MAUs

Premium Subs

Ad-Supported MAUs

Monthly Active Users

% change MAUs

% change Premium Subs

% change Ad-Supported MAUs

Revenue segments as reported by the company.

Premium

Ad-Supported

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales & Marketing

General & Administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Spotify

Gimlet Media operates as a network of high-quality, narrative podcasts.

Gimlet Media

SoundBetter is a marketplace for music production for sound engineers, singers, studios, and session musicians.

SoundBetter

Parcast is the premier storytelling podcast network focused on creating scripted, story-driven programming.

Parcast

Soundtrap operates an online music recording studio that enables users to record, edit, collaborate, and share their recordings.

Soundtrap

The Echo Nest is a music intelligence company that offers music services to developers and media companies.

The Echo Nest

Anchor allows anyone to record or upload high-quality audio, host unlimited episodes, and distribute everywhere with just one click.

Anchor

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on their computers, tablets, and compatible mobile devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Spotify reports strong Q4 performance and eyes user growth

Spotify's Q4 2022 showcased robust performance with strong user and subscriber growth, exceeding revenue guidance.
Efficient cost management and strategic investments position Spotify for positive financial outlook in 2023.
Despite challenges like negative free cash flow and competition, Spotify's focus on user experience and ecosystem enablement presents growth opportunities.

Spotify surpasses user and revenue expectations, eyes AI innovation

Spotify's Q1 2023 earnings call highlighted robust user and subscriber growth, exceeding expectations. The company's focus on long-term investments and operational efficiency drove financial performance. Challenges include industry concerns like copyrights and managing operating expenses amidst growth, while opportunities lie in AI technology, new verticals, and advertising growth drivers.

Spotify reports record growth, eyes AI integration and revenue strategies

Spotify's Q2 performance showcased strong growth and revenue strategies. Challenges include forecasted operating loss and advertising revenue impact. Opportunities lie in AI integration, revenue growth, and podcast data analysis for user improvements.

Spotify excels in Q3, eyes 1 billion users by 2030

Spotify's Q3 2023 showcased strong financial performance, exceeding growth expectations and demonstrating operational efficiencies.
The company's focus on innovation, efficiency, and performance marketing mix positions it well for continued growth and progress towards profitability.
While challenges in managing expenses persist, opportunities in user growth, product innovation, and revenue enhancement are key focus areas.
Overall, Spotify's strategic initiatives and financial performance in Q3 indicate a positive trajectory for future growth and profitability.

Spotify reports robust Q4 earnings, eyes growth in podcasts

Spotify's Q4 2023 showcased strong financial performance, operational efficiency, and strategic foresight amidst growth in MAU and subscribers.
The company's focus on innovation, user engagement, and revenue diversification presents opportunities for sustained growth and market leadership.
Challenges in balancing profitability with growth initiatives, regulatory changes, and strategic realignment require agility and adaptability.
Overall, Spotify's performance highlights a resilient business model, commitment to long-term success, and potential for continued innovation and growth.

Spotify reports solid Q1 earnings, eyes pricing flexibility and innovation

Spotify's Q1 performance was strong, with a focus on revenue acceleration, profitability improvement, and innovation with label partners. While facing challenges in MAU growth and strategic adjustments, the company is eyeing opportunities in pricing flexibility, education expansion, and programmatic advertising. The new CFO is expected to enhance financial performance and resourcefulness.

Spotify excels in Q2 2024, eyes growth with premium tier

Spotify's Q2 2024 performance showcased strong subscriber trends, improved monetization, and record profitability, exceeding expectations.
The company's focus on enhancing MAU growth through marketing and product enhancements, along with the potential ultra-premium tier, positions it for continued success.
While facing challenges in a competitive market, Spotify's strategic initiatives and forecasted growth opportunities indicate a positive outlook for the future.

Spotify reports stellar Q3 performance, eyes growth through innovation

Spotify's Q3 2024 earnings call highlighted robust performance, strategic focus on growth and profitability, and a commitment to innovation. While facing challenges in capital allocation and market competition, the company is well-positioned to leverage opportunities in ad revenue, AI investments, and marketplace expansion for sustained success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Spotify seems to have learned little from the Facebook developer platform’s scandals despite getting a huge boost from the social network in its early days. Spotify has been caught allowing record labels to grab tons of unnecessary user data and permissions to even control their accounts just so people can “pre-save” upcoming song releases.

Spotify needs to crack down on labels’ apps snatching user data

Soundtrap, the music and podcast software maker that Spotify acquired in 2017, is improving its free tier by adding unlimited storage. Previously, Soundtrap’s free users were limited to storing five projects at a time.

