Shows / MediaTalk
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
Episodes
MediaTalkThe Future of Broadcast: Betting on Sports, Streaming, and ATSC 3.0
NAB Show New York 2026 is in the books. From Oct. 20-22, some 6,700 event attendees in Manhattan were able to catch up on the latest video system and equipment…
MediaTalkExpansion, Disruption and the Growing Business of the NBA
What will define the NBA's next season—and reshape its media business? Did the new national rights deal deliver? Yes. Broadcast networks and streaming…
MediaTalkThe Growing Role of Private Capital in Movies, Music and AI
In the latest episode of "MediaTalk," host Mike Reynolds sits down with Carlos Mendez, Co-Founder and Managing Partner at Crayhill Capital Management, to…
MediaTalkBroadcast, Digital, and CTV: The Battle for Political Ad Revenue in the 2026 US Midterms
The 2026 US midterm elections are shaping up to be one of the most consequential cycles in recent history. Americans will head to the polls to vote for House…
MediaTalkCan Hockey Translate Olympic Gold into NHL Revenue Growth?
The 2026–'27 NHL season has become a turning point for hockey in the US. In this episode, "MediaTalk" host Mike Reynolds and S&P Global Market Intelligence…
MediaTalkData 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…
MediaTalkBeyond 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…
MediaTalkStreaming, 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…
MediaTalkHow 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…
MediaTalkKickoff 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…
MediaTalkThe 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?…
MediaTalkSpectrum, 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…
MediaTalkWhat'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…
MediaTalkWhat the 2026 FIFA World Cup Taught Global Media Giants Vying for 2030
The 2026 FIFA World Cup was a resounding commercial triumph, setting a new benchmark for global sporting events. The tournament shattered revenue expectations…
MediaTalkDebt, Deals and Distribution: A Credit Analyst's View of Media's M&A Wave
As the media industry experiences a whirlwind of M&A activity, S&P Global Ratings' Naveen Sarma sits down with "MediaTalk" host Mike Reynolds to explain what…
MediaTalkHow NCTC Helps Small Operators Compete in a Consolidating Market
In this MediaTalk episode, NCTC CEO Lou Borrelli highlights the mounting challenges smaller and independent operators face amidst industry consolidation…
MediaTalkFrom Fortnite to Smart Frames: Gaming Growth, Hardware Inflation and AR Innovation
The gaming landscape is shifting fast. In this episode of "MediaTalk," S&P Global Market Intelligence Kagan analyst Neil Barbour breaks down the sector's…
MediaTalkWhat's Driving Podcasting's Future Audience and Advertising Growth
In this episode of "MediaTalk," host Mike Reynolds and S&P Global Market Intelligence Kagan analysts Peter Leitzinger and Jessica Cahill explore why podcasting…
MediaTalkSpaceX Funding Priorities Post-IPO: Capital Spending, AI Buildout, and Starship
This "MediaTalk" episode breaks down the early trading days following SpaceX's historic IPO on June 12, exploring why the stock surged, why it later cooled…
MediaTalkConnected TV Money Moves: Fox's Roku Bet and AVOD's Growing Share of Ad Spend
"MediaTalk" host Mike Reynolds sits down with Kagan's Justin Nielson and Seth Shafer to break down some of the major themes reshaping media right now…
MediaTalkFIFA World Cup 2026: Global Media Rights, Ads vs. Sponsors, and Streaming Wars
"MediaTalk" host Mike Reynolds and S&P Global Kagan analysts unpack what's driving the business of the FIFA 2026 Men's World Cup — far beyond matches on the…
MediaTalkKagan 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…
MediaTalkNew 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…
MediaTalkGen 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…
MediaTalkConstellations & 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…
MediaTalkFrom 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…
MediaTalkFrom 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…
MediaTalkBetting 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…
MediaTalkSwing 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…
MediaTalkMust-Have Events vs Hard-to-Find Games: The New Economics of Live Sports
Sports media is entering a period of rapid change: rights costs keep climbing, distribution is splintering, and leagues are rethinking how to reach fans who no…
MediaTalkMasters Traditions & New Platforms: Scoring Golf's Shifting Media Rights
The Masters may be a tradition unlike any other, but its media rights strategy is evolving in a very modern way as more coverage migrates to streaming…
MediaTalkAs RSN Models Evolve, Who Wins Baseball's Local Media Rights Battle?
"MediaTalk" delves into the ins and outs of baseball media rights, distribution disruption, and the business model pressure points shaping MLB's next decade…
MediaTalkBig Dance, Bigger Business: The New Economics Powering March Madness
March Madness is a case study in how premium sports rights stand to be repackaged and monetized in an increasingly fragmented TV-and-streaming ecosystem. This…
MediaTalkWhat Drives Most US Broadband Churn: Not Pricing, Bundling or Speeds
Broadband is behaving more like a true utility, with churn holding near a remarkably low 1% per month for fixed broadband, comparable only to mobile phone…
MediaTalkGenAI Foundation Model Funding Records and Data Center Power Debates
Funding for the generative AI sector has shattered records in just two months of 2026, surpassing all of 2025. OpenAI's staggering $120 billion funding round…
MediaTalkHow Brands Are Balancing Human Authenticity with AI Efficiencies
"MediaTalk" host Mike Reynolds sits down with Mike Donoghue, CEO and co-founder of Subtext, to discuss how AI is reshaping brand-consumer relationships in…
MediaTalkWired vs. Wireless: The Convergence Trends Reshaping Telecom in 2026
"MediaTalk" host Mike Reynolds is joined by three analysts from S&P Global Market Intelligence Kagan to discuss the evolving landscape of mobile and broadband…
MediaTalk2026 Box Office Outlook: Streaming-Theatrical Battle Just Heating Up
For better or worse, the domestic box office is changing. While the pre-pandemic film calendar was dominated by super hero movies, the current box office…
MediaTalkWill Super Bowl 60 Set New Viewership Records or Fall Short?
