EPISODE · Oct 28, 2022 · 20 MIN
Spotify Earnings Update: Has The Story Changed? | Stock: SPOT
from The John Johnston Lounge · host John Johnston
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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Spotify Earnings Update: Has The Story Changed? | Stock: SPOT
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