[情報] Spotify 財報

1. 標題：Spotify Reports Jump in Listeners, Ad Revenue -- WSJ
2. 來源：FUTU
3. 網址：https://news.futunn.com/hk/post/12681570
4. 內文：

Spotify Technology SA added more users and saw a surge in advertising revenuein its recently completed quarter as its podcast strategy takes hold despite
backlash to its star host.

Spotify Technology SA在最近結束的季度增加了更多用户，廣告收入激增，儘管其明星主持人遭到強烈反對，但其播客戰略站穩了腳跟。

Neil Young last week removed his music from Spotify in protest to what he
says is vaccine misinformation spread by podcaster Joe Rogan on the streamingservice. The company has since made public its content policy and said it
would begin to tag Covid-19-related content with an advisory prompting users
to check out the service's new hub for data-driven facts and up-to-date
information from the health and scientific communities.

尼爾·楊(Neil Young)上週從Spotify下架了他的音樂，以抗議他所説的播客喬·羅根
(Joe Rogan)在Spotify上傳播的疫苗錯誤信息。自那以後，該公司已公開了其內容政策，並表示將開始為新冠肺炎相關內容貼上一條建議，促使用户查看該服務的新中心，以獲取由數據驅動的事實以及來自健康和科學界的最新信息。

For the fourth quarter, Spotify reported 406 million monthly active users, up18% from a year earlier and at the high end of the company's guidance. Payingsubscribers, its most lucrative type of customer, rose 16% to 180 million,
also at the top of the company's expectations.

第四季度，Spotify報告月度活躍用户4.06億，同比增長18%，處於公司指引的高端。
付費用户是它最賺錢的客户類型，增長了16%，達到1.8億，也是該公司預期的最高水平。

Average revenue per user for the subscription business in the quarter climbed3% to EUR4.40. The increase marks the second quarter of a turnaround for the
metric, which had been pressured downward for years as the company attracted
new subscribers through discounted plans and lower prices in newer markets. Alittle over a year ago, Spotify began raising the price of its family plan indozens of markets, including the U.S., which has helped increase revenue on aper-user basis.

該季度訂閲業務的每用户平均收入攀升了3%，達到4.40歐元。這一增長標誌着該指標扭虧為盈的第二個季度。多年來，由於該公司通過折扣計劃和較新市場的較低價格吸引了新用户，該指標一直面臨下行壓力。一年多前，Spotify開始在包括美國在內的數十個市場提高其家庭套餐的價格，這有助於增加每個用户的收入。

Revenue from subscriptions climbed 22% to EUR2.295 billion, equivalent to
roughly $2.6 billion. Advertising revenue shot up 40% to EUR394 million.
Advertising, which typically has accounted for around 10% of overall revenue,has become a particular growth area as Spotify expands its podcast business.
During the quarter, advertising made up about 15% of total revenue.

訂閲收入攀升22%，至22.95億歐元，約相當於26億美元。廣告收入猛增40%，達到3.94億歐元。廣告通常佔總收入的10%左右，隨着Spotify擴大播客業務，廣告已經成為一個特別的增長領域。該季度，廣告收入約佔總收入的15%。

Spotify said it has 3.6 million podcasts available on its service, up from
3.2 million in the previous quarter.

Spotify表示，其服務上有360萬個播客，高於上一季度的320萬個。

Mr. Young's protest against Spotify has attracted other musicians, including
David Crosby and Stephen Stills on Wednesday. The actions come as Mr. Rogan
has apologized and pledged to be more balanced and informed about
controversial topics and guests.

楊致遠對Spotify的抗議吸引了其他音樂人，包括週三的大衞·克羅斯比(David Crosby)
和斯蒂芬·斯蒂爾斯(Stephen Stills)。在採取這些行動之際，羅根已經道歉，並承諾對有爭議的話題和嘉賓採取更平衡、更知情的態度。

Mr. Rogan has used his popular Spotify show to discuss Covid-19 vaccines and
restrictions, speaking against vaccine mandates for indoor events and
suggesting that young, healthy people shouldn't be vaccinated.

羅根利用他頗受歡迎的Spotify節目討論新冠肺炎疫苗和限制措施，他反對強制要求室內活動接種疫苗，並建議健康的年輕人不應該接種疫苗。

In all for the quarter ended Dec. 31, revenue rose 24% to EUR2.69 billion,
above the company's expectations.

截至12月31日的季度，該公司總收入增長24%，至26.9億歐元，高於該公司的預期。

Spotify reported a narrower loss of EUR39 million from a loss of EUR125
million a year earlier. Per share, the company posted a loss of 21 European
cents, compared with a year-earlier loss of 66 European cents. While the
company has periodically reported a quarterly profit, executives have said itwould continue to give priority to growth -- attracting new subscribers and
investing in podcasting.

Spotify報告虧損3900萬歐元，較上年同期的1.25億歐元有所收窄。該公司每股虧損21歐分，而去年同期虧損66歐分。雖然該公司定期公佈季度盈利，但高管們表示，它將繼續把增長放在首位--吸引新的訂户，並投資於播客。

Free cash flow, a measure of the cash a company generates from operations,
and viewed by many investors as a proxy for performance, was EUR103 million,
up from EUR74 million a year earlier and EUR99 million in the previous
quarter.

自由現金流是衡量公司運營產生的現金的指標，被許多投資者視為業績的代表，為1.03億歐元，高於去年同期的7400萬歐元和上一季度的9900萬歐元。

For the current first quarter, the company said it expects monthly active
users of 418 million, premium subscribers of 183 million and revenue of
EUR2.6 billion. The numbers are roughly in line with analysts' average
expectations on FactSet.

該公司表示，預計當前第一季度月度活躍用户為4.18億，高端用户為1.83億，營收為26億歐元。這些數字大致符合分析師對FactSet的平均預期。

---
其實財報挺不錯的 但可能市場一片悲觀就帶崩了
現在的股價約回到去年5月的水平,但還是高於疫情前的狀況.
比起2020/2的高點大約跌掉60%.

不過這些都不是重點.Spotify的廣告業務蒸蒸日上.
隔壁的FB你卻說廣告商縮手沒人投? 這是誰的問題R?

--

就我看來 這只是重新走去年二月的走勢而已

FB還有個都市傳說:竊聽用戶平日對話 並推出相關廣告 我自己是沒遇到 但同事都這麼說..

其實我yt去廣告了還真不知道現在投放了些甚麼 但可以想想正常企業什麼情況下需要投放廣告. 如果沒事就賺爛了,推出新品大家都會自己去追,那就不需要投廣告了.

這麼多實驗 XDDD

其實我也是這麼想的 然後有次午餐訂餐 同事才討論品項 就有人說FB跳餐廳廣告 但我總覺得這是依據時間去投放的吧XD