Core Insights - StackAdapt and iHeartMedia have formed a partnership to integrate iHeartMedia's audio inventory into the StackAdapt platform, allowing marketers to access broadcast radio alongside digital audio, podcasts, and streaming inventory in real-time [1][2] Group 1: Partnership Overview - The integration simplifies audio planning and activation, enabling advertisers to plan, forecast, buy, measure, and report on all audio channels within StackAdapt, thus eliminating manual processes [2] - This partnership allows advertisers to target iHeartMedia's broadcast inventory using first-party audience segments and behavioral data, creating a unified audio strategy [4][6] Group 2: Market Reach and Impact - iHeartMedia's broadcast radio stations reach 278 million ad-supported listeners monthly, providing brands access to diverse audiences across the country [4] - The collaboration is particularly beneficial for political advertisers seeking to reach voters effectively during the 2026 election cycle by combining the reach of AM/FM broadcast with programmatic precision [5] Group 3: Industry Trends - The partnership reflects a resurgence in local and community-driven content, with AM/FM radio holding 64% of all daily ad-supported audio listening, driven by strong local programming [6] - The integration positions StackAdapt as a leader in audio advertising, having been ranked the 1 Audio Advertising Platform on G2 in 2025, indicating a growing demand for unified, data-driven audio solutions [3]

Core Insights - iHeartMedia is set to announce its earnings results, with analysts expecting a revenue decline of 2.9% year on year to $978.7 million, contrasting with a 5.8% increase in the same quarter last year [2][3] Revenue Performance - In the previous quarter, iHeartMedia reported revenues of $933.7 million, which was flat year on year and beat analysts' revenue expectations by 2.4% [1] - Analysts have generally reconfirmed their estimates over the last 30 days, indicating expectations for the company to maintain its performance heading into earnings [3] Peer Comparison - In the broadcasting segment, FOX reported a year-on-year revenue growth of 4.9%, exceeding analysts' expectations by 4.6%, while AMC Networks experienced a revenue decline of 6.3%, surpassing estimates by 2.7% [4] Market Sentiment - Investors in the broadcasting segment have shown stability, with share prices remaining flat over the last month; however, iHeartMedia's stock has increased by 75.7% during the same period [5] - The average analyst price target for iHeartMedia is $2.13, compared to its current share price of $4.55 [5]

Core Insights - T.D. Jakes is launching a new podcast titled "NXT Chapter with T.D. Jakes," premiering on November 14, featuring influential guests like Oprah Winfrey and Denzel Washington, aimed at fostering intimate conversations about personal and societal evolution [1][2][3] Group 1: Podcast Overview - "NXT Chapter" will provide a platform for distinguished voices to discuss pivotal life experiences and societal narratives, inviting listeners to reflect on their own journeys [2][3] - The podcast aims to serve as a guide for personal and national purpose evolution, encouraging clarity and compassion in conversations [4][6] Group 2: T.D. Jakes' Background - T.D. Jakes is a globally recognized thought leader, entrepreneur, and founder of The Potter's House Church, with a history of reshaping the intersection of faith, culture, and commerce [5][11] - His influence spans various sectors, including media, real estate, and philanthropy, with a notable partnership with Wells Fargo to mobilize up to $1 billion for inclusive development [11] Group 3: Strategic Partnership - The podcast is a collaboration with iHeartMedia, the leading podcast publisher, which will leverage its extensive audience reach to connect Jakes with a diverse listener base [9][12] - iHeartMedia's capabilities will enhance the podcast's visibility, building on Jakes's existing digital footprint, which generates over 2 billion annual impressions [9]

Group 1 - Netflix is in discussions to license video podcasts from iHeartMedia, aiming for exclusivity which would prevent these podcasts from being uploaded to YouTube [1] - iHeartMedia's podcast portfolio includes popular shows such as "The Breakfast Club," "Las Culturistas," "Jay Shetty Podcast," and "Stuff You Should Know" [1] - This news follows a recent agreement between Netflix and Spotify to provide a selection of curated podcasts, which will also be removed from YouTube but remain available on Spotify [2] Group 2 - The video podcast deals are part of Netflix's strategy to enhance its competitive position against YouTube, which has over 1 billion monthly active podcast viewers [3]

Core Viewpoint - iHeartMedia's shares reached their highest level in over two years following reports of Netflix negotiating to license video podcasts from the company [1] Group 1 - iHeartMedia's stock performance indicates a positive market reaction to potential partnerships with major streaming platforms like Netflix [1] - The licensing of video podcasts could enhance iHeartMedia's revenue streams and expand its content distribution [1]

