Streaming, broadband and wireless used to be three distinct subsectors within media and communications. But increasingly, they are interconnected. In 2024, cable operators, led by Charter, began bundling direct-to-consumer streaming offerings into their video and broadband services. At the same time, cable operators continued to push into wireless. Meanwhile, streaming services prioritized profits over expanding content libraries, and wireless carriers sought to add lines among existing subscribers. All three subsectors showed signs of maturity in 2024, but they also found new ways to grow, setting the stage for fresh innovation in 2025.

With 2024 winding to a close, MediaTalk invites three S&P Global Market Intelligence Kagan analysts to talk us through the stories that shaped the media and entertainment market. From broadcast's ascent to the evolving dynamics of cable networks to the impact of more ad-supported streaming services to the near disintegration of the regional sports network business model, 2024 was a year that brought a great deal of transformation. More, it set the stage for further changes in 2025. Listen to the full episode to stay informed and gain valuable perspectives on the future of media.

MediaTalk host Mike Reynolds and fellow S&P Global Market Intelligence reporter Iuri Struta discuss the future of technology and innovation, exploring key insights from the recent Web Summit held in Lisbon. The summit brought together over 70,000 attendees and covered the evolving landscape of AI, humanoid robots, and the competitive dynamics of the tech industry. Iuri shares his observations on the open-source vs. closed-source debate in AI, the surge of new startups challenging established players like Google, and the exciting developments in robotics. Iuri also highlights the importance of data integration in maximizing AI's potential across various sectors. This episode is essential listening for anyone interested in the intersection of technology and business.

As the holiday season approaches, consumer spending is set to take center stage in 2024. Insights from the latest MediaTalk podcast highlight a cautiously optimistic outlook, with increased confidence among consumers across all income groups. Despite lingering concerns about inflation and rising debt, many consumers are ready to embrace holiday shopping with a renewed spirit as they not only buy gifts but also leverage holiday sales for everyday necessities. With e-commerce continuing to thrive, the integration of omnichannel shopping experiences is becoming crucial. Learn how consumers plan to balance holiday shopping between online and in-store this year. Happy Holidays!

Dive into the dynamic world of sports betting with our latest episode of MediaTalk. Join host Mike Reynolds as he chats with Dave Forman, vice president of research at the American Gaming Association, to explore the rapid evolution of legal sports betting since the Supreme Court's pivotal 2018 decision. With 39 states now embracing this booming industry, discover how Missouri's recent legalization could impact the market and the anticipated revenue growth as we head into a busy sports season. From the explosive rise of online betting to the implications of new legislation, this episode offers crucial insights for investors and enthusiasts alike. Don't miss out on understanding the future of sports betting in America.

MediaTalk host Mike Reynolds chats with S&P Global Market Intelligence Kagan Principal Analyst Justin Nielson about the evolving landscape of the US TV and radio broadcast industry. Nielson unpacks his forecast for total TV station ad revenue to hit $25 billion this year, bolstered by political advertising and major events like the Paris Olympics. However, the radio sector faces challenges, struggling to recover from pandemic impacts while competing with streaming giants. Discover insights on local vs. national advertising trends, the rise of digital marketing, and the future of retransmission consent revenues. Tune in now!

In this Halloween episode of MediaTalk, host Mike Reynolds and Kagan Research Analyst Peter Leitzinger dive into the hotly contested 2024 US elections. With political ad spending projected to jump 17% to $4.1 billion, local TV stations are set to reap the rewards as candidates ramp up their campaigns in swing states like Arizona, Georgia and Pennsylvania. The stakes are high, with pivotal races for the White House and control of Congress unfolding against a backdrop of pressing issues such as the economy and reproductive rights. Tune in as they break down the ad spending strategies of both parties, the key battlegrounds to watch and the potential for surprises in the final stretch. Join us for insights that are as thrilling as a Halloween night!

The US wireless industry has largely reached the point of saturation, making continued growth difficult. As carriers like Verizon, AT&T and T-Mobile report third-quarter results this week, S&P Global Market Intelligence Kagan analyst Lynnette Luna talks us through where future wireless service and device revenue increases will come from in the next decade — whether that is additional lines for individuals with personal and professional phones, 6G services or the introduction of AI-enabled devices and services.

With the NBA season tipping off Oct. 22, MediaTalk host Mike Reynolds is stepping up to the three-point line with S&P Global Market Intelligence Kagan Principal Analyst Scott Robson, who tracks US TV networks and sports; Kagan Research Analyst Michael Johnson; and Lee Burke, principal of consultancy LHB Sports, Entertainment and Media. Together they talk about the changes afoot nationally for the '25/'26 NBA season, as well as evolving local rights strategies amid the collapse of the RSN model.

The sports video market is in the midst of a historic shift. When it comes to local rights, myriad teams are abandoning regional sports networks in favor of broadcast and streaming offerings. On the national side, more and more rights are migrating to streaming from pay TV. Standing in the middle of it all is FuboTV, the sports-centric virtual multichannel service. Fubo has been making headlines of late with its legal battle against Venu, the proposed sports-oriented streaming joint venture from Walt Disney, Fox and Warner Bros. Discovery. On this episode of MediaTalk, host Mike Reynolds sits down with Fubo co-founder and CEO David Gandler to discuss the ever-evolving sports media landscape and the company's progress in its effort to secure a more equitable playing field for distributors.