Seth Shafer is a senior research analyst in the Kagan media research group within S&P Global Market Intelligence.Full Bio
Seth Shafer is a senior research analyst in the Kagan media research group within S&P Global Market Intelligence. 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 nearly 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.
Seth received a Bachelor of Arts degree in English from Colorado College and an MFA in creative writing from the University of Texas.Minimize
MediaTalk | Season 2 EP 25 - Sports, Streaming, Ad Spending Spotlighte
For the first time in years, the Kagan Media & Telecom Summit was back as an in-person event in New York. Listen in as MediaTalk host Mike Reynolds and S&P Global Market Intelligence Kagan principal analysts Justin Nielson, Scott Robson and Seth Shafer recount the main takeaways from the event. Justin discusses the outlook for political advertising and retransmission consent fe...
MediaTalk | Season 2 EP 17 - What's Next For Paramount Global
After months of negotiating, Paramount Global started this week looking as though it was on the cusp of a deal. Now, in an unexpected turn of events, Paramount Global Chair Shari Redstone ended talks to sell her controlling stake in the media company to Skydance Productions. Instead, Redstone is reportedly eyeing the sale of Paramount's parent company, National Amusements. The ...
MediaTalk | Season 2 EP 16 - Streamers' Quest for Profitability: Ads v
In this episode, MediaTalk host Mike Reynolds sits down with S&P Global Market Intelligence Kagan analyst Seth Shafer, who specializes in the streaming industry. They discuss the performance of the US streaming market, including 13.3% revenue growth in 2023. This increase was driven by price hikes rather than new subscriptions, raising a questions about the sustainability of th...
