SPOT

Spotify Technology S.A. (SPOT) | Rumor.io

Spotify Technology

SPOT

Attention (50-day avg)0.01%

Attention rank (50-day avg)#576

Bullish sentiment (50-day avg)100%

Price to earnings ratio28.2

Market capitalization102.3B

Earnings per share18.1

Dividend yield (TTM)—

Revenue (annual)17.2B

Net income (annual)2.2B

Social

What share of all stock conversation is about SPOT?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0.01% 0	0.08% -0.22

Sep 2

Spotify's valuation is underestimating its growing pricing power, scaling free cash flow, and multiple under-monetized levers across ads, video/podcasts, and higher-priced tiers.
The company's earnings power is expected to grow faster than its top line as revenue compounds while margins move toward mature software/platform levels.
Wolfe Research assigns an Outperform rating to Spotify, with a $690 price target and 26% upside, expecting the company to benefit from the trend toward streaming bundles alongside Netflix and others.

Generated by AI

Sentiment

Of the messages about SPOT that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +25	99.85% +9.31	54.96% -38.74
Bearish	—	0% -25	0.15% -9.31	45.04% +38.74

Bullish· Sep 2

Spotify's valuation is still underestimating its potential as a dominant global audio platform, with pricing power, inflected margins, and under-monetized levers across ads, audiobooks, and video/podcasts.
Normalized earnings power for Spotify could grow much faster than the top line, with revenue compounding and margins moving toward mature software/platform levels.
Spotify's Q2 revenue rose 14% YoY, with Premium revenue up 16%, and the company is expected to benefit from the trend toward streaming bundles alongside Netflix, Disney/Hulu, Amazon, and YouTube.

Bearish· Jul 29

The post mentions that the market is wrong about Spotify, implying a negative sentiment towards the company's stock.
The mention of "Hellfire" world and potential retracement could be a bearish indicator for Spotify's stock price.
The post suggests that the author will be entering the market if there's a retrace, implying a potential sell or short position.

Generated by AI

Topics

Of the messages about SPOT that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	50%	5.26%	0.5%
Macro	100%	50%	94.74%	57.58%
Announcements	0%	0%	0%	2.05%
Earnings	0%	0%	0%	16.29%
Controversies	0%	0%	0%	0.02%
Analysts	0%	0%	0%	23.56%

Earnings· Jul 23

Spotify Technology S.A. reported Q2 earnings with a 92% increase in EPS and a record $14B backlog, but the stock is still being held by some analysts despite the strong results.
Analysts say that Spotify's strong earnings and backlog are not enough to justify the stock's current price, and that the company's stock price has been impacted by other market factors.
Despite the strong earnings, Spotify's stock price has been impacted by the overall market volatility, with some analysts warning that the stock may continue to be under pressure in the short term.

Analysts· Jul 25

Analysts are bullish on Spotify, with no specific reasons mentioned in the posts.
Analysts are recommending a buy on Spotify, citing its earnings and yield.
Analysts are divided on Spotify, with some recommending a buy while others recommend a hold, citing various reasons such as a record copper quarter and a potential catalyst for a spinoff.

Announcements· May 21

Spotify announced a partnership with Universal Music Group to launch an AI-powered music tool, allowing users to create covers and remixes of songs.
The company also provided guidance for 2030, forecasting mid-teens annual revenue growth, gross margins between 35-40%, and operating margins above 20%.
Spotify aims to reach 1 billion subscribers and $100 billion in revenues by 2030, with the company's new AI-powered music platform and audiobooks/podcasts verticals expected to drive growth.

Controversies· Jul 29

The US House Judiciary Committee is investigating Spotify ($SPOT) over concerns they are censoring free speech.
Spotify ($SPOT) reported a double miss on Q2 earnings, with revenue of $4.75B vs est. 4.93B and EPS of -$0.49 vs est. $2.19.
Spotify ($SPOT) shares slumped 11% on weak guidance, with the company issuing downside guidance for Q3 and seeing Q3 revs of EUR4.20 bln vs. €4.47 bln est.

Macro· Aug 31

Spotify's pricing power is low due to market saturation and low switching costs, making it vulnerable to competitors like Apple and Google.
The company's bear case is primarily driven by competitors taking market share, with features like Apple Music's integration with iPhones making Spotify less attractive.
Despite its revenue growth, Spotify's competition from YouTube and other platforms, as well as the potential impact of AI music on its business, may hinder its growth and profitability.

Technical Analysis· Feb 10

$SPOT has shown a positive reaction to its recent earnings, with a bounce above the 450 level, but a trend reversal is not yet confirmed and requires further confirmation.
The stock's higher low structure remains intact, and a break of resistance on volume could confirm the trend, with potential upside targets in the 495-500 range.
Momentum continues to favor the bulls, with the stock showing strong relative strength versus the market and holding gains while others chop, suggesting a bullish sign.

