Spotify - The Real Opportunity

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Spotify, it's not just an ad play. The more people are using the spotify ap, the more they listen to podcasts and convert to being paying subscribers. Potify havs and ad supported tear and so you'r like, i think a little more than half their usar base uses spotify for free, and they here adds while listening to music. And of course, they can listen o podcast, but they're more likely to convert. They can make money, cause they'll continue to advertise in podcasts, but they can also make money from subscription. These adsa highly effective.

Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators.

Links

Ben Thompson: Spotify’s Surprise — Stratechery
Episode 185 — Open, Free, and Spotify — Exponent
Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery
Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery
Ben Thompson: Dithering and Open Versus Free — Stratechery
Ben Thompson: Spotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisition — Stratechery
Ben Thompson: The European Super League, Apple Music’s Letter to Artists — Stratechery
Ben Thompson: Podcast Subscriptions vs. the App Store — Stratechery
Ben Thompson: Fearing Spotify?, Apple’s Earnings, Margins and Chips — Stratechery