Spotify

Netflix

Netflix: A Valuation Update

July 23, 2024

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Netflix

Netflix: A Change in Posture

April 25, 2024

In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, [...]

Carvana

Carvana: Ramping

February 8, 2024

I’ll get straight to the point here: despite being an 11-bagger last year—and the single [...]

Netflix

Netflix: The Streaming Wars That Never Started

February 2, 2024

More people are now acknowledging that Netflix won the “streaming wars,” but that implies the [...]

Spotify

Spotify: The New Modus Operandi

December 15, 2023

User and subscriber growth continued to show impressive strength. MAUs grew 26% y/y to 574 [...]

Spotify 1Q 2021 Update

Posted on May 4, 2021May 5, 2021 by Implied Expectations

My latest thoughts on Spotify and its first quarter.

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Spotify

Spotify 4Q 2020 Update

Posted on February 12, 2021April 29, 2021 by Implied Expectations

My thoughts on Spotify and its fourth quarter.

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Spotify

Spotify 3Q 2020 Update

Posted on November 2, 2020November 11, 2020 by Implied Expectations

My thoughts on Spotify’s third quarter.

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Spotify

Spotify 2Q 2020 Update

Posted on August 6, 2020October 15, 2020 by Implied Expectations

My thoughts on Spotify’s second quarter.

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Spotify

Spotify News

Posted on May 21, 2020October 15, 2020 by Implied Expectations

My thoughts on Spotify’s exclusive podcast deal with Joe Rogan.

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Spotify

Spotify 1Q 2020 Update

Posted on May 1, 2020October 15, 2020 by Implied Expectations

My thoughts on Spotify’s first quarter.

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Spotify

Spotify 3Q 2019 Update

Posted on October 29, 2019October 13, 2020 by Implied Expectations

My thoughts on Spotify’s third quarter.

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Spotify

Spotify 2Q 2019 Update

Posted on August 20, 2019October 13, 2020 by Implied Expectations

My thoughts on Spotify’s second quarter.

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Spotify

Spotify 1Q 2019 Update

Posted on May 1, 2019October 13, 2020 by Implied Expectations

My thoughts on Spotify’s first quarter.

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Spotify

Spotify: Scenario Analysis and Valuation

Posted on March 13, 2019October 13, 2020 by Implied Expectations

My scenario analysis and valuation.

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