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Spotify第一季度利润超出预期;但付费用户增长和前景令人失望

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-- Spotify Technology (SPOT) 公布的第一季度盈利超出预期,但这家音频流媒体平台的付费用户增长和前景令投资者失望,导致其股价在周二的交易中下跌。 截至3月的第一季度,Spotify稀释后每股收益从去年同期的1.07欧元增至3.45欧元(4.04美元),高于FactSet此前预测的2.95欧元。营收增长8%至45.3亿欧元,与预期相符。 月活跃用户增长12%至7.61亿,高于华尔街预期的7.591亿。付费用户增长9%至2.93亿,但分析师此前预测为2.932亿。 首席财务官克里斯蒂安·路易加在与分析师的财报电话会议上表示:“本季度我们新增了300万净付费用户,达到2.93亿,符合我们的预期。”以上信息来自FactSet的电话会议记录。 “继1月份美国提价后,我们没有看到因提价导致的用户流失出现任何意外。” Spotify在纽约证券交易所上市的股票盘中下跌14%。该股今年以来已累计下跌26%。 Spotify预计本季度营收为48亿欧元,而分析师预期为47.7亿欧元。该公司预计月活跃用户将增加1700万,达到7.78亿,高于市场普遍预期的7.748亿。付费用户预计将增加600万,达到2.99亿,低于华尔街预测的3.004亿。 Luiga表示,对付费用户增长的预期“略低于去年同期的显著增长,去年同期的增长得益于美国iOS应用的有利调整等因素。” 3月份季度,Spotify的付费用户收入增长10%,达到41.5亿欧元,而广告支持收入则下降5%,至3.85亿欧元。 “品牌一直以来都非常看重Spotify的用户参与度、品牌知名度和高质量内容,但市场已经发生了变化,”首席执行官Alex Norstrom在电话会议上表示。他指出,广告商转向竞价购买促使公司对广告技术栈进行重组,以开拓这一市场。

Price: $428.60, Change: $-67.22, Percent Change: -13.56%

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