Jeff Santoro

Fool analyst focused on media and consumer tech who provides commentary on Spotify's margin improvements and the risks and opportunities for pricing and growth.

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Nov 4, 2025 • 20min

When Rule Breakers Find Religion (or, at least profits)

This week, analysts Jason Hall and Jeff Santoro dive into the transformation of major players in tech. Jason offers insight into Shopify’s strategy to compete against Amazon and the implications of AI-driven shopping. Jeff discusses Spotify's impressive margin improvements, weighing the risks of slower growth and user conversion challenges. They also explore Uber's remarkable shift to profitability and the implications of dynamic pricing practices. These 'reformed Rule Breakers' reveal how cash flow and discipline are becoming the new growth goals.

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