S&P Global Market Intelligence

Please review the topic areas, available analysts, and their recent reports below. To schedule a meeting with an analyst, complete the form at the bottom of this page. We will contact you to confirm the call time and to provide conferencing details. The analyst meetings fill up quickly and are offered on a first-come, first-serve basis.

U.S. OTT/Streaming

- Trends and metrics for U.S. SVOD services
- Trends and metrics for U.S. ad-supported (AVOD) services
- Features, pricing, and catalog comparisons for U.S. SVOD operators

Analysts: Deana Myers, Seth Shafer

Recent Reports: Battle for U.S. SVOD subs heats up in 2020 | OTT Winners, Losers in the age of COVID-19

U.S. Broadcast

- U.S. broadcast TV and radio advertising trends
- TV station retrans and affiliation agreements

- TV and radio station ratings and household/population reach

- Broadcast private vs. public trading multiples

- TV station streaming and broadcast ad-support OTT platforms

- TV and radio station deals

- Digital audio and podcast trends

Analyst: Justin Nielson

Recent Reports: Over-the-air broadcast TV a popular option among growing field of entertainment | Sensitivity analysis looks at COVID-19's impact on retrans | TV, digital political advertising may shift, surge before Election Day

Artificial Intelligence/Machine Learning

- Use cases for AI/ML across industries - in particular, finance, healthcare, retail, manufacturing, energy and media - and how they might evolve post-COVID-19

- The changes that need to happen to infrastructure to facilitate AI at scale

- The operationalization of machine learning - key challenges as organizations scale their AI applications, e.g. skills bias, explainability, transparency

- Automating the data extraction process in financial services firms

Analyst: Nick Patience

Recent Reports: How COVID-19 will impact the use of AI and machine learning in healthcare, finance and retail | The importance of cloud-based AI platforms for enterprise AI

Data Center Strategies

- Understanding the datacenter industry: who the players are, who the buyers are, and why it matters

- Datacenter trends around the world, key players and things that influence the industry, business models

- M&A and investment activity amongst datacenter companies and backers

- How datacenters are likely to fare in a recession

- Energy efficiency and "green energy" for datacenters

- Deeper dives on the datacenter markets in the U.S., LatAm, and APAC: what are the demand dynamics in the individual markets, what needs to be understood about these markets before entering

- Going beyond colocation: what services are now being offered by datacenter providers, and how do we see datacenter providers fitting inside the broader managed service provider spectrum

- Colocation and cloud: how do these work together, and how are enterprises leveraging them (or how should they be leveraging them) today

Analysts: Kelly Morgan, Dan Thompson

Recent Reports: COVID-19: The 451 Research Take | Three ways datacenter providers are adapting to COVID-19 | States with the most corporate renewable capacity coming online in 2020, and how that impacts the datacenter industry

Future of Work

- The transformation of workforce tooling and its impact on work practices, the employee experience and organizational design

- Technologies activating planning and project management, talent and skilling, employee productivity, collaboration and engagement strategies

- The impact of the COVID pandemic on thinking around investments in workforce tooling

Analyst: Chris Marsh

Recent Reports: The Coronavirus Impact: 20 long-lasting changes we expect | Coronavirus quick fixes aren't scalable; business leaders must rethink work itself

U.S. Multichannel

- U.S. broadband adoption and forecasts
- U.S. multichannel video trends and subscriber forecasts
- Cable, telco and satellite revenue metrics and trends

Analysts: Ian Olgeirson, Tony Lenoir

Recent Reports: Multichannel Trends: See it in charts, April 2020 | 2020 broadband forecast gets lift amid COVID-19 downturn | Despite rising penetrations, millions without wireline HSD in COVID-19 hotspots

Broadband Infrastructure

- Broadband infrastructure equipment and vendors, primarily FTTH, cable head-end (CMTS, CCAP) and DSL, as well as 5G small cells

Analyst: Erik Keith

Recent Reports: 5G drives near-term global small cell forecast to $2.2 billion

Internet of Things

- Industrial IoT, Industry 4.0
- Healthcare/Medical IoT
- Energy/Utilities technology
- Consumer and commercial transportation (connected car, autonomy, etc.)
- Smart cities, smart buildings

Analyst: Christian Renaud

Recent Reports: 2020 Trends in the Internet of Things

Cloud-Native Topics

All aspects of cloud transformation, including:

