{"id":233224,"date":"2025-06-06T16:59:20","date_gmt":"2025-06-06T15:59:20","guid":{"rendered":"https:\/\/www.musicbusinessworldwide.com\/?p=233224"},"modified":"2025-06-06T17:36:37","modified_gmt":"2025-06-06T16:36:37","slug":"from-the-majors-reported-ai-music-licensing-talks-to-goldman-sachs-new-report-its-mbws-weekly-round-up","status":"publish","type":"post","link":"https:\/\/www.musicbusinessworldwide.com\/from-the-majors-reported-ai-music-licensing-talks-to-goldman-sachs-new-report-its-mbws-weekly-round-up\/","title":{"rendered":"From the majors’ reported AI music licensing talks to Goldman Sachs’ new report\u2026 it\u2019s MBW\u2019s Weekly Round-Up"},"content":{"rendered":"

Welcome to\u00a0Music Business Worldwide<\/a>\u2019s weekly round-up \u2013 where we make sure\u00a0you caught the five biggest stories to hit our headlines over the past seven days. MBW\u2019s round-up is supported by\u00a0<\/i>Centtrip<\/i><\/span><\/a>,\u00a0which helps over 500 of the world\u2019s best-selling artists maximize their income and reduce their touring costs.<\/i><\/p>\n

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This week, it was reported by Bloomberg<\/em><\/a> and The<\/em> Wall Street Journal<\/em><\/a> that the major music companies are in licensing talks with AI music platforms Udio<\/strong> and Suno<\/strong>.<\/p>\n

Also this week, Goldman Sachs<\/strong>\u00a0published the latest edition of its influential\u00a0Music in the Air<\/em>\u00a0report \u2014 and despite analysts revising\u00a0some forecasts downward following a slower-than-expected 2024, it maintains a positive long-term outlook for the music industry.<\/p>\n

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Elsewhere this week, a consortium led by\u00a0Believe<\/strong>\u00a0founder and CEO\u00a0Denis Ladegaillerie<\/strong>\u00a0upped its bid to buy the remaining shares of the music company, valuing Believe at almost\u00a0$2 billion.<\/strong><\/p>\n

Meanwhile, UK-born ticketing platform DICE<\/strong>\u00a0has been acquired by Live events discovery platform Fever<\/strong>, in the same week that Fever secured\u00a0$100 million-plus<\/strong> in equity funding.<\/p>\n

Finally,\u00a0Rezonate Music Rights<\/strong> has launched with $150 million<\/strong> in backing from Bridgepoint Credit<\/strong> to acquire music producer royalty rights globally.<\/p>\n

Here’s what happened this week…<\/p>\n

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T. Schneider \/ Shutterstock<\/figcaption><\/figure>1) Suno upgrades AI Song Editor, as labels reportedly push for Content ID-style fingerprinting in licensing talks with AI music platforms<\/a><\/span><\/h6>\n

Suno, the AI music-making platform being sued by the record majors over copyright infringement, has once again unveiled upgrades to its platform\u2019s capabilities.<\/p>\n

The upgrades, announced on\u00a0Suno\u2019s blog<\/a>\u00a0on Tuesday (June 3), come amid news that Suno, along with rival AI music platform\u00a0Udio<\/strong>\u00a0(also facing a lawsuit by the music majors) are in talks with\u00a0Sony Music Entertainment<\/a><\/strong>,\u00a0Universal Music Group<\/a><\/strong>\u00a0and\u00a0Warner Music Group<\/a><\/strong>\u00a0to license the music giants\u2019 recordings.<\/p>\n

The latest news on that front came from the\u00a0Wall Street Journal<\/em>, which\u00a0reported<\/a>\u00a0on Tuesday that among the key asks from the recording companies is a Content ID-style fingerprinting technology that would make it possible to track when and how a particular song is used by the AI platforms.<\/p>\n

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\"\"2) Emerging markets, superfans, and price rises: 7 takeaways from Goldman Sachs\u2019 new \u2018Music in the Air\u2019 report<\/a><\/span><\/h6>\n

Goldman Sachs<\/strong>\u00a0has published the latest edition of its influential\u00a0Music in the Air<\/em>\u00a0report.<\/p>\n

The 91-page research paper, released on June 3,\u00a0provides insights into streaming growth, price strategies, emerging markets<\/strong>, and the<\/strong> impact of artificial intelligence<\/strong> on the music business.<\/p>\n

Despite revising some forecasts downward following a slower-than-expected 2024, Goldman Sachs maintains a positive long-term outlook for the music industry.<\/p>\n

