Q4 2025 Update | Executive Summary | p.03 | | --- | --- | | Key Highlights | p.04 | | Financial Summary | p.06 | | MAUs & Subscribers | p.13 | | Product & Platform | p.16 | | Outlook | p.19 | Financial Statements p.22 2 Executive Summary We finished 2025 with strong performance, as all Q4 KPIs met or exceeded guidance to deliver strong Free Cash Flow*. The business added a record 38 million MAU vs. guidance for 32 million, while Subscriber net additions of 9 million exceeded guidance by 1 million. Revenue w ...

Core Insights - Spotify Technology shares experienced a significant rally following the announcement of unexpectedly strong profits and an increase in the number of paying customers [1] Financial Performance - The streaming service reported strong profits that surpassed market expectations, indicating robust financial health [1] - The increase in paying customers suggests a positive trend in user acquisition and retention, which is crucial for subscription-based models [1] Market Reaction - The strong financial results led to a notable increase in Spotify's stock price, reflecting investor confidence in the company's growth trajectory [1]

Core Insights - Spotify Technology S.A. reported a significant increase in profit for Q4, primarily due to revenue growth and higher finance income [1] - The company's shares surged over 14% in pre-market trading following the earnings report [1] Financial Performance - Profit before tax more than doubled to €1.021 billion from €499 million in Q4 2024 [1] - Net income attributable to owners rose to €1.174 billion, or €4.43 per share, compared to €367 million, or €1.76 per share, in the same quarter last year [2] - Revenue for the quarter increased by 7% to €4.531 billion from €4.242 billion year-on-year [2] - Operating income rose to €701 million from €477 million a year earlier [1] Additional Financial Metrics - Finance income increased to €349 million from €127 million last year [3] - The company recorded an income tax benefit of €153 million in Q4 [3] User Growth - Total Monthly Active Users (MAUs) grew by 11% year-on-year to 751 million [3] - Premium subscribers increased by 10% to 290 million [3] Future Projections - For Q1, the company expects revenue of €4.5 billion and total MAUs of 759 million [3] - Projected operating income for Q1 is €660 million [3] Stock Performance - Spotify shares closed at $414.84 on Monday, down 1.84% [3]

Group 1 - Spotify Technology reported a significant increase in profitability and user growth, leading to a jump in stock price [1] - In Q4, Spotify added 9 million premium subscribers, surpassing estimates of 8 million, ending the quarter with 290 million paying subscribers globally, reflecting a 10% year-over-year growth [1] - The company’s total user base reached 751 million, indicating strong overall growth in its streaming service [1]

Core Viewpoint - Spotify's stock is experiencing a surge following the company's fourth-quarter earnings report, which exceeded Wall Street's expectations and provided strong margin guidance [1]. Financial Performance - Spotify's stock has dropped 34% over the past 12 months, indicating a challenging year prior to the recent earnings report [1]. - The company topped Wall Street's fourth-quarter earnings targets, suggesting a positive turnaround in financial performance [1]. Market Reaction - The surge in Spotify's stock price reflects investor confidence following the favorable earnings report and guidance [1].

Group 1 - The core point of the article is that Spotify's monthly active users reached 759 million in the first quarter, exceeding market expectations of 752 million [1]

每经AI快讯，2月10日，Spotify盘前股价大涨11%，消息面上，公司预计第一季度利润超预期。 ...

Feb 10 (Reuters) - Spotify forecast first-quarter earnings above Wall Street estimates on Tuesday, as the Swedish audio-streaming benefits from strong user growth and ​price hikes, sending its shares up around 12% in premarket trading. The ‌results are the first since co-CEOs Gustav Soderstrom and Alex Norstrom took the reins from founder Daniel ‌Ek, who became executive chairman in January. While price increases in several markets and cost cuts powered profits in the December quarter, the company's re ...

Spotify forecast first-quarter earnings above Wall Street estimates on Tuesday, as the Swedish audio-streaming giant attracts new users even after price hikes, sending its shares up 10% in premarket t... ...

The Swedish audiostreaming giant's premium subscribers increased by 10% year-over-year to 290 million. ...