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The pitch for $SPOT right now:

Continued sales growth (user growth, pricing, ads)
Rising GM % (podcast drag lightens, music continues to improve)
Opex declines (they are fat but we shall see if this happens)

The combo of these would be amazing for their P&L.

Benjamin Tan's avatar
I am confident $SPOT will see operating income inflect in the next few quarters. With the recent price increase and top-of-the-funnel growth, it should produce the operating leverage needed for the stock - which is still the same price as its IPO days - to rerate.
Fat Baby Funds's avatar
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