Spotify (SPOT) — Business Analysis & Valuation Pack

What’s the real story behind Spotify’s rally? This pack distills the noise into signal—so you can see the business like an investor, not a fan.

What you get

• Executive-grade review: audit & MD&A takeaways, income statement, balance sheet, footnotes—clean, concise, decision-ready.
• DCF built for durability: WACC 10.1% framework, terminal value sensitivity, and clear drivers of equity value.
• Market cross-checks: peer multiples (EV/EBITDA, EV/Revenue) and where they misprice a long-duration platform.
• Catalysts & risks: exactly what could move the stock in 6–12 months—and what could break the thesis.
• Action lenses: playbooks for long-term investors, new entrants (DCA), and traders—so you know how to act, not just what to think.
• KPI dashboard: the few quarterly metrics that actually matter (GM progression, ARPU, churn, FCF, marketplace take-rate).

Format: 1 PDF, tightly designed, investor-ready.
Built for: analysts, PMs, founders-operators, and serious retail investors who want clarity, not hype.

Disclaimer: Educational content only. Not investment advice. Do your own research and manage your risk.