Good visibility on Recurring Revenue Growth Tracking Streams – We have analyzed billions of streams across Spotify’s major markets. Streamed tracks on Spotify were increasing at compound monthly growth rates between 1.5% in the U.S.to over 13% in Japan (a U.K. market monthly compound growth rate at 0.2% was due coming off a high base from Ed Sheeran streaming). Streams are what drive growth in Spotify’s two pipelines to premium subscriber growth (i.e. recurring monthly subscriber fees). Free and discounted trial users – Users typically convert from discounted and free trials to paid within a 36-month. Free and discounted trials […]
Monthly Archives: April 2018
3 posts
We have decided to make public our previous technical stock calls on BIDU. These reports were produced by Konstantin Dimov. We are summarizing and reposting his work in this piece. Due to a technical issue, Konstantin’s original work on our site was removed. Summary September 1st, 2017 – Called a short-term move upwards to $268 to $272 – Peaked at $272.82 at the close of October 17th. March 14th, 2018 – Called a short-term move downwards to $228 to $235 – Actually overshot the range and bottomed at $212.07 at the close of April 6th, 2018. With this technical call along with unspectacular […]