SONY, UMGNF, WMG Stocks Slide on Warning Music Labels ‘Most Exposed’ to AI

FomoAnxiety · 2026-02-24T17:01:36+00:00

Shares of Sony, Universal, and Warner Music fell as a report highlighted their vulnerability to AI-generated music, with live event companies seen as more secure and promising in the industry.

FomoAnxiety

2026-02-24 17:01:36

Abstract generation in progress

Shares in Sony Group (SONY), Universal Music Group (UMGNF), and Warner Music Group (WMG) all edged lower on Tuesday morning. This follows a report that described the Big Three music record labels as “most exposed” to the rise of artificial intelligence-generated music.

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In the report, Rothschild & Co. Redburn analyst Ed Vyvyan contended that while recent jitters about AI disruption across several industries largely swept up live music event operators such as Live Nation Entertainment (LYV) and CTS Eventim (DE:EVD), the labels actually face the greatest risk of further market-share losses and music catalog devaluation.

Vyvyan argued that live music event companies are the least exposed and have “the most compelling opportunities in the sector.”

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