Kagan Media Talk

The 2022 box office results are outstripping most expectations despite the permanent changes to the business brought on by the pandemic. In this episode of "MediaTalk," S&P Global Market Intelligence reporter Joseph Williams talks to Kagan box office analyst Wade Holden and Box Office Pro chief analyst Shawn Robbins about the films that are driving consumers back to theaters, even as exhibitors face shorter exclusive theatrical windows and increased competition from streaming services.

S&P Global Market Intelligence reporter David DiMolfetta spoke to 451 Research analyst Jordan McKee and Cleve Mesidor, a policy adviser with The Blockchain Association, about who is using cryptocurrencies today and how they might use them in the future. Investing in cryptocurrencies can offer equal opportunities to groups of people who historically have experienced discrimination in their efforts to access legacy banking systems. Banks and regulators must launch more digital asset outreach and education to avoid creating a new digital divide between those who can access the cryptocurrency market — estimated by the White House at $3 trillion — and those who cannot.

Over the past 4 years, sports betting has gone from being a somewhat taboo, offshore business to now becoming "a mainstream entertainment platform," PointsBet USA CEO Johnny Aitken said on the latest episode of "MediaTalk," a podcast by S&P Global Market Intelligence. The nascent industry's rise and the host of sportsbook operators chasing the action are leading to increased levels of engagement and viewing with sports telecasts.

In this episode of S&P Global Market Intelligence's "MediaTalk" podcast, Kagan analyst Neil Barbour delves into the various trends that the video game industry is increasingly eyeing in efforts to establish new revenue streams. This includes a rash of M&A activity, the metaverse and the use of NFTs and cryptocurrency for in-game transactions.

While state privacy laws in California, Virginia and Colorado have helped lay the groundwork for a national privacy standard, there is still work to be done on figuring out exactly what an omnibus privacy bill should look like. In this episode of MediaTalk, we talk with two experts -- Alexandra Reeve Givens, president and CEO at the Center for Democracy and Technology, and Sheryl Kingstone, head of customer experience and commerce at 451 Research -- who provide insights on privacy legislation in the U.S., how online companies are storing our data, and growing concerns among consumers about privacy in the wake of the pandemic.

As companies accelerate digital transformation moves in response to the COVID-19 pandemic, many are also driving diversity and inclusion initiatives.

Discovery Inc. is gearing up for its upfront, in which media companies look to sell linear and digital schedules to media buyers and their agencies ahead of the upcoming TV season. Ahead of its May 18 virtual presentation to advertisers, S&P Global Market Intelligence recently caught up with Discovery Chief U.S. Advertising Sales Officer Jon Steinlauf to discuss the company's new streaming service, Discovery+, and the ad market amid COVID-19. Steinlauf also addresses the programmer's burgeoning TV Everywhere business and opportunities beyond linear TV's traditional demographics.

S&P Global Market Intelligence's tech reporter Anser Haider, Kagan Research's Neil Barbour and Panjiva's Chris Rogers discuss the state of video game hardware, including continuing stock shortages for the new consoles released by Microsoft and Sony last year.

CBS Sports Chairman Sean McManus discusses production difficulties posed by the pandemic, sell-through and pricing levels for the NFL championship game, and the integral role sports will play in driving subscriptions for streaming service Paramount+.

S&P Global Market Intelligence reporters from the company’s technology, media and telecom news team review and preview key developments impacting various TMT sectors. Disclaimer: This podcast was taped on December 15. Since then, several developments related to regulatory and legal activities against one or more tech companies have occurred.

In this episode, we'll focus on the current state of the global video game industry, which is on the cusp of a brand-new generation of hardware, software and services. We'll also talk about the COVID-19 pandemic's impact on the industry, which experienced significant growth as stay-at-home orders saw many consumers turn to gaming.

In Part 2 of the episode focusing on broadcasters, we zoom in on the latest broadcast technology as well as trends in retransmission consent, a major part of the broadcasters’ revenue streams. Justin Nielson, a Kagan analyst tracking the broadcast and media industry, and Davis Hebert, a senior high-yield research analyst at Wells Fargo, are in the house again.

In Part 1 of this episode, hear from Justin Nielson, an analyst tracking the broadcast and media industries at Kagan, a research unit within S&P Global, and Davis Hebert, a senior high yield research analyst at Wells Fargo, on how broadcast ad sales have suffered during what has been projected to be a banner year for the presidential election cycle.

U.S. antitrust enforcement agencies could file lawsuits against big tech companies such as Facebook, Google and Amazon as soon as this summer. A former DOJ antitrust official talks to us about how the summer and fall might bring a movement from "talk to action" on antitrust issues.

Sheltering in home has led to a surge in internet usage. In this episode, John Fletcher, a media analyst at S&P Global Market Intelligence Kagan Research; and Craig Matsumoto, senior analyst at 451Research, a research unit now within S&P Global Market Intelligence, talk to us about how higher streaming media consumption and increase use of collaboration applications have impacted network infrastructure. We will also delve into what might happen if there was a second wave of the virus come fall. S&P Global Market Intelligence acquired 451 Research in December. The acquisition expands S&P Global's intelligence research offerings and technologies such as AI, IoT, information security, data centers, cloud and DevOps.

