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2021-11-29
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Spotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify股票：逢低买入10月初的水平？</blockquote>
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Some may see the","content":"<p>Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the move as bearish, while others could find it an opportunity to buy SPOT cheaper.</p><p><blockquote>继第三季度后盈利飙升后，Spotify股价在11月份失去了大量动力。一些人可能认为此举是看跌的，而另一些人可能会发现这是一个以更便宜的价格购买现货的机会。</blockquote></p><p> In late October, Spotify announced third quarter results. The numbers excited investors and sent Spotify stock up nearly 15% quickly. The key metric supporting bullishness was the large increase in the platform's MAUs (monthly active users) over the previous year, followed by an almost 30% YoY growth in revenue.</p><p><blockquote>10月下旬，Spotify公布了第三季度业绩。这些数字令投资者兴奋不已，并使Spotify股价迅速上涨近15%。支持看涨的关键指标是该平台的MAU（月活跃用户）较上一年大幅增长，随后收入同比增长近30%。</blockquote></p><p> However, almost a month after the earnings announcement, shares have dipped 10% and returned to the same levels of early October. Today, MavenFlix tries to make sense of what is happening with SPOT, and debates whether the recent drop can be considered a buying opportunity.</p><p><blockquote>然而，财报公布近一个月后，股价已下跌10%，回到10月初的水平。今天，MavenFlix试图了解SPOT的情况，并讨论最近的下跌是否可以被视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a76b6dc048e3702eb0b6ef48bbc0409\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Spotify app icon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Spotify应用程序图标。</span></p></blockquote></p><p> <b>Recent downfall and a future opportunity</b></p><p><blockquote><b>最近的失败和未来的机会</b></blockquote></p><p> SPOT hit $205 per share in August and, since then, embarked on a strong bullish ride to six-month highs. However, in November, not long after the announcement of the company's third quarter results, Spotify stock dropped from a high of $300 to less than $250.</p><p><blockquote>现货在8月份触及每股205美元，此后开始强劲看涨，升至六个月高点。然而，11月，在公司第三季度业绩公布后不久，Spotify股票就从300美元的高点跌至250美元以下。</blockquote></p><p> One of the possible causes for such decline is profit taking. If so, an opportunity to buy the dip could exist for those who like the fundamentals of the company, but that believed SPOT may have been too expensive or overvalued. Today, Spotify is trading at the lowest price in the last 3 months.</p><p><blockquote>这种下跌的可能原因之一是获利了结。如果是这样的话，对于那些喜欢该公司基本面但认为现货可能太贵或估值过高的人来说，可能存在逢低买入的机会。今天，Spotify的交易价格是过去3个月来的最低价格。</blockquote></p><p> <b>Podcast growth and ad revenue</b></p><p><blockquote><b>播客增长和广告收入</b></blockquote></p><p> Unlike what many might think, Spotify is not merely a music platform, but an audio one. Therefore, one should not only consider growth in the music streaming space when calculating the fair value of the stock.</p><p><blockquote>与许多人的想法不同，Spotify不仅仅是一个音乐平台，还是一个音频平台。因此，在计算股票的公允价值时，不应只考虑音乐流媒体领域的增长。</blockquote></p><p> As we discussed in “Spotify Earnings: Why The Stock Spiked On Q3 Results”, one of the most relevant growth drivers for Spotify today is podcast. This sub-segment of streaming audio is expanding fast and could become a substantial part of the company's P&L in the foreseeable future.</p><p><blockquote>正如我们在“Spotify收益：为什么该股在第三季度业绩中飙升”中讨论的那样，当今Spotify最相关的增长动力之一是播客。流媒体音频的这一细分市场正在快速扩张，在可预见的未来可能成为公司损益的重要组成部分。</blockquote></p><p> With ad-supported accounts growing at the same rate as paid users, monetizing on podcasts is a key next step for Spotify. We think that this could be a catalyst pushing Spotify stock higher in the future – even if not in the next few weeks or months.</p><p><blockquote>随着广告支持的账户以与付费用户相同的速度增长，通过播客赚钱是Spotify的下一步关键。我们认为这可能是未来推高Spotify股价的催化剂——即使不是在未来几周或几个月内。