Added to YB: 2026-02-13
Pitch date: 2026-02-11
SPOT [neutral]
Spotify Technology S.A.
+1.28%
current return
Author Info
Company Info
Spotify Technology S.A., together with its subsidiaries, provides audio streaming subscription services worldwide.
Market Cap
$83.2B
Pitch Price
$479.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.72
P/E
38.46
EV/Sales
4.51
Sector
Entertainment
Category
growth
Spotify: Duolingo's Big Brother.
SPOT (update): Spotify FCF/share up exponentially since 2022; dominance in music enabling podcast/audiobook verticals, driving margin expansion. Natural language & agentic AI set to transform platform into interactive, hyper-personalized experience vs passive. Proprietary dataset + accelerated shipping speed (Honk tool) = widening moat. 775M MAUs, 90M used AI DJ (4B hrs). Costco Algorithm: scale efficiencies passed to customers, compounding loyalty. Ek underrated CEO executing blueprint similar to Duolingo. AI tailwind sustainable with proprietary data + obsessive customer focus.
Read full article (7 min)