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‘Super-Premium’ music subscription tiers coming in 2025, and 3 other things we learned from Universal Music’s Boyd Muir at the Morgan Stanley conference – Music Business Worldwide

MBW Reacts is a series of analytical commentaries from Music Business Worldwide written in response to major recent entertainment events or news stories. Only MBW+ subscribers have unlimited access to these articles. Boyd Muir, Chief Operating Officer and Chief Financial Officer at Universal Music Group, expects “super-premium” subscription tiers to start appearing in 2025 – […]

Morgan Stanley breaks down the overlap between Walmart, Amazon, Costco memberships By Investing.com

Investing.com — In a recent note to clients, Morgan Stanley analysts delved into the competitive landscape among leading membership-based retailers, focusing on Walmart+, Amazon Prime, and Costco (NASDAQ:). According to the report, Walmart+ continues to make strides with a membership base nearing record levels, bolstered by strategic initiatives like its 50% discount on memberships for […]

Financial stocks are still being woefully underappreciated by investors, Morgan Stanley says

Getty Images; Jenny Chang-Rodriguez/BI Positioning in financial stocks is light relative to other sectors, Morgan Stanley says. It sees the group as underappreciated, citing its exposure to economic strength. Investors have been sticking to defensive and quality stocks despite strong data. Investors are lingering in defensive trades that don’t take advantage of the economy’s strength, […]