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

    15 hr ago

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

    28 May

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

    21 May

    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
  4. Constellations & Capital: Space Tech Enters New Orbit

    14 May

    Constellations & Capital: Space Tech Enters New Orbit

    In this episode of "MediaTalk," the S&P Global Market Intelligence team brings together reporters from around the globe to unpack the seismic shifts underway in the space technology sector. With SpaceX's highly anticipated IPO on the horizon, the team explores how this historic event could reshape not just the space industry, but the broader IPO market. Key insights include the changing dynamics between SpaceX and the US government, with Defense Department contracts now outpacing NASA's. The team examines how these factors complicate investor visibility and legal protections — especially as SpaceX considers waiving traditional lock-up periods. The episode also spotlights Starlink's rapid growth and its first-mover advantage in the US satellite internet market, as well as Amazon's strategic moves with its Globalstar acquisition. Space technology M&A activity is surging in 2026, even as the rise of mega constellations prompts questions about market capacity and competition. As the space tech sector enters a new orbit, MediaTalk asks: Will SpaceX's IPO set a new standard for tech listings, or drain capital from smaller players? Are mega constellations and vertical integration the keys to long-term dominance, or will new entrants disrupt the status quo? More S&P Global content: Kagan Media & Telecom Summit 2026 Featured experts: Stefan Modrich, tech policy reporter for S&P Global Market Intelligence  Nick Lazzaro, capital markets reporter at S&P Global Market Intelligence Ikrama Ranjha, newswriter at S&P Global Market Intelligence Mark Gubagaras, newswriter at S&P Global Market Intelligence Iuri Struta, tech capital markets reporter at S&P Global Market Intelligence Sarah James, TMT News Lead at S&P Global Market Intelligence Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence

    24 min
  5. From Households to Humans: How First-Party Data Could Reshape the Upfronts

    7 May

    From Households to Humans: How First-Party Data Could Reshape the Upfronts

    The 2026 upfront season has arrived, 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. In this episode, Mike Reynolds sits down with Sean Cunningham, President and CEO of the Video Advertising Bureau, to explore how the media landscape is transforming. From streaming giants reshaping consumer expectations to the rise of connected TV, the conversation reveals why premium video content — defined by professional production, emotional engagement, brand safety, and transparency — remains the gold standard for marketers, regardless of platform. But there's a catch: questions about long-accepted currencies have created measurement instability, particularly for cable entertainment and key demographics. Cunningham discusses whether first-party data from media companies might be the next solution to the industry's currency crisis. Will this year's upfront finally bring stability to video advertising, or are we headed for another round of marketplace uncertainty? And as non-human traffic dominates the internet, how will marketers ensure their premium video investments actually reach real consumers? More S&P Global content: Kagan Media & Telecom Summit 2026 Featured experts: Sean Cunningham, VAB CEO and President  Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence

    23 min
  6. From Second Fiddle to First Screen: Inside Broadcast's Big Media Comeback

    30 Apr

    From Second Fiddle to First Screen: Inside Broadcast's Big Media Comeback

    After decades of playing second fiddle to cable and satellite, the broadcast industry is back in a big way. Station groups are getting bigger, sports rights deals are getting more expensive and the line between broadcast and streaming content is blurring. In this "MediaTalk" episode, S&P Global Market Intelligence Kagan's Justin Nielson and Scott Robson unpack what they saw on the ground at the NAB Show and a parallel sports tech conference in Las Vegas. First: Are traditional broadcasters back in the live sports game? The answer is yes — but differently. Station groups are stepping into the vacuum left by regional sports networks, picking up local NBA, MLB and NHL games, while ATSC 3.0, or next-gen TV, deployments in markets like Brazil and the Caribbean showcase how broadcast is evolving into a hybrid, data-rich IP platform. Second: Where are the new revenue and profit engines? Political and sports remain core, but experimentation is happening around alternative game casts, ultra-low latency streaming for in-game betting and AI-driven creative. At the same time, transformational M&A deals, including a potential SiriusXM-iHeartMedia combination, offer opportunities for synergies. For media, tech and advertising leaders, this episode is a concise tour of where the next wave of sports, news and ad dollars is likely to flow. More S&P Global content: MediaTalk | Season 4 | Ep. 16 - Betting on the Future: How Prediction Markets Are Changing the Game 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. Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence

    21 min
  7. Betting on the Future: How Prediction Markets Are Changing the Game

    23 Apr

    Betting on the Future: How Prediction Markets Are Changing the Game

    "MediaTalk" host Mike Reynolds and S&P Global Market Intelligence tech policy reporter Stefan Modrich dive into the rapidly evolving world of prediction market platforms like Kalshi and Polymarket. They explore how these platforms, which allow users to wager on everything from political events to sports outcomes, are blurring the lines between traditional betting and financial markets. The conversation covers regulatory challenges, particularly the ongoing debate between state and federal oversight led by the Commodity Futures Trading Commission (CFTC), and highlights the platforms' growing influence in mainstream media and professional sports leagues. The episode also addresses concerns around market manipulation, insider trading, and the ethical boundaries of prediction markets, especially as they intersect with AI and controversial "death contracts." As these platforms expand and attract partnerships with major leagues and media organizations, their regulatory future remains uncertain. More S&P Global content: Prediction markets create insider trading loophole as enforcement lags Featured experts: Stefan Modrich, tech policy reporter for S&P Global Market Intelligence  Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence

    16 min
  8. Swing States, Broadcast Buys to Drive Record Political Ad Spending in 2026

    16 Apr

    Swing States, Broadcast Buys to Drive Record Political Ad Spending in 2026

    With the 2026 US midterms shaping up to be a major windfall for political advertising, this "MediaTalk" episode unpacks how media companies should position for it. Control of Congress is up for grabs, with a handful of "toss-up" Senate and House races. On top of that are the gubernatorial races. Taken together, record-level spending is expected. Local broadcast remains a cornerstone, with estimates of $4 billion in political revenue for local TV. Meanwhile, connected TV is no longer incremental — it's becoming a primary budget line thanks to targeting and reach beyond shrinking pay TV. The conversation also highlights how station groups with heavy exposure in battleground states — and potentially a reshaped landscape if major consolidation proceeds — could disproportionately benefit. The episode considers how local broadcasters should package linear and connected TV to defend pricing power. Also, which states and ad markets will drive the most spending? More S&P Global content: Technology, Media, & Telecoms Featured experts: Steve Passwaiter, president of Silver Oak Political 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

    17 min
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About

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

Information

  • Channel
    S&P Global
  • Creator
    S&P Global Market Intelligence
  • Years Active
    2024 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © 2020
  • Show Website
    MediaTalk

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