</blockquote></p><p> <b>Spotify dominates audio streaming</b></p><p><blockquote><b>Spotify主导音频流</b></blockquote></p><p> Spotify has one of the largest music libraries. However, we do not think that this sets the company apart from its competitors. Apple and Amazon, for example, continue to invest their bottomless piles of cash to boost their platforms’ content offerings as well.</p><p><blockquote>Spotify拥有最大的音乐库之一。然而，我们并不认为这使该公司从竞争对手中脱颖而出。例如，苹果和亚马逊也继续投入大量现金来增加其平台的内容产品。</blockquote></p><p> What makes Spotify stand out, in our view, is its footprint in audio streaming. Despite the growth prospects, the market is still concentrated in the hands of few players, unlike what happens in video streaming. Spotify has clear market dominance, as the chart below depicts.</p><p><blockquote>在我们看来，Spotify之所以脱颖而出，是因为它在音频流领域的足迹。尽管有增长前景，但市场仍然集中在少数玩家手中，这与视频流媒体的情况不同。如下图所示，Spotify拥有明显的市场主导地位。</blockquote></p><p> The investments in podcasts should only help Spotify to establish itself at the top for years to come. Currently, there are about 2.6 million podcast titles available on the platform.</p><p><blockquote>对播客的投资应该只会帮助Spotify在未来几年确立自己的地位。目前，该平台上大约有260万个播客标题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab561adf751b756fe06b8fa8d2bff0ee\" tg-width=\"609\" tg-height=\"458\" width=\"100%\" height=\"auto\"><span>Figure 2: Music streaming market share.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：音乐流媒体市场份额。</span></p></blockquote></p><p> <b>Our view</b></p><p><blockquote><b>我们的观点</b></blockquote></p><p> After Spotify stock dropped more than 10% since the beginning of November, a window of opportunity may have opened for those who appreciate Spotify's business model. Buying SPOT today, however, may only prove to be a good long-term strategy, since volatility in the short term in unlikely to subside.</p><p><blockquote>自11月初以来，Spotify股价下跌超过10%，对于那些欣赏Spotify商业模式的人来说，机会之窗可能已经打开。然而，今天购买现货可能只是一个很好的长期策略，因为短期内的波动不太可能消退。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Spotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify股票：逢低买入10月初的水平？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpotify Stock: Buy the Dip to Early-October Levels?<blockquote>Spotify股票：逢低买入10月初的水平？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-29 23:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the move as bearish, while others could find it an opportunity to buy SPOT cheaper.</p><p><blockquote>继第三季度后盈利飙升后，Spotify股价在11月份失去了大量动力。一些人可能认为此举是看跌的，而另一些人可能会发现这是一个以更便宜的价格购买现货的机会。</blockquote></p><p> In late October, Spotify announced third quarter results. The numbers excited investors and sent Spotify stock up nearly 15% quickly. The key metric supporting bullishness was the large increase in the platform's MAUs (monthly active users) over the previous year, followed by an almost 30% YoY growth in revenue.</p><p><blockquote>10月下旬，Spotify公布了第三季度业绩。这些数字令投资者兴奋不已，并使Spotify股价迅速上涨近15%。支持看涨的关键指标是该平台的MAU（月活跃用户）较上一年大幅增长，随后收入同比增长近30%。</blockquote></p><p> However, almost a month after the earnings announcement, shares have dipped 10% and returned to the same levels of early October. Today, MavenFlix tries to make sense of what is happening with SPOT, and debates whether the recent drop can be considered a buying opportunity.</p><p><blockquote>然而，财报公布近一个月后，股价已下跌10%，回到10月初的水平。今天，MavenFlix试图了解SPOT的情况，并讨论最近的下跌是否可以被视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a76b6dc048e3702eb0b6ef48bbc0409\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Spotify app icon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Spotify应用程序图标。</span></p></blockquote></p><p> <b>Recent downfall and a future opportunity</b></p><p><blockquote><b>最近的失败和未来的机会</b></blockquote></p><p> SPOT hit $205 per share in August and, since then, embarked on a strong bullish ride to six-month highs. However, in November, not long after the announcement of the company's third quarter results, Spotify stock dropped from a high of $300 to less than $250.