MediaTalk

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.