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Summary
US households continue to lean into the streaming delivery model, with major implications in the world’s largest video entertainment market. Traditional TV network owners, pay TV operators and TV station owners are now battling with tech giants, streaming pure-plays and consumer electronics firms for share of ad spend, carriage fees and subscription revenue.
Join S&P Global Market intelligence Kagan analysts as they dive into current and future trends impacting the US video distribution landscape including:
- Subscriber trends and forecasts for traditional pay TV, virtual multichannel and SVOD operators
- Outlook for retransmission fees and basic cable and RSN programming fees
- Potential impact of M&A activity and the rise of bundling and partnerships
- Implications of a drive for streaming profitability by major US media firms and the impact on content spending and international expansion plans
- Advertising spend shifting as free, ad-supported TV (FAST) services gain momentum and ad-supported SVOD tiers grow in popularity
Moderator
S&P Global Market Intelligence
Sarah James
S&P Global Market Intelligence
TMT News Lead
Sarah has more than a decade of experience writing and editing data-driven, sector-focused content, covering everything from retransmission consent disputes to municipal broadband deployment. She has moderated various panels at industry events like Mobile World Congress and Streaming Media West, and she continues to produce articles around environmental, social and governance issues.
Speakers
S&P Global Market Intelligence
Justin Nielson
S&P Global Market Intelligence
Research Director, Head of Kagan Research
Justin Nielson is a Principal Analyst and Head of S&P Global Market Intelligence Kagan, covering the broadcast, networks, sports, digital audio, and streaming video sectors. Mr. Nielson leads a team of 30+ research analysts creating qualitative analysis, quantitative forecast models, event driven articles and trend reports published on the CapIQ Pro platform.
His 17+ years of industry experience and knowledge have made Mr. Nielson a frequently quoted analyst in numerous trade publications as well as such national press as The New York Times, Wall Street Journal, Forbes, CNBC, and Bloomberg. He has been a panelist, presenter, and moderator for industry conferences and investor summits such as the National Association of Broadcasters Show, Wells Fargo Media & Telecom Summit, RadioInk Forecast and the Kagan Media Summit. In addition, Mr. Nielson has hosted and spoken on S&P webinars and podcasts including Next in Tech and MediaTalk.
Prior to Kagan, Mr. Nielson worked as a Financial Advisor at Merrill Lynch and an Investment Representative at Edward Jones in Carlsbad, CA. Mr. Nielson holds a Bachelor of Science (B.S.) degree with a major in Global Business from Arizona State University - W. P. Carey School of Business and a Master of Science (M.S.) in Analytics degree at Georgia Tech along with multiple professional certificates in the fields of data science and analytics.
S&P Global Market Intelligence
Scott Robson
S&P Global Market Intelligence
Principal Analyst, US TV Networks
Scott Robson is senior research analyst in the Kagan media research group within S&P Global Market Intelligence, with a focus on US cable TV networks. In his current role, Scott analyzes the economics of broadcast, premium, cable and regional sports networks.
He publishes reports on trends in industry revenues and expenses, ratings and sports rights deals. He is often cited as a subject-matter expert by publications such as The New York Times, The Wall Street Journal and Financial Times of London.
Scott began working at S&P Global Market Intelligence in May 2014. Prior to that, Scott was a technical analyst for the global strategies team at Cantor Fitzgerald, specializing in the debt capital markets. He is a level 1 Chartered Market Technician.
Scott graduated from The McDonough School of Business at Georgetown University in Washington, DC, with a bachelor’s degree in management, leadership and innovation in 2006.
S&P Global Market Intelligence
Seth Shafer
S&P Global Market Intelligence
Principal Analyst
Seth Shafer is a Principal Analyst at S&P Global Market Intelligence Kagan. He leads streaming video coverage and oversees the group’s Consumer Insights surveys conducted in the US, Europe and Asia-Pacific. Specific areas of research focus include subscription video and free, ad-supported video market sizing and tracking the broader consumer shift to digital entertainment. His research and commentary is frequently cited in The Wall Street Journal, The New York Times, Forbes and Variety, and he has served as a panelist and speaker at a wide range of industry events. Seth has worked as a research analyst in the TMT sector for 25 years and joined Kagan in 2012. Prior to joining Kagan, he worked at Bwin AG and at Hoover’s Inc., a subsidiary of Dun & Bradstreet.
Questions?
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