We have updated our Spotify (SPOT) 63-slide powerpoint pitch, incorporating post-Christmas data points. The primary changes involve assumptions on hardware uptake, which have come in better than expected. Changes have been made by Nicholas Stiege. Among the topic covered here are: Good Recurring Gross Margin Visibility Trailing Metrics Fail to Contemplate Dependable Customer Behaviour Combining Streams, Surveys, Plans, and Promotions Globally into a Forecast Review of our Forecasts Correctly Anticipated the Last Two Beats Tracking Stream Counts for 23 Major Spotify Markets Stream Conversions to Premium Impacted by Market Launches & Partnerships Unique Forecasting Method Resulted in a Strong r^2 Model […]
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