MBW Reacts

Sony Music spent $2.5bn on 60+ deals in the past year (and 7 more things you should know from Rob Stringer’s latest investor presentation)

Rob Stringer, the Chairman of Sony Music Group and CEO of Sony Music Entertainment, updated investors on the music company's performance and strategy on Friday morning (June 13).

Analysis

On… Taylor Swift, Cats, and the portfolio effect

This article originally appeared in Tim Ingham’s latest MBW+ Review email, issued exclusively to MBW+ subscribers.

News

Sir Lucian Grainge’s interview with Spotify’s Alex Norström at Brilliant Minds: 5 things we learned…

Universal Music Group's Chairman and CEO sat down for a fireside chat with Spotify's Co-President, Chief Business Officer at the Brilliant Minds conference last week

Analysis

On… hallucinations, Charli XCX, and ‘daring to suck’

This article originally appeared in Tim Ingham’s latest MBW+ Review email, issued exclusively to MBW+ subscribers.

Analysis News

Live Nation has already sold 100m tickets in 2025 so far – compared to 98m sold in all of 2019

Live Nation CFO Joe Berchtold talks about pricing, facing a potential economic slowdown, and fixing the company's public relations headaches

Analysis News

Robert Kyncl talks M&A strategy, A&R spend, AI regulation, and more on Warner Music’s latest earnings call

Warner Music Group's CEO discussed the company's calendar Q1 results with analysts today (May 8)

Analysis

Spotify Q1 2025 earnings call: Daniel Ek talks growth, pricing, superfan products, and a future where the platform could reach 1bn subscribers

Six things we learned from SPOT's Q1 earnings call...

Analysis News

Tencent Music lets musicians generate AI tracks and send them directly to streaming app QQ Music

TME's ESG report explains how the firm's AI capabilities have been expanded across the business

Analysis

Why Universal Music Group will be allowed to buy Downtown.

MBW founder Tim Ingham assesses likelihood of Universal completing its proposed $775 million acquisition

Analysis

On… OpenAI, Bain Capital, Daniel Ek, and reasons to be cheerful

Tim Ingham's latest Review, exclusively sent to MBW+ subscribers

Analysis News

Tony Blair’s institute just published an AI report calling for the UK to rip up copyright law. Here’s what it says…

The report is titled Rebooting Copyright: How the UK Can Be a Global Leader in the Arts and AI

Analysis

KATSEYE, concerts, and BTS’s comeback: What we learned from HYBE’s latest earnings call

Revelations and predictions from Korean firm's all-important Q4 chat with fiscal analysts

Analysis

The best argument why Spotify (and other music streaming platforms) need to increase their prices in 2025.

Why the oft-ignored metric of ARPCH gives the music industry a fresh perspective – and fresh insights – on streaming's pricing model

Analysis News

11 quick (and important) takeaways from IFPI’s Global Music Report 2025

The IFPI Global Music Report 2025 reveals a music industry continuing to grow – while facing new challenges and opportunities

Analysis News

Blackstone launches Recognition Music Group… but could the Hipgnosis elephant live on? (Meanwhile, AI has thoughts on the rebrand.)

Blackstone confirms it's deleting the Hipgnosis name as the brand for its music assets and operation