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Spotify (SPOT)
NYSE:SPOT
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.46Last Year’s EPS
1.5Same Quarter Last Year
Moderate Buy
Based on 28 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 7.74%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong performance in subscriber growth, revenue, and operational efficiency, with significant advancements in podcast monetization and AI-driven innovation. However, challenges in the advertising business, unexpected social charges, and currency headwinds posed some concerns.Company Guidance
During Spotify Technology S.A.'s Q1 2025 earnings call, the company shared guidance and various metrics highlighting its performance and outlook. The company reported a total of 678 million monthly active users (MAU), an increase of 3 million, and 268 million premium subscribers, up by 5 million or 12% year-over-year. Total revenue reached $4.2 billion, growing 15% year-over-year on a constant currency basis, with premium revenue rising 16% due to continued subscriber growth and average revenue per user (ARPU) gains from price increases. The advertising segment saw a 5% year-over-year growth on a currency-neutral basis. The gross margin was reported at 31.6%, surpassing guidance by approximately 10 basis points and expanding by about 400 basis points year-on-year. Operating income stood at €509 million, while free cash flow was $534 million. Looking forward, Spotify forecasts 689 million MAU and 273 million subscribers for Q2 2025, with an anticipated total revenue of $4.3 billion and a gross margin of 31.5%. The company remains confident in its long-term growth strategy, emphasizing innovation and execution as key drivers for future performance.Subscriber Growth Outperformance
Spotify reported its highest Q1 subscriber net additions since 2020, primarily driven by emerging markets such as Latin America and Asia Pacific. Developed markets also saw solid growth, indicating a strong global position.
Strong Financial Performance
Total revenue reached $4.2 billion, up 15% year on year on a constant currency basis. Premium revenue rose 16% year on year, driven by continued subscriber growth and ARPU gains from price increases.
Podcast Monetization Success
The Spotify Partner Program enabled over $100 million in payouts to podcast creators in Q1 2025, with users spending 44% more time with video content overall.
Operational Efficiency Gains
Spotify has decreased the time spent rolling out across Ubiquiti apps by ten times and reduced the timing for scaling new features by six times, indicating significant improvements in operational efficiency.
AI and Innovation
AI is being leveraged to enhance product development and efficiency. New AI-driven features like AI Playlists have been rolled out to 40 markets, improving user interaction.
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SPOT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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SPOT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 29, 2025 | $597.73 | $576.94 | -3.48% |
| Feb 04, 2025 | $549.08 | $621.77 | +13.24% |
| Nov 12, 2024 | $410.19 | $419.39 | +2.24% |
| Jul 23, 2024 | $295.45 | $330.79 | +11.96% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Spotify (SPOT) report earnings?
Spotify (SPOT) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Spotify (SPOT) earnings time?
Spotify (SPOT) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SPOT EPS forecast?
SPOT EPS forecast for the fiscal quarter 2025 (Q2) is 2.46.
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