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Spotify Technology (SPOT) investor relations material
Spotify Technology Morgan Stanley 25th European Technology, Media & Telecom Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 25th European Technology, Media & Telecom Conference summary13 Nov, 2025
Leadership and organizational changes
Transition of CEO to Executive Chairman with co-CEOs taking over, maintaining operational continuity and strategic involvement from the former CEO.
Co-CEOs have long-standing experience and have already been managing business and tech sides, ensuring a smooth transition.
The leadership change is seen as a natural evolution, leveraging proven internal talent.
Growth, user engagement, and monetization
User base has grown by nearly 300 million since 2022, with 100 million new subscribers, and continued strong engagement metrics.
Engagement, measured in hours and days, is rising, especially as users adopt multiple content verticals like podcasts and audiobooks.
Multi-vertical engagement increases loyalty and reduces churn, supporting growth and retention.
Price increases across 150+ countries have not led to material churn, reflecting strong value-to-price perception.
Future pricing decisions will be more market-specific, leveraging strong pricing power and product scalability.
Product innovation and vertical expansion
Ongoing expansion into new verticals, with audiobooks and Audiobook+ showing strong uptake and further international rollout planned.
Tiering and segmentation strategies are being developed, with more differentiated offerings expected in the next 12 months.
Free tier remains a critical funnel, with 60% of subscribers originating from it, supporting both user growth and advertising.
Impact of Daniel Ek's Executive Chair role?
Spotify's Gen AI strategy for innovation
Spotify's capital allocation strategy
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Next Spotify Technology earnings date
Q4 20253 Feb, 2026
Next Spotify Technology earnings date
Q4 20253 Feb, 2026
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Eferix Drawings Google Play
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Frequently asked questions
The Swedish streaming pioneer
Spotify's consumer app was launched in 2008, giving access to millions of songs, podcasts, audiobooks, and video content from artists and creators worldwide. Judging by its user base of over 400 million across 183 countries worldwide, Spotify has become the go-to platform for music streaming. An astonishing achievement considering the competitive landscape, which includes some of the most powerful companies in the world such as Apple and Amazon.
A hub for podcasts
Spotify is also betting big on podcasts, challenging Storytel among others, and has paid big names like Joe Rogan and Bill Simmons for exclusive deals, which has boosted podcast listening on the platform enormously. Spotify now offers several millions of podcasts. Thus, it’s obvious that Spotify will be associated with more than “just” music in the future.
Serves not only the listeners
On the creator side of the platform, Spotify offers an array of tools for both musicians and podcasters that need assistance with production, distribution, and monetization. In fact, around 75 percent of new podcasts on the platform are created via Anchor, which Spotify acquired in 2020 for about 100 million dollars.
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