Core Viewpoint - iHeartMedia's stock surged over 34%, reaching a two-year high of $3.90, following reports of negotiations with Netflix for exclusive rights to its video podcast content [1] Group 1: Company Developments - iHeartMedia is in talks with Netflix to secure exclusive licensing for its video podcast content [1] - The company owns popular podcast shows such as "The Breakfast Club" and "Las Culturistas" [1] - If the agreement is finalized, the complete video versions of these shows will be removed from YouTube [1]

Core Points - NBCUniversal has renewed its exclusive audio partnership with iHeartMedia for the Milan Cortina 2026 Olympic Winter Games, scheduled from February 6 to February 22, 2026 [1][6] - iHeartRadio will provide 24/7 audio coverage of NBCUniversal's linear programming, including play-by-play channels and original podcasts [1][2] - The partnership aims to enhance audience engagement by delivering Olympic content through various iHeart platforms, including popular podcasts [2][4] NBCUniversal and iHeartMedia Collaboration - The collaboration includes the return of the original iHeartPodcast "Two Guys, Five Rings," hosted by Bowen Yang and Matt Rogers, with weekly episodes launching in early January 2026 [3][4] - iHeartMedia will produce Olympic-themed episodes for its popular podcasts, expanding the reach of Olympic content beyond traditional media [4] Coverage and Content Focus - NBCUniversal's audio coverage will focus on key events such as U.S. team ice hockey, figure skating, speed skating, skiing, and snowboarding, emphasizing Team USA's participation [2][3] - The partnership is expected to deepen the connection between audiences and athletes, showcasing inspiring stories from the Winter Games [3] Historical Context of the Games - The 2026 Olympic Winter Games will take place across multiple venues in northern Italy, marking the second time Cortina has hosted the Olympics and the fourth time Italy has hosted overall [5][6] - NBCUniversal holds the U.S. media rights to the Olympic Games through 2036, covering multiple upcoming Olympic events [7]

Core Viewpoint - NBCUniversal has renewed its exclusive audio partnership with iHeartMedia for the Milan Cortina 2026 Olympic Winter Games, enhancing audio coverage and promoting engagement through various platforms [1][2]. Partnership Details - iHeartMedia will provide 24/7 play-by-play audio channels of NBCUniversal's linear coverage of the Games, including a new season of the iHeartPodcast "Two Guys, Five Rings" hosted by Bowen Yang and Matt Rogers [1][3]. - The partnership aims to deliver premium audio content, allowing fans to access Olympic coverage away from traditional screens [2][3]. Content and Coverage - iHeartPodcasts will produce Olympic-themed episodes for popular podcasts such as "Stuff You Missed in History Class" and "Revisionist History" [4]. - NBCUniversal's coverage will focus on various sports, including U.S. team ice hockey, figure skating, speed skating, skiing, and snowboarding [2][3]. Event Information - The Milan Cortina 2026 Olympic Winter Games will take place from February 6 to February 22, 2026, marking the second time Cortina has hosted the Olympics [5][6]. - NBCUniversal holds the U.S. media rights to the Olympic Games through 2036, covering multiple upcoming events in various locations [7]. Company Background - NBCUniversal is a leading media and entertainment company, operating a diverse portfolio that includes film, television, and streaming services [8]. - iHeartMedia is the largest audio media company in America, with a significant audience reach across broadcast radio and podcasts [9].

Core Insights - iHeartMedia is recognized as the leading audio company in America and the top podcast publisher globally according to Podtrac [1] Group 1: Study Overview - iHeartMedia released its third annual study titled "AudioCon 3.0: The Human Consumer" [1] - The study series has evolved over three years, providing marketers with insights into the changing dynamics of today's audiences [1] Group 2: Previous Studies - The previous studies in the series include "The New American Consumer" featuring Malcolm Gladwell and "America's Ignored Consumer" [1] - These studies have contributed to a deeper understanding of consumer behavior and preferences [1]

Core Viewpoint - BofA has raised the price target for iHeartMedia (IHRT) to $3 from $1.90 while maintaining a Neutral rating on the shares, indicating a belief that the stock is fairly valued after recent balance sheet restructuring [1] Group 1: Price Target and Rating - The price target for iHeartMedia has been increased to $3 from $1.90 [1] - BofA maintains a Neutral rating on iHeartMedia shares [1] Group 2: Financial Performance Expectations - The firm anticipates that iHeart's Q3 results will largely align with company guidance [1] - BofA maintains its Q3 revenue estimate for iHeartMedia at $984 million [1] Group 3: Future Outlook - The analyst is awaiting "more concrete signs of a true inflection in the Multiplatform group" before making further assessments [1]