Meanwhile, Nintendo's Switch 2 is dominating hardware sales even without a blockbuster Mario or Zelda title. But it's not all consoles and controllers. Neil explores what PC gaming growth means and why Roblox's safety measures could slow its meteoric increases. The conversation takes a futuristic turn at the Augmented World Expo, where Neil test-drives the latest smart glasses from Meta, Snap, XReal, and the sleeper hit Raven Prism — revealing which devices might actually make it into our daily lives. Are $800 consoles pricing out the next generation of gamers? Will consumers adopt smart glasses in public if they solve real problems? More S&P Global content: Data & Dimensions | Ep. 6 - An Investment Insider's Look at Gaming in 2026 Data & Dimensions | Ep. 13 - What Xbox could learn from Atari Featured experts: Neil Barbour, S&P Global Market Intelligence Kagan analyst  Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence

    22 min
  2. What's Driving Podcasting's Future Audience and Advertising Growth

    2 juil.

    What's Driving Podcasting's Future Audience and Advertising Growth

    In this episode of "MediaTalk," host Mike Reynolds and S&P Global Market Intelligence Kagan analysts Peter Leitzinger and Jessica Cahill explore why podcasting continues to accelerate — from growing monthly listener numbers to shifting audience segments by age, gender, and genre. They break down what's driving adoption, including video podcasting — and how platforms like YouTube and Spotify are changing discovery — plus where listeners are tuning in most often. The conversation also turns to monetization: why advertisers value highly engaged, loyal podcast audiences and what that could mean for ad revenue through 2031. Beyond the numbers, the episode highlights how podcast content remains highly segmented, from politics to true crime to sports — and how platform choice shapes reach. More S&P Global content: Podcasts from S&P Global Market Intelligence Featured experts: Jessica Cahill, analyst at S&P Global Market Intelligence Kagan. Peter Leitzinger, analyst at S&P Global Market Intelligence Kagan. Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence

    13 min
  3. SpaceX Funding Priorities Post-IPO: Capital Spending, AI Buildout, and Starship

    25 juin

    SpaceX Funding Priorities Post-IPO: Capital Spending, AI Buildout, and Starship

    This "MediaTalk" episode breaks down the early trading days following SpaceX's historic IPO on June 12, exploring why the stock surged, why it later cooled, and what investors are really buying into. The conversation connects SpaceX's valuation metrics to lessons from past IPO booms, including the dotcom era, while also unpacking how today's AI story is reshaping market appetite across sectors. The guests discuss how retail participation, IPO "bumps," and subsequent volatility can influence expectations — and they also dig into major developments after going public, including the Cursor acquisition, a bond sale and new computing power arrangements. From space launch demand and satellite supply dynamics, this episode ties big-picture market forces to company-level execution. What matters more for SpaceX's next chapter: AI-driven growth or satellite infrastructure fundamentals? And will the year of the AI IPO accelerate or stall as trading volatility continues? More S&P Global content: S&P Global Ratings Webinar: Launching S&P's Ratings on SpaceX Featured experts: John Fletcher, principal research analyst at S&P Global Market Intelligence Kagan. Iuri Struta, tech capital markets reporter at S&P Global Market Intelligence Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence

    19 min
  4. Connected TV Money Moves: Fox's Roku Bet and AVOD's Growing Share of Ad Spend

    18 juin

    Connected TV Money Moves: Fox's Roku Bet and AVOD's Growing Share of Ad Spend

    "MediaTalk" host Mike Reynolds sits down with Kagan's Justin Nielson and Seth Shafer to break down some of the major themes reshaping media right now, including Fox's purchase of Roku, advertising-based video on demand's (AVOD's) continued ascent, the migration of sports rights and the maturation of the streaming market. First, they unpack Fox's acquisition of Roku, framing it as a strategic advertising and connected TV expansion. With Roku already heavily driven by ad revenue, the deal signals how Fox is chasing ad dollars — and audience scale — without taking on the full burden of streaming subscription competition. Next, the conversation turns to AVOD growth. Nielson and Shafer highlight why ad-supported models are gaining traction as consumers face rising streaming costs. AVOD is increasingly becoming a durable revenue engine, even as ad spend patterns continue to evolve. Finally, they explore sports streaming maturity: rights are shifting, but linear still dominates many live events. As more sports move to streaming, how much migration is actually happening versus what still remains stubbornly linear — and what does that mean potential regulatory and legislative efforts? More S&P Global content: Kagan Research Kagan Media & Telecom Summit Preview: Streaming, Sports Rights, Broadband, M&A Outlook for 2026 Featured experts: Justin Nielson, head of Kagan Research at S&P Global Market Intelligence. Seth Shafer, principal analyst at S&P Global Market Intelligence Kagan. Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James

    22 min
  5. FIFA World Cup 2026: Global Media Rights, Ads vs. Sponsors, and Streaming Wars

