Industry Tailwinds, Increased Monetization and Changing Cost Structure Will Lead To Higher Cash Flows

Published
23 Oct 23
Updated
31 Jul 25
MichaelP's Fair Value
US$703.12
0.1% overvalued intrinsic discount
31 Jul
US$703.79
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1Y
104.8%
7D
1.3%

Author's Valuation

US$703.1

0.1% overvalued intrinsic discount

MichaelP's Fair Value

Shared on31 Jul 25
Fair value Increased 8.80%

Execution risks show up, but subscriber growth and long-term FCF trajectory remain on track. Q2 2025 Earnings Release Shareholder Deck ️ Prepared Remarks To read all the details of the company's performance, please check out the links above.

Shared on05 Feb 25
Fair value Increased 85%

Vastly exceeding my conservative expectations, and even their own guidance. https://newsroom.spotify.com/2025-02-04/spotify-reports-fourth-quarter-2024-earnings/ https://s29.q4cdn.com/175625835/files/doc_financials/2024/q4/Q4-2024-Shareholder-Deck-FINAL.pdf To read all the details of the company's performance, please check out the links above.