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Spotify Earnings: The Music Streaming War Is Heating Up
https://stratechery.com/2022/spotify-netflix-and-aggregation/?access_token=eyJhbGciOiJSUzI1NiIsImtpZCI6InN0cmF0ZWNoZXJ5LnBhc3Nwb3J0Lm9ubGluZSIsInR5cCI6IkpXVCJ9.eyJhdWQiOiJzdHJhdGVjaGVyeS5wYXNzcG9ydC5vbmxpbmUiLCJlbnQiOnsidXJpIjpbImh0dHBzOi8vc3RyYXRlY2hlcnkuY29tLzIwMjIvc3BvdGlmeS1uZXRmbGl4LWFuZC1hZ2dyZWdhdGlvbi8iXX0sImV4cCI6MTY1ODkzNzAzMiwiaWF0IjoxNjU2MzQ1MDMyLCJpc3MiOiJodHRwczovL3N0cmF0ZWNoZXJ5LnBhc3Nwb3J0Lm9ubGluZS9vYXV0aCIsInNjb3BlIjoiYXJ0aWNsZTpyZWFkIGFzc2V0OnJlYWQgY2F0ZWdvcnk6cmVhZCIsInN1YiI6IjdqWkdFeVp
Stratecherystratechery.com
The market has reacted. So just to give you an idea, I mean 2014 was really the year where we started to see Spotify was the leader in this industry scale. It was founded in 2006, but it's first five, 10 years of existence, it was a much smaller business, just trying to A, get the access to the content that it needed and then B, just to build it... See more
Colossus • Universal Music Group: The Gatekeepers of Music
Spotify is rolling up the internet audio market, which their CEO, Daniel Ek, thinks will grow from $100 billion in revenue a year to somewhere near the video market, which is $1 trillion. People spend about the same amount of time consuming audio as video content. “Are our eyes,” he asks, “really worth 10 times more than our ears?”
Matt Stoller • Will Spotify Ruin Podcasting?
Music generated $8.7 billion in revenue in the U.S. in 2017; podcasts generated only around $300 million in the U.S.
Ben Thompson • Spotify’s Podcast Aggregation Play
This occurs across a competitive backdrop in the industry that has seen increased M&A activity, be that major labels acquiring indie labels and distributors, or catalogue acquisition. Heritage rights retain a premium, and market share is being bought, arguably, at the cost of investment in new, innovative music. Independent labels talk of it... See more