Spotify收跌12%，创2023年7月份以来最差单日表现。 ...

Financial Performance & Challenges - Spotify experienced a loss in earnings per share due to higher than anticipated payroll taxes related to stock market success [1][2] - The weak dollar is impacting Spotify, and the third quarter forecast is not promising [5] User Growth & Engagement - Spotify continues to add subscribers and users every quarter [2] - Spotify is trying to increase user engagement by encouraging more time spent on the platform through video, audiobooks, and tiered subscriptions [9] - Developing markets are a key area for audience and growth [9] Strategic Initiatives & Shifts - Spotify is rethinking its advertising approach after previous efforts did not pan out, leading to the head of advertising stepping down [3] - Spotify is making a concentrated push into video, viewing it as an exciting but not necessary opportunity [4] - Spotify has pivoted to video podcasts and is recruiting video creators, shifting focus away from audio podcasts [8] Market Reaction & Investor Sentiment - The stock is down almost 11%, marking the biggest intraday drop since early April and potentially the biggest drop since June 2023, indicating a strong negative reaction [7] - Spotify is positioning itself as bullish in the long term, despite short-term issues [6]

Spotify also calling out AI as a driver of user engagement, but the company has yet to capitalize on the technology to bolster its ad business. AI could ultimately pose an even more existential threat and Julia Borson has that in today's tech check. Julia deploy AI to drive ad growth just as Meta and Alphabet have used AI to improve ad creation, targeting, and measurement.this as it also watches the threat of AI to intellectual property, showing how AI's power can be a double-edged sword. Now, Spotify sayin ...

Welcome back to the exchange. Spotify shares sinking today, down 10% right now after Q2 revenue miss lackluster guidance. My next guest recently upgraded shares to outperform and is establishing an $800 price tag.It's currently trading at $629 and change. Joining me now is Jason Hstein, head of internet research at Oenheimer. Jason, it's great to have you on.You upgraded the stock what last week ahead of the print today. What do you think now that we got these results. >> Correct.So our thought was the stoc ...

Core Insights - Spotify experienced a 12% increase in paying subscribers, reaching 276 million in Q2 2025, despite profits falling short of expectations [1][2] - The total monthly active users rose by 11% year-on-year to 696 million, indicating strong user retention [2] - Operating profit for the quarter was 406 million euros ($468 million), which was 52.6% higher than the previous year but below the forecast of 539 million euros [2][5] - Total revenue increased by 10.1% to 4.19 billion euros, reflecting growth in the user base [3] Financial Performance - The operating profit shortfall was attributed to increased spending on salaries, changes in revenue mix, and higher-than-expected social charges, which were 98 million euros above forecast due to share price appreciation [3] - The company is navigating challenges related to the rise of AI-generated music, which has sparked concerns among artists about its impact on the industry [4] Industry Context - Spotify's CEO, Daniel Ek, emphasized that AI could enhance creativity rather than threaten the music industry, despite ongoing debates about the implications of AI in music [4]

So many big movers today. Look at shares of Spotify taking a dive after the music streamer posted a loss and weaker guidance for the current quarter. And though the company said AI has helped with user engagement, it isn't bolstering the ad business enough and could also pose a threat.Julia Borston digs into all that in today's tech check. Julia, so what's the story here. Well, Sarah, Spotify's declining ad revenue is the company's biggest depo disappointment.So now Spotify needs to deploy AI to drive ad gr ...

Spotify shares dropped 7% in premarket trading Tuesday after the Swedish audio streaming giant reported worse-than-expected second-quarter results and issued a mostly disappointing outlook. https://t.co/fJPLJG7qzs ...

Spotify hints at a more chatty voice AI interface in the future | TechCrunch https://t.co/RvF1PACBI9 ...

Core Insights - Spotify is enhancing its voice interface capabilities through generative AI, aiming for a more conversational user experience in the future [1][4] - The company is leveraging AI to analyze user interactions, allowing for improved music recommendations based on natural language requests [2][3] - Spotify's AI DJ feature is a significant source of new data, enabling the company to understand user preferences better and create a more interactive experience [3][4] User Experience Enhancements - The AI DJ allows Premium subscribers to make voice requests, changing music, genre, or mood through simple commands [7] - Spotify's voice interface is expected to expand, making user interactions more dynamic and engaging [4] Internal AI Utilization - Spotify is also using generative AI for internal processes, such as product prototyping and improving operational efficiencies, including in finance [8] - The company reported 276 million paying subscribers, a 12% year-over-year increase, and 696 million monthly active users, despite experiencing a loss due to missed revenue targets [8]

Group 1 - Spotify Technology SA's stock has decreased by 9.4%, trading at $635.37, following a surprise second-quarter loss and revenue miss, along with a disappointing outlook for Q3 [1] - The stock is experiencing its worst single-day percentage loss since July 2023, breaking below the 60-day moving average, and is currently at its lowest level since mid-May, despite a 43.9% year-to-date gain [2] - Among 32 analysts covering the stock, 22 maintain a "buy" or better rating, indicating potential for downgrades, with a 12-month consensus target price of $753.99, representing a 17.6% premium to current levels [3] Group 2 - Today's options activity shows 13,000 calls and 13,000 puts traded, which is eight times the typical volume, with the most active contract being the September 610 put, followed by the 700 call [4]