</p><p><blockquote>现货在8月份触及每股205美元，此后开始强劲看涨，升至六个月高点。然而，11月，在公司第三季度业绩公布后不久，Spotify股票就从300美元的高点跌至250美元以下。</blockquote></p><p> One of the possible causes for such decline is profit taking. If so, an opportunity to buy the dip could exist for those who like the fundamentals of the company, but that believed SPOT may have been too expensive or overvalued. Today, Spotify is trading at the lowest price in the last 3 months.</p><p><blockquote>这种下跌的可能原因之一是获利了结。如果是这样的话，对于那些喜欢该公司基本面但认为现货可能太贵或估值过高的人来说，可能存在逢低买入的机会。今天，Spotify的交易价格是过去3个月来的最低价格。</blockquote></p><p> <b>Podcast growth and ad revenue</b></p><p><blockquote><b>播客增长和广告收入</b></blockquote></p><p> Unlike what many might think, Spotify is not merely a music platform, but an audio one. Therefore, one should not only consider growth in the music streaming space when calculating the fair value of the stock.</p><p><blockquote>与许多人的想法不同，Spotify不仅仅是一个音乐平台，还是一个音频平台。因此，在计算股票的公允价值时，不应只考虑音乐流媒体领域的增长。</blockquote></p><p> As we discussed in “Spotify Earnings: Why The Stock Spiked On Q3 Results”, one of the most relevant growth drivers for Spotify today is podcast. This sub-segment of streaming audio is expanding fast and could become a substantial part of the company's P&L in the foreseeable future.</p><p><blockquote>正如我们在“Spotify收益：为什么该股在第三季度业绩中飙升”中讨论的那样，当今Spotify最相关的增长动力之一是播客。流媒体音频的这一细分市场正在快速扩张，在可预见的未来可能成为公司损益的重要组成部分。</blockquote></p><p> With ad-supported accounts growing at the same rate as paid users, monetizing on podcasts is a key next step for Spotify. We think that this could be a catalyst pushing Spotify stock higher in the future – even if not in the next few weeks or months.</p><p><blockquote>随着广告支持的账户以与付费用户相同的速度增长，通过播客赚钱是Spotify的下一步关键。我们认为这可能是未来推高Spotify股价的催化剂——即使不是在未来几周或几个月内。</blockquote></p><p> <b>Spotify dominates audio streaming</b></p><p><blockquote><b>Spotify主导音频流</b></blockquote></p><p> Spotify has one of the largest music libraries. However, we do not think that this sets the company apart from its competitors. Apple and Amazon, for example, continue to invest their bottomless piles of cash to boost their platforms’ content offerings as well.</p><p><blockquote>Spotify拥有最大的音乐库之一。然而，我们并不认为这使该公司从竞争对手中脱颖而出。例如，苹果和亚马逊也继续投入大量现金来增加其平台的内容产品。</blockquote></p><p> What makes Spotify stand out, in our view, is its footprint in audio streaming. Despite the growth prospects, the market is still concentrated in the hands of few players, unlike what happens in video streaming. Spotify has clear market dominance, as the chart below depicts.</p><p><blockquote>在我们看来，Spotify之所以脱颖而出，是因为它在音频流领域的足迹。尽管有增长前景，但市场仍然集中在少数玩家手中，这与视频流媒体的情况不同。如下图所示，Spotify拥有明显的市场主导地位。</blockquote></p><p> The investments in podcasts should only help Spotify to establish itself at the top for years to come. Currently, there are about 2.6 million podcast titles available on the platform.</p><p><blockquote>对播客的投资应该只会帮助Spotify在未来几年确立自己的地位。目前，该平台上大约有260万个播客标题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab561adf751b756fe06b8fa8d2bff0ee\" tg-width=\"609\" tg-height=\"458\" width=\"100%\" height=\"auto\"><span>Figure 2: Music streaming market share.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：音乐流媒体市场份额。</span></p></blockquote></p><p> <b>Our view</b></p><p><blockquote><b>我们的观点</b></blockquote></p><p> After Spotify stock dropped more than 10% since the beginning of November, a window of opportunity may have opened for those who appreciate Spotify's business model. Buying SPOT today, however, may only prove to be a good long-term strategy, since volatility in the short term in unlikely to subside.</p><p><blockquote>自11月初以来，Spotify股价下跌超过10%，对于那些欣赏Spotify商业模式的人来说，机会之窗可能已经打开。然而，今天购买现货可能只是一个很好的长期策略，因为短期内的波动不太可能消退。