Spotify (SPOT)的业绩表现 - Spotify (SPOT)的效率提升为投资者带来了回报[1] - Spotify (SPOT)报告了又一个出色的季度，股价上涨15%[1] - 投资者对Spotify (SPOT)的底线改善印象深刻[1]

Daniel Ek said Spotify underestimated the impact of laying off 1,500 people in December. "It took us some time to find our footing," Ek told investors in an earnings call. The streaming giant had cut 2,300 jobs over three rounds of layoffs last year. Insider Today NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Bull Thanks for signing up! Access your favorite topics in a personalized feed while you're on the go. Email address ...

Spotify’s quarterly gross profit topped $1.1 billion for the first time after it reined in marketing spending, although that meant the music streaming giant missed its forecast for monthly active users. The Swedish company has been growing its user base for years by offering promotions and investing in podcasts and audiobooks. But since last year it started to cut costs, including through layoffs and its marketing budget, to boost margins and profits. Spotify has reported a gross earning of over $1.1 billio ...

Spotify is tuned in to upbeat earnings outcomes, marking a robust beginning to its designated “year of monetization” after a standout performance in 2023 characterized by significant revenue growth, margin expansion, and enhanced efficiency. First-quarter earnings released on Tuesday (April 23) showed significant increases across key metrics, with monthly active users (MAU) surging by 19% year-over-year to 615 million and subscribers rising by 14% to 239 million — record user growth in the streaming giant’s ...

Spotify第一季度业绩 - Spotify在第一季度报告中超出了市场预期，实现了创纪录的利润[1] - 公司的营业收入达到了3.64亿欧元，高于去年同期20%的水平[3] - Spotify预计第二季度营业收入将达到2.5亿欧元，下一季度的营收预期为3.8亿欧元[4]

Spotify Technology第一季度业绩 - 公司报告了盈利和超出预期的销售额[1] - 增加了总月活跃用户（MAUs）、广告支持的MAUs和付费订阅用户[1] - 预计当前季度MAUs和付费订阅用户将增至631百万和245百万[5]

The audio-streaming platform is setting records as subscribers pay for premium services. Shares of audio-streaming platform Spotify Technologies (SPOT 15.04%) jumped on Tuesday after the Swedish company reported financial results for the first quarter of 2024. As of 9:40 a.m. ET, Spotify stock was up 13% and hitting new 52-week highs. Spotify's growth leads to a profit Spotify ended Q1 with 615 million monthly active users, which was slightly below analysts' expectations and management's guidance. That said ...

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For the quarter ended March 2024, Spotify (SPOT) reported revenue of $3.95 billion, up 21% over the same period last year. EPS came in at $1.05, compared to -$1.24 in the year-ago quarter. The reported revenue represents a surprise of +2.05% over the Zacks Consensus Estimate of $3.87 billion. With the consensus EPS estimate being $0.63, the EPS surprise was +66.67%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ne ...

财务数据和关键指标变化 - 总收入同比增长21%,达到36亿欧元,超出预期 [17] - 高级会员订阅用户净增加300万,达到2.45亿 [16] - 高级会员ARPU同比增长7%,广告业务同比增长19% [17] - 毛利率创下27.6%的历史新高,超出预期 [18] - 营业利润创下1.68亿欧元的新高,受益于毛利率改善和运营费用控制 [19] - 自由现金流为2.07亿欧元,反映了一些时间性因素的影响 [19] 各条业务线数据和关键指标变化 - 音乐订阅业务保持强劲增长,ARPU持续提升 [17] - 广告业务增长19%,受益于广告主预算的逐步解冻 [17] - 播客和有声读物业务毛利率有所改善,成为拉动毛利率上升的重要因素 [25][26] - 市场业务表现出色,是毛利率改善的主要驱动因素之一 [25][26] 各个市场数据和关键指标变化 - 用户总数同比增长19%,达到6.31亿,但季度净增长略低于预期 [16] - 公司正在调整营销策略,以提升用户增长动能 [9][10][11] - 公司在多个市场进行了价格调整,对用户增长影响较小 [21] 公司战略和发展方向 - 公司正在向更加注重盈利和效率的方向转型,将重点放在提升收入和利润上 [12][13] - 公司将继续推出更多灵活的订阅套餐,满足不同用户需求 [54][55] - 公司将加大在短视频、AI等新兴领域的投入,提升产品体验和用户粘性 [63][67] - 公司与环球音乐等合作伙伴关系保持良好,有助于创收生态的持续改善 [73][74] 管理层对经营环境和未来前景的评论 - 管理层对2024年的整体表现感到满意,认为公司正处于良性发展轨道 [8] - 管理层对用户增长的短期波动有清晰的分析和应对措施 [9][10][11] - 管理层对公司未来的盈利能力和现金流表现充满信心 [19][21] - 管理层对新任CFO的加入表示期待,认为其专业能力将为公司带来积极影响 [86][87][88] 问答环节重要的提问和回答 问题1 **Agnieszka Pustula 提问** 关于音乐业务毛利率改善的具体驱动因素,以及有声读物业务的成本影响 [24][25][26][27][28] **Daniel Ek 和 Ben Kung 回答** 公司在市场业务、播客和有声读物等领域取得了显著进步,加上持续优化其他成本,共同推动了毛利率的大幅提升 [25][26][27][28] 问题2 **Rich Greenfield 提问** 有关打包音乐和有声读物的版权费用分摊机制,以及是否会影响音乐版权费 [29][30][31] **Daniel Ek 回答** 公司在内容类型之间的成本分摊机制较为复杂,通过打包销售等方式优化了整体利润池 [30][31] 问题3 **Justin Patterson 提问** 公司未来的资本配置政策,尤其是在自由现金流大幅改善的背景下 [32][33] **Daniel Ek 回答** 公司目前还在评估各种资本配置的选择,新任CFO加入后将与董事会共同商讨 [33]