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Earnings-palooza, chameleons, cockroaches, and a rare rock nugget.

The majors continue to adapt...
 
Names in the pod today:
Ed Christman
Elizabeth Dilts Marshall
Glenn Peoples
Record Store Day
Luminate
Tim Ingham
Daniel Tencer
HYBE
Sony Music
Warner Music Group
Sonos
Tom Conrad
Reservoir Media
Live Nation
BeatBread
 
 
#musicindustry #musictech #Podcast
 
LINKS:
The Taylor Effect is Real
https://www.billboard.com/pro/physical-music-2025-vinyl-hip-hop-up-taylor-swift-effect/
HYBE does OK
https://www.billboard.com/pro/hybe-earnings-tours-bts-j-hope-jin-revenue-rise/
https://www.billboard.com/pro/hybe-controversies-bts-label-k-pop-business/
Warner does OK too
https://www.musicbusinessworldwide.com/warner-music-group-regains-momentum-underlying-recorded-music-revenues-up-8-3-yoy-in-calendar-q2-subscription-revenues-up-8-5/
And So does Sony
https://www.digitalmusicnews.com/2025/08/07/sony-music-earnings-q2-2025/
Reservoir is getting there
https://www.musicbusinessworldwide.com/reservoir-reports-8-revenue-growth-to-37m-in-fiscal-q1/
And so is Sonos
https://www.zacks.com/stock/news/2679098/sonos-q3-earnings-meet-estimates-revenues-beat-stock-up
The Gold Rush continues
https://www.billboard.com/pro/beatbread-raises-124-million-backed-megabank-citi/
 
Song Of the Week -- The Beths, "No Joy"
https://open.spotify.com/playlist/1lagnkDIqhhoeTPzfdbDR
 
Music Services
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Hangout.fm

Jim Cramer doesn't get it, Swifties finished third at Wembley and JP Saxe is courageous.

Let me explain something, Jim Cramer.
 
 
Names In Today's Pod:
Jim Cramer
Ashley King
Dylan Smith
C3
Lollapalooza
Liberty Dunworth
J.P. Saxe
 
#musicindustry #musictech #Podcast
 
LINKS:
Jim Cramer doesn't get Spotify
https://www.digitalmusicnews.com/2025/08/06/jim-cramer-on-spotify-q2-performance/
Oasis Tragedy
https://www.theguardian.com/music/2025/aug/04/oasis-fans-at-wembley-gig-where-man-died-question-alcohol-use-and-security
https://www.nme.com/news/music/beer-here-now-oasis-fans-set-new-wembley-stadium-record-by-drinking-250000-pints-3882225
https://www.dailymail.co.uk/news/article-14975805/Oasis-fan-slipped-beer-plunging-death-balcony-Wembley.html
Jp Saxe Is a Hero
https://www.digitalmusicnews.com/2025/08/01/jp-saxe-tour-canceled/
Running a venue is hard: Avant Gardner Baknkruptcy
https://www.digitalmusicnews.com/2025/08/05/brooklyn-mirage-owner-avant-gardner-files-for-bankruptcy/
Running a venue is hard: But C3 knows how. 113k per day.
https://www.digitalmusicnews.com/2025/08/04/lollapalooza-attendance-2025/
 
Music Services
Https://Musicservices.com
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Seated
https://www.seated.com/
 
Copyright © 2025 Nodisc LLC

A new rival for Sunossudio, a new tool for creepers, we do the Bugatti Challenge.

Eleven Labs joins the music AI fray, and our Richard Scarry Tribute...
 
 
Names in the pod today:
Eleven Labs
Mati Staniszewski
Suno
Udio
Tim Ingham
Laurent Hubert
Jeremy Sirota
Andrew Hutchinson
Reddit
Reece Rogers
Boone Ashworth
 
Links: 
 
Eleven labs launch
https://www.wsj.com/articles/voice-startup-elevenlabs-launches-ai-music-service-8a546cef
https://www.musicbusinessworldwide.com/eleven-music-new-ai-rival-to-suno-launches-with-merlin-kobalt-licensing-deals-in-the-bag/
A Creepy Meta Ray-Ban Hack
https://www.wired.com/story/tiktok-promotes-stickers-for-secretly-recording-meta-ray-ban-video/
Don't Snooze on Reddit!
https://www.socialmediatoday.com/news/reddit-reports-higher-revenue-q2-2025/756530/
https://s203.q4cdn.com/380862485/files/doc_financials/2025/q2/Q2-25-Shareholder-Letter.pdf
Bugatti Trend
https://www.tiktok.com/music/original-sound-7498388102705056528
Our Take on Bugatti -- Nailed It!
https://youtube.com/shorts/m1uo1rMNYM4
 
Music Services
Musicservices.com
Hangout.fm
Https://hangout.fm
Lydia's V30
https://www.youtube.com/watch?v=q0tG6NjUzug

Earnings call timings, fending for oneself, and stoppering the AI genie.

