Spotify’s Price Hike and Podcast Momentum Could Be A Game Changer For Spotify Technology (SPOT)
- In recent months, Spotify has raised its US premium subscription price from US$11.99 to US$12.99 per month while reporting better‑than‑expected third‑quarter 2025 revenue, gross margin, and operating income amid growing engagement with video podcasts.
- The company’s push beyond music into podcasts and other high‑engagement formats, combined with analyst optimism about pricing power, is reshaping how investors view its long‑term role in global audio streaming.
- We’ll examine how Spotify’s recent subscription price increases influence its investment narrative, especially around revenue quality and platform monetization.
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