SPOT Spotify Technology S.A.

eMarketer: Over the last 5e quarters, $SPOT has grown its ad-supported user base from 420M to 490M users. Yet over that same period, ad-supported revs has declined y/y in 4 of the 5 quarters & grew just +1% in the most recent one. The company's 2Q26 results showed total rev growth of +14%, but that performance was driven almost entirely by premium subs, which account for 90% of Spotify's business Spotify leads streaming audio, so its advertising struggles signal broader challenges for the medium. If the category leader can't monetize a massive ad-supported audience, the problem likely lies in how advertisers value audio inventory compared with other digital channels Spotify has poured more than $1B into its podcast business, and executives believe podcast ads could eventually drive 40% margins. That bet rests on what makes podcast audiences different. Most podcasts have tiny but intensely engaged audiences. The average podcast gets just 27 listens in the first week, according to Buzzsprout. Weekly podcast listeners find podcast hosts twice as important as social media influencers, per Cumulus Media, and 67% of global listeners have made a purchase directly because of a podcaster, according to Acast. Just 25% of US adults consider podcast advertising annoying, compared with 50% for online display ads & 46% for $GOOGL YouTube, according to YouGov Spotify is exploring new ways to monetize premium subscribers beyond monthly fees. A partnership with Live Nation gives premium subscribers early access to concert tickets based on how much they stream and share an artist's music. The perk is hard to justify. At $144 per year for Spotify Premium, subs would need to attend multiple concerts annually to justify the expense, and tickets for popular artists remain prohibitively expensive regardless of early access.

$SPOT simple move here. bounce off the 200MA. not touching the (1). now hopefully followed by a move above (3)

$SPOT | UBS Maintains Spotify at Buy with $675 PT on Monetization and AI Product Expansion UBS stays bullish as AI features, monetization opportunities, and margin expansion drive continued upside. 🔹 Follow for more analyst insights on other tickers.

Took that L on $SPOT try a bit ago when thought it was gonna go stage 2. Might be worth a shot again v 500 & 200d, may want to test lows if market rolls. Monthly MacD looks like may want to cross.

$SPOT Audiobooks on Spotify are going global. The digital audio streaming service announced Wednesday that, through the end of 2026, it will expand audiobook access from 22 markets to more than 180. The expansion will bring Spotify audiobooks to more than 750 million people worldwide, giving listeners in new markets access to more than 350,000 titles. The expanded catalog will include books in Spanish, Portuguese, Italian, Polish and other languages, spanning more than 120 languages in total. The move comes as demand for audiobooks accelerates. Monthly audiobook listeners grew nearly 40% over the past year, while listening hours increased by more than 30%.

$SPOT watch: the proposed class action alleging undisclosed payola shaped Spotify recommendations was sent to individual arbitration; class claims dismissed in April. No settlement, nothing to claim. Open Class Actions.

$SPOT can’t seem to get any positive momentum. Been a really shitty stock the last year after being one of the best.

$SPOT caught in NFLX downgrade downdraft. Wells Fargo says NFLX is stale subscriber hours down, unique to NFLX. Doesn’t translate to SPOT, but does highlight risk of loss of engagement. Layer on top of that a squeezed consumer, you have current weakness.

$SPOT $SPOT We are 5 for 5 on trades today. But, I still get mad missing things. SPOT was a great buy at the 50 SMA and trendline support.

$SPOT seems like a good place to put your semis profits to work while the OpenAI scare plays out

$SPOT scoring this morning's what-would-you-do against the tape. The push over 523 came right at the open: it tagged 524.24 in the first 30 minutes, then gave it back, down to 514.38 just before noon ET. 510 never got tested. Buyers showed up about 4 points above it and walked it back, and it's at 522.73 now, right under 523.05 for the second time today. Buying the open push meant sitting through a drop of almost 10 points. Waiting for a pullback got a better price, just not at 510.

$SPOT bounced off its support trendline beautifully and is breaking past the 50WMA in the pre-market! Breaking over $518-520 can have the stock retest its resistance at ~$558

$SPOT what would you do here? It closed Wednesday at 512.92, up 5.1%. That put it right back in the 510-515 area where it closed three days straight in late September before it broke down. The Sep 22 high at 523.05 is the next level overhead. Buy a push over 523, buy the open, or wait to see if 510 holds on a pullback?

Spotify announced a major expansion of its audiobooks service, bringing access to more than 180 markets globally by the end of 2026, up from roughly 22 previously. The rollout will offer more than 350,000 audiobook titles in over 120 languages, potentially reaching around 750 million listeners worldwide. Spotify also signed a distribution deal with Poland’s Legimi, giving Premium subscribers access to more than 20,000 Polish-language audiobooks starting in October. The company will launch audiobooks in India on Nov. 12, opening access to one of the world’s largest untapped audio markets and strengthening its broader content diversification strategy. UBS maintained a Buy rating but trimmed its price target to $675, saying Spotify’s differentiated product offering and potential AI-powered tools, including the anticipated Remix feature, could support additional monetization and operating efficiency. $SPOT

$SPOT Joe Rogan can’t keep this company profitable forever. If you didn’t sell this at 700 ya missed the boat.

$SPOT Spotify is taking audiobooks global: 180+ markets by year end, up from 22, with the rollout starting today (company announcement, via TechCrunch and AFP). The footprint: 350,000+ titles across 120+ languages, from 300+ publishers, with local-language catalogs (Spain alone gets 45,000+ Spanish-language titles). Potential reach: 750 million users. The money angle: the Audiobook+ standalone tier, launched last year, already has 1 million+ subscribers and over 100 million in annual recurring revenue. Audiobooks were the experiment. This is the scale-up into a second subscription product. Against the tape: Spotify is up about 5% near 514 while the S&P is down ~0.6%. The stock is still ~28% below its 52-week high of 716.86. The number to watch now is Audiobook+ subscribers: 1 million today, with 750 million users getting access by year end.

$SPOT "Spotify Technology S.A. (SPOT) stock is down 3.02% today, trading at $476.61. The downward pressure follows a price target cut by KeyBanc, which lowered its outlook from $680 to $660 due to a slower projected revenue ramp in Spotify's ad-supported business segment over the next few years. Additionally, investor sentiment was dampened earlier in the week by a major global outage that temporarily disrupted service for tens of thousands of users, heightening short-term technical selling after the stock recently breached a key trendline. SPOT has been enduring a broader correction since peaking, making today's fundamental downgrade a trigger for near-term momentum traders. Key technical support rests between $472.00 and $473.50, which aligned with today's sharp intraday low. If this level fails, the next major accumulation floor sits near $462, its late-summer post-earnings low."

$SPOT goddam what is wrong with this… all media related stocks just suck lately. Will start DCA at this level.

$SPOT I can’t search for songs. Looks like this is a widespread issue this morning. Maybe $AAPL music is the way to go? 🎶

$SPOT closed below its 200-day MA for the first time in 21 trading days, an event that has happened five other times over the last 10 years. The stock was lower one month later 80% of the time after these signals, averaging an 8.2% drop Options traders? Call biased