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Prof G Markets
Spotify’s First Year of Profitability + Is Google Losing its Edge?
Feb 10, 2025
The hosts dive into the latest earnings from Disney, Novo Nordisk, and Uber, revealing key market trends. Spotify's transformation into profitability is analyzed, alongside a poignant Grammy speech by Chappell Roan that critiques the music industry. They ponder the impact of Spotify's model on artists' earnings. Shifting gears, Google's troubling earnings report sparks a discussion on its competitive standing against newcomers like ChatGPT and the challenges facing its cloud services. The conversation balances humor with insightful analysis.
57:28
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Quick takeaways
- Spotify marked its first year of profitability with record user growth, highlighting the importance of innovative features like Spotify Wrapped for engagement.
- Disney faced challenges with a drop in subscribers and a high churn rate, raising concerns about the sustainability of its streaming model.
Deep dives
Impact of Disney's Subscription Losses
Disney's latest earnings report revealed a disappointing drop in Disney Plus subscribers, losing 700,000 users. Despite beating expectations on overall earnings, the stock price fell significantly, indicating investor concern over the broader implications for the streaming service. The churn rate of 5% raises alarms, considering Netflix's comparably lower churn at 2%, suggesting a struggle for Disney to maintain a stable subscriber base. Analysts now speculate on the sustainability of Disney's streaming model, particularly as it continues to rely heavily on blockbuster sequels for box office success.
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