u/azidoazide-azide- · 54d agono track record yet
Why are people bearish on Spotify?
Spotify is unfairly de-rated as a "media company disrupted by AI" when it is positioned to be a beneficiary. Strong engagement, improving unit economics (gross margins expanding to 35-40% by 2030), and control of the consumer relationship via proprietary user data give Spotify leverage to negotiate better label deals and monetize AI features, supporting mid-teens revenue CAGR through 2030.
At post $543.62Now $578.74+6.5% since postedas of Oct 23, 12:00 PM ET
1d+0.1%
3d+3.0%
1w-0.2%
1m-10.3%
3m—
6m—
1y—