UMG
📈 Streaming 2.0 is boosting revenue through more subscribers and higher prices.
🎯 UMG anticipates over 7% revenue growth, with subscriptions rising 8-10%.
🌐 Potential U.S. listing could increase liquidity and valuation.
🤝 New CFO aims to improve communication with shareholders.
@adriarivero:
“Ackman highlights that Universal Music Group’s (UMG) revenue is increasing due to streaming entering a new phase called Streaming 2.0. This growth is driven by more subscribers, higher prices, premium tiers for superfans, and special packages. UMG expects revenue to grow by over 7%, with subscriptions increasing between 8% and 10%, anticipating double-digit benefits in the medium term. Pershing Square believes these figures could be surpassed. The management team aims to list the company in the U.S., which would provide more liquidity and a higher valuation. Additionally, a new CFO has been appointed to improve communication with shareholders.”
Watch the exact part of the video where Adrià Rivero talks about Universal Music Group here:
Watch the video on YouTube.
Read more articles by the world’s top 100 analysts on Universal Music Group (UMG) at the following link. UMG stock.
