Warner Music Group: Solid Executions Should Lead To Closure Of Relative Valuation Gap

Warner Music Group earns a buy rating, driven by improved execution, market share gains, and multi-year pricing visibility from DSP renewals. Q4 2025 results beat expectations, with revenue up 13% y/y to $1.87B and adj. OIBDA margin at 21.7%. WMG's strategic capital reallocation and operational alignment are delivering structural market share gains and stronger global artist performance.

Seeking Alpha • Dec 5, 2025

AI Startup Suno Inks Warner Music Deal, Settling Litigation

Suno agreed to acquire concert-discovery platform Songkick from Warner Music Group as part of the deal.

WSJ • Nov 25, 2025

Warner Music Group settles copyright case with Suno for licensed AI music

Warner Music Group settled its copyright infringement case with artificial intelligence-powered song creation platform Suno, enabling the startup to launch licensed AI models next year, the companies said on Tuesday.

Reuters • Nov 25, 2025

Warner Music signs deal with AI music startup Suno, settles lawsuit

Warner Music Group (WMG) announced on Tuesday that it has reached a deal with Suno, settling its copyright lawsuit against the AI music startup. WMG said in a press release that the deal with Suno will “open new frontiers in music creation, interaction, and discovery, while both compensating and protecting artists, songwriters, and the wider creative community.

TechCrunch • Nov 25, 2025

Warner Music Settles Lawsuit With Suno And Will Partner With AI Music Generator

Suno is an AI platform that lets users convert text prompts into music and vocals. The platform has grown rapidly since its launch in 2023, forging a partnership with producer Timbaland and securing funding from NVentures, Nvidia's venture capital arm, and Hallwood Media, a music management company that has increasingly invested in AI music.

Forbes • Nov 25, 2025

WARNER MUSIC GROUP AND SUNO FORGE GROUNDBREAKING PARTNERSHIP

Companies will collaborate on next-generation licensed AI music that empowers the creative community and opens new revenue opportunities for artists and songwriters NEW YORK , Nov. 25, 2025 /PRNewswire/ --  Warner Music Group  (Nasdaq: WMG), one of the world's largest music companies, and Suno, the leader in AI music, today announced a first-of-its-kind partnership that will open new frontiers in music creation, interaction, and discovery, while both compensating and protecting artists, songwriters, and the wider creative community. The deal brings together Suno's best-in-class AI capabilities with WMG's artist development leadership and expertise at the intersection of music and technology.

PRNewsWire • Nov 25, 2025

Warner Music delivers revenue beat for Q4 as earnings fall short

Warner Music Group Corp (NASDAQ:WMG) reported strong revenue growth for its fiscal fourth quarter ended September 30 but the company missed Wall Street expectations for earnings per share, sending its shares about 1.4% lower on Thursday. The music recording company reported revenue of $1.87 billion, up 14.6% year-over-year and comfortably above analysts' consensus of roughly $1.70 billion.

Proactive Investors • Nov 20, 2025

Warner Music Group Corp. (WMG) Q4 2025 Earnings Call Transcript

Warner Music Group Corp. ( WMG ) Q4 2025 Earnings Call November 20, 2025 8:30 AM EST Company Participants Kareem Chin - Senior VP & Head of Investor Relations Robert Kyncl - President, CEO & Director Armin Zerza - Executive VP & CFO Conference Call Participants Kutgun Maral - Evercore ISI Institutional Equities, Research Division Benjamin Black - Deutsche Bank AG, Research Division Peter Supino - Wolfe Research, LLC Michael Morris - Guggenheim Securities, LLC, Research Division Douglas Creutz - TD Cowen, Research Division Cameron Mansson-Perrone - Morgan Stanley, Research Division Ian Moore - Sanford C. Bernstein & Co., LLC.

Seeking Alpha • Nov 20, 2025

Warner Music Group Corp. Reports Results for Fiscal Fourth Quarter and Full Year Ended September 30, 2025

NEW YORK--(BUSINESS WIRE)--Warner Music Group Corp. today announced its fourth-quarter and full-year financial results for the periods ended September 30, 2025. "With our artists and songwriters hotter than ever, market share gains drove our quarterly revenues to an all-time high,” said Robert Kyncl, CEO, Warner Music Group. “Our powerful momentum is underpinned by increasing the value of music- through volume and rate increases- and now with incremental revenue opportunities in AI." "We have m.

Business Wire • Nov 20, 2025

Warner Music Group Corp. (WMG) Q4 Earnings Lag Estimates

Warner Music Group Corp. (WMG) came out with quarterly earnings of $0.21 per share, missing the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.08 per share a year ago.

Zacks Investment Research • Nov 20, 2025