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MediaTalk

Podcast MediaTalk
S&P Global Market Intelligence
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 ins...

Episodios disponibles

5 de 79
  • A Deep Dive into FinTech's Growth, Challenges, and Future Trends
    In the latest episode of "MediaTalk," host Mike Reynolds dives into all things FinTech with two in-house experts: Sophia Furber and Iuri Struta from S&P Global Market Intelligence. Together, they explore the evolution of FinTech, from its early days as a venture capital darling to its current maturity and challenges, including regulatory hurdles and slower innovation. Sophia explains the diverse applications of FinTech, highlighting the growing importance of account-to-account (A2A) payments and the potential for local payment methods to thrive in Europe. As fraud becomes increasingly sophisticated, Sophia also underscores the need for innovative solutions, particularly those leveraging AI. Meanwhile, Iuri provides insights into the current state of FinTech M&A, noting robust demand amid declining valuations and a maturing market segment.  More S&P Global content: Fintech funding falls in 2024, but mega rounds show tentative signs of optimism 451 Research: 2025 Trends in FinTech Featured experts: Sophia Furber, analyst in the 451 Research fintech research and consulting group within S&P Global Market Intelligence Iuri Struta, senior reporter at S&P Global Market Intelligence  Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence
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  • Network Owners Navigate M&A and Margins in Media’s New Era
    The latest episode of “MediaTalk” features insights from a recent S&P Global Market Intelligence webinar, "A New Era for Video Distribution," outlining how the years-long slide in pay TV subscribers is now shaping M&A strategies and profit margins within the evolving media industry. The webinar featured a trio of S&P Global Market Intelligence Kagan principal analysts: Scott Robson discusses the historical high valuations of cable networks, which have significantly declined due to cord-cutting and reduced buyer interest. Seth Shafer highlights the strategic focus on content production and library assets as the true crown jewels in media acquisitions. And Justin Nielson discusses the pressures facing broadcasters, including regulatory hurdles and plateauing retransmission fee growth. Overall, the podcast underscores the strategic recalibrations media companies must undertake to navigate the challenges of declining traditional revenues and the opportunities presented by digital transformation. More S&P Global content: New Era for Video Distribution Featured experts: Justin Nielson, principal analyst at S&P Global Market Intelligence Kagan. Scott Robson, principal analyst at S&P Global Market Intelligence Kagan. Seth Shafer, principal analyst at S&P Global Market Intelligence Kagan Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence
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  • TVB Chief Shares How Local Broadcast is Winning the Ad Game
    "MediaTalk" host Mike Reynolds welcomes Steve Lanzano, president and CEO of the Television Bureau of Advertising, to discuss how local broadcast television is adapting and thriving in today’s shifting video landscape. Lanzano highlights how broadcasters continue to benefit from the power of live sports programming and local news, making it a trusted platform for both advertisers and viewers. The episode also explores key advertising categories, including political in 2024 and expectations for automotive in 2025 amid the risk of new tariffs. The conversation also touches on the potential for M&A under the new administration as station groups look to consolidate. This shift could enhance operational efficiencies and expand audience reach, positioning local broadcasters favorably in a competitive video market. More S&P Global content: New Era for Video Distribution Featured experts: Steve Lanzano, President and CEO of TVB Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence
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  • How AI is reshaping gaming and consumer tech
    In this episode of "MediaTalk," host Mike Reynolds is joined by Neil Barbour, a Kagan analyst at S&P Global Market Intelligence, to explore the dynamic landscape of the gaming and tech industries. They discuss the resurgence of smart devices through AI integration, which is breathing new life into products like smart glasses and smartphones. Barbour emphasizes that AI is not just a trend but a transformative force, enabling consumers to interact with devices using natural language, potentially unlocking greater value. The conversation also examines the current M&A environment in gaming following a downturn in 2024 due to regulatory challenges and economic factors. Despite these hurdles, investment in the metaverse is experiencing a significant rebound, with funding up 42.9% in 2024, driven by innovations in AI and immersive experiences. As the episode wraps up, Reynolds and Barbour speculate on the future of AR/VR technologies, stressing the importance of compelling software to ignite consumer interest and engagement.  More S&P Global content: MediaTalk | Season 3 | Ep. 3 - Biggest takeaways from CES 2025 Generative AI Featured experts: Neil Barbour, S&P Global Market Intelligence Kagan analyst Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence
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  • Broadband's Biggest Questions in 2025: Amazon, Starlink and BEAD
    MediaTalk host Mike Reynolds is joined by S&P Global Market Intelligence Kagan analyst Mau Rodriguez to discuss the current and future state of the US broadband industry. New technologies are changing the ways Americans connect and a new administration is raising questions about a major federal subsidy program. Fiber and fixed wireless were the primary drivers of growth last year, but that could change going forward depending on the competitive landscape of satellite broadband. The episode examines the performance of existing satellite providers, including Elon Musk's Starlink, and the potential impact of new entrants like Amazon's Project Kuiper. Also, the episode looks at the status of BEAD, a $42 billion federal subsidy program established under the Biden administration that aims to build out broadband infrastructure in underserved communities across America. More S&P Global content: Fixed wireless subscribers by state -  https://www.spglobal.com/marketintelligence/en/news-insights/research/fixed-wireless-subscribers-by-state MediaTalk | Season 2 EP 20 - Wireless Outlook for 2024 as Carriers, Cable Compete   Featured experts: Mau Rodriguez - S&P Global Market Intelligence Kagan analyst Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James   www.spglobal.com www.spglobal.com/market-intelligence
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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
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