MediaTalk S&P Global Market Intelligence

In this episode, MediaTalk Host Mike Reynolds speaks to S&P Global Market Intelligence Kagan Principal Analyst Justin Nielson and Kagan Analyst Peter Leitzinger, who both specialize in the broadcast industry. Peter and Justin recently attended the National Association of Broadcasters' convention in Las Vegas, where they heard about and spoke about how the broadcast industry is changing. Cord-cutting is sending viewers back over the air, and sports teams are experimenting with new broadcast packages as the RSN model stumbles. At the same time, retransmission revenue growth is slowing, forcing station owners to look for their next big growth engine. Is datacasting the answer? What role can AI play? And what is going on with NextGen TV? Justin and Peter give us the inside scoop from the NAB Show 2024 on these topics and more.

In this episode, MediaTalk host Mike Reynolds sits down with S&P Global Market Intelligence Kagan analyst John Fletcher, who specializes in multichannel and broadband. John shares his thoughts on which broadband providers — cable, telco, satellite or fixed wireless — still have room for growth in an age where broadband has very much become a utility. More, he discusses how US providers plan to further close the digital divide, especially as federal dollars begin flowing into the system. 

In this episode, MediaTalk host Mike Reynolds sits down with S&P Global Market Intelligence Kagan analyst Brian Bacon, who sits on the Consumer Insights team. Together, they talk about how consumers are navigating the ever expanding number of streaming services. While the major streamers like Netflix, Disney+ and Amazon Prime still dominate, viewers also have a growing number of FAST services to choose between. How are streamers differentiating? What are consumers really watching? And, the big question, how many streaming services is too many? Using Kagan's consumer survey data, Brian answers all these questions and more.

In this episode, MediaTalk host Mike Reynolds talks with S&P Global Market Intelligence Kagan Analyst Scott Robson, who specializes in TV networks. Together, they discuss the myriad things that make the Masters special, including its unique media rights deal with CBS, its limited commercial load and its notorious green jacket. The pair also take on the pending merger between the PGA and LIV Golf, and the various efforts from the sport to bring in younger audiences, especially in the US.

In this episode, MediaTalk host Mike Reynolds talks with S&P Global Market Intelligence Kagan analyst Neil Barbour, who leads video game coverage for the consumer technology team. Neil shares his thoughts on the gaming industry's performance in 2023 while providing an early read on what we might expect in 2024 and beyond. He also assesses where some of the key players stand and explains why the newest consoles from Microsoft and Sony both exited their growth phase sooner than expected.

In this episode, MediaTalk host Mike Reynolds sits down with S&P Global Market Intelligence Kagan analyst Seth Shafer, who specializes in the streaming industry. Together, they talk about which streaming services — Netflix, Disney+, Peacock, Max, Paramount+ — gained or lost ground in 2023 in terms of subscribers. They also discuss changing strategies around advertising, password sharing, international rollouts and prioritizing profits over growth. Seth also gives a preview of Kagan projections around streaming ad revenue growth, and what those numbers mean for linear TV networks.