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    Devin Brisco

    Vice President of Equity Research at Wolfe Research, LLC

    Devin Brisco is a Vice President of Equity Research at Wolfe Research, LLC, specializing in coverage of consumer products and technology companies such as Spotify and GlobalFoundries. He has made impactful stock recommendations, including recent ratings actions on Spotify, and is recognized for his rigorous research approach, although detailed performance metrics and rankings are not publicly available. Brisco began his analyst career as an Equity Associate at Jefferies, then held analyst roles at Merrill Lynch (BofA Securities) before joining Wolfe Research in 2021. He holds an undergraduate degree from the State University of New York at Binghamton and maintains FINRA registration, reflecting active securities licenses and compliance with industry standards.

    Devin Brisco's questions to Warner Music Group (WMG) leadership

    Devin Brisco's questions to Warner Music Group (WMG) leadership • Q4 2024

    Question

    Devin Brisco from Wolfe Research, LLC asked for details on the potential 'superfan tier,' including features, monetization avenues, global rollout expectations, and how Warner Music Group would be compensated under such a model.

    Answer

    CEO Robert Kyncl stated that while WMG is deeply engaged in conversations, he could not comment on specific features on behalf of retail partners. He highlighted the underexploited opportunity, referencing the gaming industry where 20% of users drive 80% of revenue. He expressed bullishness on the concept, viewing it as a potential catalyst for increased growth for both DSPs and WMG that is not yet factored into business models.

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    Devin Brisco's questions to UNVGY leadership

    Devin Brisco's questions to UNVGY leadership • Q3 2024

    Question

    Asked about the economic model for AI-assisted music collaborations like the one with KLAY, including the net margin impact, and inquired about the adoption rate of AI tools by UMG artists.

    Answer

    The company explained its AI strategy is artist-centric, focused on protecting rights while creating new commercial opportunities. For derivative works created with AI (like the Brenda Lee song), the monetization and rights structure is the same as for any other copyright. They are in the very early stages of providing AI tools to artists through various partnerships.

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