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/spot/buy-spotify-stock-at-pre-q3-earnings-levels\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A."},"source_url":"https://www.thestreet.com/streaming/spot/buy-spotify-stock-at-pre-q3-earnings-levels","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180693909","content_text":"Spotify stock lost plenty of steam in November, following a post-Q3 earnings spike. Some may see the move as bearish, while others could find it an opportunity to buy SPOT cheaper.\nIn late October, Spotify announced third quarter results. The numbers excited investors and sent Spotify stock up nearly 15% quickly. The key metric supporting bullishness was the large increase in the platform's MAUs (monthly active users) over the previous year, followed by an almost 30% YoY growth in revenue.\nHowever, almost a month after the earnings announcement, shares have dipped 10% and returned to the same levels of early October. Today, MavenFlix tries to make sense of what is happening with SPOT, and debates whether the recent drop can be considered a buying opportunity.\nFigure 1: Spotify app icon.\nRecent downfall and a future opportunity\nSPOT hit $205 per share in August and, since then, embarked on a strong bullish ride to six-month highs. However, in November, not long after the announcement of the company's third quarter results, Spotify stock dropped from a high of $300 to less than $250.\nOne of the possible causes for such decline is profit taking. If so, an opportunity to buy the dip could exist for those who like the fundamentals of the company, but that believed SPOT may have been too expensive or overvalued. Today, Spotify is trading at the lowest price in the last 3 months.\nPodcast growth and ad revenue\nUnlike what many might think, Spotify is not merely a music platform, but an audio one. Therefore, one should not only consider growth in the music streaming space when calculating the fair value of the stock.\nAs we discussed in “Spotify Earnings: Why The Stock Spiked On Q3 Results”, one of the most relevant growth drivers for Spotify today is podcast. This sub-segment of streaming audio is expanding fast and could become a substantial part of the company's P&L in the foreseeable future.\nWith ad-supported accounts growing at the same rate as paid users, monetizing on podcasts is a key next step for Spotify. We think that this could be a catalyst pushing Spotify stock higher in the future – even if not in the next few weeks or months.\nSpotify dominates audio streaming\nSpotify has one of the largest music libraries. However, we do not think that this sets the company apart from its competitors. Apple and Amazon, for example, continue to invest their bottomless piles of cash to boost their platforms’ content offerings as well.\nWhat makes Spotify stand out, in our view, is its footprint in audio streaming. Despite the growth prospects, the market is still concentrated in the hands of few players, unlike what happens in video streaming. Spotify has clear market dominance, as the chart below depicts.\nThe investments in podcasts should only help Spotify to establish itself at the top for years to come. Currently, there are about 2.6 million podcast titles available on the platform.\nFigure 2: Music streaming market share.\nOur view\nAfter Spotify stock dropped more than 10% since the beginning of November, a window of opportunity may have opened for those who appreciate Spotify's business model. Buying SPOT today, however, may only prove to be a good long-term strategy, since volatility in the short term in unlikely to subside.","news_type":1,"symbols_score_info":{"SPOT":0.9}},"isVote":1,"tweetType":1,"viewCount":3937,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/600765375"}
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