Some reassuring words for AI doomers...
 
Names In Today's Pod:
Dan Rys
Virginie Berger
Ewan Morrison
Rayna Bass
Charlie D'Atri
Atlantic Music Group
Spotify
Shira Perlmutter
Michale Lewan
Fortnite
Partynextdoor
Lex Luger
Lemonaide
Dylan Smith
 
#musicindustry #musictech #Podcast
 
LINKS:
Spotify Jacks Prices
https://www.musicbusinessworldwide.com/spotify-announces-new-round-of-price-hikes-and-share-price-soars/
Atlantic Shuffle
https://www.musicbusinessworldwide.com/rayna-bass-and-selim-bouab-appointed-to-co-president-roles-at-atlantic-music-group-lanre-gaba-moves-to-advisory-evp-position/
Shira Perlmutter Fends for herself
https://www.digitalmusicnews.com/2025/08/01/shira-perlmutter-preliminary-injunction-motion-denied/
Amazon Shutters Wondery
https://www.bloomberg.com/news/articles/2025-08-04/amazon-to-shut-down-wondery-podcast-studio-reorganize-audio-business
AI may not conquer everything
https://unherd.com/2025/08/how-to-stopper-the-ai-genie/
Another Ray lof AI Light
https://www.forbes.com/sites/virginieberger/2025/07/31/inside-lex-lugers-ai-model-how-lemonaide-is-redefining-consent-in-ai-music-licensing/We
That other AI threat
https://www.billboard.com/pro/artificial-streaming-intelligence-threat-music-guest-column/
F Ai, Let's PARTYNEXTDOOR
https://www.digitalmusicnews.com/2025/08/01/sony-music-partynextdoor-fortnite/
 
Music Services
Https://Musicservices.com
Hangout.FM
Hangout.fm
 
Copyright © 2025 Nodisc LLC

Crossing the USA with the olds, salty earnings season-ing and WTH is going on at my former employers?

Salty earnings season-ing, and introducing a new feature: our Pick of the Week!
 
Names in Today's Pod
Glenn Peoples
Andy Greene
Keith Caulfield
Mitchell Peters
Sirius XM
Columbia Records
Joey Bada$$
Oultlaw Festival
Bob Dylan
HYBE
Live Nation
Warner Music Group
Tom Conrad
Sonos
 
LINKS:
Coast to coast with the Olds...
East
https://www.rollingstone.com/music/music-live-reviews/bob-dylan-willie-nelson-wilco-outlaw-festival-1235399179/
Midwest
https://www.billboard.com/lists/dead-company-san-francisco-anniversary-concert-best-moments/
West
https://www.billboard.com/music/music-news/olivia-rodrigo-weezer-lollapalooza-2025-1236035827/
Morgan Wallen Is the Problem Again
https://www.billboard.com/music/chart-beat/morgan-wallen-problem-returns-number-one-billboard-200-1236035896/
Joey Bada$$ V. Columbia
https://www.digitalmusicnews.com/2025/08/01/joey-badass-columbia-records-album-delay/
SXMeh
https://www.hollywoodreporter.com/business/digital/siriusxm-q2-2025-earnings-report-subscribers-podcasting-1236334612/
https://www.digitalmusicnews.com/2025/07/31/siriusxm-lackluster-q2-2025/
Spotify Glenn-alysis
https://www.billboard.com/pro/spotify-stock-fell-q2-earnings-analysts-worried/
Pick of the week: The best Dylan performance I ever saw in person
https://www.latimes.com/entertainment/music/posts/la-et-ms-grammys-2015-transcript-of-bob-dylans-musicares-person-of-year-speech-20150207-story.html
https://www.youtube.com/watch?v=BnYkCp3RrYM
 
RoyFi
Https://www.royfi.com
Hangout.FM
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A UMG miss, Deja Vu all over again, and I'm ready to be educated.

