Spotify has rarely given its users much visibility into their listening habits. So far, users either had to link their account to services like Last.fm to track their music, or wait until the end of the year for Spotify to release its personalized year-in-review, Wrapped, to find out what they listened to.
During the quarter, we initiated new positions in Spotify, L3Harris Technologies and Insmed. We also added to 3i Group, West Pharmaceutical and Amazon during the quarter. We ended our investment campaigns in Atlassian, Adidas and Vertex Pharmaceuticals during the quarter.
While still 19% off its all-time high from June, recent developments—including a CEO transition and an earnings beat—could reshape the company's trajectory.
A new lawsuit alleges streaming giant Spotify turns a blind eye to vast networks of bots that inflate streaming figures to benefit megastars such as Drake at the expense of lesser-known artists.
Spotify delivered strong Q3 results, with robust Premium subscriber growth, expanding margins, and record free cash flow despite a volatile consumer environment. SPOT's price increases in the United States and Europe have shown minimal impact on retention, highlighting price inelasticity and room for further hikes to offset inflation. AI integrations and ongoing free cash flow expansion support...
In the attention economy, audio has an advantage. That's the hope of Spotify, at least, which announced during its third-quarter 2025 earnings report Tuesday (Nov. 4) that its platform crossed the 700 million monthly active user (MAU) threshold, growing 11% year over year to 713 million.
Spotify says its video podcasts are seeing increased consumer adoption. In its third quarter earnings report, the company shared that its video podcast catalog has expanded to nearly half a million shows, and more than 390 million users have now streamed a video podcast on the platform.
Spotify reported strong third-quarter results that topped Wall Street expectations on the top and bottom lines. The streaming platform had 281 million premium subscribers for the quarter, coming in just below StreetAccount expectations.
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