MediaTalk

S&P Global Market Intelligence
  • 5.0 (6)
  • Business News
  • Updated Weekly

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. 6h ago

    Data Center Debates: Tax Incentives, Emission Increases & Sustainability

    What's fueling the explosive growth of AI data centers — and who's paying the price? In this episode of "MediaTalk," S&P Global Market Intelligence reporters Mike Reynolds, Stefan Modrich, and editor Sarah James unpack the critical questions facing the tech and business world: How are leading companies like Microsoft and Amazon balancing massive investments in AI infrastructure with sustainability goals? The discussion highlights the growing scrutiny around clean energy purchases, revealing that sustainability claims often face skepticism regarding their real-world impact. The episode also delves into shifting state policies, as Arizona, Illinois, Ohio, and others pause or repeal tax incentives for data center development. Local opposition is intensifying, especially in Virginia's Data Center Alley, prompting new regulations and accountability frameworks. The team covers the financial and operational implications for data center developers, emphasizing how evolving incentives and environmental standards are reshaping the industry. With insights from industry leaders and policymakers, "MediaTalk" provides a comprehensive look at the intersection of AI, energy, and regulation, offering business professionals a timely perspective on the challenges and opportunities ahead for digital infrastructure. More S&P Global content: Next in Tech | Ep. 286: Resilient Digital Infrastructure Next in Tech | Ep. 283: Sustainable Energy and Data Center Demand Featured experts: Stefan Modrich, tech policy reporter for 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

    Data Center Debates: Tax Incentives, Emission Increases & Sustainability

  2. Sep 17

    Beyond the Billion-Dollar Hits: The Surprising Winners and Losers of the Summer Box Office

    The summer box office delivered a blockbuster performance, generating $4.64 billion domestically — the second-highest total ever. On this episode of "MediaTalk," Mike Reynolds is joined by Kagan Senior Research Analyst Wade Holden and Mac Mathews to unpack what powered the surge. The discussion explores how "Spider-Man: Brand New Day" and "The Odyssey" helped push the market past $4 billion, while a record 331 films contributed to the season's unusually broad release slate. The experts also examine the surprising struggles of several high-profile, mid-range and superhero releases, including "Supergirl," "Masters of the Universe," "Star Wars: The Mandalorian and Grogu" and the live-action "Moana." Their underperformance contrasted sharply with breakout successes such as "Obsession" and "The Backrooms," highlighting how strong word of mouth and cultural buzz can outweigh a film's budget or franchise pedigree. Looking ahead, the conversation turns to the fall lineup and what it may reveal about the theatrical recovery. Can the fall slate sustain the box office momentum? What lessons will studios draw from this summer's unexpected winners and disappointments? More S&P Global content: Gen Z and Nostalgia: New Power Players to Lift 2026 Summer Box Office Past $4B 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

    Beyond the Billion-Dollar Hits: The Surprising Winners and Losers of the Summer Box Office

  3. Sep 10

    Streaming, Sports and 5G: The Deals Reshaping Global Media

    What does the future of global media look like as traditional pay TV declines, streaming matures and sports rights become more valuable than ever? In this episode of "MediaTalk," S&P Global Market Intelligence Kagan analysts examine the forces reshaping the technology, media and telecom sectors across the United States and Europe. The discussion covers telcos divesting content businesses, bundling Netflix and other OTT services, mobile and fiber consolidation, the slower adoption of 5G, and the financial benefits of replacing copper networks with fiber. The episode also explores why live sports remain a powerful advertising engine and how leagues are monetizing digital and social-media rights. As streaming growth shifts from subscriber acquisition to profitability, are ad-supported plans and telco bundles becoming the next major growth drivers? Listen for insights on the global advertising outlook, sports-rights negotiations, AI applications in media and the trends likely to dominate conversations at IBC and an upcoming Kagan London briefing. More S&P Global content: Navigating the Chaos of Sports Media Rights Fragmentation Maximizing Sports Media Rights Value: Benchmarking, Negotiation, & Market Intelligence in 2026 Featured experts: Justin Nielson, head of Kagan Research at S&P Global Market Intelligence. Mohammed Hamza, principal research analyst at S&P Global Market Intelligence Kagan. Georgia Jordan, research analyst at S&P Global Market Intelligence Kagan. Michail Chandakas, 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

    Streaming, Sports and 5G: The Deals Reshaping Global Media

  4. Sep 3

    How the NFL Is Redefining Sports Media Economics & Team Valuations

    The 2026-27 NFL season offers a compelling case study in media strategy and valuation growth. The league is accelerating its international footprint, with nine games abroad this season — including its first-ever broadcast from Australia via Netflix — and plans to expand to 10 international games next year. This global push, paired with strong streaming momentum (Amazon's Thursday Night Football viewership is up 16% year-over-year), signals a gradual narrowing of the gap between streaming and traditional broadcast audiences. On the linear side, incumbents remain formidable: NBC's Sunday Night Football has held the top primetime slot for 15 consecutive years, while CBS and FOX both posted their strongest NFL viewership in nearly a decade. Meanwhile, ESPN's inaugural Super Bowl telecast, to be simulcast on ABC, sold out its advertising inventory by August — the earliest in the event's history — with 30-second spots commanding an estimated $8 million to $9 million. Will the broadcast break viewership records across linear and digital platforms? These trends underscore a broader reality: media rights and franchise valuations continue to climb. The NFL isn't just America's most-watched sport — it's an increasingly global media and business enterprise. More S&P Global content: Navigating the Chaos of Sports Media Rights Fragmentation Maximizing Sports Media Rights Value: Benchmarking, Negotiation, & Market Intelligence in 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. 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

