Universal Music Group N.V. (UNVGY) Q3 2025 Earnings Call Transcript
Universal Music Group N.V. (OTCPK:UNVGY) Q3 2025 Earnings Call October 30, 2025 1:15 PM EDT Company Participants Lucian Grainge - Chairman & CEO Matthew Ellis - Chief Financial Officer Boyd Muir - Executive VP & COO Michael Nash - Executive VP & Chief Digital Officer Conference Call Participants Peter Supino - Wolfe Research, LLC Jason Bazinet - Citigroup Inc., Research Division Edward Young - Morgan Stanley, Research Division Adrien de Saint Hilaire - BofA Securities, Research Division Silvia Cuneo - Deutsche Bank AG, Research Division Adam Berlin - UBS Investment Bank, Research Division Julien Roch - Barclays Bank PLC, Research Division Presentation Operator Good evening, and welcome to Universal Music Group's Third Quarter Earnings Call for the period ended September 30, 2025.
Universal Music and AI song tool Udio settle lawsuit and partner on new platform, sparking backlash
Universal Music Group and AI song generation platform Udio have settled a copyright infringement lawsuit and agreed to team up on new music creation and streaming platform, the two companies said in a joint announcement.
Universal Music Logs Higher Revenue Despite Slowdown in Subscriptions and Streaming Growth
The record label posted quarterly revenue of $3.50 billion, up more than 10% on year, despite missing forecasts for revenue from subscriptions and streaming.
Universal Music settles copyright dispute with AI firm Udio
Universal Music Group said on Wednesday it has settled a copyright infringement case with artificial intelligence company Udio and that the two firms will collaborate on a new suite of creative products.
Universal Music Settles With AI Firm Udio
Udio agrees to launch a new subscription service for fans to create music based on licensed songs.
Universal Health's Q3 Earnings Top on Patient Volumes, Ups '25 EPS View
UHS posts a 53% YoY EPS surge in Q3 on higher admissions and improved patient days. Management hikes its 2025 EPS forecast to $21.50-$22.10.
Universal Health to Report Q3 Earnings: Key Estimates to Note
UHS is likely to have posted Q3 revenue and earnings growth, driven by strong hospital and behavioral health segments despite cost pressures.
Universal and Warner in advanced talks on AI music licensing deals
Universal Music Group (EURONEXT:UMG) and Warner Music are close to agreeing landmark licensing deals with artificial intelligence firms, according to the Financial Times. The two labels, which control much of the global music catalogue, could finalise agreements within weeks.
Universal Music, Warner Music nearing AI licensing deals, FT reports
Universal Music and Warner Music are nearing landmark artificial intelligence licensing deals, the Financial Times reported on Thursday, citing people familiar with the matter.
Universal Insurance: Q2 2025 Earnings In Context, Still A Buy
Universal Insurance's revenue continues to grow steadily, driven by geographic expansion and increasing non-risk income streams. Despite revenue growth, net income and EPS remain inconsistent due to weather events, reinsurance costs, and other challenges. Valuation analysis shows significant upside potential, with intrinsic value well above the current share price and a solid margin of safety.
Universal Corporation: A Chance For A Turnaround, But Within A Shrinking Market
Universal Corporation faces structural headwinds from declining tobacco demand and slow diversification, limiting growth prospects and upside potential. Novel tobacco products and regulatory pressures are accelerating the decline in traditional tobacco leaf demand, threatening UVV's core business. The ingredients segment offers diversification but remains underdeveloped with thin margins, and expansion into reduced-risk nicotine products is still limited.
Universal Health Realty: FFO May Reach $3.60/Share In 2026
Universal Health Realty is a healthcare REIT focused on medical office buildings/clinics and acute care hospitals. The company reported weaker Q2 2025 FFO, impacted by higher taxes and interest expenses. This indicates the REIT is on track to reach the bottom end of my 2025 $3.45-3.55/share FFO outlook.
