Author Topic: SPOT - Spotify  (Read 15603 times)

ajc

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Re: SPOT - Spotify
« Reply #40 on: February 28, 2019, 06:34:16 AM »

Spotify CFO, Barry McCarthy, took part in a fireside chat at the Morgan Stanley Tech, Media, and Telecom Conference on February 26th, 2019.
He discussed their potential total addressable market, India, current/future margin structure, and their relationship with the labels, as well as many other things.
The conversation contains numerous insights around how Spotify views their own business, and also how they see the overall audio industry.

https://investors.spotify.com/events/events-calendar/event-details/2019/Morgan-Stanley-TMT-Conference-2019/default.aspx




Liberty

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Re: SPOT - Spotify
« Reply #41 on: March 15, 2019, 01:30:46 AM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Spekulatius

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Re: SPOT - Spotify
« Reply #42 on: March 15, 2019, 04:08:20 AM »
Apple response to Spotify:

https://www.apple.com/newsroom/2019/03/addressing-spotifys-claims/

So a market place for a paid subscription service accuses the other market place of charging for access. Makes sense. :o
To be a realist, one has to believe in miracles.

rogermunibond

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Re: SPOT - Spotify
« Reply #43 on: March 15, 2019, 07:20:39 AM »
Spotify is partnering with Hulu to give Premium subscribers a free Hulu ad-supported plan as part of their package.  Interesting idea.  Billing is still through Spotify but now Hulu gets a bump up in subs.

It seems like decent idea to pair music with video content in a bundle.

Jurgis

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Re: SPOT - Spotify
« Reply #44 on: March 15, 2019, 07:52:53 AM »
Apple response to Spotify:

https://www.apple.com/newsroom/2019/03/addressing-spotifys-claims/

So a market place for a paid subscription service accuses the other market place of charging for access. Makes sense. :o

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Spekulatius

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Re: SPOT - Spotify
« Reply #45 on: April 16, 2019, 04:44:15 PM »
Freakonomics podcast about Spotify, the music industry with the founder Daniel Ek:
http://freakonomics.com/podcast/spotify/

I donít own this, but I am impressed by the founder. Very much focused on user experience and very down to earth. Listening to the podcast is time well spent if you are interested in SPOT or any other company in this sector.
To be a realist, one has to believe in miracles.

Liberty

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Re: SPOT - Spotify
« Reply #46 on: May 14, 2019, 07:26:56 AM »
New writeup about SIRI and SPOT by Scuttleblurb (subscription required):

https://www.scuttleblurb.com/sirius-pandora-siri-spotify-spot-long-term-relevance-long-term-dominance/
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

chesko182

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Re: SPOT - Spotify
« Reply #47 on: May 15, 2019, 05:36:25 AM »
would anyone care two share the two cents on Scuttleblurb's post?
twitter: @chesko182

ALLY, JPM, UHAL, BRK, GM, FCAU, AER, LBRDA, SEMUF, SPOT, ERJ

ajc

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Re: SPOT - Spotify
« Reply #48 on: May 21, 2019, 02:28:29 PM »

Sold my stake for a small gain a week or two back (after buying in at $119), though I still think management is very good, the product and brand are strong, and this will likely be a worthwhile investment over the next decade.

However, in my original analysis I believe I underestimated how competitive the global space would be for the next few years. My guess is it'll take longer than I initially figured for the industry winners and losers to shake out, so for a reasonable while I imagine the returns will be steady rather than turbo charged.

Holding Stitch Fix, Facebook, and Uber, together with bucket loads of cash, instead.



chesko182

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Re: SPOT - Spotify
« Reply #49 on: June 28, 2019, 05:13:20 AM »
A recent article, presentation and twitter thread on SPOT

Investing in the Podcast Ecosystem in 2019 - Andressen Howowitz
https://a16z.com/2019/05/23/podcast-ecosystem-investing-2019/

ValueX Vail Presentation - DA Davidson
https://valuexvail.com/presentations/#Spotify-Technology-SA-SPOT

Bluegrass Capital highlighting Scuttleblurb's article on SPOT (found this the most insightful)
https://twitter.com/BluegrassCap/status/1144314122508668929
twitter: @chesko182

ALLY, JPM, UHAL, BRK, GM, FCAU, AER, LBRDA, SEMUF, SPOT, ERJ