Report
Jerôme Bodin

ODDO : Does artificial intelligence pose a threat to the labels and UMG?

>AI: a turning point to manage for the majors - In this note, we examine the impact that artificial intelligence (AI) could have on the music market and particularly on the business model of the labels, including UMG and Believe. AI is already largely present in this market, notably in recommendation algorithms. But our main focus here is on AI-enabled content production. As we see it, a sizeable proportion of the production of new tracks is likely to be partially or...
Underlyings
BELIEVE SA

UNIVERSAL MUSIC GROUP NV

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Jerôme Bodin

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