MediaTalk
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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...
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Mapping 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 opp...
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 l...
The 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...
Consolidation 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...
Seasons 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 retur...
Which Teams, Streamers are Winning the Sports Fan Battle
Using proprietary consumer data from S&P Global Market Intelligence Kagan, "MediaTalk" host Mike Reynolds and Kagan analyst Brian Bacon explore how pl...
AI 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 expo...
The 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....
A 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 in...
After 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...
How 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 Rese...
How 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 t...
Fiber 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,...
Navigating 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 leag...
Why 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-breaki...
How 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 a...
Level 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 Ele...
Sunday 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"...
Broadband 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 land...
Superheroes 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 ha...
Exploring 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...
Playoffs, Payouts, and Pre-Game Rivalries: The '25/'26 College Football Forecast
Ahead of the upcoming '25/'26 college football season, "MediaTalk" host Mike Reynolds discusses the changing dynamics of college football media rights...
How ESPN Aims to Change the Game with New Streaming App
The new ESPN app is here and "MediaTalk" has a sneak peek at all of the functionalities. "MediaTalk" host Mike Reynolds sits down with John Lasker, se...
Cable, Wireless Operators Try New Tacks in Battle for Market Share
"MediaTalk" host Mike Reynolds sits down with S&P Global Market Intelligence Kagan analyst Lynnette Luna to dive into the US wireless market. At the n...
Radio's Outlook Hinges on Innovation, Regulation, and Localism
"MediaTalk" host Mike Reynolds is joined by S&P Global Market Intelligence Kagan Principal Analyst Justin Nielson to discuss the resilience and challe...
What To Look For as Media Giants Report Earnings
With earnings season in full swing, "MediaTalk" host Mike Reynolds is joined by Melissa Otto, head of Visible Alpha research at S&P Global Market Inte...
Tech IPO Market in 2025 Tells a New Kind of Growth Story
"MediaTalk" host Mike Reynolds is joined by West Riggs, Head of Equity Capital Markets at Truist Securities, to discuss the dynamic landscape of the t...
How Long the GenAI Investment Surge Will Last
"MediaTalk" host Mike Reynolds joins S&P Global Market Intelligence reporter Iuri Struta to talk about generative AI, exploring its profound impact on...
Stagwell CEO Mark Penn Talks The Future of Marketing Amid AI Revolution
"MediaTalk" host Mike Reynolds sits down with Mark Penn, chairman and CEO of Stagwell, to discuss what sets Stagwell apart in the realm of marketing n...
Wimbledon: Where Tennis Tradition Meets Technology (Encore)
Ahead of July 4th, "MediaTalk" is taking a holiday break. Today, we're encoring a special edition of "MediaTalk" in celebration of the world's most pr...
Wimbledon: Where Tennis Tradition Meets Technology
In our latest episode of "MediaTalk," we dive deep into the world of Wimbledon and its impact on the media landscape. Join host Mike Reynolds as he en...
Charter's Gambit to Revive Linear Pay TV with Seamless Streaming Strategy
"MediaTalk" host Mike Reynolds sits down with Tom Montemagno, who leads Spectrum's programming strategy at Charter Communications. With over 35 years...
How Digital Platforms Are Shaping the Future of Soccer Broadcasting
In the latest episode of "MediaTalk," Mike Reynolds and Richard Berndes delve into the exciting summer of soccer in 2025, highlighting key tournaments...
A Sneak Preview of the Kagan Media & Telecom Summit 2025
Join Mike Reynolds, senior reporter at S&P Global Market Intelligence, as he hosts an insightful discussion with industry leaders ahead of the highly...
Gaming Outlook Complicated by GTA Delay, Metaverse Momentum
"MediaTalk" host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Neil Barbour explore the latest trends in video games, connected devic...
A Box Office Season of Sequels, Side Quests and 'Sinners'
Ahead of Memorial Day, join "MediaTalk" host Mike Reynolds as he talks to S&P's Wade Holden and Mac Mathews about their expectations for this year's s...
An Illinois Lawmaker's Plan to Block Global Chip Smuggling
Ahead of the May 15 announcement of the Chip Security Act, Rep. Bill Foster of Illinois discussed the pressing issue of AI chip smuggling. Following...
Disney's Upfront Unveiled: Navigating the Future of Sports and Streaming
As Walt Disney gears up for its upcoming upfront presentation, "MediaTalk" host Mike Reynolds sits down with Adam Monaco, executive vice president of...
NBCU Ad Exec Previews 'The Greatest Collection of Content Assembled by One Media Company'
Programmers and advertisers are preparing for the most exciting time of year: the upfronts, when media companies showcase their upcoming content and a...
How AI Workloads Are Shining a Light on Neoclouds
In the latest episode of "MediaTalk," Mike Reynolds and Iuri Struta delve into the burgeoning world of AI neoclouds, a new breed of cloud service prov...