Warner Music Group Corp.

Informe acción NasdaqGS:WMG

Capitalización de mercado: US$15.6b

Warner Music Group Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Warner Music Group ha aumentado sus beneficios a una tasa media anual de 10.7%, mientras que los beneficios de la industria de Entertainment han experimentado un crecimiento de 26.1% anual. Los ingresos han ido creciendo a una tasa media de 6% al año. La rentabilidad financiera de Warner Music Group es de 46.2%, y sus márgenes netos son de 6.3%.

Información clave

10.75%

Tasa de crecimiento de los beneficios

10.54%

Tasa de crecimiento del BPA

Crecimiento de la industria Entertainment 18.06%
Tasa de crecimiento de los ingresos5.99%
Rentabilidad financiera46.19%
Margen neto6.27%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis May 14

We Like Warner Music Group's (NASDAQ:WMG) Earnings For More Than Just Statutory Profit

Shareholders appeared to be happy with Warner Music Group Corp.'s ( NASDAQ:WMG ) solid earnings report last week. This...

Recent updates

Actualización de narrativa Jun 06

WMG: Content Partnerships And AI Catalog Risk Will Support Long Term Economics

Narrative Update Warner Music Group's updated analyst price target has moved by a few dollars, with analysts generally pointing to recent target changes at major banks and small adjustments in discount rate, profit margin, and forward P/E assumptions to justify the shift. Analyst Commentary Recent Street research around Warner Music Group has centered on a series of small price target adjustments, both higher and lower, as analysts update models for discount rates, profit margins, and forward P/E assumptions.
Actualización de narrativa May 15

WMG: AI Catalog Risk Will Ultimately Support Long Term Content Economics

Narrative Update on Warner Music Group Analysts have lifted Warner Music Group's implied fair value by about $2 per share, with higher Street price targets reflecting updated assumptions for slightly lower revenue growth and profit margins, a modestly reduced discount rate, and a higher future P/E multiple. Analyst Commentary Recent Street research on Warner Music Group shows a mix of optimism reflected in higher price targets and caution around long term disruption risk, especially from AI driven changes in music creation and consumption.
Artículo de análisis May 14

We Like Warner Music Group's (NASDAQ:WMG) Earnings For More Than Just Statutory Profit

Shareholders appeared to be happy with Warner Music Group Corp.'s ( NASDAQ:WMG ) solid earnings report last week. This...
Actualización de narrativa Apr 29

WMG: AI Catalog Risk Will Ultimately Support Future Content Economics

Analysts have made a modest upward tweak to the Warner Music Group price target, with a roughly $0.06 adjustment reflecting slightly refined assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E, while also weighing mixed recent target changes and the rising debate about AI related risks to major music labels. Analyst Commentary Recent Street research on Warner Music Group reflects a mixed backdrop, with modest price target moves and a growing focus on how AI could influence long term economics for major labels.
Actualización de narrativa Apr 15

WMG: AI Catalog Risk Will Ultimately Support Long Term Content Economics

Analysts have trimmed their average price target on Warner Music Group by about $0.12 to $36.12, reflecting slightly lower assumed P/E multiples and discount rates, along with a marginally higher profit margin outlook and ongoing debate about AI risk to major labels. Analyst Commentary Recent research on Warner Music Group presents a mix of optimism about the long term role of major labels and caution around valuation and emerging risks such as AI driven music generation.
Nueva narrativa Apr 07

Streaming And AI Partnerships Will Redefine This Music Powerhouse’s Long Term Earnings Potential

Catalysts About Warner Music Group Warner Music Group is a global music company with recorded music and music publishing operations across major artists, songwriters and catalogs. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Mar 31

WMG: AI Catalog Risks Will Ultimately Support Long Term Content Economics

Analysts have nudged their price targets for Warner Music Group lower by a few dollars, citing updated assumptions that combine slightly higher growth expectations with pressure on profit margins and fresh concerns around AI related catalog and market share risks. Analyst Commentary Recent research highlights a mix of optimism about Warner Music Group's growth potential and concern around how new technologies, especially AI, could affect long term value and market share.
Nueva narrativa Mar 24