The bank expects the global music market (across recorded music, publishing, and live) to nearly double from\u00a0USD $104.9 billion<\/strong>\u00a0in 2024 to\u00a0$196.8 billion<\/strong>\u00a0by 2035<\/strong>.<\/p>\n

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\"\"3)<\/span> Believe now valued at close to $2bn, as Denis Ladegaillerie consortium ups bid for remaining shares<\/span><\/a><\/h6>\n

In April, a consortium led by\u00a0Believe<\/strong>\u00a0founder and CEO\u00a0Denis Ladegaillerie<\/strong>\u00a0confirmed plans to acquire the remaining shares of the music company from public shareholders.<\/p>\n

The consortium, which also includes the\u00a0EQT X<\/strong>\u00a0fund plus funds advised by\u00a0TCV<\/strong>, currently holds\u00a096.65%\u00a0<\/strong>of\u00a0Believe\u2018s share capital privately; the\u00a0sub-4%\u00a0remainder of\u00a0Believe\u2019s\u00a0stock is held by public shareholders on the Paris Euronext.<\/p>\n

At the time (in April), the Ladegaillerie consortium (\u2018Upbeat Bidco<\/strong>\u2019) moved to delist the Paris-listed firm through a public buyout offer of\u00a0\u20ac15.30<\/strong>\u00a0per share, valuing Believe\u2019s entire share capital at about\u00a0EUR\u00a0\u20ac1.54 billion<\/strong>\u00a0(USD $1.75 billion).<\/p>\n

Now, Upbeat Bidco has significantly upped its bid for those remaining shares.<\/p>\n

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Courtesy of Fever<\/figcaption><\/figure>4) DICE acquired by live events discovery platform Fever<\/a>
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UK-born ticketing platform\u00a0DICE<\/strong>\u00a0has been acquired by Live events discovery platform Fever<\/strong>.<\/p>\n

The news arrives in the same week that Fever, which was last valued at\u00a0$1.8 billion\u00a0in 2023<\/strong>, secured another\u00a0$100 million-plus<\/strong> in equity funding.<\/p>\n

Fever did not disclose the price of the deal, but confirmation of the sale arrives around a year after Bloomberg<\/em> reported that DICE was in advanced talks to sell a significant stake in its company, potentially valuing it at \u201chundreds of millions of dollars.\u201d<\/strong><\/p>\n

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<\/figure>5)\u00a0 Rezonate Music Rights launches with $150m backing from Bridgepoint to acquire producer catalogs<\/span><\/a><\/h6>\n

Rezonate Music Rights<\/strong> has launched with $150 million<\/strong> in backing from Bridgepoint Credit<\/strong> to acquire music producer royalty rights globally.<\/p>\n

The London-based investment platform was co-founded by Cam Blackwood<\/strong>, the producer behind albums by artists George Ezra<\/strong>, Tom Walker<\/strong>, and Jack Savoretti<\/strong>, and Tom Tyler<\/strong>, who has over 20 years of experience in senior financial roles at the London Stock Exchange Group.<\/strong><\/p>\n

Bridgepoint Credit, described as one of Europe\u2019s \u201cmost experienced credit managers\u201d, has acquired a minority stake in Rezonate\u2019s management company as part of the strategic partnership.<\/p>\n

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<\/a><\/figure>MBW\u2019s Weekly Round-Up is supported by Centtrip, which helps over 500 of the world\u2019s best-selling artists maximise their income and reduce their touring costs.<\/a><\/i><\/b><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

The five biggest stories to hit our headlines over the past seven days<\/p>\n","protected":false},"author":6911,"featured_media":111195,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[],"class_list":["post-233224","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.musicbusinessworldwide.com\/wp-json\/wp\/v2\/posts\/233224","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.musicbusinessworldwide.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.musicbusinessworldwide.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.musicbusinessworldwide.com\/wp-json\/wp\/v2\/users\/6911"}],"replies":[{"embeddable":true,"href":"https:\/\/www.musicbusinessworldwide.com\/wp-json\/wp\/v2\/comments?post=233224"}],"version-history":[{"count":0,"href":"https:\/\/www.musicbusinessworldwide.com\/wp-json\/wp\/v2\/posts\/233224\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.musicbusinessworldwide.com\/wp-json\/wp\/v2\/media\/111195"}],"wp:attachment":[{"href":"https:\/\/www.musicbusinessworldwide.com\/wp-json\/wp\/v2\/media?parent=233224"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.musicbusinessworldwide.com\/wp-json\/wp\/v2\/categories?post=233224"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.musicbusinessworldwide.com\/wp-json\/wp\/v2\/tags?post=233224"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}