Warner Music Group Corp.

NasdaqGS:WMG Stok Raporu

Piyasa değeri: US$17.7b

Warner Music Group Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 2/6

Warner Music Group yıllık ortalama 10.7% oranında kazançlarını artırırken, Entertainment sektöründe kazançlar growing at 26.6% annual. Gelirler growing yılda ortalama 6% oranında artmaktadır. Warner Music Group'in özkaynak karlılığı 46.2% ve net marjı 6.3%'dir.

Anahtar bilgiler

10.75%

Kazanç büyüme oranı

10.54%

EPS büyüme oranı

Entertainment Sektör Büyümesi18.06%
Gelir büyüme oranı5.99%
Özkaynak getirisi46.19%
Net Marj6.27%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Analiz Makalesi 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

Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Yeni Anlatı 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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

Gelir ve Gider Dağılımı

Warner Music Group nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:WMG Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
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

Kaliteli Kazançlar: WMG büyük bir tek seferlik zarar ile $324.0M, 31st March, 2026 tarihine ait son 12 aylık mali sonuçları etkiliyor.

Büyüyen Kar Marjı: WMG 'nin mevcut net kar marjları (6.3%) geçen yılın (7%) değerinden daha düşüktür.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: WMG son 5 yılda karlı hale geldi ve kazançlarını yıllık 10.7% oranında artırdı.

Büyüme Hızlandırma: WMG 'un son bir yıldaki kazanç büyümesi ( 0.2% ) 5 yıllık ortalamasının ( 10.7% /yıl) altındadır.

Kazançlar vs. Sektör: WMG geçen yılki kazanç büyümesi ( 0.2% ) Entertainment sektörünün -4.9% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: WMG 'nin Özsermaye Getirisi ( 46.19% ) olağanüstü olsa da, bu ölçüt yüksek borç seviyeleri nedeniyle çarpıktır.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 07:04
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/09/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Warner Music Group Corp. 29 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Kannan VenkateshwarBarclays
Todd JuengerBernstein
Ian MooreBernstein