Reservoir: 3 Key Takeaways for Long-Term Investors

Reservoir raised its fiscal 2027 revenue guidance to $188-192 million following strong Q2 results with 10% year-over-year revenue growth. The music publisher is expanding catalog value through NIL rights deals, maintaining disciplined acquisition pricing despite market gaps, and pursuing legal action against unauthorized AI use of copyrighted music. Management expects continued growth driven by streaming price increases and steady catalog usage.