Spotify’s earnings point to a disturbing trend of the company needing to spend to acquire marginal customers; this makes sense because the company does not have power over supply
Spotify and the labels are at odds, largely because the latter don’t understand their competitive environment. Then, Apple is trying to build the news bundle.
Sonos will begin trading today, but it faces a tough road without meaningful integration. Spotify faces a difficult road too: it is interesting to think about what they would look like together (even though it won’t happen).
Scooter follow-up, then why the future of gaming may be very good for Microsoft. Plus, why Spotify’s new distribution agreements are not a big deal for now, but point to a positive future.
Spotify’s new hate policy and Twitter’s behavior policy seem like good things at first glance, but what they suggest about the companies’s power is worrisome. Plus, YouTube’s subscription plans are as confusing as ever.
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.
Spotify debuts, and I really want to be bullish, but it’s hard. Then, Trump might have a point about Amazon, but it’s moot: the company should be defended.
A bit more on Spotify, and then the lessons to be learned by Uber and Spotify. Plus, a potential Uber-Waymo partnership, and why they company will likely sell-out in Southeast Asia.
Spotify is in a much weaker position that Netflix was, because it could not build up a user base before negotiating with its suppliers. However, the company does seem to be acquiring customers efficiently.