Spotify Tech Acciones Foro

Podcast episode 64 "Buy High. Sell Low."

Subscribe to the podcast to keep Münzi moving!

00:00:00 US election

00:09:00 Bitcoin $BTC (+0,42 %)

00:36:50 MicroStrategy $MSTR (-5,37 %) & BlackRock $BLK

01:04:30 Coinbase (Münzi) $COIN (-8,91 %)

01:08:45 Robinhood Markets $HOOD (-2,24 %)

01:18:45 Social security contributions on capital gains

Spotify $SPOT (+3,14 %)

https://open.spotify.com/show/3SHlvxmpYWkpiWnykajNPa

YouTube $GOOGL (-1,01 %)
$GOOGL (-1,01 %)

https://www.youtube.com/watch?v=KhujwtO8puE

Apple Podcast $AAPL (+1,15 %)

https://podcasts.apple.com/us/podcast/folge-64-bitcoin-microstrategy-coinbase-robinhood-blackrock/id1695869891?i=1000676714526

Should Spotify $SPOT (+3,14 %) be sold at this point? What do you think? I am over 100% up.

Spotify Q3 2024 $SPOT (+3,14 %)

Financial performance:

• Revenue: Total revenue in Q3 2024 amounted to €3,988 million, an increase of 19% year-on-year (Y/Y); at constant currency, growth was 21% Y/Y.
• Gross margin: A record 31.1% was achieved, which corresponds to an increase of 473 basis points Y/Y.
• Operating result: Operating profit rose to a record high of 454 million euros, corresponding to an operating margin of 11.4 %.

Balance sheet overview:

• Cash and cash equivalents: At the end of Q3 2024, the company held €6.1 billion in cash, restricted cash and short-term investments.
• Total assets: Total assets amounted to EUR 10,553 million as at September 30, 2024.

Details of the income statement:

• Revenue from premium services: Grew by 21% Y/Y due to the increase in subscriber numbers and ARPU (average revenue per user).
• Revenue from ad-financed services: Increased by 6% Y/Y.

Cash flow overview:

• Free cash flow: Reached €711 million in Q3 2024, contributing to a year-to-date figure of €1.4 billion.
• Net cash flow from operating activities: In the third quarter of 2024, this amounted to EUR 715 million.

Key figures and profitability metrics:

• Gross margin: 31.1% in the third quarter of 2024.
• Operating margin: 11.4% in the third quarter of 2024.

Segment information:

• Premium segment: Gross margin improved to 33.5 %, an increase of 436 basis points Y/Y.
• Advertising-financed segment: Gross margin increased to 13.1%, an increase of 486 basis points Y/Y.

Competitive position: The company expanded its AI-based DJ services into Spanish-speaking markets and increased the availability of music videos, further improving the user experience.

Outlook and management commentary: Management is confident that sustainable growth will be achieved and that the long-term goals formulated at the Investor Day 2022 are achievable.

Risks and opportunities:

• Currency fluctuations: Unfavorable currency movements impacted sales growth by approximately 270 basis points.

Summary of results:

Positives:

• Record gross and operating margins.
• Strong free cash flow generation.
• Double-digit growth in monthly active users (MAUs) and premium subscribers.
• Successful expansion of user experience and engagement strategies.
• Efficiency improvements that led to a decrease in operating expenses.

Negative aspects:

• Growth in advertising revenue lagged behind that of premium revenue.
• Revenue was impacted by unfavorable currency movements.
• Social security contributions in connection with share-based remuneration increased expenses.
• Ongoing challenges in the profitability of the advertising-financed segment.
• Potential risks from macroeconomic factors such as currency fluctuations.

Earnings next week (11.11 - 15.11)

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Podcast episode 63 "Buy High. Sell Low."

Subscribe to the podcast to make Palantir a Tenbagger!

