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Spotify reports Q4 revenue up 13% YoY to €4.5B, MAUs up 11% to 751M, above estimates, and Premium users up 10% to 290M; SPOT closes up 14.75%

Spotify Technology SA, the Swedish music streaming giant, signed up significantly more users than analysts expected …

Bloomberg Ashley Carman

Discussion

  • @eldsjal Daniel Ek on x
    Q4 2025 was my final quarter as CEO of Spotify, and it was a strong one. Continued momentum, new records, and a lot of progress across the company. I'm grateful to the teams globally who made it possible and looking forward to seeing Spotify's next chapter with Alex and Gustav as
  • @xpangler Todd Spangler on x
    In an interview, Spotify's co-CEOs wouldn't specify what the “Year of Raising Ambition” means in terms of product road map, but Gustav Söderström said AI represents “an enormous opportunity” for Spotify “to become something more for our consumers” https://variety.com/...
  • @spotifynews @spotifynews on x
    We closed out Q4 2025 with strong user growth and continued momentum. From our biggest Wrapped ever, to Prompted Playlist, and expanding audiobooks to new markets, we're focused on delivering value for users, artists, creators and authors. [image]
  • @sutnio @sutnio on x
    Spotify is an absolute cash machine now. Gross margins at record 33.1% (up 83 bps YoY), Ad-Supported exploding, OpEx down 10%, and €834M free cash flow in Q4 alone. Margins keep improving. 🤑 $SPOT [image]
  • @richlightshed @richlightshed on x
    Spotify co-CEO @GustavS comes out swinging on @Spotify Q4 2025 earnings call confident that Spotify will be an AI winner vs. market fears of an AI loser. $SPOT