In this episode of "MediaTalk," host Mike Reynolds and S&P Global Market Intelligence Kagan analysts Peter Leitzinger and Jessica Cahill explore why podcasting continues to accelerate — from growing monthly listener numbers to shifting audience segments by age, gender, and genre. They break down what's driving adoption, including video podcasting — and how platforms like YouTube and Spotify are changing discovery — plus where listeners are tuning in most often. The conversation also turns to monetization: why advertisers value highly engaged, loyal podcast audiences and what that could mean for ad revenue through 2031.

Beyond the numbers, the episode highlights how podcast content remains highly segmented, from politics to true crime to sports — and how platform choice shapes reach.

More S&P Global content:

Podcasts from S&P Global Market Intelligence

Featured experts:

• Jessica Cahill, analyst at S&P Global Market Intelligence Kagan.
• Peter Leitzinger, 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

This "MediaTalk" episode breaks down the early trading days following SpaceX's historic IPO on June 12, exploring why the stock surged, why it later cooled, and what investors are really buying into. The conversation connects SpaceX's valuation metrics to lessons from past IPO booms, including the dotcom era, while also unpacking how today's AI story is reshaping market appetite across sectors. The guests discuss how retail participation, IPO "bumps," and subsequent volatility can influence expectations — and they also dig into major developments after going public, including the Cursor acquisition, a bond sale and new computing power arrangements. From space launch demand and satellite supply dynamics, this episode ties big-picture market forces to company-level execution.

What matters more for SpaceX's next chapter: AI-driven growth or satellite infrastructure fundamentals?

And will the year of the AI IPO accelerate or stall as trading volatility continues?

More S&P Global content:

S&P Global Ratings Webinar: Launching S&P's Ratings on SpaceX

Featured experts:

• John Fletcher, principal research analyst at S&P Global Market Intelligence Kagan.
• Iuri Struta, tech capital markets reporter at S&P Global Market Intelligence

Credits:

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

www.spglobal.com

www.spglobal.com/market-intelligence

"MediaTalk" host Mike Reynolds sits down with Kagan's Justin Nielson and Seth Shafer to break down some of the major themes reshaping media right now, including Fox's purchase of Roku, advertising-based video on demand's (AVOD's) continued ascent, the migration of sports rights and the maturation of the streaming market.

First, they unpack Fox's acquisition of Roku, framing it as a strategic advertising and connected TV expansion. With Roku already heavily driven by ad revenue, the deal signals how Fox is chasing ad dollars — and audience scale — without taking on the full burden of streaming subscription competition.

Next, the conversation turns to AVOD growth. Nielson and Shafer highlight why ad-supported models are gaining traction as consumers face rising streaming costs. AVOD is increasingly becoming a durable revenue engine, even as ad spend patterns continue to evolve.

Finally, they explore sports streaming maturity: rights are shifting, but linear still dominates many live events. As more sports move to streaming, how much migration is actually happening versus what still remains stubbornly linear — and what does that mean potential regulatory and legislative efforts?

More S&P Global content:

Kagan Research

Kagan Media & Telecom Summit Preview: Streaming, Sports Rights, Broadband, M&A Outlook for 2026

Featured experts:

• Justin Nielson, head of Kagan Research at S&P Global Market Intelligence.
• Seth Shafer, principal analyst at S&P Global Market Intelligence Kagan.

Credits:

Host/Author: Mike Reynolds

Producer/Editor: Sarah James

"MediaTalk" host Mike Reynolds and S&P Global Kagan analysts unpack what's driving the business of the FIFA 2026 Men's World Cup — far beyond matches on the pitch. The episode explores how broadcast and streaming rights are shaping FIFA's revenue, including the scale of global coverage and multi-market deals. From Fox and Telemundo in the US to major commitments in China and India, the discussion highlights how media rights are evolving toward multiplatform distribution.

The episode also breaks down how advertisers and sponsors are positioning around the tournament's expanded footprint — covering sponsorship tiers, premium ad inventory, and why brand exposure is becoming more tightly managed. Finally, we look at streaming competition and what it could mean for future rights cycles, with global platforms likely to play a larger role.

The episode answers:

• How does consumption vary across global markets when it comes to watching games on the big screen vs. mobile?
• How will concerns about ticket pricing and transportation impact this year's tournament?

