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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
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
Weekly update
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
Mar 13, 2024
Google•US•Mega CapThe GymEvolutionCredit AcceptanceDanaherLennarMicrosoftManheimUniversal MusicRepligenCarvana
Mar 13, 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
IP Research Analysis
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Aug 17, 2022
In Practise Weekly Update
Universal Music•NL•Large CapBurford CapitalCogent CommunicationsWayfairOld Dominion Freight LineCornered ResourceProcess PowerNetwork EffectsCounter PositioningInsurers & FinancialsPhysical Infra & NetworksVertically Integrated RetailerUnique IP & BrandsFinancialsCommunication ServicesConsumer DiscretionaryIndustrials
Aug 17, 2022
Weekly update
Weekly Update; Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL,
Aug 17, 2022
Universal Music•NL•Large CapWayfairBurford CapitalSpotifyOld Dominion Freight LineCogent Communications
Aug 17, 2022
Universal Music, Warner, Spotify, & Artist Bargaining Power
Aug 11, 2022
Partner Interview
Universal Music•NL•Large CapSpotifyWarner MusicCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesAug 11, 2022
Weekly update
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Jan 3, 2022
Danaher•US•Large CapEvolutionTopicusConstellation SoftwareAmazonUberCarvanaOPENLANESpotifyUniversal MusicCostco Wholesale
Jan 3, 2022
Spotify, Universal, & Major Label Bargaining Power
Jul 19, 2021
Partner Interview
Spotify•SE•Large CapUniversal MusicWarner MusicNetwork EffectsCornered ResourceMarketplaces & PlatformsUnique IP & BrandsCommunication ServicesJul 19, 2021
Universal Music, Spotify, & The Music Industry
Jul 6, 2021
Partner Interview
Universal Music•NL•Large CapVivendiBolloréPershing Square Tontine HoldingsWarner MusicSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesIndustrialsFinancialsJul 6, 2021
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