Morgan Stanley thinks music streaming subscriptions are the real deal, and it’s predicting steady growth for the music industry on the backs of companies like Spotify and Apple Music.
« We estimate that industrywide subscription streaming spending grew nearly 50% in 2015 in the US, and has climbed to ~15% of industry recorded music revenue, » Morgan Stanley analysts Benjamin Swinburne and Ryan Fiftal wrote in a note on Monday. And this growth will be the savior of the music industry, which grew for ~2.5% in 2015, according to the analysts.
« We think that after years of stalled growth, the music industry has found its growth strategy — subscription on-demand, » the analysts say.
On restera prudent…diverses études ont montré leur difficulté à prévoir l’ampleur des phénomènes et aussi leur pertinence dans la durée.