US · Communication Services · Internet Content & Information
EPS came in at 3.03 against a street estimate of 3.27 — a miss of 7.3%.
Analysts rate Spotify Technology SA a buy (31 buy, 9 hold, 0 sell out of 40) with an average price target of $598.52.
CONFIDENT Spotify hit 300M subscribers (beat guidance) with 15% revenue growth, record 33.4% gross margin. Q3 guides 305M subs, EUR 5B revenue (14% growth). Strategic push toward add-ons and AI monetization underway. Q2 2026 All three regions added net subscribers, with Rest of World and North America standing out. Analysts pressed on ad slowdown persistence, AI music deal completeness, and MAU guidance decline. Management reframed ad business as post-transition inflection, remix launch as non-dependent on full catalog, MAU softness as planned monetization shift in emerging markets—all described as strategic, not competitive pressure. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 5.30% |
| Baillie Gifford & Co Limited. | 3.86% |
| Morgan Stanley - Brokerage Accounts | 3.61% |
| State Street Corp | 2.25% |
| T. Rowe Price Associates, Inc. | 1.75% |
| Wellington Management Company LLP | 1.51% |
| WCM Investment Management | 1.38% |
| Jennison Associates LLC | 1.37% |
| Document | Date |
|---|---|
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Spotify announced that Heidi O’Neill resigned from its Board of Directors, effective September 3, 2026. • The filing states that | 2026-09-03 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Spotify’s Board approved a $1.5 billion increase in its share repurchase program. • The announcement was made on August 20, 2026. | 2026-08-20 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Spotify reported Q2 2026 revenue of €4,777 million, up from €4,193 million in Q2 2025. • Gross profit was €1,596 million, versus | 2026-08-04 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 revenue was €4,777 million, up 14% year over year, or 15% on a constant-currency basis. • Gross profit was €1,596 million | 2026-08-04 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • Spotify Technology S.A. filed its annual Form 20-F for the fiscal year ended December 31, 2025. • The company reports under Inter | 2026-02-10 |
| Annual report FY2024 (20-F) | 2025-02-05 |
| Annual report FY2023 (20-F) | 2024-02-08 |
| Annual report FY2022 (20-F) | 2023-02-02 |
Readable in the app.
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Spotify Technology SA — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.