The coronavirus pandemic has put unprecedented stress in the media sector. Since early March, in the media sector alone, S&P Global Ratings has updated ratings outlook on close to 75% of its covered companies. In this episode, we will discuss with two S&P Global Ratings analysts on how has COVID-19 impacted theater operators’ operations and finances as they prepare to reopen in the U.S. and U.K. This episode was recorded on May 27.

In this episode, we talk to Discovery Communications ad sales chief and our own media analyst on the impact of the COVID-19 pandemic on advertising, on traditional and digital media properties. We'll also talk about programming plans for the summer, including the impact of the postponement of the Tokyo Olympics and the upfront selling season ahead of whatever this whole season will bring.

The latest addition of MediaTalk will examine the substantial impact that COVID-19 pandemic has had on the film industry from theater closings and the disappearance of box office receipts to the rescheduling of theatricals and the halt in production that can further reshape the schedule for 2021 and beyond. Will the film industry ever really be the same? Co-hosts S&P Global Market Intelligence reporters Mike Reynolds and Joe Williams are joined by Wade Holden, an analyst at Kagan, a research group within S&P Global Market Intelligence, and Shawn Robbins, chief analyst at Boxoffice Pro.

In the latest version of Media Talk, S&P Global Market Intelligence senior reporter covering the media industry Mike Reynolds is joined by Macquarie analyst Tim Nollen and Seth Shafer, an analyst at Kagan, a research group within S&P Global Market Intelligence, to discuss the expansion of the streaming landscape, in light of the coronavirus. The battle of the streaming platforms has started long before the coronavirus pandemic. There was the launch of Apple TV+ last November and the much anticipated Disney + debut. Making the market even more crowded, short-form mobile platform QUIBI premiered April 6, ad-supported service Peacock from Comcast NBCUniversal entered the market on April 15, and AT&T's HBO MAX is expected in May. Now with self-isolation in many parts of the nation and around the world, more people are streaming content at home.

Turner and CBS, the rights holders of this year’s March Madness, sold out their ad inventory for the NCAA Division I men’s basketball tournament in record time. S&P Global Market Intelligence’s senior media reporter Mike Reynolds talks to Turner Sports Executive Vice President Jon Diament, and Scott Robson, an analyst at S&P Global Market Intelligence’s Kagan research team, about ad strategies for the tournament and sports ad spending trends in other properties such as the NFL, NBA, MLB and pro-wrestling.

With key races heating up, 2020 is deemed to be an important year for political advertising. S&P Global Market Intelligence’s senior media reporter Mike Reynolds talks to two senior advertising executives and Peter Leitzinger, media equity research analyst with Kagan, a media market research group within S&P Global Market Intelligence's TMT offering, about projections for ad spending in the 2020 election cycle. They also discuss main races, fund-raising activities, key political issues that might impact ad spending, as well as popular states in presidential races. Beyond broadcast and pay-TV, social media and other digital platforms are expected to impact the overall pie. Listen to the episode to learn more, and subscribe to MediaTalk to catch future episodes. (Photo: AP)

Kids content has emerged as a key cornerstone for many subscription video offerings, with Netflix, Amazon, and Hulu each investing heavily in both original and licensed programming geared towards children. Kids content may reduce churn and is typically less expensive to license or produce compared to other exclusive tentpole programming for OTT services.

In this episode, senior research analyst Justin Nielson and research analyst Peter Leitzinger discuss Kagan's analysis around US political advertising on TV in 2018 and outlook for 2020. If you are interested in learning more about Kagan/SPGMI offerings, please visit www.spglobal.com/marketintelligen…en/campaigns/tmt

In this episode, research director Jeff Heynen and senior research analyst Justin Nielson discuss Kagan's thinking behind some of the biggest, high-level trends in networking technology. If you are interested in learning more about Kagan/SPGMI offerings, please visit https://www.spglobal.com/marketintelligence/en/campaigns/tmt

In this episode, senior research analysts Justin Nielson and Tony Lenoir discuss our thinking behind forecasts and analysis recently published for the U.S. TV station and multichannel sectors. If you are interested in learning more about Kagan/SPGMI offerings, please visit https://www.spglobal.com/marketintelligence/en/campaigns/tmt

In this episode, senior research analysts Justin Nielson and Tony Lenoir discuss the upcoming FIFA World Cup, to be held in Russia June 14-July 15, and what soccer's biggest international stage means for the U.S. TV ecosystem. If you are interested in learning more about Kagan/SPGMI offerings, please visit https://www.spglobal.com/marketintelligence/en/campaigns/tmt

Kagan is introducing MediaTalk, a podcast on our coverage of the quickly evolving media landscape. In this first episode, Senior Research Analysts Justin Nielson and Tony Lenoir zoom in on the ongoing metamorphosis of the TV ecosystem and the ramifications for the broadcast and multichannel sectors. If you are interested in learning more about Kagan/SPGMI offerings, please visit https://www.spglobal.com/marketintelligence/en/campaigns/tmt