22:04NYAB och Spotify har levererat sina Q3-rapporter med både positiva och mindre positiva inslag på sina håll. Vi har nu publicerat uppdaterade analyser på bolagen, och i den här intervjun får du höra hur analytiker Christoffer ser på utvecklingen och framtiden samt faktorerna bakom våra rekommendation här och nu.
Spotify’s Q3 print came in above our top- and bottom-line estimates.
Spotify’s Q3 print came in above our top- and bottom-line estimates.
Spotify reports Q3 earnings on Tuesday, November 4, before the market opens. We expect Q3 revenue to be in line with guidance, driven by robust MAU/subs growth, but FX headwinds to weigh on ARPU.
Spotify announced today that founder and CEO Daniel Ek will transition to the role of Executive Chairman as of January 1, 2026, while Gustav Söderström, Co-President and Chief Product & Technology Officer, and Alex Norström, Co-President and Chief Business Officer, will assume the roles of co-CEOs.
Spotify’s Q2 print missed our top- and bottom-line estimates. Still, subscriber growth outperformed once again, driven by broad-based strength across all markets
Spotify’s Q2 print missed our top- and bottom-line estimates. Still, subscriber growth outperformed once again, driven by broad-based strength across all markets
Spotify reports Q2 earnings on Tuesday, July 29, before the market opens. We expect the business to continue to show resilience amid continued macroeconomic and geopolitical uncertainty
Spotify publicerade rapporten för det första kvartalet i slutet av förra veckan. Rapporten var i stort sett i linje med analytiker Christoffers förväntningar, även om ...
Spotify’s Q1 print was broadly in line with our expectations, though net subscriber additions surprised positively. However, guidance for Q2’25 came in somewhat below both our and Street’s estimates, particularly on MAUs, revenue, and operating income.
Spotify’s Q1 print was broadly in line with our expectations. However, the Q2’25 guidance came in a bit shy of both our and Street’s estimates, particularly on MAUs, revenue, and operating income.
Spotify will report Q1 earnings on Tuesday, April 29, before the market opens. The company enters earnings season with strong momentum and a macro environment that, while uncertain, likely has minimal impact on its core business.
Spotify’s impressive transformation into a profitable business with strong free cash flow generation, coupled with sustained high growth in its user base, underscores the platform’s strength and solid fundamentals. However, we believe the current valuation already reflects these achievements, warranting a more cautious stance at this point.
Spotify släppte sin Q4-rapport den 4 februari, och vi sammanfattar den tillsammans med analytiker Christoffer Jennel. Vad anser Christoffer är de viktigaste insikterna från rapporten? Vad sa egentligen VD Daniel Ek under Spotifys earnings call? Och hur bör Spotify använda sin starka nettokassa?
Spotify reported an overall very strong, better-than-expected Q4 report. The report had many bright spots, including a notable beat in MAUs and subscribers.
Spotify reported an overall very strong, better-than-expected Q4 print. The report had many bright spots, most notably an impressive MAU and subscriber beat.
Spotify is set to release its Q4 earnings report on Tuesday, February 4, before the market opens. We believe key areas of focus in the report include gross margin, MAU/subscriber growth, monetization, and Q1’25 guidance.
Den första analysen av Spotify är publicerad, och vi sammanfattar huvudpunkterna tillsammans med analytiker Christoffer. Vi djupdyker i vad som driver utvecklingen för streamingjätten, hur bolaget väntas vända från negativa resultat till lönsamhet under 2024 och vilka långsiktiga mål som ligger i sikte för Spotify.
Spotify’s impressive transformation into a profitable business with strong free cash flow generation, coupled with sustained high growth in its user base, underscores the platform’s strength and solid fundamentals.
