新增用户数创纪录、利润增长200%！“线上音乐巨头”Spotify“成功涨价”

Core Insights - Spotify's pricing strategy has proven effective, leading to a surprising financial performance for the fourth quarter [1] - The company reported a revenue of €4.5 billion, a year-on-year increase of 7% [1] - Net profit reached €1.17 billion, more than doubling from €367 million in the same period last year [1] - Earnings per share were €4.43, significantly exceeding the average analyst expectation of €2.71 [1] - Monthly active users reached 751 million, with a record addition of 38 million users in the quarter [1] - Paid subscribers increased by 9 million to 290 million, surpassing internal forecasts [1] - The recent price increase in the U.S. market, from $11.99 to $12.99, has not yet impacted this quarter's revenue, indicating potential for future growth [1] Stock Market Reaction - Following the positive earnings report, Spotify's stock surged approximately 15% in New York [2] - Despite a nearly 30% decline in stock price over the past year, the strong earnings report has restored market confidence [2] Strategic Outlook - CEO Alex Norström emphasized the company's ambition, designating 2025 as the "year of accelerated execution" and 2026 as the "year of elevated ambition" [4] - The company has been implementing price increases globally to enhance profitability, responding to pressures from major record labels [4] Leadership Changes - This quarter marks the first under the leadership of new co-CEOs Alex Norström and Gustav Söderström, following Daniel Ek's transition to Executive Chairman [5]