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StocksMedium•16 April 2026•

1 min read

Jefferies Forecasts Revenue Growth Acceleration for Warner Music Group on Spotify Price Hikes

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Key Facts

1Jefferies analysts expect an acceleration in subscription revenue growth for Warner Music in its fiscal second quarter.

Jefferies analysts anticipate a significant acceleration in subscription revenue growth for Warner Music Group (WMG) during its fiscal second quarter. Adjusted subscription revenue is projected to climb by 9.6% year-over-year, primarily fueled by Spotify's wholesale pricing increases. This positive outlook follows a renewed deal with Spotify, which established pricing tailwinds that began taking effect in early January. Analysts believe these new pricing structures will be clearly reflected in the group's upcoming quarterly financial results. The report reinforces a bullish sentiment for WMG stock in the short term, driven by enhanced revenue streams from streaming services. Furthermore, this trend highlights the ability of major music labels to capitalize on evolving pricing models within digital distribution platforms.