AI Partnerships And Catalog Acquisitions Will Struggle Before Eventually Supporting Healthier Margins

Catalysts About Warner Music Group Warner Music Group is a global music company with recorded music, music publishing and catalog monetization businesses. What are the underlying business or industry changes driving this perspective?
Seeking Alpha Mar 22

Warner Music Group: Even At 52-Week Lows, I Still Have Concerns

Summary Warner Music Group faces structural headwinds as streaming growth slows, the cultural relevance of new music declines, and AI-generated content threatens royalty streams. WMG's adjusted earnings paint an optimistic picture, but GAAP earnings have stalled out. Heavy debt load and limited operating leverage raise concerns about the sustainability of future shareholder returns. I have a hold rating for Warner; the price has corrected, but fundamental business challenges and weak GAAP profitability limit upside. Read the full article on Seeking Alpha
Actualización de narrativa Mar 11

WMG: AI Exposures Will Ultimately Support Stronger Long Term Catalog Economics

Narrative Update on Warner Music Group The implied analyst price target for Warner Music Group is now held around $37.44, with analysts citing a slightly higher required return and AI related risks to major labels, alongside mixed recent views on the stock, including a modest $1 target trim from Citi and a bullish initiation from MoffettNathanson. Analyst Commentary Recent research on Warner Music Group highlights a mix of optimism around the long term role of major labels and caution around the impact of AI on recorded music economics and catalog value.
Actualización de narrativa Feb 25

WMG: AI Threats Will Ultimately Support Stronger Long Term Cash Generation

Analysts have slightly trimmed their price target on Warner Music Group to $37.44, reflecting a modestly higher discount rate and a small uptick in expected profit margin, while also factoring in fresh views on AI related risks and recent mixed research commentary. Analyst Commentary Recent research on Warner Music Group reflects a mix of optimism around the core business and caution around emerging risks, especially related to AI generated music.
Actualización de narrativa Feb 10

WMG: AI Licensing Deals Will Support Stronger Long Term Cash Generation

Analysts now see a slightly lower fair value for Warner Music Group, trimming their price target by about US$0.22 as they factor in updated assumptions on revenue growth, margins, and a more conservative future P/E multiple, while still referencing recent mixed research that includes a new bullish initiation and a modest target cut from the Street. Analyst Commentary Bullish Takeaways Bullish analysts see room for Warner Music Group to execute on its growth plans, which they factor into a supportive long term earnings profile and a constructive P/E framework.
Actualización de narrativa Jan 27

WMG: AI Licensing And Pricing Power Will Support Stronger Long Term Cash Generation

Analysts have trimmed their average price target on Warner Music Group by about $0.10 to roughly $37.67. This reflects slightly updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples, while taking into account both recent target moves at major firms and a broadly constructive view on the long term pricing opportunity in music.
Actualización de narrativa Jan 12

WMG: Pricing Power And AI Licensing Deals Will Support Stronger Cash Generation

Analysts have raised their price target on Warner Music Group to $38 from $35, citing what they describe as a growing pricing opportunity in music. This view accompanies only modest adjustments to assumptions such as discount rate, revenue growth, profit margins and future P/E in updated models.
Artículo de análisis Jan 07

Should You Think About Buying Warner Music Group Corp. (NASDAQ:WMG) Now?

Today we're going to take a look at the well-established Warner Music Group Corp. ( NASDAQ:WMG ). The company's stock...
Actualización de narrativa Dec 27

WMG: Flexible Pricing And AI Deals Will Drive Stronger Future Cash Flows

Analysts have nudged their price target on Warner Music Group up by $3 to $38 per share, citing a favorable shift in the music industry toward flexible, higher-pricing opportunities that they believe will unlock greater value from the company’s catalog and new releases. Analyst Commentary Analysts view the latest price target increase as a signal that the market is beginning to better appreciate Warner Music Group's leverage to evolving industry economics, particularly around pricing and catalog monetization.
Actualización de narrativa Dec 12