Generated by AI

Community

Of the messages about SPOT, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	18.18%	13.64%	49.97%	36.15%
Newcomers	81.82%	86.36%	50.03%	63.85%

Regulars· Aug 20

Spotify's board of directors has approved an additional $1.5B in share buybacks, bringing the total buyback capacity to $2.22B.
The company has increased its share repurchase authorization by another $1.5B, with $723M still remaining under the existing program.
Spotify's stock is considered over-leveraged and a potential candidate for a breakout, with some analysts observing a stage 2 breakout attempt.

Newcomers· Sep 2

New users are noticing Spotify's increasing dominance in the audio streaming market, with pricing power and margin improvements contributing to growing free cash flow.
Some newcomers are comparing Spotify's growth prospects to that of TME (the Spotify of China), citing the companies' cross-holding and the relatively low market share of TikTok music.
Users are warning that holding Chinese companies, such as TME, can be a high-risk investment due to the associated uncertainties.

Generated by AI

Netflix, Inc. (NASDAQ:NFLX) and Spotify Technology S.A. (NYSE:SPOT) have built two of the world’s biggest subscription businesses, but they’ve done so in very different ways. Netflix’s advantage comes largely from its scale and the amount of content it can offer. Its huge subscriber base allows it to spread the cost of making and licensing shows […]

6h agoYahoo Finance

Is Spotify down? Latest updates on Tuesday, Sept. 29

Is Spotify down today? Here's what we know on Tuesday as users are having trouble.

19h agoUSA Today

Also Discussed

Investors talking about SPOT also mention

#	Name	Attention
1	Shopify Inc.SHOP	0.02%-0.14
2	Warner Music Group Corp.WMG	0%0
3	Netflix Inc.NFLX	0.99%+0.42
4	The Walt Disney CompanyDIS	0.01%-0.01
5	Tencent Music Entertainment GroupTME	0%new
6	Dropbox IncDBX	0%0
7	Snap Inc. Class A Common StockSNAP	0.03%+0.02
8	DoorDash, Inc.DASH	0%-0.03
9	Pinterest, Inc. Class APINS	0%0
10	Apple IncAAPL	1.56%+0.94

Spotify Technology S.A.

Communication Services
Internet Content & Information

Spotify Technology S.A. is a digital audio streaming company that provides subscription-based and ad-supported access to music, podcasts, video, lossless audio, and audiobooks in select markets. The company serves listeners through its Premium and Ad-Supported offerings, with features designed for online and offline playback across computers, tablets, mobile devices, and other smart devices. Spotify Technology S.A. also supports creators and partners through sales, distribution, marketing, contract research and development, and customer support services. Its platform is used globally by consumers seeking personalized listening experiences, curated playlists, and broad catalog access. Founded in 2006 and headquartered in Stockholm, Sweden, Spotify Technology S.A. plays a central role in the global shift toward on-demand digital audio consumption.

Website

Location

Regeringsgatan 19

Stockholm, 111 53

Sweden

Social

What share of all stock conversation is about SPOT?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0.01% 0	0.08% -0.22

Sep 2

Spotify's valuation is underestimating its growing pricing power, scaling free cash flow, and multiple under-monetized levers across ads, video/podcasts, and higher-priced tiers.
The company's earnings power is expected to grow faster than its top line as revenue compounds while margins move toward mature software/platform levels.
Wolfe Research assigns an Outperform rating to Spotify, with a $690 price target and 26% upside, expecting the company to benefit from the trend toward streaming bundles alongside Netflix and others.

Generated by AI

Sentiment

Of the messages about SPOT that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +25	99.85% +9.31	54.96% -38.74
Bearish	—	0% -25	0.15% -9.31	45.04% +38.74

Bullish· Sep 2

Spotify's valuation is still underestimating its potential as a dominant global audio platform, with pricing power, inflected margins, and under-monetized levers across ads, audiobooks, and video/podcasts.
Normalized earnings power for Spotify could grow much faster than the top line, with revenue compounding and margins moving toward mature software/platform levels.
Spotify's Q2 revenue rose 14% YoY, with Premium revenue up 16%, and the company is expected to benefit from the trend toward streaming bundles alongside Netflix, Disney/Hulu, Amazon, and YouTube.

Bearish· Jul 29

The post mentions that the market is wrong about Spotify, implying a negative sentiment towards the company's stock.
The mention of "Hellfire" world and potential retracement could be a bearish indicator for Spotify's stock price.
The post suggests that the author will be entering the market if there's a retrace, implying a potential sell or short position.

Generated by AI

Topics

Of the messages about SPOT that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	50%	5.26%	0.5%
Macro	100%	50%	94.74%	57.58%
Announcements	0%	0%	0%	2.05%
Earnings	0%	0%	0%	16.29%
Controversies	0%	0%	0%	0.02%
Analysts	0%	0%	0%	23.56%

Earnings· Jul 23

Spotify Technology S.A. reported Q2 earnings with a 92% increase in EPS and a record $14B backlog, but the stock is still being held by some analysts despite the strong results.
Analysts say that Spotify's strong earnings and backlog are not enough to justify the stock's current price, and that the company's stock price has been impacted by other market factors.
Despite the strong earnings, Spotify's stock price has been impacted by the overall market volatility, with some analysts warning that the stock may continue to be under pressure in the short term.

