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MI
Content Lead
Industry Tailwinds, Increased Monetization and Changing Cost Structure Will Lead To Higher Cash Flows
Key Takeaways Spotify is wisely focusing on long-term objectives over short-term profitability. Leverage will shift from labels (suppliers) to Spotify (the aggregator) as scale continues to grow.
View narrativeUS$348.70
FV
29.6% overvalued intrinsic discount17.00%
Revenue growth p.a.
17users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
3 months ago author updated this narrative
RI
Equity Analyst and Writer
Ad Revenue and Margin Improvement Will Lead to Stronger Cash Flows
Key Takeaways Premium revenue to be kept in check by competition and market saturation. Gross margin will improve, but remain below 30%.
View narrativeUS$222.00
FV
103.5% overvalued intrinsic discount17.45%
Revenue growth p.a.
5users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
3 months ago author updated this narrative
WA
Consensus Narrative from 35 Analysts
AI Integration And Audiobooks Expansion Will Boost User Engagement
Key Takeaways Expansion into audiobooks and AI-enhanced music discovery are set to boost user engagement and revenue growth. Improved monetization strategies and innovative advertising solutions could enhance margins and diversify earnings sources.
View narrativeUS$475.56
FV
5.0% undervalued intrinsic discount14.28%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
5 days ago author updated this narrative