00:00:00 US election

00:04:00 Palantir $PLTR (+2,5 %)

00:24:00 AppLovin

00:35:00 Meta $META (-0,09 %)

00:45:00 Alphabet $GOOGL (-1,01 %)
$GOOG (-0,99 %)

00:55:30 PayPal $PYPL (+1,7 %)

01:12:45 Vistra $VST (+0,49 %)

01:24:00 Robo-Advisors vs. ETFs

Spotify $SPOT (+3,14 %)

https://open.spotify.com/episode/1EEZA9phh1ndeZbmMofoEe?si=Z4bINmNZTBiEvBuEUHI1Lg

YouTube

https://youtu.be/C5bvhDp8K5U

Apple Podcast $AAPL (+1,15 %)

https://podcasts.apple.com/us/podcast/folge-63-palantir-paypal-meta-alphabet-vistra-applovin/id1695869891?i=1000676295613

Podcast episode 62 "Buy High. Sell Low."

Subscribe to the podcast to help gold break $3,000!

00:00:00 India vs. China, ETFs

iShares MSCI India A2AFCY

Franklin FTSE India A2PB5W

Goldman Sachs India Equity A0QYZR

01:09:50 Gold

WisdomTree Gold 3x A1VBKP by Stephan

VanEck Gold Miners A12CCL from Max

iShares Physical Gold A1KWPQ from Juri

Spotify

https://open.spotify.com/episode/4ufU5g8XmZotsDm84lT1xn?si=geYZuitITFS-h_znc8mg-g

Youtube

https://youtu.be/QQ1STsw9dmg

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-62-indien-vs-china-etfs-gold/id1695869891?i=1000674791516

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#indien
#china
#gold
#siberl#podcast #india
#msciem
#msci
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#etf
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#emergingmarkets
#asien
#asia

Podcast episode 61 "Buy High. Sell Low."

Subscribe to the podcast to keep FinTechs on the rise!

00:00:00 ASML $ASML (+0,71 %)

00:28:30 Applied Materials $AMAT (-1,62 %)

00:35:00 Alphabet $GOOGL (-1,01 %)
$GOOG (-0,99 %)

01:01:50 SoFi Technologies $SOFI (+0 %)

01:16:00 Victoria's Secret $VSCO (+0,92 %)

01:33:00 Tax increases

Spotify
$SPOT (+3,14 %)

https://open.spotify.com/episode/3DYvPYbRxgeh714pVZRDiH?si=7z_6nWJyQcyM81zQAgUdDQ

YouTube

https://youtu.be/XIKdvdYn3Bs

Apple Podcast
$AAPL (+1,15 %)

https://podcasts.apple.com/us/podcast/folge-61-asml-victorias-secret-alphabet-sofi-applied/id1695869891?i=1000673414939

#podcast
#geld

Podcast episode 60 "Buy High. Sell Low."

Banker interview part 2, job application, life, personal & private matters. Subscribe to the podcast, because part 3 is coming soon!

Spotify

https://open.spotify.com/episode/67iGQ3lcRqhxsQSXgsdHdY?si=pl4NBip0SK2HevoroljtQA

YouTube

https://youtu.be/_T1XtsyfKx4

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-60-b%C3%A4nker-interview-teil-2-bewerbung-leben-pers%C3%B6nliches/id1695869891?i=1000673078238

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$RBC (+1,01 %)$NUBR33$BNS (-0,63 %)$PBB (+5,4 %)
#podcast
$SPOT (+3,14 %)
$AAPL (+1,15 %)
$GOOGL (-1,01 %)
$GOOG (-0,99 %)
#bank
#banken
#karriere
#geld
#job

Podcast episode 59 "Buy High. Sell Low."

Subscribe to the podcast to end the staff shortage!

00:00:00 Q3 Performance Max

00:16:30 Q3 Performance Juri

00:27:00 Q3 Performance Stephan

00:41:00 China money printer

01:04:00 Tesla Cybercab

01:34:00 Uber

01:44:45 AMD & Nvidia

02:01:10 €1,000 work bonus

Spotify

https://open.spotify.com/episode/0USfiCifdd77nT5AdkHRaE?si=312891I_SW2vQl-MNsLhQQ

YouTube

https://youtu.be/OAy7hzY2r9o

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-59-tesla-amd-nvidia-uber-china-q3-portfolio-performance/id1695869891?i=1000672811885

#podcast
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