Moby summary of Spotify Technology S.A.'s Q2 2026 earnings call
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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 Technology continues to grow its user base, hitting 777 million monthly active users at the end of June—but the cost of wooing and keeping customers is increasing as well. Its second-quarter operating expenses rose 19% from the prior-year period, excluding payroll tax-related expenses and currency movements.
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.
Spotify (NYSE:SPOT) reportedly deleted more than 500,000 fake streams of Malcolm Todd’s “Earrings” after the song shot to the top of the U.S. chart overnight. The suspected motive: a $3 million Kalshi market on June’s most-streamed song. Traders had reportedly priced Todd’s chances below 3% before the surge began, meaning a winning bet paid roughly 30 times its stake. There is no indication Todd or his label were involved. Why Fake Streams May Be A Federal Crime Ashley Ebersole, co-founder and c
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.
Unless you are chronically online, you've probably never heard of the "Dead Internet Theory," but the presence of non-human actors, or bots, in the social media space is undeniable. Dead Internet Theory proponents argue that the vast majority of online content is either created by or consumed by ...
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Spotify (SPOT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Spotify Technology has spent years proving it can build one of the largest music-streaming audiences in the world. Bank of America now thinks the company is entering a more important phase, where the business can turn that scale into higher revenue, stronger margins, and more ways to charge its ...
Find insight on Salesforce, Snowflake, Spotify and more in the latest Market Talks covering Technology, Media and Telecom.
Spotify stock surged this week after the audio entertainment company announced AI-driven personalized products and other services.
Morgan Stanley is staying bullish on Spotify (SPOT), reiterating an overweight rating and a $590 price target, implying more than 30% upside from current levels. The firm's note, titled "Investor Day Preview: Don't Stop Believing," argues that Spotify has earned significantly more credibility with ...
Spotify plans to usher the biggest music fans to the front of the dreaded line for concert tickets. The audio-streaming giant said Thursday that it will save two concert tickets for some artists’ top fans to purchase before tickets go on general sale. “No racing bots, no chasing around online for presale codes, just two tickets held just for you,” said Rene Volker, Spotify’s senior director of live music, during an investor day presentation.
Spotify has struck a deal with Universal Music Group to let subscribers create AI-generated covers and remixes of songs, marking the first time the audio-streaming giant will allow users to produce AI content using its platform. Universal Music is home to artists including Taylor Swift, Ariana Grande, Drake and Billie Eilish. The move puts Spotify in more direct competition with startups such as Udio and Suno that allow AI-powered music creation.
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.
Spotify's share price dropped 14% this week after the company reported first-quarter earnings, and the stock is now down 42% from its all-time high.
The music company behind Lady Gaga and Taylor Swift said revenue for the three months to the end of March grew 8.1% on year at constant currency to 2.90 billion.