SPOT Earnings

SPOT reported its earnings on 2026-02-10, showcasing a revenue of 5.28B against an estimate of 5.16B, resulting in a 2.22% surprise. The EPS was 5.16, surpassing the expected 3.02 by 70.86%. The stock experienced a 14.75% price change on the earnings day and a 10.49% change over the next five days, reflecting market reactions to the results.

Following SPOT's earnings announcement on 2026-02-10, the stock price moved by 14.75% on the day of the release. Over the subsequent five days, it saw a 10.49% change. Historically, SPOT's stock price tends to shift by an average of -0.56% in the 10 days leading up to earnings and 1.89% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate SPOT's annual revenue to reach 4.61B, while the EPS is projected at 2.52. These estimates reflect recent revisions, with revenue estimates revised upward by 0.02% and EPS estimates revised upward by 0.01% over the past three months, indicating analyst expectation in the company's performance.

The correlation between SPOT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.02%, while EPS estimates moved revised upward by 0.01%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SPOT's stock price typically moves by -0.56% in the 10 days before its earnings and 1.89% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.52 and revenue of 4.61B.

Spotify's earnings call indicates strong financial performance with growth in revenue and gross margin. The company is optimistic about future growth with strategic plans in AI and enhanced free tier offerings. While subscriber growth is slightly below expectations, the long-term outlook is positive. The Q&A section highlights confidence in AI's role and pricing strategy, with no unclear responses from management. The focus on shareholder returns and disciplined investments further supports a positive sentiment. Overall, the call suggests a positive stock price movement over the next two weeks.