Added to YB: 2025-11-14
Pitch date: 2025-11-12
SPOT [neutral]
Spotify Technology S.A.
-8.17%
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
$651.01
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:
Spotify: Just Getting Started.
SPOT (earnings): Up 550% since original thesis. Price hikes w/ minimal churn show strong value/price ratio. MAUs up 6x since 2016, FCF/share up 27x. AI-enabled faster iteration driving record shipping speed. New co-CEOs bullish on agentic backend. Expanding beyond music into media platform. Strong flywheel: better product → engagement → retention → business growth.
Read full article (4 min)