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Message: [QUOTE="Queen, post: 87887, member: 27"] Panic over AI-generated music just got a full-throated rebuttal from WMG's top exec, who argues the synthetic-track flood actually strengthens legacy rightsholders. Kyncl flips the AI panic script [LIST] [*]Robert Kyncl argues AI-made music boosts established labels. [*]WMG is the lone major licensing Suno's platform. [*]Sony and UMG opted to sue Suno instead. [*]Suno revenue should materialize around fiscal 2027. [/LIST] AI music floods the streaming pipes [LIST] [*]Deezer reportedly ingests 60,000-plus AI tracks every day. [*]Suno alone cranks out seven million tracks daily. [*]Kyncl frames this deluge as a trust-scarcity play. [*]Interactive tools may fetch far higher per-user revenue. [/LIST] Music dunks on film and TV [LIST] [*]Kyncl contrasts music's steady income with Hollywood's volatility. [*]In 2024, US streaming was only 27% fresh material. [*]800-million-plus subscribers average a mere $40 annually. [*]Pricing headroom remains massive for the entire sector. [/LIST] Subscription prices have barely moved [LIST] [*]Music runs Americans $14 monthly versus video's $69. [*]DSPs only started bumping prices around 2022. [*]Zero churn spikes appeared after recent hikes. [*]Tencent Music netted roughly 16 million subscribers annually. [/LIST] Music publishing licensing needs a gut job [LIST] [*]Territory-specific collecting societies still dominate global publishing. [*]1941 consent decrees still govern ASCAP and BMI. [*]Kyncl pushes for more directly licensed publishing rights. [*]National-level licensing clashes with DSPs' global footprint. [/LIST] Kyncl channels his Netflix and Google days [LIST] [*]Kyncl likens WMG's skeptics to Netflix-era doubters. [*]YouTube got trashed for hosting skateboarding-dog clips. [*]His track record spans beating pessimistic market calls. [*]Market misjudgment of WMG mirrors those past situations. [/LIST] WMG flexes its recent numbers [LIST] [*]Warner Music Group gained a streaming-share point stateside. [*]Spotify Top 200 share surged over three points. [*]OIBDA margins ballooned 380 bps across five years. [*]Revenue per employee climbed 28% after 2022. [/LIST] [/QUOTE]

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