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The Art of Value

Spotify Earnings Update: Has The Story Changed? | Stock: SPOT

Oct 28, 2022
20:27

After looking at the latest Spotify Q3 2022 earnings, and listening to the earnings call with CEO Daniel Ek, in this episode I give an updated summary and some commentary on the streaming media company. Has the investment story changed?

00:15 Spotify financial media headlines
02:57 SPOT recent share price action
03:35 Spotify Q3 2022 highlights
05:02 New video podcasting
05:44 Q3 2022 financial summary
06:19 Gross margin concern
07:45 Free cash flow
08:10 Global mix of monthly active users (MAUs)
09:03 First iteration of Audiobooks
09:43 Progress of Podcasting
10:08 Two-Sided Marketplace
10:30 Outlook for Q4 2022
10:48 Earnings call highlights and commentary
14:21 The critical metric: Lifetime User Value (LTV)
15:58 Danial Ek on gross margins
17:42 Increasing prices - pricing power
19:07 Battling the gatekeeper: Apple
19:42 A key takeaway

Related episode:
Some Key Takeaways from Spotify Investor Day 2022
https://youtu.be/EQHQcOZCkGM

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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