NASDAQ$WMG

Warner Music Group Corp · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported results for the fiscal fourth quarter and full year, demonstrating revenue growth and margin expansion.

Warner Music Group Corp. reported a 6% increase in total revenue for the fourth quarter, reaching $1.586 billion. Net income rose to $154 million, and OIBDA increased by 19% to $291 million. The company's performance was driven by streaming growth and strength in music publishing.

  • Total revenue increased by 6%, reaching $1.586 billion.
  • Digital revenue increased by 8%, driven by streaming growth.
  • Net income was $154 million, compared to $150 million in the prior-year quarter.
  • OIBDA increased by 19% to $291 million, reflecting strong operating performance.

Headline financials

Total Revenue

$1.59B

Previous: $1.5B+5.9%
EPS (adj)

$0.34

Previous: $0.32+6.3%
Free Cash Flow

$300M

Previous: $368M-18.5%
Net Income

$154M

Previous: $150M+2.7%
Operating Income

$212M

Previous: $163M+30.1%
Cash & Equivalents

$641M

Previous: $584M+9.8%

Revenue & EPS history

WMG · Revenue · Quarterly

$1.59B

Q4 2023+5.9%vs Q4 2022
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

WMG is focusing on profitable growth and healthy cash flow conversion in 2024 by capitalizing on favorable industry trends.

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 Q4 2023

Historical avgQ4 2023

-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
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Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
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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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