What podcasts say about Spotify
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Spotify
13 statements · 12 positive · 1 neutral
Spotify’s royalty rate declines as subscriber growth increases.
“Spotify's royalty rate actually goes down the— called the faster they grow, the more subscribers they get.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 31:48
Spotify podcasting shifted from loss-making to profitable.
“podcasting went from being like a money pit to a positive one.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 35:20
AI is likely a net positive for Spotify.
“I think it is a net positive for them”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 38:26
Spotify’s rights portfolio enables AI creations unavailable to competitors.
“because they have the rights and the clearance to all the songs and the publishing or whatever, they can do remixes and other sort of AI creations that another company can't do”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 38:52
Spotify earnings could grow about 20% annually over the next few years.
“I could see 'em growing, you know, actual earnings at at maybe a 20% CAGR over the next couple years.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 41:22
Spotify EBIT margins could eventually reach 30%.
“beyond that, it could go to 30%.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 41:51
Spotify could deliver 25–35% upside as its multiple rolls forward.
“you could see 25 to 35% upside easily.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 42:49
Spotify faces fewer streaming competitors than five to ten years ago.
“they actually have a lot fewer streaming competitors. Than they used to.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 46:44
Spotify offers greater investment conviction than Netflix due to less competition.
“I have more conviction on Spotify because I think that they have a lot of the same financial metrics, same story with less competition.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 1:03:51
Podcasting standards have generated substantial additional traffic for Spotify.
“the reason Spotify has So much extra traffic is because of the podcasting standard.”
Open the episode · Zuck's AI manifesto is a data center PR masterclass | E2323Listen at 1:17:27
Spotify is the world’s largest music streaming service.
“the world's largest music streaming service”
Open the episode · Wayfair Surges, Palantir Jumps, Spotify Dips as MAU, Operating Income Forecast MissListen at 4:02
Spotify could create a system for compensating artists whose music trains AI.
“Well, Spotify could do it.”
Open the episode · #874: Guy Oseary — The Legendary Hollywood Power Broker on 5-Minute Decisions, 36 Years of Managing Madonna, 26 IPOs, and Spotting Magic FirstListen at 1:14:01
Spotify releases approximately 300,000 songs daily.
“Spotify releases like 300 fucking thousand songs a day.”
Open the episode · #2520 - Tommy LeeListen at 17:30
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.