Jason Moser
speaker
1,743 appearances
11 recordings
1 series
first heard Sep 2014
last heard 2d ago
Jason Moser’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 2.
Appearances
Motley Fool Hidden Gems Investing · The Week's Growth Wasn’t Enough For Wall Street · 13 Feb 2026
podcast
I love it as a consumer and was very impressed with these results.
We saw monthly active users up 11%, importantly, premium subscribers up
10%.
And we know that is the lion's share of the revenue picture for Spotify.
So consequently, we saw that premium membership revenue up 8%.
But I thought what was really impressive was how they're starting to bring this all down to the bottom line.
Saw operating margin for the quarter 15.5%.
That's versus 11.2% a year ago.
And so I think we had some questions really early on in the Spotify story as to exactly
how quickly they could get to profitability and how profitable the company could be given the nature of the relationships with publishers and just the music business in general.
I think we're hitting a situation here where the company, they have so many users, it's starting to become one of those Facebook-like or even Netflix-like stories where
Even a mass exodus at these levels probably wouldn't have that great of an impact.
You know, Travis, I just realized they passed a $2 price increase on the family plan that we have here in the Moser household.
I got it, too.
I'm happily, happily paying it.
I would say worth a fresh look.
Now, going back to what we were talking about earlier in the show, I do also believe that valuation is going to be just a risk that investors have to consider with this stock.
That said, it has always maintained a premium valuation.
I think that's for a lot of the reasons we discussed.
The growth rates of the company continues to lob up there.
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