Naveen Sarma

Naveen Sarma, Managing Director and U.S. media & telecom sector lead at S&P Global, shares valuable insights into the ever-evolving media landscape. He discusses the impact of high consumer demand for content on sector stability amid monetization challenges. AI's potential savings in production also come under the spotlight, along with Netflix's dominant role in streaming profitability. Additionally, Sarma evaluates Disney Plus's international growth prospects, advertising trends, and the implications of interest rates on M&A activity in the media sector.