Music Streaming: Investor Discussion

TMT


On August 18, 2022, DeMatteo Research hosted a discussion on the music streaming industry and its players with four investors. The group shared their outlooks on streaming growth and penetration, economics and margins, disintermediation and the evolving role of the record labels, and the major players (SONY, SPOT, UMG NA, WMG).

Publicly traded companies mentioned herein: Alphabet Inc (GOOGL), Believe SA (BLV FP), LiveNation Entertainment Inc (LYV), Sony Group Corp (SONY), Spotify Technology SA (SPOT), Universal Music Group NV (UMG NA), Warner Music Group (WMG)

Industry Backdrop & Streaming Growth

The group shared a range of views on the industry backdrop. One investor is bullish on streaming growth, while two others shared more neutral viewpoints, and the fourth is bearish on continued growth. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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