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
Broadcast, Digital, and CTV: The Battle for Political Ad Revenue in the 2026 US Midterms
The 2026 US midterm elections are shaping up to be one of the most consequential cycles in recent history. Americans will head to the polls to vote for House, Senate, gubernatorial, and local candidates, as well as decide on a host of ballot issues. With control of both chambers of Congress at stake and a slate of competitive races across the country, the political advertising landscape is in overdrive.
The episode offers a rare behind-the-scenes look at the mechanics of political advertising, blending data-driven forecasts with real-world strategy. Listeners will learn:
How billions of dollars are spent and tracked across platforms.
Why certain markets and station groups dominate the ad landscape.
Which issues are shaping voter sentiment—and how campaigns respond.
How technology, from CTV to AI, is transforming political messaging.
What historical analogies can teach us about community engagement and campaign strategy.
More S&P Global content:
CTV, Broadcast, and the Battle for Political Dollars: Kagan Research Forecasts the 2026 Midterms
Featured experts:
Steve Passwaiter (https://www.silveroakpolitical.com/home), president of Silver Oak Political
Samantha Osborne, vice president of political sales at Nexstar
Peter Leitzinger, analyst at S&P Global Market Intelligence Kagan.
Justin Nielson, head of Kagan Research at S&P Global Market Intelligence.
Credits:
Host/Author: Mike Reynolds
Producer/Editor: Sarah James
www.spglobal.com (https://www.spglobal.com/)
www.spglobal.com/market-intelligence
1 Oct 2026
Can Hockey Translate Olympic Gold into NHL Revenue Growth?
The 2026–'27 NHL season has become a turning point for hockey in the US. In this episode, "MediaTalk" host Mike Reynolds and S&P Global Market Intelligence Kagan analyst Michael Johnson break down the key moments and business impacts shaping the league's momentum.
What drove record-breaking viewership and attendance? The US men's gold medal win and the Carolina Hurricanes' Stanley Cup fueled a surge in fan engagement, boosting ratings for ESPN and TNT Sports.
Why are media rights negotiations and expansion generating so much buzz? With lucrative rights renewals on the horizon and new expansion markets like Houston, Atlanta, and Phoenix in play, the NHL is poised for growth both nationally and globally. At the same time, innovative streaming partnerships and centralized production models are reshaping fan access and revenue streams.
What's next for NHL revenue and leadership? With revenue projections reaching $8 billion and new financial products like futures contract trading, the business side of hockey is evolving fast. Tune in for actionable insights on the intersection of sports, media, and business — and discover why this NHL season is one for the record books.
More S&P Global content:
Navigating the Chaos of Sports Media Rights Fragmentation
Maximizing Sports Media Rights Value: Benchmarking, Negotiation, & Market Intelligence in 2026
Featured experts:
Michael Johnson, research analyst at S&P Global Market Intelligence Kagan.
Credits:
Host/Author: Mike Reynolds
Producer/Editor: Sarah James
www.spglobal.com (https://www.spglobal.com/)
www.spglobal.com/market-intelligence
24 Sept 2026
Data Center Debates: Tax Incentives, Emission Increases & Sustainability
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 the tech and business world: How are leading companies like Microsoft and Amazon balancing massive investments in AI infrastructure with sustainability goals? The discussion highlights the growing scrutiny around clean energy purchases, revealing that sustainability claims often face skepticism regarding their real-world impact.
The episode also delves into shifting state policies, as Arizona, Illinois, Ohio, and others pause or repeal tax incentives for data center development. Local opposition is intensifying, especially in Virginia's Data Center Alley, prompting new regulations and accountability frameworks. The team covers the financial and operational implications for data center developers, emphasizing how evolving incentives and environmental standards are reshaping the industry. With insights from industry leaders and policymakers, "MediaTalk" provides a comprehensive look at the intersection of AI, energy, and regulation, offering business professionals a timely perspective on the challenges and opportunities ahead for digital infrastructure.
More S&P Global content:
Next in Tech | Ep. 286: Resilient Digital Infrastructure
Next in Tech | Ep. 283: Sustainable Energy and Data Center Demand
Featured experts:
Stefan Modrich, tech policy reporter for 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
Who has been a guest on MediaTalk
Names identified in recent episode analyses. Showing up to five guests.
Justin Nielson
Scott Robson
Michael Johnson
Iuri Struta
Lynnette Luna
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
6 ratings
Podcast Authority Score: 53 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
80
Social presence
0
YouTube
0
Engagement
68
Contact MediaTalk
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
