Spotify is prioritizing monetization, add-ons and automated ads while accepting slower MAU growth and keeping AI spending and margins under tight control.
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Moby summary of Spotify Technology S.A.'s Q2 2026 earnings call
Spotify Technology SA (SPOT) beats subscriber guidance and posts record profitability, while strategically managing MAU growth in emerging markets to drive long-term value.
Following triple-digit gains on the major indexes yesterday, we're up another +559 points on the Dow, +221 on the Nasdaq and +6 on the S&P 500.
Spotify added seven million premium subscribers in the second quarter, bringing its total to 300 million and beating the streamer’s prior guidance. Revenue grew 14% and its gross margin hit a record of 33.
Markets enter an earnings-dominated week with a huge concentration of corporate results spanning technology, industrials, healthcare, consumer discretionary, and entertainment sectors. This will provide a critical assessment of economic health and corporate fundamentals amid persistent uncertainty about technology sector valuations and AI infrastructure spending.
Netflix just reported a revenue miss, a free cash flow collapse, and its stock sits near a 52-week low, yet our proprietary model is flashing one of the most aggressive buy signals we have issued all year.
Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about future disclosures is making Wall Street more nervous than the guidance miss itself.
Spotify (SPOT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Planet Fitness (PLNT) and Peloton (PTON) both reported quarterly earnings results, with the former cutting its outlook while the latter posted a profit. Yahoo Finance Senior Reporter Brooke DiPalma talks more about the "K-shaped fitness economy" in the video above.
Moby summary of Peloton Interactive, Inc.'s Q3 2026 earnings call
There are some surprises for investors: Spotify, Robinhood, and SoFi all dropped after results failed to impress.