Cable TV's 10-year outlook; New Amazon CEO's strategic plan

Here are the editors' top picks from S&P Global Market Intelligence's technology, media and telecommunications news and Kagan research during the week ended Feb. 8.

Advertising

Economics of Advertising: Cable TV 10-year advertising outlook

Total U.S. cable TV advertising revenue fell 11.2% in 2020 to an estimated $31.79 billion.

Broadcast

Broadcast Investor: Broadcast deal market recap 2020: Relatively good results in a challenging year

The broadcast deal market registered a deal volume of $1.02 billion, a solid number considering the challenging environment of the COVID-19 crisis.

Internet & OTT

Economics of Internet: Canadian SVOD market could top C$2 billion in 2021

Strong growth for Netflix and other international operators continues to power the Canadian OTT subscription video market, with total revenues projected to eclipse C$2 billion in 2021.

Multichannel

Global Multichannel: 2021 outlook for Latin American multichannel, broadband market

Broadband to continue to lead telecommunications growth across the region in 2021, spearheaded by fiber optics. In M&A, Telefónica and AT&T DIRECTV are likely to move ahead with regional divestitures.

Technology

Incoming Amazon CEO expected to drive growth amid pandemic, antitrust scrutiny

Cloud-computing chief Andy Jassy will be taking the reins of Amazon during a period of pandemic-fueled sales growth and heightened antitrust scrutiny.

Facebook, Snap most at risk of revenue drop after Apple iOS update – analyst

Facebook and other companies that make most of their money by selling targeted ads will be impacted by Apple's upcoming iOS privacy setting changes, analysts said. Internet companies with more diversified revenue streams face less risk.

Data Dispatch: Demand for new consoles to drive gaming industry growth past pandemic – analysts

The video game industry experienced a banner year in 2020 as the coronavirus pandemic led to a surge in demand for home entertainment, and analysts are optimistic that this trend can continue on rising demand for new gaming consoles.

Technology: Apple iPhone shipments break record in Q4'20 as 5G goes mainstream

Shipments of Apple products tracked by Kagan surged to 162.0 million units in the final quarter of calendar 2020 as a wave of new models hit the market and pandemic-driven demand persisted.

TV Networks

CBS Sports chairman talks game plans for Super Bowl, March Madness – S&P Podcast

Sean McManus discusses production difficulties posed by the pandemic, sell-through and pricing levels for the NFL championship game, and the integral role sports will play in driving subscriptions for streaming service Paramount+.