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MI363: Valuing Universal Music Group w/ Shawn O'Malley

The Intrinsic Value Podcast - The Investor’s Podcast Network

CHAPTER

Universal's Evolving Strategy in the Streaming Era

This chapter examines the changing landscape of the music industry, emphasizing Spotify's influence on Universal Music Group's financial strategies and market positioning. It discusses Universal's investments in local talent and emerging markets, alongside their impressive operating profit amidst the challenges of streaming royalty structures. The analysis highlights Universal's competitive advantages over Warner Music Group and the implications of technological advancements like AI for future revenue generation.

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