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 is digging deeper into podcasting in a new partnership Riot Games, maker of the battle royale video game “League of Legends.” The deal will include an original podcast series for “League of Legends,” as well as playlists inspired by the gaming community.

Spotify inks podcast deal with ‘League of Legends’ maker Riot Games

Spotify (SPOT) stock may have topped out in July and entered an intermediate correction that undercuts the $200 level.

Has Spotify (SPOT) Topped Out?

Spotify generates most of its revenue by selling ad-free music-streaming services, but it also sells ad space on its non-premium streaming service.

How Spotify Makes Money: Premium Service and Ad-Supported Service

Salesforce

CrowdStrike

CoStar Group

Datadog

Pinduoduo Inc - ADR

PayPal

StoneCo

Vroom

On August 14th, institutional investment managers with more than $100 million AUM disclosed their positions at the end of Q2 2020.

Top Buys From The Best Money Managers (Q2 2020)

Apple

Apple will reportedly consolidate its  services into new Apple Bundles packages, putting pressure on indie streaming services like Spotify.

How Apple Bundles Are A Direct Assault On Spotify

Match Group

“Fortnite” creator Epic Games is geared up for a bona fide dust-up against Big Tech, and it is winning the support of other prominent app developers in the process.

In Battle Royale against Apple, Spotify and Match Group throw support behind ‘Fortnite’-developer Epic Games

Tinder owner Match Group and music giant Spotify have made a public display of support for Epic Games, whose mega-popular “Fortnite” was booted from Apple’s App Store and the Google Play Store after it introduced a new payment system that allowed it to circumvent the shops’ steep 30 percent fees. The dating juggernaut, which also.

Spotify, Tinder owner support Fortnite’s fight against Apple ban

The up-and-coming streaming media expert in the Swedish corner is a much better bet than the stagnating entertainment giant from Japan.

Forget Sony: Spotify Is a Better Entertainment Stock

Spotify: Wish I Could Buy The Stock

Spotify has reached a point in its development where it sounds a lot like Netflix circa 2013.

Spotify's Virtuous Cycle Is Just Getting Started

Okta

Zendesk

These companies have grown a lot in the last five years and have a lot of runway ahead.

3 High-Growth Stocks to Buy Now

Musicians have not taken kindly to comments made last week by Spotify Technology SA Chief Executive Daniel Ek that they need to work harder in the streaming age.

Key Words: Musicians have some choice words for Spotify CEO Daniel Ek, who says they should work harder

QUALCOMM

We used TipRanks analyst ranking service to pinpoint Wall Street's best-performing analysts.

Wall Street's top analysts say stocks like Qualcomm and Spotify have compelling upside potential

Spotify is a great company, but weak financial trends imply that SPOT stock is priced too richly for its own good.
The post Spotify’s Shaky Earnings Confirm SPOT Stock is Overvalued appeared first on InvestorPlace.

Spotify’s Shaky Earnings Confirm SPOT Stock is Overvalued

Spotify stock is very expensive, but long-term investors should still buy it as CEO Daniel Ek disrupts not just radio, but music in general.
The post Spotify Stock Represents the Future of Radio appeared first on InvestorPlace.

Spotify Stock Represents the Future of Radio

Spotify continues to innovate and show progress in the form of storytelling stickiness with exclusives – a cultural asset that may be harder to justify as financial but could prove to be very strategic in the long term, eventually translating into revenue upticks.

Yes, Spotify’s Podcast Strategy Is Working, But Doubling Down On Exclusive Content Is A Costly Bet

Should Spotify Investors Worry About Declining Revenue Per Subscriber?

Aphria

Bank of America

Aphria, PayPal, Spotify and Bank of America are our top stock trades for Thursday. That said, let's look at how the charts are setting up.

4 Top Stock Trades for Thursday: PYPL, SPOT, APHA, BAC

Spotify Technology S.A. (SPOT) CEO Daniel Ek on Q2 2020 Results - Earnings Call Transcript

Music streaming giant Spotify deepened its loss in the second quarter, even as its total pool of monthly active users neared the 300 million mark. The Stockholm-based company said its net loss swelled to $418 million from a loss of $76 million a year earlier because of dried-up advertising and higher-than-expected payroll taxes linked to.

Spotify’s quarterly loss widens despite soaring user growth

The COVID-19 pandemic’s continued impact on Spotify’s business was apparent in the results of the company’s Q2 2020 earnings today. On some fronts, Spotify had good news.

Spotify users are streaming again, but ad revenues still suffer due to COVID crisis

Spotify Technology S.A. (NYSE: SPOT) reported its second-quarter financial results before the markets opened on Wednesday.

User Growth Isn’t Enough to Lift Spotify

Spotify saw monthly active users jump 29% to 299 million last quarter with boosts in paid and premium subscribers but earnings were squeezed by costs associated with the streaming music giant’s stock price gains. Premium subscribers rose 27% from a year earlier. Paid subscribers, 138 million, beat Wall Street estimates for the three months ended

Spotify’s Q2 Montly Active Users Jump 29% To 299 Million, Podcast Engagement Grows; But Losses Widen, Stock Dips

“As of June 30, global consumption hours have recovered to pre-COVID levels,” the company revealed.
The world’s largest streaming music service has posted its Q2 2020 earnings.

Spotify Q2 2020: Global consumption hours recover to pre-pandemic levels as MAUs grow 29% YOY

Streaming music leader Spotify Technology on Wednesday added more subscribers than expected in the second quarter but its sales and earnings disappointed. Spotify stock fell on the news.

News for Spotify Stock (SPOT)