Spotify Technology TodaySPOTSpotify Technology$649.57 +29.56 (+4.77%) 52-Week Range$300.57▼$785.00P/E Ratio157.66Price Target$718.90Add to WatchlistIn 2025, music streaming giant Spotify Technology NYSE: SPOT has been among the most resilient growth stocks in the market. Throughout the year, Spotify’s cumulative return has never fallen into the red, and as of the July 28 close, shares were up nearly 57%. However, the company’s latest earnings have put a significant blemish on the stock’s otherwise incredib ...

HANGZHOU, China, July 31, 2025 /PRNewswire/ -- NetEase Cloud Music Inc. (HKEX: 9899 or the "Company"), a leading interactive music streaming service provider in China, today announced that it will report its financial results for the first half year of 2025 ended June 30, 2025 on Thursday, August 14, 2025, after the Hong Kong market closes.The Company's management will host an earnings conference call at 7:00 p.m. Beijing/Hong Kong Time on Thursday, August 14, 2025 (7:00 a.m. U.S. Eastern Time on the same d ...

Spotify (SPOT) Q2 2025 Earnings Call July 29, 2025 08:00 AM ET Company ParticipantsBryan Goldberg - Head, IRDaniel Ek - Founder, CEO & ChairmanAlex Norström - Chief Business Officer & Co-PresidentGustav Söderström - Co-President, Chief Product & Technology OfficerChristian Luiga - CFOOperatorGood day, and welcome to Spotify's Second Quarter twenty twenty five Earnings Call and Webcast. All participants are in a listen only mode. As a reminder, this conference call is being recorded. I would now like to turn ...

Spotify (SPOT) Q2 2025 Earnings Call July 29, 2025 08:00 AM ET Speaker0Good day, and welcome to Spotify's Second Quarter twenty twenty five Earnings Call and Webcast. All participants are in a listen only mode. As a reminder, this conference call is being recorded. I would now like to turn the call over to Brian Goldberg, Head of Investor Relations. Thank you.Please go ahead.Speaker1Alright. Thanks, operator, and welcome to Spotify's second quarter twenty twenty May. Joining us today will be Daniel Leck, ou ...

Our business delivered healthy results in Q2, led by MAU and Subscriber outperformance, Y/Y profitability improvement and strong Free Cash Flow* generation. The business added 18 million MAU in Q2 vs. guidance for 11 million, while Subscriber net additions of 8 million exceeded guidance by 3 million. Revenue grew 15% Y/Y on a constant currency* basis reflecting Premium and Ad-Supported growth. Outsized currency movements during the quarter impacted reported Revenue by €104 million vs. guidance. Gross Margin ...

财务表现 - 公司第三季度营收同比增长10%至约38.1亿欧元，但低于华尔街预期的42.6亿欧元 [1][3] - 公司净亏损8600万欧元（每股亏损0.42欧元），而去年同期净利润为2.25亿欧元（每股收益1.10欧元） [1] - 每股亏损0.42欧元，远低于市场预期的每股收益1.90欧元 [3] 业绩指引 - 公司预计当前季度营收为42亿欧元，低于华尔街预期的44.7亿欧元 [2] - 外汇汇率波动对营收预期造成490个基点的不利影响 [2] 市场反应 - 公司股价周二下跌约4%，因业绩不及预期且季度指引疲软 [1]

网易云音乐原唱标识争议事件 - 网易云音乐短暂取消张碧晨三首歌曲（《年轮》《下一秒》《梦幻诛仙》）的原唱标识，但随后恢复，官方解释为"系统展示问题"[2][3] - 争议歌曲均为汪苏泷创作并拥有版权，汪苏泷版本仍保留原唱标识，平台回应称张碧晨版本因早期版权方授权上传而保留标识[2][3][4] - 律师指出法律未定义"原唱"概念，平台标注需结合版权登记和合同约定，词曲创作者收回授权后，演唱者和平台均无权继续使用[3][7][8] 版权归属与艺人声明 - 张碧晨工作室声明其2015年6月15日发布的《年轮》为最早录音版本，主张唯一原唱身份[4] - 汪苏泷方宣布收回《年轮》演唱授权，张碧晨工作室回应将不再演唱该歌曲[4][6] 平台运营问题与财务表现 - 网易云音乐此前因李荣浩专辑NFC卡片链接误植事件遭公开批评，后道歉并补偿用户[9][12] - 公司2025年Q1营收18.58亿元（同比降8.4%），毛利润6.8亿元（同比降11%），同期腾讯音乐营收73.6亿元（同比增8.7%）[14]

