u/azidoazide-azide- · 9d agono track record yet
Why are people bearish on Spotify?
Spotify is miscast as a media company disrupted by AI when it should benefit from AI adoption. With 760M MAUs, market-leading engagement, gross margins expanding to 35-40% by 2030, and AI monetization opportunities through label deals, Spotify is positioned to deliver mid-teens revenue CAGR while capturing better economics from its owned consumer relationship and data.
At post $543.62Now $528.64-2.8% since postedas of Sep 8, 4:30 PM ET
1d+0.1%
3d+3.0%
1w-0.2%
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