Flat results amid the Gold Rush.
 
 
Names in the pod today:
 
Sam Boughedda
David Krinsky
Denis Ladegaillerie
Universal Music Group
Spotify
Tim Ingham
Deezer
Vinyl Me Please
Rosenblatt
Believe
John Josephson
SESAC
Dylan Smith
Remy Bond
 
#musicindustry #musictech #Podcast
 
LINKS:
Hits Shines UMG Up
https://www.hitsdailydouble.com/news/business/umg-q2-financials-2025-07-31
VMP's AI Shines UMG up even More
https://www.vinylmeplease.com/blogs/music-industry-news/universal-music-group-reports-strong-q2-revenue-growth-amid-streaming-surge
Investing.com doesnt varnish it
https://www.investing.com/news/earnings/universal-music-group-q2-revenue-misses-expectations-4163985
Spotify Target Down
https://www.digitalmusicnews.com/2025/07/30/spotify-stock-target-rosenblatt/
https://www.digitalmusicnews.com/2025/07/31/spotify-stock-rally-cools-july-2025/
Deezer Flat
https://www.digitalmusicnews.com/2025/07/30/deezer-h1-2025-financials/
Believe Deja Vu
https://www.musicbusinessworldwide.com/denis-ladegaillerie-gets-his-company-back-believe-consortiums-squeeze-out-nearly-complete-as-firm-stops-trading-in-france/
SESAC's WBS
https://www.musicbusinessworldwide.com/sesac-raises-889m-whole-business-securitization-three-times-oversubscribed/
 
Song Of the Week -- https://open.spotify.com/playlist/1lagnkDIqhhoeTPzfdbDRh?si=1BUUQCZSQbaubZyHh18LwQ&pi=CLPO8zxbQluJt
 
Music Services
Https://Musicservices.com
Hangout.FM
Hangout.fm
 
Copyright © 2025 Nodisc LLC

The festival business is hard, old punks and bucket lists, and Sinclair discovers MTV.

Might buy a plane Ticket for Seed Sounds Weekender!
 
 
Names In Today's Pod:
Warner Brothers
Dalia Ganz
Josh Remsberg
Jesse Ervin
Glenn Peoples
Sophie Williams
Soundside Festival
Seed Sounds Weekender
Sinclair
ROXi
Kit Muir-Rogers
GigPig
 
#musicindustry #musictech #Podcast
 
LINKS:
Warner Changes
https://www.billboard.com/pro/warner-records-staff-changes-layoffs-label-marketing-team/
SInclair discovers MTV
https://www.digitalmusicnews.com/2025/07/30/sinclair-music-video-channel/
Billboard K-Pop Report
https://www.billboard.com/pro/billboard-k-pop-fandom-in-us-report-introducing/
Festivals are Hard
https://www.digitalmusicnews.com/2025/07/25/soundside-festival-canceled/
Especially in The UK..
https://www.billboard.com/pro/1975-matty-healy-new-festival-seed-sounds-weekender/
Beyonce Hits 100million in June Alone
https://www.billboard.com/pro/beyonce-cowboy-carter-tour-june-100-million-boxscore/
 
Music Services
Https://Musicservices.com
Hangout.FM
Hangout.fm
Seated
https://www.seated.com/
 
Copyright © 2025 Nodisc LLC

SPOT misses the mark, we do "the Nicki Minaj" and Don't Tap the Spam.

Did we ace the Nicki Minaj Challenge or what?
 
Names in the pod today:
Elizabeth Dilts Marshall
Allie Canal
Marc Schneider
Lee Brown
Spotify
Tyler the Creator
Niche Micro Celebrity Records
Howard Lutnick
Andrew Hutchinson
TikTok
iHeart Media
Meta
Nicki Minaj
Alisha Haridasani Gupta
 
