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May 5, 2026

Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage

Partner Interview
Universal MusicNLLarge CapSpotifyWarner MusicCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication Services
Mar 11, 2024

Universal Music: Artist Management In A Streaming Era

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IP Interview
Universal MusicNLLarge CapWarner MusicSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication Services
Mar 4, 2024

Universal Music Group: Catalog Acquisition, DSP's & New Talent

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Universal MusicNLLarge CapWarner MusicSonySpotifyHipgnosis Songs FundCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryFinancials
Feb 26, 2024

Warner Music Group: Driving Value From The Catalog

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Warner MusicUSLarge CapUniversal MusicSonySpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesConsumer Discretionary
Feb 19, 2024

Universal & Warner Music: New Artist Deals & Artist Development

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Warner MusicUSLarge CapUniversal MusicSonySpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesConsumer Discretionary
Aug 11, 2022

Universal Music, Warner, Spotify, & Artist Bargaining Power

Partner Interview
Universal MusicNLLarge CapSpotifyWarner MusicCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication Services
Jul 19, 2021

Spotify, Universal, & Major Label Bargaining Power

Partner Interview
SpotifyLULarge CapUniversal MusicWarner MusicNetwork EffectsCornered ResourceMarketplaces & PlatformsUnique IP & BrandsCommunication Services
Jul 6, 2021

Universal Music, Spotify, & The Music Industry

Partner Interview
Universal MusicNLLarge CapVivendiBolloréPershing Square Tontine HoldingsWarner MusicSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesFinancials
Oct 14, 2020

Major Record Labels: Business Model Evolution

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Warner MusicUSLarge CapSonyAmazonSpotifyCornered ResourceNetwork EffectsScale EconomiesSwitching CostsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesConsumer Discretionary

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