Spot If?

Is Spotify The Next Netflix?

Jul 25, 2022

∙ Paid

Happy Monday War & Peaceniks! Ready for a song of Summer?

Recently we in the media have been obsessed with Netflix. Netflix is the biggest TV channel the world has ever known, and the company that forever changed television itself. So, our fixation with the faltering of their core business model is to be expected.

This got me thinking though: What of the biggest music channel in the history of the planet, and their underlying business model? Do the kinks in Netflix’s growth affect other streaming subscription businesses?

With Spotify’s Q2 earnings due on Wednesday, today, let’s unwrap Spotify and discuss what analysts should be looking for, but very likely will not ask about. But, first…

THE SPOTIFY BUSINESS PLAN PLAYLIST:

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