Warner Music Group Performance degli utili passati
Criteri Il passato verificati 2/6
Warner Music Group ha registrato una crescita degli utili a un tasso medio annuo di 10.7%, mentre il settore Entertainment ha registrato utili in crescita a un tasso medio annuo di 26.6%. I ricavi sono stati in crescita a un tasso medio annuo di 6%. Il ritorno sul capitale proprio di Warner Music Group è 46.2% e ha margini netti di 6.3%.
Informazioni chiave
10.75%
Tasso di crescita degli utili
10.54%
Tasso di crescita dell'EPS
| Entertainment Crescita del settore | 18.06% |
| Tasso di crescita dei ricavi | 5.99% |
| Rendimento del capitale proprio | 46.19% |
| Margine netto | 6.27% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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.
Nuova narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Warner Music Group guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 7,129 | 447 | 1,805 | 0 |
| 31 Dec 25 | 6,881 | 302 | 1,795 | 0 |
| 30 Sep 25 | 6,707 | 361 | 1,811 | 0 |
| 30 Jun 25 | 6,469 | 293 | 1,847 | 0 |
| 31 Mar 25 | 6,334 | 446 | 1,843 | 0 |
| 31 Dec 24 | 6,344 | 505 | 1,801 | 0 |
| 30 Sep 24 | 6,426 | 429 | 1,803 | 0 |
| 30 Jun 24 | 6,382 | 539 | 1,758 | 0 |
| 31 Mar 24 | 6,392 | 522 | 1,758 | 0 |
| 31 Dec 23 | 6,297 | 461 | 1,776 | 0 |
| 30 Sep 23 | 6,037 | 424 | 1,826 | 0 |
| 30 Jun 23 | 5,948 | 420 | 1,777 | 0 |
| 31 Mar 23 | 5,816 | 423 | 1,787 | 0 |
| 31 Dec 22 | 5,793 | 479 | 1,802 | 0 |
| 30 Sep 22 | 5,919 | 544 | 1,816 | 0 |
| 30 Jun 22 | 5,798 | 426 | 1,860 | 0 |
| 31 Mar 22 | 5,706 | 363 | 1,809 | 0 |
| 31 Dec 21 | 5,580 | 389 | 1,820 | 0 |
| 30 Sep 21 | 5,301 | 300 | 1,721 | 0 |
| 30 Jun 21 | 5,051 | 270 | 1,514 | 0 |
| 31 Mar 21 | 4,721 | -310 | 1,980 | 0 |
| 31 Dec 20 | 4,542 | -500 | 2,066 | 0 |
| 30 Sep 20 | 4,463 | -476 | 2,053 | 0 |
| 30 Jun 20 | 4,461 | -384 | 2,157 | 0 |
| 31 Mar 20 | 4,509 | 149 | 1,660 | 0 |
| 31 Dec 19 | 4,528 | 290 | 1,476 | 0 |
| 30 Sep 19 | 4,475 | 256 | 1,510 | 0 |
| 30 Jun 19 | 4,390 | 152 | 1,422 | 0 |
| 31 Mar 19 | 4,290 | 459 | 1,393 | 0 |
| 31 Dec 18 | 4,163 | 389 | 1,376 | 0 |
| 30 Sep 18 | 4,005 | 307 | 1,411 | 0 |
| 30 Jun 18 | 3,883 | 282 | 1,381 | 0 |
| 31 Mar 18 | 3,842 | 103 | 1,334 | 0 |
| 31 Dec 17 | 3,704 | 125 | 1,279 | 0 |
| 30 Sep 17 | 3,576 | 143 | 1,222 | 0 |
| 30 Jun 17 | 3,500 | 178 | 1,155 | 0 |
| 31 Mar 17 | 3,394 | 28 | 1,114 | 0 |
| 31 Dec 16 | 3,314 | 20 | 1,088 | 0 |
| 30 Sep 16 | 3,246 | 25 | 1,088 | 0 |
| 30 Jun 16 | 3,155 | 6 | 1,054 | 0 |
| 31 Mar 16 | 3,054 | -29 | 1,050 | 0 |
| 31 Dec 15 | 2,986 | -22 | 1,046 | 0 |
| 30 Sep 15 | 2,966 | -91 | 1,059 | 0 |
| 30 Jun 15 | 2,987 | -94 | 1,065 | 0 |
Guadagni di qualità: WMG ha un grande una tantum perdita di $324.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di WMG (6.3%) sono inferiori rispetto allo scorso anno (7%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: WMG è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 10.7% all'anno.
Accelerare la crescita: La crescita degli utili di WMG nell'ultimo anno ( 0.2% ) è inferiore alla media quinquennale ( 10.7% all'anno).
Guadagni vs Settore: La crescita degli utili WMG nell'ultimo anno ( 0.2% ) ha superato la percentuale del settore Entertainment -4.9%.
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 46.19% ) di WMG sia eccezionale, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 10:29 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/09/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Warner Music Group Corp. è coperta da 29 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Kannan Venkateshwar | Barclays |
| Todd Juenger | Bernstein |
| Ian Moore | Bernstein |