Global Streaming Preview 2026: Bundles, Ads, and Local Partnerships
"MediaTalk" host Mike Reynolds is joined by S&P Global Market Intelligence Kagan analysts Seth Shafer and Michail Chandakas to explore the streaming landscape in the US and Europe as we look ahead to 2026. The conversation explores how leading platforms like Netflix, HBO Max, and Paramount+ are evolving amid market saturation, M&A activity and shifting consumer habits.
Seth Shafer highlights the maturation of the US streaming market, where growth is slowing and consolidation is becoming a strategic necessity. He points to the increasing role of bundled offerings and the challenge of…
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