Last Update 31 Jul 25
Fair value Increased 105%gns has increased revenue growth from 12.4% to 22.4%.
Catalysts
- Spotify will add new revenue through ads and audiobooks streams contributing up to 2B new revenue in upcoming 3 years
- Spotify price increases will increase their subscription revenue by 20% with less than 1 percent loss of subscribers
Assumptions
- Spotify MAU growth rate will slow dowb by 1% YoY for next 4 years as they have reached most of the globe already
- Spotify will add new revenue streams contribuiting upto 1B new revenue in upcoming 3 years
Risks
- not much
- Are there any industry tailwinds this stock is benefitting or hindered from?
Have other thoughts on Spotify Technology?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeHow well do narratives help inform your perspective?
Disclaimer
The user gns has a position in NYSE:SPOT. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