WMG: Flexible Pricing And AI Licensing Will Drive Stronger Future Cash Flows

Analysts have raised their price target on Warner Music Group to 38 dollars from 35 dollars, citing growing confidence that the music industry's shift toward flexible, pricing-driven growth will unlock greater value from its catalog and new releases. Analyst Commentary Bullish analysts argue that Warner Music Group is well positioned to benefit as the music industry shifts away from a pure volume-growth mindset toward a more deliberate, pricing-led model that can unlock higher returns from both new releases and its existing catalog.
Actualización de narrativa Nov 27

WMG: Accelerating Streaming And AI Licensing Will Drive Greater Profitability

Analysts have raised their average price target for Warner Music Group to $38.00 from $35.00. They cite improving profit margins, accelerating streaming growth, and expectations for higher music pricing as factors that could drive future value.
Actualización de narrativa Nov 06

WMG: Streaming Expansion and Industry Pricing Will Drive Further Upside

Analysts have raised their price target on Warner Music Group from $37.72 to $38.00 per share. They cite ongoing growth in streaming subscriptions, expanding profit margins, and new pricing opportunities within the music industry.
Actualización de narrativa Oct 23

Analysts Boost Warner Music Group Price Target Amid Streaming Growth and Valuation Revisions

Analysts have raised their price target for Warner Music Group. Valuation estimates have increased by approximately $0.33 to reflect expected benefits from rising streaming subscriptions, cost efficiencies, and ongoing margin expansion.
Actualización de narrativa Oct 09

Global Internet Expansion And Digital Monetization Will Unlock Future Upside

Analysts have increased their price target for Warner Music Group by $0.61 to $37.39. They cite accelerated streaming subscription growth, successful cost reductions, and expectations for continued margin expansion as key factors behind their positive outlook.
Artículo de análisis Sep 30

Is Warner Music Group (NASDAQ:WMG) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización de narrativa Sep 25

Global Internet Expansion And Digital Monetization Will Unlock Future Upside

Warner Music Group’s analyst price target saw a modest upward revision, driven by accelerating streaming subscription growth, cost-reduction initiatives expanding margins, and expected industry-wide music price increases, resulting in a new consensus fair value of $36.78. Analyst Commentary Bullish analysts highlight accelerating streaming subscription growth, driving topline performance.
Actualización de narrativa Sep 10

Global Internet Expansion And Digital Monetization Will Unlock Future Upside

Analysts have raised their price target for Warner Music Group, citing outperformance in subscription growth, anticipated benefits from wholesale music pricing increases, and operational efficiencies from reinvestment initiatives, resulting in a modest upward revision of the consensus target from $35.82 to $36.29. Analyst Commentary Bullish analysts see record labels—including Warner Music—well positioned to benefit from anticipated increases in wholesale music pricing, presenting an attractive industry investment opportunity.
Actualización de narrativa Aug 10

Global Internet Expansion And Digital Monetization Will Unlock Future Upside

Warner Music Group's consensus price target has increased, driven by a substantial rise in net profit margin alongside a marked reduction in its future P/E ratio, raising fair value from $33.06 to $35.65. What's in the News Warner Music Group declared a regular quarterly cash dividend of $0.19 per share on Class A and Class B common stock.
Artículo de análisis Jul 28

What You Can Learn From Warner Music Group Corp.'s (NASDAQ:WMG) P/E

With a price-to-earnings (or "P/E") ratio of 36.4x Warner Music Group Corp. ( NASDAQ:WMG ) may be sending very bearish...
Artículo de análisis Jun 26

Warner Music Group Corp.'s (NASDAQ:WMG) Intrinsic Value Is Potentially 27% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Warner Music Group fair value estimate is US$33.19 Warner...
Seeking Alpha Feb 10

Warner Music Group: Strategic Moves To Strengthen Its Catalog And Unlock Premium Revenue

