RT Bloomberg en Español (@BBGenEspanol)El dólar subió después de que Donald Trump restara importancia a su enfrentamiento con Jerome Powell; Argentina logró un acuerdo con el personal técnico del FMI; y @gutavsaraiva nos cuenta sobre la disminución de compras de los turistas que visitan EE.UU.Spotify: https://t.co/A389KdXLv9Apple: https://t.co/UGN2XhLxNjYoutube: https://t.co/MSwGK62gMX ...

Our next guest is the co-executive producer behind a new original podcast on Apple. It is titled Easy Money, the Charles Ponzi story which debuts on Monday. Joining us right now is Will Malnati.He's the uh founder and CEO of Atill Media. Did I capture your last name properly or did I just totally butcher it. >> No, I was right.Got it. >> Okay. I got I got a little worried there for a second.Um, I want to get into this podcast and I want to get into the economics of podcasting because you you haven't just pr ...

Core Insights - Spotify Technology S.A. is set to report its second-quarter 2025 results on July 29, with revenue expectations of $4.9 million, reflecting a year-over-year growth of 20.3% and earnings per share (EPS) estimated at $2.19, indicating a 53.2% increase from the previous year [1][8] Financial Performance - The consensus estimate for total monthly active users (MAU) is projected at 736.8 million, representing a 50.7% increase year-over-year. Premium subscribers are expected to reach 288.5 million, indicating a 40.7% growth, while ad-supported MAUs are estimated at 465 million, suggesting a 57.6% rise [5][8] - Spotify's stock has increased by 100.4% over the past year, outperforming the industry average of 50.8% and the S&P 500's 16.5% rise [6][8] Earnings Expectations - The current Earnings ESP for Spotify is -9.14%, with a Zacks Rank of 3 (Hold), indicating lower chances of an earnings beat this quarter [4][8] - Historical performance shows that Spotify has missed the Zacks Consensus Estimate in three out of the last four quarters, with an average negative surprise of 7.4% [2][3] Growth Drivers - The growth in MAUs has been attributed to AI-led innovations, with a 16.9% increase in MAUs from Q1 to Q4 of 2023 and a 10% growth year-over-year by the end of Q4 2024 [12][13] - The company aims to reach a billion users globally by 2030, supported by its ability to diversify geographically [13] Competitive Landscape - Spotify faces significant competition from Apple Music and Amazon Music, which may impact its market share despite its superior recommendation algorithms [14] - The competitive nature of the audio streaming industry poses challenges to Spotify's growth potential [16]

Spotify takes a swing at gaming with a mini golf game ahead of ‘Happy Gilmore 2’ release | TechCrunch https://t.co/SSBjePn0jo ...

Core Insights - Wall Street analysts forecast Spotify (SPOT) will report quarterly earnings of $2.19 per share, reflecting a year-over-year increase of 53.2% [1] - Anticipated revenues for Spotify are projected to be $4.93 billion, showing a 20.3% increase compared to the same quarter last year [1] Earnings Estimates - The current EPS estimate represents a downward revision of 1.4% over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions and have a strong correlation with short-term stock performance [3] Key Metrics - Analysts estimate that Total Monthly Active Users (MAUs) will reach 689.11 million, up from 626.00 million in the same quarter last year [5] - Ad-Supported MAUs are projected to be 428.88 million, compared to 393.00 million a year ago [5] - Premium Subscribers are expected to total 273.36 million, an increase from 246.00 million in the previous year [6] Stock Performance - Spotify shares have decreased by 8.4% in the past month, contrasting with the Zacks S&P 500 composite's increase of 5.7% [6] - With a Zacks Rank 3 (Hold), Spotify is expected to closely follow overall market performance in the near term [6]

Investment Rating - The report maintains a "Positive" investment rating for the media industry [1] Core Insights - The media industry continues to show high growth potential, particularly in gaming, offline entertainment, and AI applications. The report emphasizes the importance of investing in these sectors to capitalize on ongoing trends [4][5] Industry Data Overview - The game "Delta Force" ranks first on the iOS free chart in mainland China, while "Honor of Kings" holds the top position on the iOS revenue chart as of July 19, 2025 [12][14] - The film "Jurassic World: Rebirth" achieved the highest box office revenue for the week [12] Gaming Sector - The gaming sector is experiencing a new product cycle, with companies like Xindong and Youyi Time reporting positive earnings forecasts for H1 2025, driven by new game launches and improved profit margins [4] - The report recommends focusing on high-potential gaming companies such as Xindong, Giant Network, and Perfect World [4] Online Music Sector - The online music market has significant growth potential, especially among younger users. The report highlights the increasing user base and potential for higher ARPU compared to international platforms like Spotify [4] Concert and Live Events - The concert industry is expected to maintain high growth, with a reported 78% year-on-year increase in box office revenue for large concerts in 2024 [4] Domestic Animation - The domestic animation sector is thriving, with successful releases like "The Legend of Luo Xiaohei 2" and upcoming events such as ChinaJoy 2025 expected to drive consumer engagement and spending [4] AI Applications - Recent advancements in AI, including the release of new models and applications, are anticipated to accelerate commercialization in various sectors, including AI companionship, creation, and marketing [5] Company Performance - The report highlights key companies in the gaming and entertainment sectors, recommending specific stocks based on their performance and market position [4][5]

