Added to YB: 2025-04-24
Pitch date: 2025-04-17
SPOT [neutral]
Spotify Technology S.A.
+2.36%
current return
Author Info
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Company Info
Spotify Technology S.A., together with its subsidiaries, provides audio streaming subscription services worldwide.
Market Cap
$100.1B
Pitch Price
$584.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.60
P/E
72.67
EV/Sales
5.61
Sector
Entertainment
Category
growth
Show full summary:
JDP Capital Management Survivor & Thriver Fund Portfolio Holding: Spotify Technology S.A.
SPOT (holding update): FCF +123% YoY in Q4 due to strong operating leverage. 675M subscribers (paid+ad). Primary beneficiary of shift from linear media to podcasting. Concern: ad revenue only +7% (12% of total revenue), lacking targeting capabilities vs YouTube/Instagram. Still executing on price hikes. Stock +20% in Q1.
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