"MediaTalk" host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Neil Barbour explore the latest trends in video games, connected devices and streaming operating systems.

One major topic is the delay of Grand Theft Auto VI, which has shifted expectations for console shipments and an overall market recovery to 2026. Neil discusses how this delay, coupled with ongoing tariff impacts, is reshaping investment strategies in the gaming sector.

The episode also covers the trends driving gaming M&A, especially overseas, and the notable year-over-year increase in metaverse funding seen in the first quarter. Looking ahead, Neil provides a forecast for streaming operating system platforms, predicting substantial growth driven by advertising and subscription revenue.

More S&P Global content:

• MediaTalk | Season 3 | Ep. 8 - How AI is Reshaping Gaming and Consumer Tech

Featured experts:

• Neil Barbour, S&P Global Market Intelligence Kagan analyst

Credits:

• Host/Author: Mike Reynolds
• Producer/Editor: Sarah James

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