Super Bowl 60 is not just the biggest NFL game of the year — it is arguably the single biggest media and advertising event on the sports calendar. "MediaTalk"…
MediaTalkMapping NBC's Production and Profit Plans for the Winter Games
With the Winter Olympics quickly approaching, expectations are high — both in terms of the potential US medal count and the viewership and revenue…
MediaTalkGlobal 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…
MediaTalkThe New AI, Robots, TVs and Regulation Changing Consumer Tech
"MediaTalk" listeners get an insider's view of the CES 2026 through the eyes of S&P Global Market Intelligence's Neil Barbour and Stefan Modrich. The pair…
MediaTalkConsolidation and Competition: 2026's Key Shifts in Sports, Cable, and Broadcast Media
The first "MediaTalk" episode from 2026 explores the shifting media landscape expected in the coming year, focusing on the sports, cable and broadcast sectors…
MediaTalkSeasons Greetings from MediaTalk
With the holidays upon us, "MediaTalk" host Mike Reynolds and producer Sarah James are taking a bit of a break. A new season of the podcast will return in…
MediaTalkWhich Teams, Streamers are Winning the Battle for Sports Fans
Using proprietary consumer data from S&P Global Market Intelligence Kagan, "MediaTalk" host Mike Reynolds and Kagan analyst Brian Bacon explore how platforms…
MediaTalkAI Chips, Global Supply Chains and Tech Policy — Getting Ready for 2026
"MediaTalk" host Mike Reynolds is joined by S&P Global Market Intelligence tech policy reporter Stefan Modrich to explore the complex world of US export…
MediaTalkThe Future of Media in an M&A Frenzy
In this episode of "MediaTalk," host Mike Reynolds and a panel of Kagan research analysts delve into the M&A whirlwind reshaping the media landscape. With…
MediaTalkA Few of Our Favorite Things From 2025
In this special Thanksgiving edition of "MediaTalk," host Mike Reynolds revisits insightful discussions with four prominent executives in the media industry…
MediaTalkAfter Fall Box Office Fumbles, Winter Blockbusters Seek to Heat Up Screens
The latest episode of "MediaTalk" explores the fall and winter box office landscape, including the lukewarm fall season, which narrowly missed the $1 billion…
MediaTalkHow AI, Tariffs, Inflation will Impact Holiday Spending in 2025
"MediaTalk" host Mike Reynolds delves into the dynamics of holiday spending for 2025, featuring insights from industry experts Zach Ciampa of 451 Research and…
MediaTalkHow TEGNA Tailors Sports Rights Deals Across Leagues, Markets for Maximum Reach
"MediaTalk" host Mike Reynolds sits down with Brad Ramsey, senior vice president of media operations at TEGNA, about the increasingly important role that…
MediaTalkFiber vs. Cable vs. Fixed Wireless: The Battle for Broadband Dominance in the Americas
The latest episode of "MediaTalk" delves into the dynamic landscape of mobile and broadband markets in the Americas with Kagan analysts John Fletcher, Lynette…
MediaTalkNavigating the New NBA and WNBA Media Landscape
As the NBA kicks off its 2025-2026 season, significant changes in media rights and distribution strategies are reshaping how fans engage with the league. This…
MediaTalkWhy Sports Teams Can Be a Better Investment than Big Tech
"MediaTalk" explores the growing importance of sports investments, which have evolved from vanity purchases to a legitimate asset class. Record-breaking…
MediaTalkHow TV, Radio Broadcasters are Navigating Advertising, Regulatory Shifts
"Media Talk" host Mike Reynolds is joined by Justin Nielson, principal analyst at S&P Global Market Intelligence Kagan, to discuss the opportunities and…
MediaTalkLevel Up or Game Over: Analyzing the Health of the Video Game Market After EA Deal
In the latest episode of "MediaTalk," host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Neil Barbour discuss the implications of Electronic…
MediaTalkSunday Nights and Streaming Rights: 'Tuned In' to New Sports Deals
"MediaTalk" host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Michael Johnson recently returned from Front Office Sports' "Tuned In"…
MediaTalkBroadband Battles and AI Agendas: Inside the Latest Media and Tech Regulatory Trends
"MediaTalk" host Mike Reynolds is joined by S&P Global Market Intelligence tech policy reporter Stefan Modrich to discuss the evolving regulatory landscape for…
MediaTalkSuperheroes to Streaming: Why the Summer Box Office Missed $4 Billion Mark
"MediaTalk" host Mike Reynolds is joined by two in-house movie experts — Wade Holden and Mac Mathews — to explore how the reduced theatrical window has…
MediaTalkExploring the NFL's Game-Changing Media Playbook As 2025/26 Season Starts
While live sports media rights have been moving to streaming platforms for years, the 2025/26 season marks a pivotal shift in how NFL fans can access content…