Warner Music Group – Growth Outlook & Strategic Initiatives – 17 December 2021

  • Public Equity
  • TMT
  • Global


Former executive at Warner Music Group


  • Warner Music's (NASDAQ: WMG) operating environment – sustainability of global streaming subscriber and next-generation streaming revenue growth
  • Competitive dynamics – Warner Music vs Universal Music Group (AMS: UMG), Sony Music (TYO: 6758) plus independent and distribution-only artists
  • Margin evolution – front-line deal structure, master licence royalty rates and A&R spend
  • Outlook for 2022 and beyond – metaverse implications and downside risks


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