文章核心观点 音乐和视频内容分发等领域的行业领导者Stingray公司宣布在VIZIO的免费流媒体服务WatchFree+上推出六个新的免费广告支持流媒体电视频道，扩大了其在该平台的服务，为用户提供更多音乐体验 [1] 合作情况 - 公司与VIZIO扩大合作，将更多精心策划的音乐频道带给WatchFree+的观众，以触达更多美国音乐爱好者，使他们免费获得多样音乐 [4] - 新的Stingray音乐频道已在VIZIO电视的WatchFree+上推出，也可在VIZIO移动应用的WatchFree+标签中访问 [4] 已有频道 - 公司在WatchFree+上已有受欢迎的频道，如TikTok Radio、Stingray Hot Country等 [3] 新增频道 - 新推出的六个频道满足不同音乐品味和情绪，包括Stingray Flashback 70s、Stingray Remember the 80s等 [2][6] 公司概况 - 公司是全球音乐、媒体和科技公司，在电视广播、流媒体等领域处于行业领先地位 [5] - 公司为全球企业品牌提供多种音乐、数字和广告服务，旗下Stingray Business提供商业解决方案，Stingray Advertising是北美最大零售音频广告网络 [5] - 公司在全球有近1000名员工，触及160个国家的5.4亿消费者 [5]

Wall Street analysts forecast that Spotify (SPOT) will report quarterly earnings of $2.19 per share in its upcoming release, pointing to a year-over-year increase of 53.2%. It is anticipated that revenues will amount to $4.93 billion, exhibiting an increase of 20.3% compared to the year-ago quarter.The current level reflects a downward revision of 1.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised thei ...

音乐行业投资选择 - 投资者在音乐市场的投资选择有限 SiriusXM和Spotify是两大主要标的 分别代表卫星广播垄断和音乐流媒体转型 [1] - SiriusXM成立于本世纪初 通过预装车载收音机占据市场 Spotify则通过流媒体技术让用户可访问任意歌曲 [1] 商业模式对比 - SiriusXM拥有同名业务及Pandora流媒体服务 后者基于音乐基因组技术提供相似歌曲推荐 [4] - SiriusXM依赖汽车行业 其收音机预装于美国多数新车 用户主要在车内收听内容 [5] - SiriusXM提供音乐/体育/谈话电台/天气/新闻等多元化内容 近年加码播客领域 如1.25亿美元签约Alex Cooper [6] - Spotify通过移动应用而非车载系统触达用户 借助Carplay等车载娱乐系统实现车内使用 [7] - Spotify采用免费增值模式 大部分用户使用广告支持版本 但无广告付费会员增长迅速推动业务扩张 [8] 财务表现 - SiriusXM一季度自付费用户减少33万至3300万 收入下降4%至20.7亿美元 [9] - 公司保持高利润率 调整后EBITDA利润率达30% GAAP准则下净利润从2.41亿降至2.04亿美元 [10] - Spotify一季度收入增长15%至41.9亿欧元 月活用户增长10%至6.78亿 其中付费用户2.68亿 净利润从1.97亿增至2.25亿欧元 [11] 估值比较 - SiriusXM前瞻市盈率仅8倍 提供4.7%股息收益率 获巴菲特投资支持 [12] - Spotify前瞻市盈率约80倍 不支付股息 [12] 投资建议 - Spotify在音乐流媒体领域超越苹果等竞争对手 收入与利润双增长 用户拓展空间更大 [13] - SiriusXM增长停滞 更适合价值型或股息投资者 [13]