Spotify-owned Soundtrap adds unlimited storage to the free tier of its recording software

Apple

Spotify claims Apple's app store is a "tax" on users of competing services, highlighting how AAPL stockcontrols content markets it is only now starting to enter.

Apple, The Spotify War and the Streaming Gold Mine

You are what you listen to -- and advertisers want to know what that is.

Spotify's Podcast Strategy Takes Shape

Just 0.7% of Spotify subscribers bill through the App Store.

Apple's Latest Defense Against Spotify Criticisms Again Misses the Point

It's seemingly trying to make up for its own math error last year.

Spotify wants a refund on overpaid royalties to US songwriters, report says

In March, Spotify filed a complaint against Apple with the European Commission over the so-called “Apple tax” and claims of restrictive rules regarding the App Store. In the time since, Apple has responded with the launch of a website that takes aim at the anti-trust, anti-competitive claims against it, and most recently, a deep dive […]

Apple says Spotify exaggerated how much ‘App Store tax’ it pays

Streaming music company Spotify Technology SA should be able to match the Street's user and revenue estimates, according to Evercore ISI, but three main concerns prompted the sell-side to downgrade the stock Monday.

Evercore ISI Changes Channels On Spotify, Says Gross Profit Projections Overly Optimistic

A Wall Street brokerage on Monday turned negative on streaming music leader Spotify, saying expectations for gross profit margin are "overly optimistic." Spotify stock wavered on the news.

Spotify Stock Downgraded On Overly Optimistic Profit Targets

Spotify has complained Apple abuses the power of App Store to stifle rivals.

Apple fires back at Spotify: We're paid fees on 0.5% of Spotify members

Spotify Technology SA shares SPOT, -0.97% are down 3.7% in premarket trading Monday after Evercore ISI analyst Kevin Rippey downgraded the stock to underperform from in-line.

Spotify stock falls after Evercore turns bearish

Sony

Tencent Holdings Limited

Goldman says Spotify, Vivendi, Sony and Tencent will thrive as the market moves to paid services.

4 Stocks Seen Leading As Streaming Music Market Triples

A legal remedy to big data continues to flummox regulators across the developed world.

Spotify's Big Data Spin

Spotify is taking the next big step in terms of building out its podcast business: it’s now offering the ability for advertisers to target listeners based on what types of podcasts they’re streaming. The company says brands will be able to reach Spotify Free listeners who stream from specific podcast categories, including Comedy, Lifestyle & […]

Spotify advertisers can now target listeners by what podcasts they stream

This morning, Spotify announced the rollout of a redesigned app for its Premium users. Now, the service is down.

Spotify outage not related to today’s update, company is working on a fix

Spotify is officially rolling out its redesigned experience which puts a greater emphasis on podcasts. The company today announced a new version of its “Your Library” section is being rolled out now to paying subscribers on its Premium plan.

Spotify’s redesign simplifies navigation and highlights podcasts

Glu Mobile

Uber

Here's why a mobile game maker, a music streamer, and the leader in ridesharing could deliver big returns to investors.

3 Monster Stocks in the Making.

All your favorited things will remain, but now Spotify says they'll be easier to find.

Spotify is revamping Your Library for paying members to be more personalized

Recently, Spotify was spotted testing a new personalized playlist called “Your Daily Drive,” that included both music and podcasts. Today, the company is officially launching this playlist in the U.S.

Spotify launches ‘Your Daily Drive,’ a personalized playlist that combines music and podcasts

There could be nearly 1.2 billion paid music-streaming subscriptions by 2030.

Music to Apple's and Spotify's Ears: Paid Streaming Expected to Skyrocket

The end of iTunes reminds us that AAPL stock blew a golden opportunity as competitors like Spotify and Netflix stole key markets from it. 
The post Apple Shutters Iconic iTunes As Listeners Switch To Spotify appeared first on InvestorPlace.

Apple Shutters Iconic iTunes As Listeners Switch To Spotify

Sirius XM Holdings Inc

The new Spotify Stations app borrows a lot from Pandora's flagship model, but the two platforms are doing more than chasing each other these days.

Spotify's New Trick Won't Hurt Sirius XM's Pandora

The bulls point to the company's top-line growth, while the skeptics emphasize competition and a lack of profitability. Who's right?

How Risky Is Spotify?

Spotify Stations, the streaming service’s lightweight listening app offering easy access to curated playlists, has arrived in the U.S. The app has been considered an experiment by Spotify — and by some others, a Pandora copycat, due to its support for instant music playback at launch.

Spotify launches its lightweight listening app Stations in the U.S.

Alibaba

Farfetch

Microsoft

Legendary investor Julian Robertson (Trades, Portfolio) is not just known for his leadership of Tiger Management, but also for taking a group of protégés under his wing.

News for Spotify Stock (SPOT)