Summary WMG is part of a music industry oligopoly, competing mainly with Universal Music and Sony Music, giving it an advantage over smaller independent labels. The acquisition of Tempo Music expands WMG’s song catalog, boosting its publishing revenue and control over songwriter rights. A Spotify deal aims to monetize "superfans" through premium subscription plans, but its success is uncertain due to a lack of industry precedent. FX fluctuations pose a risk, but WMG’s strong profitability margins suggest resilience despite currency headwinds. WMG appears undervalued based on EV/EBITDA, with a better entry point near horizontal support for a potential technical rebound. Read the full article on Seeking Alpha
Seeking Alpha Nov 23

Downgrading Warner Music Group As Spotify And Live Nation Strike A Chord

Summary Warner Music Group's Q4 earnings report failed to impress, leading to a significant stock drop and highlighting concerns about its competitive position in the music industry. Despite solid revenue growth and a $100M share buyback, WMG struggles as industry peers like Spotify and Live Nation capture investor mind share. Analysts question WMG's ability to leverage pricing strategy and product innovation to boost growth, with management's responses lacking concrete, exciting plans. WMG's potential in emerging markets like India and artist successes are promising, but insufficient to drive immediate stock performance improvement; downgraded to hold. Read the full article on Seeking Alpha
Seeking Alpha Oct 10

Warner Music Group: Serving The Middle Class Artists

Summary Warner Music Group offers significant advantages over independent labels by heavily investing in artists’ production, marketing, and tours. WMG shows consistent revenue growth, but high royalty and marketing costs depress its bottom line, though it remains positive. Increased royalty payouts due to streaming platforms empower artists, but major labels like WMG are still essential for long-term career success. The company focuses on nurturing middle-class artists, which could increase demand for its services as streaming technologies improve. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Warner Music Group. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:WMG Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 267,1294471,8050
31 Dec 256,8813021,7950
30 Sep 256,7073611,8110
30 Jun 256,4692931,8470
31 Mar 256,3344461,8430
31 Dec 246,3445051,8010
30 Sep 246,4264291,8030
30 Jun 246,3825391,7580
31 Mar 246,3925221,7580
31 Dec 236,2974611,7760
30 Sep 236,0374241,8260
30 Jun 235,9484201,7770
31 Mar 235,8164231,7870
31 Dec 225,7934791,8020
30 Sep 225,9195441,8160
30 Jun 225,7984261,8600
31 Mar 225,7063631,8090
31 Dec 215,5803891,8200
30 Sep 215,3013001,7210
30 Jun 215,0512701,5140
31 Mar 214,721-3101,9800
31 Dec 204,542-5002,0660
30 Sep 204,463-4762,0530
30 Jun 204,461-3842,1570
31 Mar 204,5091491,6600
31 Dec 194,5282901,4760
30 Sep 194,4752561,5100
30 Jun 194,3901521,4220
31 Mar 194,2904591,3930
31 Dec 184,1633891,3760
30 Sep 184,0053071,4110
30 Jun 183,8832821,3810
31 Mar 183,8421031,3340
31 Dec 173,7041251,2790
30 Sep 173,5761431,2220
30 Jun 173,5001781,1550
31 Mar 173,394281,1140
31 Dec 163,314201,0880
30 Sep 163,246251,0880
30 Jun 163,15561,0540
31 Mar 163,054-291,0500
31 Dec 152,986-221,0460
30 Sep 152,966-911,0590
30 Jun 152,987-941,0650

Ingresos de calidad: WMG tiene una única gran pérdida de $324.0M que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.

Margen de beneficios creciente: Los actuales márgenes de beneficio(6.3%) de WMG son inferiores a los del año pasado (7%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: WMG ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 10.7% al año.

Acelerando crecimiento: El crecimiento de los beneficios de WMG en el último año (0.2%) está por debajo de su media de 5 años (10.7% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de WMG en el último año (0.2%) superó al de la industria Entertainment -0.3%.


Rentabilidad financiera

Alta ROE: Aunque la rentabilidad financiera (46.19%) de WMG es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/08 05:55
Precio de las acciones al final del día2026/06/08 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Warner Music Group Corp. está cubierta por 26 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Kannan VenkateshwarBarclays
Todd JuengerBernstein
Ian MooreBernstein