Latest / The John Johnston Lounge
Spotify Earnings Update: Has The Story Changed? | Stock: SPOT
After looking at the latest Spotify Q3 2022 earnings, and listening to the earnings call with CEO Daniel Ek, in this episode I give an updated summary and some commentary on the streaming media company. Has the investment story changed?
00:15 Spotify financial media headlines
02:57 SPOT recent share price action
03:35 Spotify Q3 2022 highlights
05:02 New video podcasting
05:44 Q3 2022 financial summary
06:19 Gross margin concern
07:45 Free cash flow
08:10 Global mix of monthly active users (MAUs)
09:03 First iteration of Audiobooks
09:43 Progress of Podcasting
10:08 Two-Sided Marketplace…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.