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Posted by
Two Blokes May 19, 2025 -
Filed in
Stock
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4 views
Universal Music Group's recent recovery is driven by improved deals with Spotify and Amazon, but its dependence on DSPs and unpredictable margins remain key risks. The CFO transition and Bill Ackman's board exit add uncertainty, while a potential Nasdaq listing could boost visibility and demand. Despite a strong artist portfolio and wide moat, UMG's growth is likely to decelerate as new deal effects fade.
