Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More

Spotify (SPOT) is Playing the Long Game

July 2, 2021

Spotify (SPOT) is Playing the Long Game

As consumer behaviors normalize, so are levels of music streaming activity. However, one platform is showing comparative strength: Spotify.

Spotify is a peer leader in recent demand growth: +6% QoQ. Apple Music (housed inside of the iTunes brand) has dropped -10% QoQ, with Sirius XM and Pandora trailing further behind.

Spotify's 21Q2 ended on June 30. Demand growth was fairly flat YoY, but +40% higher vs 2019.

What is helping to drive Spotify growth long-term?

1. Spotify is winning the Podcast battle vs. its top peer Apple Music in total volume and YoY growth. It also outperforms the generic trend of listening to podcasts, displaying YoY weakness.

Spotify is focused on keeping top podcast talent by enabling access to paid audio products on top of Spotify and giving creators control of content and monetization.

The monetization of podcasts for Spotify is a long game:

"For the next two years, being a part of this podcast creator program will be free for podcasters, meaning they can pocket 100% of their subscriber revenue, excluding payment transaction fees. Starting in 2023, Spotify says it plans to introduce a 5% fee for access to the monetization tool."

2. Spotify has mastered personalization.

Each year, one of the highest mention volume dates for Spotify revolves around its individualized "Wrapped" analysis. The element of new music discovery is commonly touted in tweets.

If Spotify can continue to build momentum vs. peers and maintain dominance in the Podcast space, it could present a long-term opportunity for investors.

Related Posts

Spotify's podcast platform is winning big

Spotify (SPOT) purchase intent surging Spotify Purchase Intent was the […]

Read More
Spotify shares are powering up into earnings

Spotify (SPOT) Spotify shares have gained more than +8% since […]

Read More
Audio Peers Should be Scared of Spotify (SPOT)

Audio Peers Should be Scared of Spotify (SPOT) Last quarter […]

Read More
1 2 3 4

Related Posts


Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

© 2023
 LikeFolio. All Rights Reserved.
Privacy Policy
Terms of Use
LikeFolio userslaptop-phonepie-chartselect