Links: 
Spotify earnings not so Bad?
https://www.billboard.com/pro/spotify-q2-2025-earnings-subscribers-profit-revenue/
Well Actually, Yes.
https://finance.yahoo.com/news/spotify-stock-slides-after-reporting-q2-loss-weaker-forecast-after-record-rally-134534543.html?
Lee Brown Dashes out the door
https://www.billboard.com/pro/spotify-lee-brown-exit-advertising-chief-doordash/
Don't Tap the Spam
https://www.digitalmusicnews.com/2025/07/29/tyler-the-creator-dont-tap-the-glass-ai-song/
iHeart Doesn't think TikTok is going away
https://www.socialmediatoday.com/news/tiktok-launches-live-singing-competition-next-up/754246/
https://newsroom.tiktok.com/en-us/tiktok-and-iheartradio-present-next-up-live-music
Threads Upgrades
https://www.socialmediatoday.com/news/threads-expands-api-functionality-social-media-management/754239/
I don't believe this...
https://www.socialmediatoday.com/news/tiktok-ban-upheld-if-deal-not-in-place-by-deadline/754039/
The Nick Minaj Trend
https://www.nytimes.com/2025/07/24/style/nicki-minaj-challenge-tiktok.html?smid=nytcore-ios-share&referringSource=articleShare
 
Music Services
Musicservices.com
Hangout.fm
Https://hangout.fm
Lydia's V30
https://www.youtube.com/watch?v=q0tG6NjUzug

ChatGPT should be PIP-ed, don't believe the HYBE and politics is STILL weird.

AI and K-Pop move at Lightning Speed
 
 
Names In Today's Pod:
Glenn Peoples
Hybe
Bang Si-Hyeuk
Ador
Min Hee-Jin
Chris Castle
Michael Chuthakieo
Penske Media
Dick Clark Productions
Marsha Blackburn
Adam Schiff
Marc Schneider
Evan Shapiro
ChatGPT
Anthropic
Dylan Smith
 
#musicindustry #musictech #Podcast
 
LINKS:
Don't Believe the HYBE
https://www.billboard.com/pro/hybe-stock-down-chairman-bang-fraud-allegations-convictions/
New Jeans wants their SIM card back
https://www.musicbusinessworldwide.com/newjeans-telling-us-to-return-to-ador-and-hybe-is-like-telling-the-victim-of-school-bullying-to-return-to-the-same-school-and-endure-it/
ChatGPT SHould be PIP-ed
https://www.linkedin.com/posts/eshap-media-cartographer_the-matrix-lies-recently-i-embarked-on-activity-7355557260342796288-44K3?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAC_y4Bj_55MYX2ryKaHuxhU84V4OgAAeM
Anthropic lawyers Up
https://www.musicbusinessworldwide.com/anthropic-beefs-up-legal-team-ahead-of-showdown-with-universal-music-group-report/
WIlmer Hale's 8 Copyright less AI Action Plan Takeaways
https://www.wilmerhale.com/en/insights/client-alerts/20250724-top-takeaways-president-trumps-new-ai-action-plan
Return of the son of the TRAIN act
https://www.digitalmusicnews.com/2025/07/28/train-act-reintroduced/
Penske "Mike's up" again
https://www.billboard.com/pro/dick-clark-productions-mike-chuthakieo-chief-commercial-officer/
 
Music Services
Https://Musicservices.com
Hangout.FM
Hangout.fm
 
Copyright © 2025

Bond villains, politics is weird, and earnings season kicks off.

What do King Gizzard and Tom Lehrer share?
 
Names in Today's Pod
 
Darryl Ballantyne
Karen Allen
Tom Lehrer
Daniel Ek
Ethan Shanfield
Ashley King
US Rep Kevin Kylie
Fire Aid
Richard Severo
Peter Keepnews
Spotify
Deerhoof
Xiu XIu
King Gizzard
Glenn S. Gerstell
TikTok
Universal Music Group
Deeezer
Sirius XM
Tom Truitt
 
LINKS:
King Gizzard and Spotify
https://variety.com/2025/music/news/king-gizzard-and-the-lizard-wizard-pulls-music-off-spotify-1236470802/
Fire Aid kerfuffle
https://www.digitalmusicnews.com/2025/07/25/fireaid-funds-distribution-to-non-profits/
RIP Tom Lehrer
https://www.nytimes.com/2025/07/27/arts/music/tom-lehrer-dead.html?smid=nytcore-ios-share&referringSource=articleShare
Whither the TikTok Ban?
https://www.nytimes.com/2025/07/25/opinion/tiktok-ban-trump-china-technology.html?smid=nytcore-ios-share&referringSource=articleShare
Karen Allen and Darryl Ballantyne are the Smartest people in the room
https://www.linkedin.com/events/thesmartestpeopleintheroom-darr7353438566628089861/
 
RoyFi
Https://www.royfi.com
Hangout.FM
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