
Universal Music Group: Streaming 2.0 Drives Growth
📈 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.

Universal Music Group: Ackman’s Top Pick for the Next Decade?
🚀 Universal Music Group (UMG) is the largest record label globally, with over 3 million songs and artists.
💰 UMG generates revenue primarily through royalties from streaming platforms like Spotify and Apple Music.
📈 The company benefits from an oligopolistic market structure and a diverse catalog of artists, ensuring stable and recurring income.
⚠️ A potential risk is the rise of independent artists who leverage social media to bypass traditional record labels.