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S&P Global Market Intelligence analysts and reporters take a deep dive into issues facing the evolving media landscape. Tune in for interviews with industry insiders and analysts as well as brief outlooks for the TMT sector. If you are interested in learning more about TMT/SPGMI offerings, please visit https://www.spglobal.com/marketintelligence/en/campaigns/tmt
 
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show series
 
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 …
 
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…
 
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 collabor…
 
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 finance…
 
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 …
 
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…
 
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 ba…
 
Kids content has emerged as a key cornerstone for many subscription video offerings, with Netflix, Amazon, and Hulu each investing heavily in both original and licensed programming geared towards children. Kids content may reduce churn and is typically less expensive to license or produce compared to other exclusive tentpole programming for OTT ser…
 
In this episode, senior research analyst Justin Nielson and research analyst Peter Leitzinger discuss Kagan's analysis around US political advertising on TV in 2018 and outlook for 2020. If you are interested in learning more about Kagan/SPGMI offerings, please visit www.spglobal.com/marketintelligen…en/campaigns/tmt…
 
In this episode, research director Jeff Heynen and senior research analyst Justin Nielson discuss Kagan's thinking behind some of the biggest, high-level trends in networking technology. If you are interested in learning more about Kagan/SPGMI offerings, please visit https://www.spglobal.com/marketintelligence/en/campaigns/tmt…
 
In this episode, senior research analysts Justin Nielson and Tony Lenoir discuss our thinking behind forecasts and analysis recently published for the U.S. TV station and multichannel sectors. If you are interested in learning more about Kagan/SPGMI offerings, please visit https://www.spglobal.com/marketintelligence/en/campaigns/tmt…
 
In this episode, senior research analysts Justin Nielson and Tony Lenoir discuss the upcoming FIFA World Cup, to be held in Russia June 14-July 15, and what soccer's biggest international stage means for the U.S. TV ecosystem. If you are interested in learning more about Kagan/SPGMI offerings, please visit https://www.spglobal.com/marketintelligenc…
 
Kagan is introducing MediaTalk, a podcast on our coverage of the quickly evolving media landscape. In this first episode, Senior Research Analysts Justin Nielson and Tony Lenoir zoom in on the ongoing metamorphosis of the TV ecosystem and the ramifications for the broadcast and multichannel sectors.If you are interested in learning more about Kagan…
 
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