Episode 109: Universal Music Shares Plunge 25% on Streaming Fears
Universal Music Group's shares fell 25% in a single trading session on fears that streaming growth is decelerating faster than the market had priced in. For entertainment dealmakers, agents, and executives, the drop isn't just a music industry story — it's a stress test on the content IP valuation thesis that has underpinned a decade of deals across recorded music, film, and television libraries. Key Takeaways: UMG shares dropped ~25% in a single session, one of the steepest single-day declines in the company's public history. The sell-off was triggered by streaming growth fears — not a…
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