MediaTalk

S&P Global Market Intelligence
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MediaTalk

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. How AI is reshaping gaming and consumer tech

    2일 전

    How AI is reshaping gaming and consumer tech

    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: MediaTalk | Season 3 | Ep. 3 - Biggest takeaways from CES 2025 Generative AI 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

    17분
  2. Broadband's Biggest Questions in 2025: Amazon, Starlink and BEAD

    2월 13일

    Broadband's Biggest Questions in 2025: Amazon, Starlink and BEAD

    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 Producer/Editor: Sarah James   www.spglobal.com www.spglobal.com/market-intelligence

    14분
  3. Can The NFL's Biggest Game Get Even Bigger?

    2월 6일

    Can The NFL's Biggest Game Get Even Bigger?

    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: The Business of Sports Featured experts: Justin Nielson, Principal Analyst, S&P Global Market Intelligence Kagan  Scott Robson Senior Research Analyst, S&P Global Market Intelligence Kagan  Michael Johnson, Analyst, S&P Global Market Intelligence Kagan  Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence

    19분
  4. What 2024's box office drop means for 2025's film slate

    1월 30일

    What 2024's box office drop means for 2025's film slate

    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.

    19분
  5. The human art of direct messaging in the age of AI

    1월 23일

    The human art of direct messaging in the age of AI

    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.

    22분
  6. Biggest takeaways from CES 2025

    1월 16일

    Biggest takeaways from CES 2025

    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.

    19분
  7. New strategies in play in 2025 amid broadband, streaming saturation

    1월 9일

    New strategies in play in 2025 amid broadband, streaming saturation

    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.

    15분
  8. 2025 ushers in big expectations for sports, streaming and media M&A

    1월 2일

    2025 ushers in big expectations for sports, streaming and media M&A

    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.

    15분
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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

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  • 제작진
    S&P Global Market Intelligence
  • 방송 연도
    2018년 - 2025년
  • 에피소드
    76
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    MediaTalk

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