Research
FORUM TRANSCRIPT

Universal Music Group – Streaming Revenue Growth Outlook & Marketing Spend Trends – 17 September 2021

  • Public Equity
  • TMT
  • Global
PREMIUM

Specialist

Former Commercial Director at Universal Music Group Sweden AB (Universal Music Group Inc)

Agenda

  • Streaming revenue growth outlook for Universal Music, including record label monetisation on non-streaming platforms such as Facebook (NASDAQ: FB), TikTok and Snapchat (NYSE: SNAP)
  • Artist-label relationship, deal structures and split between catalogue and frontline music – evolution and economics
  • Spotify (NYSE: SPOT) – Discovery tool adoption drivers plus streaming platforms-record label relationship evolution and marketing budget share
  • Catalogue purchasing, focusing on rights and royalty streams

Questions

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