    How the NFL Is Redefining Sports Media Economics & Team Valuations

  5. Aug 27

    Kickoff Time: What This Season's College Football Shakeups Mean for Media, Money

    College football's 2026-'27 season is here — and with it comes a landscape reshaped by realignment, billion-dollar media deals, and mounting legal battles over athlete compensation. In this episode of "MediaTalk," S&P Global Market Intelligence Kagan analysts Justin Nielson, Scott Robson and Michael Johnson join host Mike Reynolds to break down what business leaders and media executives need to know heading into the season. Three key questions this episode answers: How are conference realignment and media rights deals reshaping college football's competitive and financial landscape? From the reshuffled Pac-12 and Mountain West to the Big Ten's $8 billion windfall and the SEC's $710 million annual ESPN payout, the money is moving fast. What's next for the College Football Playoff, and how will expansion affect viewership and network competition? With ESPN's $7.8 billion extension and TNT's expanded footprint, the stakes — and the audiences — keep growing. How are NIL rules, transfer portal litigation, and new legislation like the Protect College Sports Act reshaping player economics? Get ahead of the legal and financial shifts redefining amateur athletics. Plus: bold championship predictions from all four experts. Tune in before Week Zero kicks off. More S&P Global content: Navigating the Chaos of Sports Media Rights Fragmentation Maximizing Sports Media Rights Value: Benchmarking, Negotiation, & Market Intelligence in 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. Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence

    Kickoff Time: What This Season's College Football Shakeups Mean for Media, Money

  6. Aug 20

    The Future of Mobile: Satellite Readies its Challenge

    SpaceX's Starlink is making bold moves in the direct-to-device (D2D) arena, but can it really challenge traditional carriers like Verizon, AT&T, and T-Mobile? The latest "MediaTalk" episode dives deep into SpaceX's ambitious plan to build a hybrid satellite-terrestrial network. While Starlink leads in rural connectivity, experts question whether it can overcome massive technical hurdles in dense urban markets.  Meanwhile, the "Big Three" mobile carriers are fighting back with new strategies: T-Mobile pivots to profitability over growth; AT&T leverages fiber bundles with a 42.5% conversion rate; and Verizon posts best subscriber growth in 5 years. The D2D space is heating up with Amazon's $10 billion Globalstar acquisition and AST SpaceMobile's carrier partnerships. As 6G approaches, will satellite-terrestrial hybrids disrupt traditional mobile, or are physics and economics too challenging? More S&P Global content: Orbit as the Next Data Frontier: Capital Flows, Risk, and Realities Featured experts: Lynnette Luna, senior research 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

    The Future of Mobile: Satellite Readies its Challenge

  7. Aug 13

    Spectrum, Stations, and Servers: Three Policy Shifts Reshaping TMT in 2026

    The latest "MediaTalk" podcast unpacks three regulatory developments transforming the tech, media, and telecom sectors: Spectrum Auction Returns: The FCC is set to auction 160 megahertz of upper C-band spectrum by July 2027 — the first auction in years. This mid-band spectrum will supercharge 5G and fixed wireless capabilities, with commercial service launching in major markets by 2030. Broadcast Ownership Cap Eliminated: The FCC repealed the decades-old 39% national ownership cap for TV station ownership. This controversial move could trigger a consolidation wave in local broadcasting, though antitrust scrutiny and legal challenges loom large. Data Center Backlash: Communities nationwide are pushing back on data center development. From Wisconsin to New York, voters and local governments are implementing moratoriums, citing concerns about electricity costs, grid strain, and resource allocation.  As midterm elections approach, these issues are moving from regulatory debates to campaign platforms. Will political pressure translate into lasting policy changes? More S&P Global content: Local governments push back against data center development 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

    Spectrum, Stations, and Servers: Three Policy Shifts Reshaping TMT in 2026

  8. Aug 6

    What's Driving TV Subscriber Satisfaction in 2026?

    In an age of ongoing cord-cutting, "MediaTalk" sits down with S&P Global Market Intelligence Kagan analyst Brian Bacon to break down who is subscribing to what video service and why based on the latest insights from the Kagan Consumer Insights survey. The numbers tell an interesting story: overall US TV satisfaction jumped from 34% to 39% year-over-year, with virtual providers like YouTube TV and Hulu with Live TV leading the pack. But here's where it gets intriguing — Charter's Seamless Entertainment hybrid model, bundling traditional cable with ad-supported streaming services, is showing promising satisfaction rates among subscribers who use the included SVOD options. The conversation also explores the rise of "virtual basic cable" — internet-only TV packages from operators like Charter, Comcast, and Cox that blur the lines between traditional and streaming services. With sports content remaining the ultimate satisfaction driver and bundling becoming increasingly complex, the media landscape is evolving faster than ever. The episode explores:  Are subscribers willing to juggle multiple streaming platforms to catch all their favorite sports, or is there a breaking point? Could hybrid bundles that combine traditional TV with streaming services be the future of cable — or just a temporary bridge? More S&P Global content: Virtual options provide a new take on basic cable TV MediaTalk | Season 4 | Ep. 28 - How NCTC Helps Small Operators Compete in a Consolidating Market Featured experts: Brian Bacon, research analyst on the Consumer Insights team within S&P Global Market Intelligence Kagan Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence

    What's Driving TV Subscriber Satisfaction in 2026?
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Ratings & Reviews

5
out of 5
6 Ratings

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

  • Creator
    S&P Global Market Intelligence
  • Years Active
    2018 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © 2020
  • Show Website
    MediaTalk

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