More S&P Global content:

The Business of Sports

Frequently Asked Question: Can Hosting the World Cup Move the Economic Needle?

The Decisive | Season 6 | Ep.9 - From Free Trade to Managed Trade: The Next Phase of USMCA

Featured experts:

Michael Johnson, research analyst at S&P Global Market Intelligence Kagan

Bruno do Amaral, research analyst at S&P Global Market Intelligence Kagan.

Ariel Thomas Rodriguez, senior research analyst at S&P Global Market Intelligence Kagan.

Richard Berndes, associate media 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

"MediaTalk" host Mike Reynolds provides a preview of the Kagan Media & Telecom Summit 2026 on June 9 at The Commons in Midtown Manhattan. The episode spotlights what attendees can expect across the media value chain — streaming's continued rise, the evolving economics of sports rights, and how broadband infrastructure and advertising technology are shaping what viewers and advertisers can access next.

Along the way, speakers preview multiple sessions: an advertising outlook focused on whether TV can win back advertisers and fuel new growth; a sports media panel that breaks down how deal structure, valuation, monetization, and capital/technology are reshaping the ecosystem; and a broadband discussion on closing adoption gaps through fixed wireless and satellite internet.

The conversation also turns to deal-making, with a merger mania segment exploring why media M&A is heating up and what's driving changing valuations and financing mechanisms.

What role is foreign money playing in media M&A? Has the expected wave of deregulation happened?

More S&P Global content:

Kagan Media & Telecom Summit 2026

Featured experts:

• Justin Nielson, head of Kagan Research at S&P Global Market Intelligence.
• Scott Robson, principal analyst at S&P Global Market Intelligence Kagan.
• Michael Johnson, research analyst at S&P Global Market Intelligence Kagan.
• Seth Shafer, principal analyst at S&P Global Market Intelligence Kagan.
• John Fletcher, principal research analyst at S&P Global Market Intelligence Kagan.
• Sarah James, TMT News Lead at S&P Global Market Intelligence

Credits:

Host/Author: Mike Reynolds

Producer/Editor: Sarah James

Hollywood loves a sequel and so do we. As "MediaTalk" takes a Memorial Day weekend break, we present a reprise of our summer box office outlook. S&P Global's box office experts, Wade Holden and Mac Mathews, point to a slate packed with major franchises and originals — from The Devil Wears Prada 2 to Supergirl, a new Spider-Man entry, and Christopher Nolan's The Odyssey — as key reasons the market could push past the $4 billion summer threshold.

We'll be back next week with a new episode previewing our upcoming Kagan Media & Telecom Summit, followed the week after with an episode about the FIFA World Cup 2026.

More S&P Global content:

Kagan Media & Telecom Summit 2026

Featured experts:

Wade Holden, senior research analyst at S&P Global Market Intelligence Kagan

Mac Mathews, associate director of editorial, design and publishing at S&P Global

Credits:

Host/Author: Mike Reynolds

Producer/Editor: Sarah James

Following a spring box office rebound, the latest "MediaTalk" episode highlights why the industry is entering summer 2026 with real momentum. S&P Global's box office experts, Wade Holden and Mac Mathews, point to a slate packed with major franchises and originals — from The Devil Wears Prada 2 to Supergirl, a new Spider-Man entry, and Christopher Nolan's The Odyssey — as key reasons the market could push past the $4 billion summer threshold.

The conversation also underscores a meaningful audience shift: Gen Z is increasingly shaping theatrical performance, especially around low-budget horror, event films, and rediscovered catalog IP that gained traction through streaming. At the same time, the success of female-skewing sequels and musical biopics suggests the box office is becoming less dependent on superhero titles alone.

Is the 2026 box office recovery starting to look structural rather than cyclical?

And will wider theatrical windows become the new expectation — even for streaming-native studios?

More S&P Global content:

Kagan Media & Telecom Summit 2026

Featured experts:

Wade Holden, senior research analyst at S&P Global Market Intelligence Kagan

Mac Mathews, associate director of editorial, design and publishing at S&P Global

Credits:

Host/Author: Mike Reynolds

Producer/Editor: Sarah James

In this episode of "MediaTalk," the S&P Global Market Intelligence team brings together reporters from around the globe to unpack the seismic shifts underway in the space technology sector. With SpaceX's highly anticipated IPO on the horizon, the team explores how this historic event could reshape not just the space industry, but the broader IPO market.

