Streaming, Sports and 5G: The Deals Reshaping Global Media

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 reshaping the technology, media and telecom sectors across the United States and Europe. The discussion covers telcos divesting content businesses, bundling Netflix and other OTT services, mobile and fiber consolidation, the slower adoption of 5G, and the financial benefits of replacing copper networks with fiber. The episode also explores why live sports remain a powerful advertising engine and how leagues are monetizing digital and social-media rights. As streaming growth shifts from subscriber acquisition to profitability, are ad-supported plans and telco bundles becoming the next major growth drivers? Listen for insights on the global advertising outlook, sports-rights negotiations, AI applications in media and the trends likely to dominate conversations at IBC and an upcoming Kagan London briefing. 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: Justin Nielson, head of Kagan Research at S&P Global Market Intelligence. Mohammed Hamza, principal research analyst at S&P Global Market Intelligence Kagan. Georgia Jordan, research analyst at S&P Global Market Intelligence Kagan. Michail Chandakas, analyst at S&P Global Market Intelligence Kagan.  Richard Berndes, associate media analyst at S&P Global Market Intelligence Kagan Credits: Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com www.spglobal.com/market-intelligence