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Latest ideas and analyses related to Spotify Technology S.A. Ordinary Shares

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AMZN , AAPL , NFLX , DIS , WBD , PARA , EDR , WMG , SPOT , FWONK , CMCSA

+67 pts



Morgan Stanley’s The State of Streaming, Advertising, & Entertainment – Our Investment Outlook Ahead

By realmomobags on Sept. 9, 2022, 4:04 a.m.
Tagged topics: streaming , music streaming

Views: 63, Votes: 9, Responses: 1, Attachments: 1
SPOT

+35 pts



$SPOT Breathe - Reiterate OW

By mooreideas on July 28, 2022, 12:19 p.m.
Tagged topics: earnings results , resilient to recession

Views: 11, Votes: 1, Responses: 0, Attachments: 1
SPOT

+38 pts



$SPOT Breathe - Reiterate OW

By realmomobags on July 28, 2022, 6:54 a.m.
Tagged topics: earnings results

Views: 27, Votes: 5, Responses: 1, Attachments: 1
WMG , SPOT

+33 pts



Second Half Outlook – Can Streaming Audio Make a Comeback?

By mooreideas on July 25, 2022, 1:14 p.m.
Tagged topics: analyst lowers target

Views: 10, Votes: 3, Responses: 0, Attachments: 1
NFLX , BMBL , SPOT , SEAT

+34 pts



2Q22 Digital Media Quarterly Preview

By junkfoodlover on July 11, 2022, 4:57 p.m.
Tagged topics: earnings preview

Views: 27, Votes: 4, Responses: 0, Attachments: 1
0VD , 3LN , NTES , SPOT , 8T6 , SONO , TME , SIRI

+36 pts



Music still sounds good in a macro downturn; raising global industry forecasts

By ethonomics on June 13, 2022, 1:52 p.m.
Tagged topics: deep dive

Views: 30, Votes: 4, Responses: 0, Attachments: 1
SPOT

+34 pts



Spotify Frames The Long Term Platform Potential

By ethonomics on June 10, 2022, 4:14 p.m.
Tagged topics: analyst day

Views: 30, Votes: 3, Responses: 0, Attachments: 1
SPOT

+34 pts



$SPOT - Investor Day Takeaways - Deus Ex Machina?

By mooreideas on June 9, 2022, 1:08 p.m.
Tagged topics: investor day

Views: 37, Votes: 3, Responses: 0, Attachments: 1
SPOT

+37 pts



$SPOT - pullback limits further downside; model may prove recession-resistant

By josiebe on June 6, 2022, 4:29 p.m.
Tagged topics: deep dive , analyst upgrade

Views: 118, Votes: 5, Responses: 0, Attachments: 1
RBLX , LYFT , SNAP , BMBL , ETSY , ABNB , SPOT

+40 pts



$RBLX $LYFT $SNAP $BMBL $ETSY $ABNB may see elevated turnover from plummeting values of their stock-based-comp

By puckerman17 on May 16, 2022, 1:40 p.m.
Tagged topics: stock based compensation , talent retention

Views: 3218, Votes: 6, Responses: 0, Attachments: 1
BKNG , ETSY , EBAY , W , SHOP , AMZN , CHWY , UBER , LYFT , SPOT , WMG , MTCH , BMBL

+35 pts



Need greater visibility to recession risk for online travel and e-commerce stocks to work

By cassie on May 9, 2022, 10:07 a.m.
Tagged topics: investor sentiments

Views: 160, Votes: 3, Responses: 0, Attachments: 1
GOOGL , FB , TWTR , SNAP , AMZN , EBAY , ETSY , CHWY , UBER , LYFT , ABNB , BKNG , EXPE , MTCH , BMBL , SPOT , WMG , RBLX

+48 pts



US Internet Marketing Deck

By phenphen on April 11, 2022, 11:29 a.m.
Tagged topics: deep dive

Views: 69, Votes: 4, Responses: 1, Attachments: 1
AMZN , SPOT , NFLX

+36 pts



Music in the Air: Amazon Music raising price in major markets; positive implications for industry

By ethonomics on April 8, 2022, 6:41 p.m.
Tagged topics: price increase

Views: 41, Votes: 3, Responses: 0, Attachments: 1
GOOGL , FB , SNAP , PINS , TWTR , CRTO , NFLX , SPOT , ABNB , BKNG , AMZN , BMBL , MTCH

+43 pts



Trimming #s Ahead of 1Q Earnings on Russia & Related Impact, & Risk of Softer Consumer; Stronger Sector Growth in 2H

By labjordan on April 8, 2022, 12:43 p.m.
Tagged topics: analyst lowers estimates , deep dive

Views: 53, Votes: 5, Responses: 0, Attachments: 1
UBER , LYFT , DASH , ABNB , AMZN , EBAY , CHWY , W , POSH , JMIA , PTON , DUOL , NFLX , SPOT , FB , TWTR , SNAP , PINS

+42 pts



1Q22 Internet App Data Analysis

By puckerman17 on April 6, 2022, 3:36 p.m.
Tagged topics: analyst checks

Views: 39, Votes: 4, Responses: 0, Attachments: 1
GOOGL , SPOT , AAPL

+34 pts



Implications for Apple from Google-Spotify agreement, Tencent slowdown, and Hardware Subscriptions

By labjordan on March 28, 2022, 11:24 a.m.
Tagged topics: analyst checks

Views: 16, Votes: 1, Responses: 0, Attachments: 1
SPOT

+35 pts



$SPOT likely rangebound in the current environment

By ethonomics on Feb. 3, 2022, 3:06 p.m.
Tagged topics: earnings results

Views: 138, Votes: 2, Responses: 0, Attachments: 1
SPOT

+43 pts



MS positive on $SPOT despite mixed earnings

By realmomobags on Feb. 3, 2022, 10:36 a.m.
Tagged topics: music streaming

Views: 54, Votes: 4, Responses: 0, Attachments: 1
GOOGL , AMZN , FB , SNAP , SPOT

+38 pts



$GOOGL remains more insulated from the impact of privacy changes thanks to its first-party data

By labjordan on Jan. 31, 2022, 11:27 a.m.
Tagged topics: earnings preview

Views: 205, Votes: 4, Responses: 0, Attachments: 1
AMZN , FB , GOOGL , PINS , SNAP , NFLX , SPOT , UBER , DASH , LYFT , EXPE , BKNG , ABNB

+64 pts



The lines between ecommerce and digital advertising are blurring

By ethonomics on Dec. 20, 2021, 4:42 p.m.
Tagged topics: secular growth , 2022 outlook

Views: 459, Votes: 11, Responses: 3, Attachments: 1