SPOTEntertainment & Gaming
FollowFollowingUnfollowFree · no card
Get what investors say about SPOT next
3 investor calls on SPOT in the last 90 days (3 bullish, 0 bearish). Follow SPOT free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
or continue with Google ·
Who said what, and what SPOT did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about SPOT
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC (uncut) | Spotify's accelerating paid-subscriber growth, 14% revenue growth, expanding gross margins, strong forward… |
| 2026-10-22 | Unknown | Bullish | Fox Business (uncut) | Spotify's AI-driven content personalization is producing 11% monthly active user growth and operating margin… |
| 2026-09-18 | Simeon McmillanWriter, Accrued Interest; manages a family office | Bullish | Yet Another Value Podcast | 2024-2025 label renegotiations structurally lower Spotify's royalty rate as subscriber scale grows, driving… |
| 2025-12-29 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bearish | CNBC Halftime Final Trades | Spotify has been in a technical downtrend since late June, failed to perform over a one-month hold window… |
| 2025-07-29 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | Despite near-term positioning overhang pressuring the stock, fundamental drivers — premium subscriber growth… |
| 2025-02-21 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Spotify is excluded from the S&P 500 so all outperformance is pure alpha with no index beta, while it has a… |
| 2024-02-24 | Stig BrodersenCo-founder & Host, The Investor's Podcast Network | Bullish | We Study Billionaires | Spotify's dominant audio market share despite paying distribution taxes to Apple and Google proves a… |
| 2023-02-25 | Stig BrodersenCo-founder & Host, The Investor's Podcast Network | Bullish | We Study Billionaires | Spotify's audio-first platform dominance (30% market share, surpassed Apple Podcasts in under 5 years)… |
| 2020-05-31 | Stig BrodersenCo-founder & Host, The Investor's Podcast Network | Bullish | We Study Billionaires | Spotify's owned podcast content flywheel and proprietary listener data create a durable audio moat analogous… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 22 Oct 2026 | before the open | 2.48 vs 2.86 | +11.4% |
Notable options days
Sessions in the last 120 where SPOT’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 4 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 | ||||||
| 2026-10-21 | ||||||
| 2026-10-07 | ||||||
| 2026-05-21 |
SPOT on the Wheel
SPOT passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2018–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
Idea Scout
Following SPOT? Every Sunday we read the tape so you don't have to — who's recommending what, where they agree, and who just changed their mind. One free email a week.
Free · double opt-in · unsubscribe in one click