As AI-generated artists and tracks flood music streaming platforms, Spotify is rolling out a new “Verified by Spotify” badge to help listeners more easily identify authentic human artists.
Spotify (NYSE:SPOT | SPOT Price Prediction) faces sharply divided Wall Street sentiment after its Q1 2026 earnings, with four firms cutting price targets while Rosenblatt issued a contrarian upgrade.
Spotify Technologies SA NASDAQ: SPOT shot down nearly 13% after delivering cautious guidance in its Q1 2026 earnings report. A key area of weakness was in ad revenue, which declined for the second consecutive quarter.
I am rating Spotify a 'buy' as valuation multiples have contracted since its peak in 2025, creating an attractive risk-reward profile despite recent post-earnings weakness. SPOT's Q1 FY26 saw revenue of €4.5B (+8% YoY) and operating income of €715M, but forward guidance for Premium subscriber growth and operating profit disappointed. Premium subscriptions drove over 91.5% of revenue, with ARPU remaining resilient even after a February 2026 price hike, though pricing fatigue is a concern.
Spotify Technology S.A. (SPOT) Q1 2026 Earnings Call Transcript
Spotify Technology SA shares plunged the most in more than four years after the music streaming leader gave a forecast for operating income in the second quarter that missed analysts' estimates. The Swedish company expects operating income of €630 million ($737 million) in the current quarter, it said in a statement Tuesday.
Shares of Spotify (NYSE:SPOT | SPOT Price Prediction) are down 14% in midday Tuesday trading, with the stock changing hands near $428 after closing Monday at $495.82.
Spotify Technology SA (NYSE:SPOT) shares fell nearly 11% on Tuesday after the streaming company posted quarterly results that beat expectations on revenue, profit and user growth but delivered mixed second-quarter guidance, particularly on profitability and subscriber additions. The US-listed stock decline came despite stronger-than-expected first-quarter 2026 performance, including revenue of €4.53 billion versus estimates of €4.52 billion, and earnings per share of €3.45 compared with forecasts of €2.95.
Shares of Spotify Technology SA (NYSE:SPOT) are down 13.8% to trade at $427.38, despite the music streaming platform's better-than-expected first quarter earnings of $4.04 per share.
You can now use Spotify to knock out a 10-minute Pilates session, a weighted glutes circuit, or a bit of morning yoga.
Spotify reported 293 million paid subscribers in the first quarter of 2026, up 1% over the previous quarter and up 9% year-over-year. The streaming service reported 761 million monthly active users, up 12% year-over-year, while total revenue reached €4.53 billion, or about $5.3 billion, up 8% year-over-year.
Between the April 27 regular session, when the stock of the music streaming giant Spotify (NYSE: SPOT) fell 4.28% to $495.82, and the April 28 extended session, when it crashed 9.24% to $450, the company's equity plummeted more than 13% within just 24 hours.