Universal Music Group N.v. · EURONEXT:UMG

Universal Music — Q3 2025 Earnings Presentation

9 slides from Universal Music's earnings presentation, Oct 30, 2025

  1. Slide 1: Universal Music Group Third Quarter & Nine Months Ended September 30, 2025

    Universal Music Group Third Quarter & Nine Months Ended September 30, 2025

  2. Slide 2: Important Information

    Important Information Presentation The financial information included in this presentation is unaudited. Alternative Performance Indicators This presentation includes certain alternative performance indicators which are not defined in IFRS Accounting Standards issued by the International Accounting

  3. Slide 3: Sir Lucian Grainge, Chairman and Chief Executive Officer

    Sir Lucian Grainge Chairman and Chief Executive Officer Universal Music Group

  4. Slide 4: Matt Ellis, Chief Financial Officer

    Matt Ellis Chief Financial Officer Universal Music Group

  5. Slide 5: 3Q25 Consolidated Results

    3Q25 Consolidated Results REVENUE ADJUSTED EBITDA ADJUSTED EBITDA MARGIN +10.2% +11.6% +0.4pp € 3,021 € 664 € 2,870 22.0% € 621 21.6% 3Q24 3Q25 3Q24 3Q25 3Q24 3Q25 Note: € in Millions; Revenue and Adjusted EBITDA growth shown in constant currency.

  6. Slide 6: 3Q25 Recorded Music Revenue

    3Q25 Recorded Music Revenue RECORDED MUSIC RECORDED MUSIC REVENUE BREAKDOWN REVENUE 3Q24 3Q25 +8.3% +8.7% +0.0% +0.0% +23.1% +4.1% € 2,223 € 1,178 € 2,146 € 337 € 341 € 328 € 39 3Q24 3Q25 Subscription Streaming Download & Physical License & Other Digital Other Note: € in Millions; All growth rates a

  7. Slide 7: 3Q25 Music Publishing & Merchandising and Other Revenue

    3Q25 Music Publishing & Merchandising and Other Revenue MUSIC PUBLISHING MERCHANDISING AND OTHER +13.6% +15.6% € 259 € 543 € 500 € 237 3Q24 3Q25 3Q24 3Q25 Note: € in Millions; All growth rates are in constant currency.

  8. Slide 8: 3Q25 Adjusted EBITDA and Margin

    3Q25 Adjusted EBITDA and Margin ADJUSTED EBITDA ADJUSTED EBITDA MARGIN +11.6% +0.4pp € 664 22.0% € 621 21.6% 3Q24 3Q25 3Q24 3Q25 Note: € in Millions; Adjusted EBITDA growth shown in constant currency.

  9. Slide 9: Q&A

    Q&A Sir Lucian Grainge Chairman & Chief Executive Officer Matt Ellis Chief Financial Officer Boyd Muir Chief Operating Officer Michael Nash Chief Digital Officer

Universal Music Group — Q3 2025 Earnings Presentation on 6ix