    11 juin

    FIFA World Cup 2026: Global Media Rights, Ads vs. Sponsors, and Streaming Wars

    "MediaTalk" host Mike Reynolds and S&P Global Kagan analysts unpack what's driving the business of the FIFA 2026 Men's World Cup — far beyond matches on the pitch. The episode explores how broadcast and streaming rights are shaping FIFA's revenue, including the scale of global coverage and multi-market deals. From Fox and Telemundo in the US to major commitments in China and India, the discussion highlights how media rights are evolving toward multiplatform distribution. The episode also breaks down how advertisers and sponsors are positioning around the tournament's expanded footprint — covering sponsorship tiers, premium ad inventory, and why brand exposure is becoming more tightly managed. Finally, we look at streaming competition and what it could mean for future rights cycles, with global platforms likely to play a larger role. The episode answers: How does consumption vary across global markets when it comes to watching games on the big screen vs. mobile?  How will concerns about ticket pricing and transportation impact this year's tournament? More S&P Global content: The Business of Sports Frequently Asked Question: Can Hosting the World Cup Move the Economic Needle? The Decisive | Season 6 | Ep.9 - From Free Trade to Managed Trade: The Next Phase of USMCA Featured experts: Michael Johnson, research analyst at S&P Global Market Intelligence Kagan Bruno do Amaral, research analyst at S&P Global Market Intelligence Kagan. Ariel Thomas Rodriguez, senior research analyst at S&P Global Market Intelligence Kagan. Richard Berndes, associate media analyst at S&P Global Market Intelligence Kagan Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence

    29 min
  6. Kagan Media & Telecom Summit Preview: Streaming, Sports Rights, Broadband, M&A Outlook for 2026

    4 juin

    Kagan Media & Telecom Summit Preview: Streaming, Sports Rights, Broadband, M&A Outlook for 2026

    "MediaTalk" host Mike Reynolds provides a preview of the Kagan Media & Telecom Summit 2026 on June 9 at The Commons in Midtown Manhattan. The episode spotlights what attendees can expect across the media value chain — streaming's continued rise, the evolving economics of sports rights, and how broadband infrastructure and advertising technology are shaping what viewers and advertisers can access next. Along the way, speakers preview multiple sessions: an advertising outlook focused on whether TV can win back advertisers and fuel new growth; a sports media panel that breaks down how deal structure, valuation, monetization, and capital/technology are reshaping the ecosystem; and a broadband discussion on closing adoption gaps through fixed wireless and satellite internet. The conversation also turns to deal-making, with a merger mania segment exploring why media M&A is heating up and what's driving changing valuations and financing mechanisms. What role is foreign money playing in media M&A? Has the expected wave of deregulation happened? More S&P Global content: Kagan Media & Telecom Summit 2026 Featured experts: Justin Nielson, head of Kagan Research at S&P Global Market Intelligence. Scott Robson, principal analyst at S&P Global Market Intelligence Kagan. Michael Johnson, research analyst at S&P Global Market Intelligence Kagan. Seth Shafer, principal analyst at S&P Global Market Intelligence Kagan. John Fletcher, principal research analyst at S&P Global Market Intelligence Kagan. Sarah James, TMT News Lead at S&P Global Market Intelligence   Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James

    17 min
  7. New Power Players to Lift 2026 Summer Box Office Past $4B: The Sequel

    28 mai

    New Power Players to Lift 2026 Summer Box Office Past $4B: The Sequel

    Hollywood loves a sequel and so do we. As "MediaTalk" takes a Memorial Day weekend break, we present a reprise of our summer box office outlook. S&P Global's box office experts, Wade Holden and Mac Mathews, point to a slate packed with major franchises and originals — from The Devil Wears Prada 2 to Supergirl, a new Spider-Man entry, and Christopher Nolan's The Odyssey — as key reasons the market could push past the $4 billion summer threshold. We'll be back next week with a new episode previewing our upcoming Kagan Media & Telecom Summit, followed the week after with an episode about the FIFA World Cup 2026. More S&P Global content: Kagan Media & Telecom Summit 2026 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

    20 min
  8. Gen Z and Nostalgia: New Power Players to Lift 2026 Summer Box Office Past $4B

    21 mai

    Gen Z and Nostalgia: New Power Players to Lift 2026 Summer Box Office Past $4B

    Following a spring box office rebound, the latest "MediaTalk" episode highlights why the industry is entering summer 2026 with real momentum. S&P Global's box office experts, Wade Holden and Mac Mathews, point to a slate packed with major franchises and originals — from The Devil Wears Prada 2 to Supergirl, a new Spider-Man entry, and Christopher Nolan's The Odyssey — as key reasons the market could push past the $4 billion summer threshold. The conversation also underscores a meaningful audience shift: Gen Z is increasingly shaping theatrical performance, especially around low-budget horror, event films, and rediscovered catalog IP that gained traction through streaming. At the same time, the success of female-skewing sequels and musical biopics suggests the box office is becoming less dependent on superhero titles alone. Is the 2026 box office recovery starting to look structural rather than cyclical? And will wider theatrical windows become the new expectation — even for streaming-native studios? More S&P Global content: Kagan Media & Telecom Summit 2026 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

    20 min
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À propos

S&P Global Market Intelligence analysts and reporters take a deep dive into issues facing the evolving media landscape. Tune in for interviews with industry insiders and analysts as well as brief outlooks for the TMT sector. If you are interested in learning more about TMT/SPGMI offerings, please visit https://www.spglobal.com/marketintelligence/en/campaigns/tmt

Informations

  • Chaîne
    S&P Global
  • Création
    S&P Global Market Intelligence
  • Années d’activité
    2024 - 2026
  • Épisodes
    100
  • Classification
    Tous publics
  • Copyright
    © 2020
  • Site web de l’émission
    MediaTalk

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