$VZ (-1.71%)
$DPZ (-0.32%)
$CDNS (+4.98%)
$BARC (+0.51%)
$SPOT (+0.57%)
$BP. (-1.62%)
$SPGI (-1.07%)
$KO (+0.07%)
$UPS (-0.84%)
$AIR (-0.09%)
$SBUX (-0.94%)
$ENPH (-1.29%)
$NXPI (+0.67%)
$STX (-1.18%)
$BE (-2.05%)
$V (-0.08%)
$MDLZ (-0.14%)
$HOOD (+0.68%)
$MBG (+0%)
$UBSG (+0.76%)
$DBK (+0.9%)
$LMND (-0.71%)
$SOFI (+0.13%)
$TER (+4.36%)
$ADS (-0.76%)
$ABBV (-1.37%)
$G24 (-1.73%)
$WM (-1.71%)
$APH (-0.47%)
$CMG (+0.6%)
$GOOG (+1.06%)
$META (+2.51%)
$MSFT (+1.38%)
$AMZN (+3.03%)
$005930
$BAS (+0.46%)
$SU (+2.59%)
$INGA (+0.35%)
$ULVR (+1.3%)
$IDR (-6.9%)
$DHL (+0.64%)
$CAT (-0.98%)
$MA (+0.07%)
$PUM (+0.16%)
$MRK (-2.33%)
$CNHI (-2.07%)
$LLY (-4.03%)
$FSLR (-2.09%)
$WDC (-0.1%)
$RBLX (+0.63%)
$RDDT (+0%)
$SNDK
$AAPL (-0.73%)
$TWLO (+0.54%)
$EL (+1.11%)
$CL (+0.29%)
$XOM (-1.41%)
$CVX (-1.69%)

$SPOT (+0.57%) has ended the year 2025 with a bang. The results published today for the fourth quarter show that the streaming giant is growing faster than ever before.

The highlights at a glance:

- 📈 Record number of users: Monthly active users (MAUs) climbed to 751 million (+11% YoY). With an increase of 38 million, it was the strongest quarter in the company's history!

- 💎 Premium growth: 290 million people now pay for their subscription (+10% YoY).

- 💰 Profitability: An operating profit of 701 million euros and a record gross margin of 33.1% show that Spotify has finally become a profit machine.

- 📊 Revenue: Quarterly revenue increased by 13% adjusted for currency effects to 4.5 billion euros.

Why are things going so well?

Especially the success of Spotify Wrapped (over 300 million users!) and the expansion of audiobooks and video podcasts have driven the figures upwards. The new co-CEO duo has declared 2026 to be the "year of ambition".

The stock market is celebrating: The share price has already reacted with a significant jump today. 🚀

#Spotify
#Earnings
#Streaming
#MusikBusiness
#Finanzen
#TechNews
#SpotifyWrapped

$SPOT (+0.57%) exceeds analysts' expectations for Q4 earnings.

--> Operating income increases by 47% compared to the previous year.

--> Steadily decreasing operating expenses

--> Stable growth of "Premium" users

--> Rising FCF

Is the share already in your portfolio?

$UCG (+0.26%)
$MNDY (+4.42%)
$KER (+1.73%)
$BARC (+0.51%)
$OSCR (+2.4%)
$CVS (-1.07%)
$SPOT (+0.57%)
$DDOG (+0.45%)
$BP. (-1.62%)
$SPGI (-1.07%)
$HAS (-1.86%)
$KO (+0.07%)
$JMIA (-0.98%)
$MAR (-0.02%)
$RACE (-0.79%)
$UPST (+1.67%)
$NET (-0.31%)
$LYFT (+1.67%)
$981
$NCH2 (-2.68%)
$DSY (+1.11%)
$1SXP (-2.03%)
$HEIA (+0.1%)
$ENR (+0.73%)
$DOU (+0.58%)
$OTLY (-0.69%)
$TMUS (-2.63%)
$SHOP (+1.03%)
$KHC (-0.32%)
$FSLY (-5.87%)
$HUBS (+3.81%)
$CSCO (+0.44%)
$APP (-1.42%)
$SIE (+0.85%)
$RMS (-0.35%)
$BATS (+1.18%)
$MBG (+0%)
$TKA (+0.37%)
$VBK (-3.22%)
$DB1 (+0.74%)
$NBIS (-6.29%)
$ALB (-1.74%)
$BIRK (-3.45%)
$ADYEN (+0.26%)
$ANET (+2.13%)
$PINS (-0.58%)
$AMAT (+2.71%)
$ABNB (+1.36%)
$TWLO (+0.54%)
$RIVN (-2.96%)
$COIN (+0.8%)
$TOM (-24.25%)
$OR (+2.57%)
$MRNA (-4.88%)
$CCO (-1.29%)
$DKNG (+4.35%)

$MNDY (+4.42%)
$PGY
$APO (-0.42%)
$ON (+0.44%)
$AMKR (+4.41%)
$MEDP (+4.01%)
$UPWK (+1.11%)
$ACGL (-2.22%)
$ACM (+0%)
$KO (+0.07%)
$SPOT (+0.57%)
$CVS (-1.07%)
$DDOG (+0.45%)
$FI (-1.8%)
$SPGI (-1.07%)
$RACE (-0.79%)
$AZN (-1.52%)
$MAR (-0.02%)
$OSCR (+2.4%)
$HOOD (+0.68%)
$ALAB (+6.77%)
$F (-0.94%)
$LYFT (+1.67%)
$UPST (+1.67%)
$NET (-0.31%)
$GILD (-2.24%)
$EW (+1.97%)
$SHOP (+1.03%)
$VRT (+0.73%)
$HUM (+0%)
$KHC (-0.32%)
$MCD (-1.39%)
$9ZX1
$TMUS (-2.63%)
$APP (-1.42%)
$CSCO (+0.44%)
$ALB (-1.74%)
$HUBS (+3.81%)
$TYL (+0.7%)
$NBIS (-6.29%)
$BN (-0.05%)
$CROX (-2.69%)
$ZTS (+1.07%)
$BIRK (-3.45%)
$COIN (+0.8%)
$ANET (+2.13%)
$RIVN (-2.96%)
$TOST (+2.91%)
$AMAT (+2.71%)
$DKNG (+4.35%)
$WEN (+2.36%)
$CCO (-1.29%)
$ENB (+1.16%)

Not just a Premium user, but from today also a proud co-owner. The best entry opportunities often arise in phases of uncertainty. That's why $SPOT (+0.57%) is a new addition to my portfolio as of today.

Why now? Here are 3 reasons why the share is currently a must-have for me:

1. the profitability machine is running 📈

Spotify is no longer just the app we all use - it's now a highly profitable company. With over 713 million users worldwide and a massive focus on expanding margins (audiobooks, podcasts, price increases), profits are booming. The operating result has recently beaten all expectations.

2. the "buy the dip" moment 📉

The share has corrected in recent months and is trading well below its all-time highs. Analysts (from Goldman Sachs to Deutsche Bank) see fair values at USD 750 and more in some cases. We are therefore currently getting the company at a substantial discount to "fair value". Technically speaking, the USD 400 area is an exciting zone to enter.

3. pricing power & innovation 💡

Whether price increases or new AI features: Users remain loyal. Cancellation rates are minimal, which shows how indispensable the service has become for us. That's the kind of moat I want to have in the depot.

The new figures will be published on February 10. I'm excited, but the long-term story is crystal clear to me: Spotify dominates the audio market.

What about you? Are you on Team Stream & Hold or are you still watching from the sidelines?

#Investing #Spotify #shares #stockmarket #finance #GrowthStocks #StockMarket #SPOT