Added to YB: 2025-11-04
Pitch date: 2025-10-31
UMG.AS [bullish]
Universal Music Group N.V.
-5.61%
current return
Author Info
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Company Info
Universal Music Group N.V. operates as a music company worldwide. It operates through Recorded Music, Music Publishing, and Merchandising & Other segments.
Market Cap
EUR 42.7B
Pitch Price
EUR 23.17
Price Target
N/A
Dividend
2.23%
EV/EBITDA
20.33
P/E
16.48
EV/Sales
3.77
Sector
Entertainment
Category
growth
Universal Music Group (UMG Netherlands): streaming momentum builds as superfans reshape the playbook
UMG.AS (quick overview): Paid streaming growth high single digits from subscriber adds & price increases. Physical (vinyl) strong on tent-pole releases like Taylor Swift. Superfan monetization pivot targets top 20% subscribers for ARPU expansion. Asia blueprint via Tencent partnership promising. Positioning as premium content gatekeeper vs synthetic AI content. High single digit topline growth into 2026.
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