Spotify delivered a solid quarter. 761M MAUs up 12% YoY, 293M premium subscribers, gross margin hit a Q1 record at 33%, operating income β¬715M up 40% YoY. Revenue missed slightly in absolute terms but in constant currency revenue grew 15% and free cash flow hit β¬824M, up 54% YoY.
The margin story is finally becoming real. This isn't just management talking about profitability anymore, the numbers are actually showing up. Only weak spot was ad supported revenue which declined 5% reported, so that segment is still not pulling its weight.
Q2 guidance calls for 778M MAUs and 299M premium subs which looks healthy. If you're long Spotify on the thesis that they're still early in monetizing their user base, this quarter gives you more reason to stay confident.
NoRiskNoFun
3 maanden geleden
Spotify earnings visualisation π
NoRiskNoFun
3 maanden geleden
Spotify Q1 2026 earnings π
Jonathan123
3 maanden geleden
Earnings
Swan100
3 maanden geleden
Below 500
Any reason for this drop below $500. This seems like a company that will continually go up, think itβs a good time to enterβ¦
Thoughts from any analysts?
MSUWH
4 maanden geleden
About time
Itβs right that Spotify is moving in the right direction again. 700m + active users interacting with your app eventually has to count for something. Onwards and upwards from here. No competitor is even close.
remytherat
4 maanden geleden
No one say the r word
I mean π. Or the stock will hear us.
nsherpa08
5 maanden geleden
Summer
I haven't invested in Spotify before but anyone who's been with Spotify does the value go up in summer if so should i buy now?
StefanikLubo
5 maanden geleden
12% Week β Not Bad
Almost +12% this week for Spotify. Thatβs the kind of bounce that reminds you why patience matters.
Big congrats to those who bought the dip.
StefanikLubo
6 maanden geleden
Spotify Volatility Mode
Today feelsβ¦ turbulent π
Did I miss something, or is this just classic Spotify volatility?
StefanikLubo
6 maanden geleden
Future
After yesterdayβs gains, sure β maybe we see a small pullback. But I donβt see a real reason for Spotify to keep falling.
Subscriber numbers were posted here recently, and despite the growing gap between paying and non-paying users, the scale is massive. Long term? Iβm buying.
Thanks you, NoRiskNoFun
sscar44
6 maanden geleden
Interested
Wow, the price correction is looking very good.
I haven't really looked into this stock before, anyone got any view?
(Of course I'm doing my own research now haha)
NoRiskNoFun
6 maanden geleden
Spotify membership numbers π
NoRiskNoFun
6 maanden geleden
Spotify earnings visualisation π
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Wat is de aandelenkoers van Spotify Technology?
De huidige prijs van Spotify Technology is $Β 511,82.
Wat is de hoogste koers in 52 weken van Spotify Technology?
De hoogste koers in 52 weken voor Spotify Technology is $Β 748,32.
Wat is het 52-weeks dieptepunt van Spotify Technology?
Het 52-weeks dieptepunt voor Spotify Technology is $Β 404,98.
Wat is de wekelijkse prestatie van Spotify Technology?
In de afgelopen week is de prijs van Spotify Technology veranderd met 2,38%.
Wat is de maandelijkse prestatie van Spotify Technology?
In de afgelopen maand is de prijs van Spotify Technology veranderd met 3,62%.
Wat is de 3-maandsrendement van Spotify Technology?
In de afgelopen drie maanden is de prijs van Spotify Technology met 19,74% veranderd.
Wat is het rendement over 6 maanden van Spotify Technology?
In de afgelopen zes maanden is de prijs van Spotify Technology met 21,11%veranderd.
Wat is de jaarlijkse prestatie van Spotify Technology?
In het afgelopen jaar is de prijs van Spotify Technology veranderd met -25,47%.