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• Spotify has announced plans to raise subscription prices and introduce new features and services over the coming quarters, according to statements from senior executives.

• Apple has entered a new global distribution agreement with TuneIn to broaden the reach of its curated radio stations on home speakers and in connected cars. This move is seen as an effort to attract listeners and challenge Spotify’s dominance in the streaming market.

• Phillip Securities has upgraded Spotify’s rating to Neutral from Reduce, highlighting strong growth in users and subscribers. The firm also points out that higher investments and operating costs are likely to temper expectations in the near term.

• DoorDash has appointed Spotify’s former head of advertising as its new Chief Revenue Officer, which underlines ongoing shifts and competition for executive talent within the tech and streaming industries.

• The consensus analyst price target has edged down marginally from $747.78 to $746.42, reflecting a very slight decrease in fair value estimates.

• The discount rate has risen slightly from 8.34% to 8.35%, indicating a small increase in the perceived risk profile and capital cost.

• Revenue growth projections have increased modestly from 12.77% to 12.84%, suggesting improved expectations for top-line expansion.

• Net profit margin forecasts have dipped fractionally from 14.39% to 14.36%, pointing to marginally tighter profitability assumptions.

• The future P/E ratio is up marginally from 51.35x to 51.42x, which signals a minor adjustment in forward earnings expectations.

Narratives are a smarter, story-driven way to invest. They let you see not just the numbers, but the why behind them, combining company insights, financial forecasts, and fair value into a single, easy-to-follow storyline. On Simply Wall St’s Community page, millions of investors use Narratives to compare fair value to today’s price and decide when to buy or sell. Each Narrative evolves dynamically, updating with every earnings report or newsflash so you always have the latest perspective.

Read the full original Narrative for Spotify Technology and stay tuned for developments:

• Uncover how generative AI and next-level personalization are driving user engagement, reducing churn, and supporting faster revenue growth for Spotify.

• See how investments in ad technology and new monetization channels could accelerate margins and overall earnings potential, even as music licensing costs remain high.

• Stay ahead of risks and market shifts as analysts debate valuation, profit outlook, and competition from tech giants. All figures are recalculated in real time as new data arrives.

Get the original perspective and follow along: Generative AI And Personalization Will Shape Future Entertainment

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include SPOT.

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