Added to YB: 2025-11-14
Pitch date: 2025-11-12
SPOT [neutral]
Spotify Technology S.A.
-18.07%
current return
Author Info
No bio for this author
Company Info
Spotify Technology S.A., together with its subsidiaries, provides audio streaming subscription services worldwide.
Market Cap
$91.3B
Pitch Price
$651.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.08
P/E
27.90
EV/Sales
4.68
Sector
Entertainment
Category
growth
Spotify: Just Getting Started.
SPOT (earnings): Up 550% since original thesis. Price hikes w/ minimal churn show strong value/price ratio. MAUs up 6x since 2016, FCF/share up 27x. AI-enabled faster iteration driving record shipping speed. New co-CEOs bullish on agentic backend. Expanding beyond music into media platform. Strong flywheel: better product → engagement → retention → business growth.
Read full article (4 min)