- Enterprise adoption, venue selection, hyperscaler/hybrid/multi-cloud, migration, cloud management, optimization, consumption models, economics, managed and professional services
- The re-platforming to cloud-native
- Design or re-design of apps and services to make use of cloud-native constructs (micro-services, containers, Kubernetes etc.), together with technologies and processes which operationalize these
- Acceleration due to the pandemic, and overall impact on digital transformation strategies

Analyst: William Fellows

Recent Reports: COVID-19: Cloud-Native Impacts | 451 Perspective: A cloud feast heralds the era of consumption, Part 1

Cloud Adoption/Economics/Pricing

- Increasingly complexity of cloud pricing (over 2M products for sales from hyperscaler clouds)

- How enterprises' cloud costs are increasing

- Business case of running applications on-prem vs in cloud

- Increased cloud adoption as a result of COVID-19

- Hybrid cloud as defacto cloud strategy

- Managed and professional cloud services

Analyst: Owen Rogers

Recent Reports: The old managed service and the sea: cloud economics trends in 2020 | Cloud microeconomics in the COVID-19 pandemic

Customer Experience

- Data-driven experience economy - the future of digital transformation
- Data, the connected customer and intelligent automation
- The future of customer experience and commerce tech stack

Analyst: Sheryl Kingstone

Recent Reports: 2020 Trends in Customer Experience & Commerce

Security

- Increased demand for cybersecurity due to the pandemic and its impact on privacy/security concerns

- Transformation of cybersecurity driven by megatrends, primarily: growing dominance of cloud computing, and digital transformation, particularly as accelerated by the pandemic

- Impact of AI/ML and automation on cybersecurity techs

- Impact of security expertise shortage

Analyst: Scott Crawford

Recent Reports: COVID-19 and beyond: Will the work-from-home explosion revolutionize enterprise security architecture? | Flying off the shelf: Security is a top priority for cloud-native

U.S. Film/Networks

- Film Profitability
- Examining theatrical/VOD windowing and COVID impact on the film industry
- TV Network advertising trends and impact of COVID
- Programming expense trends among regional sports networks and premium networks

Analysts: Derek Baine, Scott Robson

Recent Reports: Possible effects of COVID-19 crisis on broadcast networks | Kagan Survey - Cable networks could be in for a rough ride

Europe Film/Networks

Multichannel TV and broadband trends including:

- Service providers' consumer strategies
- OTT carriage/aggregation and Android, Apple TV and Amazon Fire in pay-TV space
- 4K UHD content and networks
- DTH/DBS, cable, IPTV and digital terrestrial networks
- Broadband platforms (DSL, fiber and cable), ARPU, revenues and subs

TV network trends including:

- Pay-TV and free-to-air networks, advertising, programming, online video, and international distribution strategies
- TV production
- Sports rights ownership and trends

Analyst: Mohammed Hamza

Recent Reports: COVID-19's impact on Europe's TV networks and production landscape | Western Europe's multichannel market growing slowly despite cable decline | DTT spectrum refarming in Western Europe highlights its polarized impact

Data/Analytics

- Data literacy and automated decision intelligence: enablers of the data-driven enterprise

- The inevitability of hybrid cloud and its impact database workload migration patterns

- Beyond the separation of compute and storage: the key components of an abstracted data architecture

- Data volume and growth expectations

- Continuous intelligence as successor to real-time analytics

- The rise of the enterprise intelligence platform

Analyst: Matt Aslett

Recent Reports: 451 Perspective: Continuous intelligence emerges as successor to real-time analytics | Data literacy and automated decision intelligence: enablers of the data-driven enterprise

Cloud Adoption

- Cloud adoption trends

- Migration issues

- Workload distribution by IT venue

- Hybrid/Multicloud trends

- Public cloud drivers/inhibitors

- Cloud hyperscaler strategies

Analyst: Melanie Posey

Recent Reports: COVID-19: A 'cloud-20' response is accelerating major vendors' opportunity | IBM taps ecosystem partners for public cloud offering aimed at financial services industry

Digital Payments

- The digital transformation of payments - key trends in payment processing, p2p payments, point-of-sale, card issuing, contactless, digital wallets, payments startups, alternative payment methods, and fraud protection

Analyst: Jordan McKee

Recent Reports: COVID-19: The Impact of a pandemic on the payments industry

Advanced Advertising Tech

- Connected TV advertising technology and programmatic linear advertising technology and the changes occurring in those markets

Analyst: Michelle Abraham

Recent Reports: Connected TV revamp TV measurement and attribution | OTT a boon to video demand-side platforms | Slow steps toward trading U.S. linear TV advertising programmatically | Demand for connected TV advertising propels expansion for ad tech vendors

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