Rephonic
Artwork for MediaTalk
Box Office
United States
Streaming
Radio
S&P Global Market Intelligence
National Football League
Media Rights
NVIDIA
Kagan
Spacex
Data Centers
NFL
Warner Bros. Discovery
Tariffs
Netflix
March Madness
Artificial Intelligence
College Football
Sports Rights
FIFA World Cup

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 www.spglobal.com/marketintelligence/en/campaigns/tmt

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Artwork for MediaTalk

Latest Episodes

What's fueling the explosive growth of AI data centers — and who's paying the price?

In this episode of "MediaTalk," S&P Global Market Intelligence reporters Mike Reynolds, Stefan Modrich, and editor Sarah James unpack the critical questions facing... more

The summer box office delivered a blockbuster performance, generating $4.64 billion domestically — the second-highest total ever. On this episode of "MediaTalk," Mike Reynolds is joined by Kagan Senior Research Analyst Wade Holden and Mac Mathews to ... more

What does the future of global media look like as traditional pay TV declines, streaming matures and sports rights become more valuable than ever?

In this episode of "MediaTalk," S&P Global Market Intelligence Kagan analysts examine the forces resh... more

The 2026-27 NFL season offers a compelling case study in media strategy and valuation growth. The league is accelerating its international footprint, with nine games abroad this season — including its first-ever broadcast from Australia via Netflix —... more

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Recent Guests

Georgia Jordan
Research Analyst
Kagan
Episode: Streaming, Sports and 5G: The Deals Reshaping Global Media
Victor Heng
Analyst, Singapore
S&P Global Market Intelligence
Episode: What the 2026 FIFA World Cup Taught Global Media Giants Vying for 2030
Naveen Sarma
Managing director and sector lead for US media and telecom at S&P Global Ratings
S&P Global Ratings
Episode: Debt, Deals and Distribution: A Credit Analyst's View of Media's M&A Wave
Lou Borrelli
CEO of the National Content & Technology Cooperative
National Content & Technology Cooperative
Episode: How NCTC Helps Small Operators Compete in a Consolidating Market
Peter Leitzinger
Kagan research analyst focusing on broadcasting and media
Kagan
Episode: What's Driving Podcasting's Future Audience and Advertising Growth
Jessica Cahill
Kagan research analyst using survey data across US, Europe and Asia
Kagan
Episode: What's Driving Podcasting's Future Audience and Advertising Growth
John Fletcher
Senior Research Analyst at Kagan
Kagan
Episode: SpaceX Funding Priorities Post-IPO: Capital Spending, AI Buildout, and Starship
Justin Nielson
Kagan Head of Research
Kagan
Episode: Connected TV Money Moves: Fox's Roku Bet and AVOD's Growing Share of Ad Spend
Seth Shafer
Principal Analyst, Kagan streaming coverage
Kagan
Episode: Connected TV Money Moves: Fox's Roku Bet and AVOD's Growing Share of Ad Spend

Host

Mike Reynolds
Host of MediaTalk

Reviews

5.0 out of 5 stars from 6 ratings
  • Great Host!

    Mike stimulates questions and asks the hard questions about an esoteric industry, shining a light on a variety of topics. Great listen!

    Apple Podcasts
    5
    Cytomat10
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Clear, data-driven discussion with expert guests.
The host asks hard questions and draws out esoteric industry topics.
Great for listeners who want practical takeaways for media strategy and policy impact.

Chart Rankings

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Talking Points

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Spectrum, Stations, and Servers: Three Policy Shifts Reshaping TMT in 2026
Q: How significant is the repeal of the broadcast ownership cap?
It removes the automatic 39% threshold as a hard disqualifier, but local rules and antitrust concerns still apply, so deals will hinge on case-by-case reviews and broader competition law.
Spectrum, Stations, and Servers: Three Policy Shifts Reshaping TMT in 2026
Q: What's at stake with the 160 MHz upper C-band auction?
It's about creating a large, continuous mid-band spectrum block that improves coverage and capacity for 5G and fixed wireless, potentially accelerating nationwide deployment once the spectrum is cleared and rules are fully in place.
Tech IPO Market in 2025 Tells a New Kind of Growth Story
Q: How are you feeling about the market right now, and how does that compare to a few months ago?
West notes a marked improvement in IPO activity and investor appetite after volatility driven by tariffs, with readiness to hit windows quickly but solid preparation still required.
What To Look For as Media Giants Report Earnings
Q: What stood out about Fox's advertising and sports rights strategy this quarter?
The period highlighted Fox's reliance on sports rights, with the NFL Championship and Super Bowl driving record ad revenue and shaping expectations for generated cash flow, especially as streaming expands and ad-supported models evolve.
Cable, Wireless Operators Try New Tacks in Battle for Market Share
Q: What is the potential impact of MVNO alliances on the market through 2025–2031?
Alliances like the T-Mobile-Charter-Comcast move could improve cable operators' access to SMB wireless spaces and wholesale opportunities, potentially reshaping MVNO dynamics and consumer choice.

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Frequently Asked Questions About MediaTalk

What is MediaTalk about and what kind of topics does it cover?

A business-minded deep dive into the evolving media, technology, and telecommunications landscape, featuring industry analysts and reporters who dissect policy shifts, streaming dynamics, rights markets, M&A, and advertising trends. Episodes typically blend regulatory nuance with market data, highlighting how policy, consolidation, and platform strategies shape investment, competition, and consumer behavior across TV, streaming, and digital ecosystems. Noteworthy is the strong emphasis on data-driven insights from S&P Global Market Intelligence and Kagan, plus regular guest experts across regional markets, making it a pragmatic resource for operators, advertisers, and content providers evaluating risk and opportunity in the TMT space.

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These podcasts share a similar audience with MediaTalk:

1. The Powers That Be: Daily
2. All Things Sustainable
3. Ankler Agenda
4. The Town with Matthew Belloni
5. Exchanges

How many episodes of MediaTalk are there?

MediaTalk launched 8 years ago and published 108 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on MediaTalk?

Recent guests on MediaTalk include:

1. Georgia Jordan
2. Victor Heng
3. Naveen Sarma
4. Lou Borrelli
5. Peter Leitzinger
6. Jessica Cahill
7. John Fletcher
8. Justin Nielson

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