bearish

Spotify

Spotify 3Q22: Another TikTok Victim?

Spotify had another murky quarter as margins continue to undershoot despite management talking about more cost discipline in this "new" cost of capital environment. Big + Apple price increase helps.

Equity Bottom-Up
89 Views, 26 Oct 2022 22:03
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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