Prediction market traders on Kalshi say Spotify will talk retention and fitness on Tuesday's earnings call while skipping its partners. Here's the board.
Spotify Q2: co-CEOs guide 299M Premium subs, 33.1% margin, but price hikes (ARPU +7-7.5%) risk masking churn as UMG warns slowdown (6.7%). Retention strategy central for lifetime value; Q3 subscriber guidance and ad-revenue rebound critical for stock recovery in saturated market.
Spotify Technology S.A.
(NYSE:SPOT) reports second-quarter earnings before the bell Tuesday, its third report since co-CEOs Alex Norström and Gustav Söderström took over from founder Daniel Ek in January.
Analysts expect earnings of about $3.29 per share on revenue of roughly $5.6 billion.
The stock is down about 16% this year.
Last quarter Spotify beat profit expectations and topped its monthly-user target, yet fell 11% after issuing cautious guidance.
Spotify stock fell as Q2 earnings of $3.03/share missed Wall Street estimates, despite subscriber growth reaching 300 million.
Spotify expects third-quarter profits of €670 million, falling short of analyst estimates amid slowing user growth.
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