$SPOTr/wallstreetbetsYOLObullish u/1jb · 7d ago3 prior · 33% at 3mo Bought $300k worth of $SPOT calls, not selling til $SPOT doubles
Spotify is transitioning from a mature music-streaming app to a dominant global audio platform with inflecting margins, scaling FCF, and under-monetized levers across ads, audiobooks, video/podcasts, and higher-priced tiers. Earnings growth will accelerate faster than revenue growth as margins normalize to software/platform levels, driving the stock to approximately $1,200 within a year.
At post $559.36·Now $528.64-5.5% since postedas of Sep 8, 4:30 PM ET
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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 $543.62·Now $528.64-2.8% since postedas of Sep 8, 4:30 PM ET
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Sold 3,810 @ $512.92 avg · $1,954,343 · 2026-08-14
Form 4: Jenkins Dustee sold SPOT
Jenkins Dustee (Chief Public Affairs Officer at Spotify Technology S.A.) reported an open-market sale of 3,810.26 shares of SPOT at an average $512.92, roughly $1,954,343, in a Form 4 filed 2026-08-18.
At post $516.28·Now $528.64+2.4% since postedas of Sep 8, 4:30 PM ET
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$SPOTr/wallstreetbetsYOLObullish u/1jb · 104d ago3 prior · 33% at 3mo “close to $500,000 of OTM $SPOT calls”
I’m back holding close to $500,000 of OTM $SPOT calls
Spotify is severely underbought and poised for significant growth driven by improving guidance and new revenue streams. The author believes the stock can reach $1500-2000 within a year and is holding $500k of OTM calls.
At post $512.83·Now $528.64+3.1% since postedas of Sep 8, 4:30 PM ET
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$SPOTr/wallstreetbetsYOLObullish u/1jb · 134d ago3 prior · 33% at 3mo $300k of calls into $SPOT earnings gamble. Music is the future
Spotify should already be at all-time highs; author has $300k in calls (both short-term and long-term leaps) plus margin shares ahead of earnings, betting on meaningful upside.
At post $495.82·Now $528.64+6.6% since postedas of Sep 8, 4:30 PM ET
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