MediaTalk

The 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 explore why asse

Broadcast, 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, Senate, gub

Can 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 Kagan analyst

Data 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 Mike Reyno

Beyond 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 "MediaTalk," Mike Rey

Streaming, 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 episode of "M

How 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 games abro

Kickoff 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 athlete co

The 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? The lates

Spectrum, 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 set to auct

What'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 video serv

What 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, with proje

Debt, 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 is driving t

How 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, slowing broadban

From 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 biggest stories:

What'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 continues

SpaceX 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, and what inve

Connected 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, including Fox's pur

FIFA 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 pitch. The ep

Kagan 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 spotlights what atte