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(Created page with "''Return to: Spotify'' == 2023 April 25 == I increased the Spotify position by 1/3 at EUR 122,90 or USD 135.6 minutes after their Spotify:Quarterly Results/2023 Q1|Q1 2...") |
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* Management sees encouraging signs from testing Spotifys new design and is very optimistic about it longterm. | * Management sees encouraging signs from testing Spotifys new design and is very optimistic about it longterm. | ||
* AI has potential to further creativity of creators and therefore the amount of content on Spotify. (and Spotifies independence form music labels) . | * AI has potential to further creativity of creators and therefore the amount of content on Spotify. (and Spotifies independence form music labels). | ||
* They have multiple new unannounced revenue streams in the pipeline. | * They have multiple new unannounced revenue streams in the pipeline. | ||
* Operating expensive could be lower w/o special items and there is more cost saving potential. | |||
* Their strategy on advertising is data and ai driven with likely upside potential. | * Their strategy on advertising is data and ai driven with likely upside potential. | ||
* The more i learn about Spotify the more i am convinced about the quality of their management and strategy. | * The more i learn about Spotify the more i am convinced about the quality of their management, culture, way of conducting business and strategy. | ||