![]() ![]() ![]() The following factors highlight how well revenue growth for Spotify and Netflix translate into cash flows for each company:ī (i) – Gross Margins: Both companies are seeing Gross Margins (margins after accounting for content costs) trend higher. Difference in ability to generate Positive Cash Flows in the long run Spotify over recent years can be found in our interactive dashboard along with our forecast for 2020.ī. We expect it to grow to about 186 million by 2020.Ī (ii) – Changes in ARPUs: We expect Netflix to post stronger ARPU growth compared to Spotifyĭata around trends in User Base and ARPU for Netflix vs. ![]() Netflix subscriber base grew from 75 million in 2015 to 148.5 million in 2018.Spotify’s user base grew from 91 million in 2015 to 212 million in 2019 and we expect it to grow to 330 million by 2020.Netflix growth is being driven by its international expansion A (i) – Changes In User Base: While Spotify’s user base is growing faster than Netflix, driven by premium offering, its growth has decelerated more sharply. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |