Analysis Spotify is playing a dangerous game…This article originally appeared within the latest MBW+ Monthly Review email, issued exclusively to MBW+ subscribers.
Analysis News The train has left the station: AI music platform Udio is already spitting out 10 songs a SECONDYou might remember Udio: That’s the US-headquartered company co-created by ex-employees of Google’s DeepMind AI division
Analysis News Robert Kyncl talks Believe, M&A, India, superfans and more on WMG’s latest earnings callWMG says it's the only one of the major to grow market share in India and Sub-Saharan Africa last year
Analysis News Universal Music Group sees a future where 1 in 5 streamers pays for a ‘super-premium’ tier (and 3 other things we learned from UMG’s Q1 earnings call)MBW listened into UMG's Q1 earnings call. Here are a few things that stood out...
Analysis News A new ‘music-only’ subscription tier is coming to Spotify, confirms Daniel Ek… and 4 other things we learned on the company’s latest earnings callSpotify is making good on its aim to become more than a music streaming service
Analysis Universal Music Group generated 51% of its 2023 recorded music revenues in North America… and 8 other things we learned from its new annual reportMBW takes a deep dive through Universal's latest in-depth financial report
News On… DistroKid, Trefuego, modified audio, and the potential for a new ‘Napster Nightmare’Should distributors bear any responsibility for the spread of copyright-infringing modified tracks?
Analysis Taylor Swift has a laudable history of standing up to Big Tech in the name of artist compensation. By embracing TikTok in 2024, she’s broken ranks with that narrative.When Swift grappled with Apple in 2015, she noted that the fight was "not about me" – it was about other artists. The TikTok situation is the exact opposite.
Analysis 3 reasons why… Warner Music Group might be tempted to bid $1.8 billion for BelieveWeighing up the positive differences an acquisition of Believe could make to WMG
Analysis News Tencent Music users are ‘willing to pay’ for music produced with the company’s AI tools… and 3 other things we learned on TME’s latest earnings callKey takeaways from Tencent Music Entertainment's latest earnings call
Analysis Down The Skibidi Toilet: Why Universal Music Group’s ‘Project Timeout’ is hitting TikTok with endless copyright takedown requestsThere is a lot to explain here....
Analysis Universal Music Group’s recent batch of international deals highlight 5 global trends to watch in 2024From Latin Music to a booming Chinese market, these are the trends to watch out for in 2024.
Analysis Hipgnosis Songs Fund’s assets are now valued at $690 million less than they were before. Blackstone must be licking its lips.JP Morgan analyst says the likelihood of a Blackstone takeover just increased, thanks to Shot Tower's re-valuation of HSF
Analysis So… maybe don’t bet your house on Universal Music Group and TikTok reaching a deal anytime soonUMG and Sir Lucian Grainge today doubled down on their borderline disgust with the licensing offer/s they've received from TikTok in recent months
Analysis TikTok vs. Universal Music Group: The Cremation of Once-Cuddlesome RelationsSurveying the landscape of a battle between music's biggest rightsholder and ByteDance's video juggernaut