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Universal Music Group: Front Line Artist Economics & Return on Capital
Jul 31, 2026
Partner Interview
Universal Music•NL•Large CapWarner MusicSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesJul 31, 2026
Spotify: Product Philosophy, Culture & Music Discovery Strategy
Jul 24, 2026
Partner Interview
Spotify•SE•Large CapPandoraMetaAppleUniversal MusicWarner MusicNetwork EffectsSwitching CostsBrand EquityCornered ResourceMarketplaces & PlatformsUnique IP & BrandsCommunication ServicesConsumer DiscretionaryInformation TechnologyJul 24, 2026
Universal Music Group: Streaming Revenue Forecasting & Market Share Modeling
Jul 14, 2026
Partner Interview
Universal Music•NL•Large CapSpotifyWarner Bros. DiscoveryCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesJul 14, 2026
Universal Music Group: Artist Deal Economics & Label Moat
Jun 17, 2026
Partner Interview
Universal Music•NL•Large CapSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesJun 17, 2026
Dolby Atmos: Music Adoption, Cloud Processing & Hardware Partnerships
May 28, 2026
Partner Interview
Dolby Laboratories•US•Mid CapLGDTS CorporationSpotifyAppleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesMay 28, 2026
Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage
May 5, 2026
Partner Interview
Universal Music•NL•Large CapSpotifyWarner MusicCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesMay 5, 2026
Universal Music Group: Lucian Grainge's Leadership & Strategic Missteps
Mar 31, 2026
Partner Interview
Universal Music•NL•Large CapSonyPandoraSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesMar 31, 2026
The Trade Desk: Navigating CTV Consolidation
Jun 19, 2025
Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 19, 2025
IP Research Resource
Our New Physical Book Release
Oct 24, 2024
Limited Edition Clothbound Hardback Book
Danaher•US•Large CapSpotifyCostco WholesaleTransDigm GroupLVMHNintendoPernod RicardDominos PizzaConstellation SoftwareSunbelt RentalsNetwork EffectsScale EconomiesSwitching CostsBrand EquityCornered ResourceProcess PowerMarketplaces & PlatformsLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerUnique IP & BrandsOEMs w/ Installed BaseFranchisorsB2B SoftwareCommunication ServicesConsumer StaplesIndustrialsConsumer DiscretionaryHealth CareInformation Technology
Oct 24, 2024
Universal Music: Artist Management In A Streaming Era
Mar 11, 2024
Mar 11, 2024
Weekly update
ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM
Mar 4, 2024
ACV Auctions•US•Small CapFergusongoeasyThe GymDanaherUniversal MusicSpotifyManheimBasic Fit
Mar 4, 2024
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Mar 4, 2024
Mar 4, 2024
Warner Music Group: Driving Value From The Catalog
Feb 26, 2024
Feb 26, 2024
Weekly update
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
Feb 21, 2024
Amazon•US•Mega CapWayfairThe GymHashiCorpDanaherDominos PizzaBasic FitUniversal MusicSpotify
Feb 21, 2024
Universal & Warner Music: New Artist Deals & Artist Development
Feb 19, 2024
Feb 19, 2024
Weekly update
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Dec 22, 2023
ACV Auctions•US•Small CapTemuCoreWeaveSpotifyAmazonDiscoveryTransDigm GroupUnited RentalsAirbusSHEINNVIDIANetflixCarvanaIntelAdvanced Micro DevicesThe Trade DeskAshtead Group
Dec 22, 2023
Investor Dialogue: Spotify, Podcasting & Competition
Dec 18, 2023
IP Dialogue
Spotify•SE•Large CapNetwork EffectsMarketplaces & PlatformsCommunication ServicesDec 18, 2023
Weekly update
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
Nov 14, 2023
HEICO•US•Large CapEvolutionCarMaxSpotifyWatersWayfairHoneywellEatonCarvanaDraftKings
Nov 14, 2023
IP Fieldwork Podcast
Spotify Podcast Advertising
Nov 8, 2023
In Practise Podcast
Spotify•SE•Large CapAcastNetwork EffectsMarketplaces & PlatformsCommunication Services
Nov 8, 2023
Weekly update
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
Oct 16, 2023
Spotify•SE•Large CapAgilentXPELYelpDanaherIMCDGoogleXPOBecleAmazon
Oct 16, 2023
Showing 20 of 45 results