NASDAQ$WMG

Warner Music Group Corp · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Warner Music Group reported Q2 fiscal 2025 revenue of $1.48B with net income of $36M and diluted EPS of $0.07.

Revenue was $1.48 billion for the quarter ended March 31, 2025. Net income was $36 million; diluted EPS was $0.07. Recorded music and music publishing growth reflect streaming and catalog strength.

  • Q2 revenue $1.48B.
  • Net income $36M; diluted EPS $0.07.
  • Streaming growth and artist roster investments.
  • Licensing trends and A&R spend affect margins.

Headline financials

Total Revenue

$1.48B

Previous: $1.49B-0.7%
EPS (adj)

$0.07

Previous: $0.18-61.1%
Adjusted OIBDA

$303M

No prior period
Adjusted OIBDA Margin

20.4%

No prior period
Recorded Music Adj. OIBDA

$270M

No prior period
Recorded Music Adj. OIBDA Margin

23.0%

No prior period
Music Publishing Adj. OIBDA

$85M

No prior period
Music Publishing Adj. OIBDA Margin

27.4%

No prior period
Recorded Music Digital Revenue

$841M

No prior period
Recorded Music Streaming Revenue

$825M

No prior period
Music Publishing Digital Revenue

$188M

No prior period
Music Publishing Streaming Revenue

$185M

No prior period
Total Digital Revenue

$1.03B

No prior period
Total Streaming Revenue

$1.01B

No prior period
Capital Expenditures

-$72M

Previous: -$55M-30.9%
Net Income

$36M

Previous: $96M-62.5%
Operating Income

$168M

Previous: $119M+41.2%
Gross Profit

$603M

Previous: $703M-14.2%

Revenue & EPS history

WMG · Revenue · Quarterly

$1.48B

Q2 2025-0.7%vs Q2 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

WMG · $1.59B total across 2 segments · Q4 2023

  • Recorded Music
    $1.29B+3.8%
  • Music Publishing
    $298M+17.3%

Forward guidance

The quarterly filing discusses operating priorities, capital allocation, and sector risks.

Tailwinds

  • MD&A outlines strategic priorities and liquidity.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-2.1%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-2.3%

Avg return

30 days after

30%

7 / 23 earnings

Positive

+19.3%

Q4 2022

Best reaction

-11.2%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+2.2%+10.7%-1.5%
Q1 2026+3.1%+5.6%-1.2%
Q4 2025-2.7%-7.0%-3.8%
Q2 2025-8.1%-8.7%-12.4%
Q1 2025-1.1%+5.0%+7.1%
Q4 2024-5.4%-3.8%-7.5%
Q3 2024+1.0%-2.1%-1.8%
Q2 2024-11.2%-9.8%-17.2%
Q1 2024-3.0%-0.1%-6.8%
Q4 2023-3.2%-1.1%+2.3%
Q3 2023+8.2%+7.6%+7.9%
Q2 2023-8.0%-11.2%-13.0%
Q1 2023-6.4%-7.2%-18.8%
Q4 2022+19.3%+20.8%+31.2%
Q3 2022-6.7%-5.4%-14.2%
Q2 2022-6.9%+6.6%+3.6%
Q1 2022-4.9%-5.5%-18.0%
Q4 2021-9.7%-10.4%-13.1%
Q3 2021-1.7%-4.1%+4.0%
Q2 2021-6.7%-4.3%-9.3%
Q1 2021+8.2%+8.1%+2.2%
Q4 2020+0.6%-2.5%+30.7%
Q3 2020-4.3%-4.8%-4.5%
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2010
Q3 2011
Q2 2011
Q1 2010
Q4 2010
Q2 2010

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