Spotify – Advertising Revenue Outlook & Ad-supported Margin Drivers – 26 October 2021

  • Public Equity
  • TMT
  • North America


Former VP at Spotify Technology


  • Evolving ad-supported tier monetisation strategies from Spotify (NYSE: SPOT)
  • Ad revenue and gross margin drivers
  • Podcast ad monetisation vs music, focusing on Spotify’s acquired Anchor and Megaphone platforms
  • Potential advertising impact of future subscription models
  • Discovery tools and evolving marketing spend by labels


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