SPOT
Spotify Technology·NYSE
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SPOT fundamentals
Spotify Technology (SPOT) released its earnings on Feb 10, 2026: revenue was 5.32B (YoY +21.17%), beat estimates; EPS was 5.2026 (YoY +185.54%), beat estimates.
Revenue / YoY
5.32B
+21.17%
EPS / YoY
5.2026
+185.54%
Report date
Feb 10, 2026
SPOT Earnings Call Summary for Q4,2025
- AI-Driven Innovation: Spotify is leading in agentic media with tools like Interactive DJ and Prompted Playlists, leveraging AI to enhance user engagement and retention. Internal AI tools (e.g., Honk) are accelerating product development.
- Financial Performance: Q4 2025 revenue grew 13% to €4.5 billion, with gross margin expanding 83bps to 33.1%. Q1 2026 guidance reflects 15% revenue growth and ARPU expansion of 5-6%.
- Market Leadership: Spotify paid out $11 billion to music rights holders in 2025, a global record. Podcast video consumption grew 90%, and audiobooks expanded to new markets with strong publisher feedback.
- Subscriber Growth: Q4 marked the highest MAU net additions in Spotify's history, with 0.75 billion monthly users. The enhanced free tier is driving funnel improvements, despite Q1 price increases.
- Ad Business Momentum: Ad revenue growth (4% in Q4) is accelerating, with expectations for stronger performance in H2 2026 as the new ad stack gains traction.
EPS
Actual | 0 | -2.1452 | -0.6801 | -0.8075 | -0.2938 | -0.1222 | 0.0116 | -0.2273 | 0.2324 | -0.8908 | -0.9702 | -1.4983 | -1.2572 | -1.6906 | 0.3488 | -0.3973 | 1.0466 | 1.4246 | 1.6144 | 1.822 | 1.1576 | -0.4948 | 3.8489 | 5.2026 | ||||||||
Forecast | -0.5144 | -0.3946 | -0.6162 | -0.6036 | -0.473 | -0.4352 | -0.2431 | -0.5818 | -0.2814 | -0.7113 | -0.834 | -1.3694 | -0.9345 | -0.6885 | -0.2361 | -0.4118 | 0.6737 | 1.1252 | 1.8796 | 2.0573 | 2.3712 | 2.3009 | 2.2946 | 3.1395 | ||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +100.00% | -443.64% | -10.37% | -33.78% | +37.89% | +71.92% | +104.77% | +60.93% | +182.59% | -25.24% | -16.33% | -9.41% | -34.53% | -145.55% | +247.73% | +3.52% | +55.35% | +26.61% | -14.11% | -11.44% | -51.18% | -121.50% | +67.74% | +65.71% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | 2.03B | 2.12B | 2.32B | 2.65B | 2.52B | 2.76B | 2.90B | 3.06B | 2.94B | 3.00B | 2.98B | 3.39B | 3.30B | 3.47B | 3.55B | 4.05B | 3.92B | 4.08B | 4.44B | 4.39B | 4.53B | 4.94B | 5.01B | 5.32B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | 2.04B | 2.16B | 2.34B | 2.62B | 2.52B | 2.71B | 2.84B | 3.02B | 2.89B | 2.95B | 2.96B | 3.40B | 3.36B | 3.50B | 3.52B | 4.10B | 3.90B | 4.10B | 4.48B | 4.30B | 4.54B | 5.02B | 4.97B | 5.31B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.39% | -1.86% | -1.23% | +1.38% | +0.20% | +1.94% | +2.08% | +1.30% | +1.72% | +1.84% | +0.62% | -0.41% | -1.75% | -1.00% | +0.86% | -1.22% | +0.72% | -0.47% | -0.95% | +2.18% | -0.24% | -1.58% | +0.93% | +0.16% |
Earnings Call
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What is the market's earnings forecast for Spotify Technology next quarter?What is Spotify Technology's gross profit margin?What is the revenue and EPS growth rate for Spotify Technology year over year?Did Spotify Technology beat or miss consensus estimates last quarter?What is Spotify Technology's latest dividend and current dividend yield?What were the key takeaways from Spotify Technology’s earnings call?What were the key takeaways from Spotify Technology's earnings call?What does Spotify Technology do and what are its main business segments?
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