Key insights include the changing dynamics between SpaceX and the US government, with Defense Department contracts now outpacing NASA's. The team examines how these factors complicate investor visibility and legal protections — especially as SpaceX considers waiving traditional lock-up periods.

The episode also spotlights Starlink's rapid growth and its first-mover advantage in the US satellite internet market, as well as Amazon's strategic moves with its Globalstar acquisition. Space technology M&A activity is surging in 2026, even as the rise of mega constellations prompts questions about market capacity and competition.

As the space tech sector enters a new orbit, MediaTalk asks:

Will SpaceX's IPO set a new standard for tech listings, or drain capital from smaller players?

Are mega constellations and vertical integration the keys to long-term dominance, or will new entrants disrupt the status quo?

More S&P Global content:

Kagan Media & Telecom Summit 2026

Featured experts:

• Stefan Modrich, tech policy reporter for S&P Global Market Intelligence
• Nick Lazzaro, capital markets reporter at S&P Global Market Intelligence
• Ikrama Ranjha, newswriter at S&P Global Market Intelligence
• Mark Gubagaras, newswriter at S&P Global Market Intelligence
• Iuri Struta, tech capital markets reporter at S&P Global Market Intelligence
• Sarah James, TMT News Lead at S&P Global Market Intelligence

Credits:

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

www.spglobal.com

www.spglobal.com/market-intelligence

The 2026 upfront season has arrived, when media companies showcase their upcoming content and advertisers seize the opportunity to secure prime placement in front of millions of viewers. This strategic period sets the stage for the entire TV season, influencing buying decisions and gauging the health of the advertising ecosystem.

In this episode, Mike Reynolds sits down with Sean Cunningham, President and CEO of the Video Advertising Bureau, to explore how the media landscape is transforming. From streaming giants reshaping consumer expectations to the rise of connected TV, the conversation reveals why premium video content — defined by professional production, emotional engagement, brand safety, and transparency — remains the gold standard for marketers, regardless of platform.

But there's a catch: questions about long-accepted currencies have created measurement instability, particularly for cable entertainment and key demographics. Cunningham discusses whether first-party data from media companies might be the next solution to the industry's currency crisis.

Will this year's upfront finally bring stability to video advertising, or are we headed for another round of marketplace uncertainty? And as non-human traffic dominates the internet, how will marketers ensure their premium video investments actually reach real consumers?

More S&P Global content:

Kagan Media & Telecom Summit 2026

Featured experts:

• Sean Cunningham, VAB CEO and President

Credits:

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

www.spglobal.com

www.spglobal.com/market-intelligence

After decades of playing second fiddle to cable and satellite, the broadcast industry is back in a big way. Station groups are getting bigger, sports rights deals are getting more expensive and the line between broadcast and streaming content is blurring. In this "MediaTalk" episode, S&P Global Market Intelligence Kagan's Justin Nielson and Scott Robson unpack what they saw on the ground at the NAB Show and a parallel sports tech conference in Las Vegas.

First: Are traditional broadcasters back in the live sports game? The answer is yes — but differently. Station groups are stepping into the vacuum left by regional sports networks, picking up local NBA, MLB and NHL games, while ATSC 3.0, or next-gen TV, deployments in markets like Brazil and the Caribbean showcase how broadcast is evolving into a hybrid, data-rich IP platform.

Second: Where are the new revenue and profit engines? Political and sports remain core, but experimentation is happening around alternative game casts, ultra-low latency streaming for in-game betting and AI-driven creative. At the same time, transformational M&A deals, including a potential SiriusXM-iHeartMedia combination, offer opportunities for synergies. For media, tech and advertising leaders, this episode is a concise tour of where the next wave of sports, news and ad dollars is likely to flow.

More S&P Global content:

MediaTalk | Season 4 | Ep. 16 - Betting on the Future: How Prediction Markets Are Changing the Game

Featured experts:

• Justin Nielson, head of Kagan Research at S&P Global Market Intelligence.
• Scott Robson, 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