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Spotify第一季獲利超出預期;但付費用戶成長和前景令人失望

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-- Spotify Technology (SPOT) 公佈的第一季獲利超出預期,但這家音訊串流平台的付費用戶成長和前景令投資者失望,導致其股價在周二的交易中下跌。 截至3月的第一季,Spotify稀釋後每股盈餘從去年同期的1.07歐元增加到3.45歐元(4.04美元),高於FactSet先前預測的2.95歐元。營收成長8%至45.3億歐元,與預期相符。 每月活躍用戶成長12%至7.61億,高於華爾街預期的7.591億。付費用戶成長9%至2.93億,但分析師先前預測為2.932億。 財務長克里斯蒂安路易加在與分析師的財報電話會議上表示:「本季我們新增了300萬淨付費用戶,達到2.93億,符合我們的預期。」以上資訊來自FactSet的電話會議記錄。 “繼1月份美國提價後,我們沒有看到因提價導致的用戶流失出現任何意外。” Spotify在紐約證券交易所上市的股票盤中下跌14%。該股今年以來已累計下跌26%。 Spotify預計本季營收為48億歐元,而分析師預期為47.7億歐元。該公司預計每月活躍用戶將增加1700萬,達到7.78億,高於市場普遍預期的7.748億。付費用戶預計將增加600萬,達到2.99億,低於華爾街預測的3.004億。 Luiga表示,對付費用戶成長的預期“略低於去年同期的顯著增長,去年同期的增長得益於美國iOS應用的有利調整等因素。” 3月季度,Spotify的付費用戶營收成長10%,達到41.5億歐元,而廣告支援收入則下降5%,至3.85億歐元。 「品牌一直以來都非常看重Spotify的用戶參與度、品牌知名度和高品質內容,但市場已經發生了變化,」執行長Alex Norstrom在電話會議上表示。他指出,廣告主轉向競價購買促使公司對廣告技術堆疊進行重組,以開拓這一市場。

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

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