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

Swedish music streaming giant Spotify said Monday it will cut some 200 positions, equalling two percent of its workforce, as it slims down its internal podcast operations.

Spotify to cut 200 staff working with podcasts

Match Group

New AI tools could revolutionize digital consumer services this decade. Match Group and Spotify are both poised to take advantage of these innovations.

2 Under-the-Radar Tech Companies That Will Benefit From the AI Boom

Just a few months after announcing a significant wave of layoffs, Spotify plans to conduct another round of layoffs. This time, the job cuts will affect the podcast division as part of a corporate reorganization.

Spotify will cut 200 jobs in its podcast unit

The streaming company plans to focus on partnerships with top podcasters.

Spotify to Cut 200 Jobs as It Reorganizes Podcasting Division

Spotify Technology SA said on Monday it would cut 200 jobs from its podcast unit in its second round of layoffs, as the company restructures the business after years of heavy investment.

Spotify to lay off 200 workers in podcast division

The streaming company said the layoffs were part of a pivot towards a more tailored partnership approach with podcast creators.

Spotify lays off 200 employees, or about 2% of its workforce

Spotify is cutting 200 jobs, about 2% of its workforce, in a revamp of its podcast business. Sahar Elhabashi, VP, Head of Podcast Business, outlined the plans in a blog post.

Spotify Cutting 200 Jobs, Combining Gimlet And Parcast In “Fundamental Pivot” Of Podcast Operations

Apple

DraftKings

DexCom

Fortinet

Li Auto Inc.

NVIDIA

Tractor Supply

Want to ride the hot hand of the market? Consider these nine momentum stocks that are climbing the charts this year.

9 Momentum Stocks to Buy Now

Spotify is adding a lot of new listeners, especially young people in emerging markets. There's plenty of room to improve monetization with price hikes and advertising.

3 Reasons Long-Term Investors Should Hit Play on Spotify

Spotify is the preeminent digital service provider as evidenced by its ubiquity, user engagement, and best-in-class product. Spotify has 4 untapped tailwinds, which should significantly increase its revenue in the next 5 years.

Spotify: The Closer I Look, The More Bullish I Become

According to Bill Simmons, Spotify's Advertising Is Getting an AI Boost

With Spotify's AI DJ, the company trained an AI on a real person's voice — that of its head of Cultural Partnerships and podcast host, Xavier “X” Jernigan. Now, the streamer may turn that same technology to advertising, it seems.

Spotify may use AI to make host-read podcast ads that sound like real people

Bill Simmons, founder of The Ringer, hinted at Spotify's future AI plans. He said that the streaming service is working on technology for AI-generated ads.

That podcast ad you're listening to may soon be AI. Spotify is reportedly developing bots to mimic your favorite hosts.

Spotify is launching its AI feature called “DJ” for premium customers in the U.K. and Ireland. The feature is aimed at music discovery and it plays curated music with AI-powered commentary in English.

Spotify expands AI-powered DJ feature to UK and Ireland

Alphabet

Sirius XM Holdings Inc

Artificial intelligence (AI) is revolutionizing the music industry, from personalization to copyright management and beyond. AI-generated music won't replace human creativity anytime soon, but it can be a valuable collaboration tool for artists.

Why AI Is a Game-Changer for the Music Industry

SAN DIEGO--(BUSINESS WIRE)--The world's first AI healthcare radio station started streaming on LifesavingRadio.com through Spotify to help enhance surgical performance in the OR.

World's First AI Healthcare Radio Station Now Streaming Through Spotify

The market's demands for increased profitability coincide with Spotify's transition to a more mature business. Cost rationalizations and likely US-market price increases should bolster near-term free cash flow.

Spotify: Cash Flow Poised To Surge

Spotify missed its revenue and earnings growth estimates for the first quarter of 2023, but its revenue growth is still faster than the prior three quarters. I believe the company offers an exceptional value proposition to consumers with over 100 million songs, podcasts and audiobooks for $9.99 per month.

Spotify: Missed A Beat At Earnings But Deeply Undervalued

Twenty-First Century Fox

New York Times

Rumble Inc

AT&T

Warner Bros Discovery Inc

Mainstream Media “Shake-Ups” Gain Momentum

New Media vs. Old Media: Winners & Losers

Spotify and Findaway announced today that Findaway Voices, an audiobook distributor for independent authors, is eliminating its 20% distribution fee for audiobooks purchased on Spotify. The streaming service acquired digital audiobook distributor Findaway back in November 2021.

Spotify-owned Findaway Voices eliminates distribution fee for audiobooks on the streaming service

Spotify reported first-quarter earnings on April 25. Analysts up and down Wall Street raised price targets on the stock in response to a record-breaking quarterly addition of new users.

Spotify Keeps Beating Expectations. Is It Time to Buy?

Spotify added a record number of users and subscribers in the first quarter. The company is not generating a profit and is struggling to expand its margins.

Spotify Is Growing Users at a Record Rate: Should You Buy the Stock?

Spotify Technology said on Thursday it was investigating some issues with its web page, following reports that the audio streaming platform was down for thousands of users.

Spotify investigating issues after reports of outage

User growth is the first step in long-term revenue growth.

Spotify Shocks With Enormous User Growth

Spotify delivered a Q1 report Tuesday morning that missed on sales and earnings -- but its stock still rose strongly. Spotify continued to grow both users and revenues, but profits remained elusive.

News for Spotify Stock (SPOT)