Group 1 - The article provides a summary of the market capitalization changes of major global technology and internet companies as of July 21, 2025, highlighting both increases and decreases in their valuations [1][3][4]. - Tesla's market cap increased by 3.21% to $1,061.7 billion, while Netflix saw a significant decrease of 5.1%, bringing its market cap down to $514.6 billion [3][4]. - Alibaba's market cap rose by 12.5% to $286.8 billion, indicating a strong performance compared to other companies in the sector [3][4]. Group 2 - Companies like Qualcomm and Adobe experienced slight increases in their market caps, with Qualcomm up by 1.44% to $166.0 billion and Adobe down by 0.18% to $122.1 billion [4][5]. - Notable performers included MercadoLibre, which increased by 2.66% to $1,223.0 billion, and Robinhood, which rose by 4.07% to $668.0 billion [5][6]. - Companies such as Intel and Sea Limited also showed positive growth, with Intel up by 1.32% to $1,007.0 billion and Sea Limited increasing by 0.88% to $997.0 billion [5][6].

Spotify expands audiobook access to family plan members for the first time | TechCrunch https://t.co/eTo9wYzICR ...

Core Insights - Spotify Technology S.A. (SPOT) shares have increased by 141% over the past year, significantly outperforming the industry average of 43.3% and the Zacks S&P 500 Composite's 12.1% rise [1] Group 1: Growth and Innovations - Spotify has introduced AI-driven features such as AI DJ and AI Playlist, leading to increased customer engagement [5] - The company reported a 16.9% growth in monthly active users (MAU) in Q4 2023 compared to Q1 2023, with a 10% rise by the end of Q4 2024 and an addition of 3 million MAUs in Q1 2025 [6] - The AI Playlist feature has expanded into over 40 new markets, contributing to a 4% year-over-year revenue per user growth in the latest quarter [7] - Spotify is now accepting audiobooks from ElevenLabs, allowing authors to narrate in 29 languages, which will enhance its position in the global audio streaming market [8] Group 2: Financial Outlook - The Zacks Consensus Estimate for Spotify's 2025 revenues is $20.5 billion, indicating a year-over-year increase of 20.7%, with a projected 14.2% rise in 2026 [10] - The consensus estimate for earnings per share is $9.15 for 2025, reflecting a 53.8% year-over-year increase, and a 45.3% growth is anticipated for 2026 [10] - Spotify's current ratio in Q1 2025 is 1.48, showing improvement from 1.42 in the previous year, although it still lags behind the industry average of 2.34 [11] Group 3: Valuation and Profitability Concerns - Spotify's forward 12-month price-to-earnings ratio is 62.5X, exceeding the industry average of 40.15X, indicating potential overvaluation [13] - The trailing 12-month EV-to-EBITDA ratio is 70.13X, significantly higher than the industry's average of 14.94X [13] - The company's return on equity (ROE) stands at 22.5%, below the industry average of 32.5%, and has declined by 260 basis points from the previous quarter [16] Group 4: Competitive Landscape - Spotify holds a 36% share of the paid audience in the U.S. as of 2024, while Apple Music and Amazon Music hold 30.7% and 23.8%, respectively, indicating a highly competitive market [18] - The company faces challenges from competitors like Apple Music's lossless audio and Amazon Music's Prime Subscription, which could impact its market position [19] Group 5: Investment Recommendation - The incorporation of AI in Spotify's offerings has enhanced customer growth, and partnerships like that with ElevenLabs support global expansion [20] - Despite promising financial outlooks and a strong liquidity position, the stock's high valuation and lagging profitability raise concerns [21] - Given the competitive landscape and valuation issues, it is suggested that investors hold their positions for now, awaiting a more favorable entry point [22]

"Michael Saylor: The Future Is Still Orange"Apple: https://t.co/K0JqouACjhSpotify: https://t.co/4RpBYskcOUYouTube: https://t.co/hKFphp85Eb ...