Shared on 31 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 on 05 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.