MediaTalk

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.

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.

Streaming, broadband and wireless used to be three distinct subsectors within media and communications. But increasingly, they are interconnected. In 2024, cable operators, led by Charter, began bundling direct-to-consumer streaming offerings into their video and broadband services. At the same time, cable operators continued to push into wireless. Meanwhile, streaming services prioritized profits over expanding content libraries, and wireless carriers sought to add lines among existing subscribers. All three subsectors showed signs of maturity in 2024, but they also found new ways to grow, setting the stage for fresh innovation in 2025. 

With 2024 winding to a close, MediaTalk invites three S&P Global Market Intelligence Kagan analysts to talk us through the stories that shaped the media and entertainment market. From broadcast's ascent to the evolving dynamics of cable networks to the impact of more ad-supported streaming services to the near disintegration of the regional sports network business model, 2024 was a year that brought a great deal of transformation. More, it set the stage for further changes in 2025. Listen to the full episode to stay informed and gain valuable perspectives on the future of media.