Analysts· Jul 25

Analysts are bullish on Spotify, with no specific reasons mentioned in the posts.
Analysts are recommending a buy on Spotify, citing its earnings and yield.
Analysts are divided on Spotify, with some recommending a buy while others recommend a hold, citing various reasons such as a record copper quarter and a potential catalyst for a spinoff.

Announcements· May 21

Spotify announced a partnership with Universal Music Group to launch an AI-powered music tool, allowing users to create covers and remixes of songs.
The company also provided guidance for 2030, forecasting mid-teens annual revenue growth, gross margins between 35-40%, and operating margins above 20%.
Spotify aims to reach 1 billion subscribers and $100 billion in revenues by 2030, with the company's new AI-powered music platform and audiobooks/podcasts verticals expected to drive growth.

Controversies· Jul 29

The US House Judiciary Committee is investigating Spotify ($SPOT) over concerns they are censoring free speech.
Spotify ($SPOT) reported a double miss on Q2 earnings, with revenue of $4.75B vs est. 4.93B and EPS of -$0.49 vs est. $2.19.
Spotify ($SPOT) shares slumped 11% on weak guidance, with the company issuing downside guidance for Q3 and seeing Q3 revs of EUR4.20 bln vs. €4.47 bln est.

Macro· Aug 31

Spotify's pricing power is low due to market saturation and low switching costs, making it vulnerable to competitors like Apple and Google.
The company's bear case is primarily driven by competitors taking market share, with features like Apple Music's integration with iPhones making Spotify less attractive.
Despite its revenue growth, Spotify's competition from YouTube and other platforms, as well as the potential impact of AI music on its business, may hinder its growth and profitability.

Technical Analysis· Feb 10

$SPOT has shown a positive reaction to its recent earnings, with a bounce above the 450 level, but a trend reversal is not yet confirmed and requires further confirmation.
The stock's higher low structure remains intact, and a break of resistance on volume could confirm the trend, with potential upside targets in the 495-500 range.
Momentum continues to favor the bulls, with the stock showing strong relative strength versus the market and holding gains while others chop, suggesting a bullish sign.

Generated by AI

Community

Of the messages about SPOT, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	18.18%	13.64%	49.97%	36.15%
Newcomers	81.82%	86.36%	50.03%	63.85%

Regulars· Aug 20

Spotify's board of directors has approved an additional $1.5B in share buybacks, bringing the total buyback capacity to $2.22B.
The company has increased its share repurchase authorization by another $1.5B, with $723M still remaining under the existing program.
Spotify's stock is considered over-leveraged and a potential candidate for a breakout, with some analysts observing a stage 2 breakout attempt.

Newcomers· Sep 2

New users are noticing Spotify's increasing dominance in the audio streaming market, with pricing power and margin improvements contributing to growing free cash flow.
Some newcomers are comparing Spotify's growth prospects to that of TME (the Spotify of China), citing the companies' cross-holding and the relatively low market share of TikTok music.
Users are warning that holding Chinese companies, such as TME, can be a high-risk investment due to the associated uncertainties.

Generated by AI

Spotify Technology

Social

Sep 2

Bullish· Sep 2

Bearish· Jul 29

Earnings· Jul 23

Analysts· Jul 25

Announcements· May 21

Controversies· Jul 29

Macro· Aug 31

Technical Analysis· Feb 10

Regulars· Aug 20

Newcomers· Sep 2

Netflix (NFLX) vs Spotify (SPOT): Which Subscription Stock Has a Wider Moat?

Is Spotify down? Latest updates on Tuesday, Sept. 29

Spotify, Anthropic's Claude down for some US users, Downdetector shows

Spotify Outage: Thousands Of Users Report Problems With Music Streaming App

Spotify down for thousands of users in US, Downdetector shows By Reuters

Spotify (SPOT) Won a Bundling Fight. Why Is Its Royalty Bill Still in Dispute?

Also Discussed

Spotify Technology S.A.

Company Information

Location

Netflix (NFLX) vs Spotify (SPOT): Which Subscription Stock Has a Wider Moat?

Is Spotify down? Latest updates on Tuesday, Sept. 29

Spotify, Anthropic's Claude down for some US users, Downdetector shows

Spotify Outage: Thousands Of Users Report Problems With Music Streaming App

Spotify down for thousands of users in US, Downdetector shows By Reuters

Spotify (SPOT) Won a Bundling Fight. Why Is Its Royalty Bill Still in Dispute?

Also Discussed

Social

Sep 2

Bullish· Sep 2

Bearish· Jul 29

Earnings· Jul 23

Analysts· Jul 25

Announcements· May 21

Controversies· Jul 29

Macro· Aug 31

Technical Analysis· Feb 10

Regulars· Aug 20

Newcomers· Sep 2