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

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www.spglobal.com/market-intelligence