Added to YB: 2025-08-01
Pitch date: 2025-07-30
SPOT [neutral]
Spotify Technology S.A.
-8.71%
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
$654.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.60
P/E
72.67
EV/Sales
5.61
Sector
Entertainment
Category
N/A
Show full summary:
Spotify $SPOT Q2 Financial Report Analysis
SPOT (earnings update): Q2 revenue €4.19B (+10% YoY) missed €4.27B est; EPS €0.42 far below €2.05 est. Gross margin 31.5% (+2.27pts) from podcasts/audiobooks. MAU 696M (+11%), Premium subs 276M (+12%). Weak Q3 guidance: €4.2B rev vs €4.48B est. Key issue: declining ARPU despite user growth. Must improve monetization to prove profitability.
Read full article (4 min)