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Added to YB: 2026-02-12

Pitch date: 2026-02-10

SPOT [neutral]

Spotify Technology S.A.

-0.91%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

Spotify Technology S.A., together with its subsidiaries, provides audio streaming subscription services worldwide.

Market Cap

$83.2B

Pitch Price

$489.74

Price Target

N/A

Dividend

N/A

EV/EBITDA

33.72

P/E

38.46

EV/Sales

4.51

Sector

Entertainment

Category

growth

Show full summary:
Spotify Q4 2025 Snapshot

SPOT (earnings): Q4 op margin hit 15% (+300bps YoY) on gross margin gains & cost discipline. 751M MAUs (+11% YoY), 10% premium sub growth, low churn despite price hikes. FCF €834M funding buybacks. Red flag: ad rev -3.5% YoY vs ad MAUs +26%, wide monetization gap. Q1 rev guide below consensus. Flywheel intact, debate now durability.

Read full article (1 min)