Spotify Needs Wall Street

Spotify Needs Wall Street

On Friday we mentioned new reports that Spotify is planning to go public on the NYSE via a so-called direct listing, with our sources saying that late 2017 is more likely than early 2018. Some notes: Why? A direct listing would save Spotify some Wall Street...
Stream With The Devil

Stream With The Devil

On-demand streaming music is inevitable, so Spotify is taking whatever fuel it can get to win the race against Apple. Whoever can sign up customers faster to consume their data and network effect could earn money off them for a long, long time. So it makes sense that...
Why Spotify Will Never Be Like Netflix

Why Spotify Will Never Be Like Netflix

Why isn’t Spotify moving more aggressively into content ownership?  Wall Street is gonna hate the answer to that question. If you want to fix Spotify’s business model, you have to fix the cost of content.  Every business has costs, but Spotify’s costs are...