Spotify Files to Go Public, Takeaways from Spotify User Data, Spotify's Path to Profitability

Today's Above Avalon daily update includes the following topics: 

  • Spotify Files to Go Public
  • Takeaways from Spotify User Data
  • Spotify's Path to Profitability

Today's email is dedicated to discussing Spotify's Form F-1 filing and the company's intention to go public. After going over the big picture and why I think Spotify is pursuing a direct listing, we take a closer look at Spotify's user data. The discussion then goes to my thoughts on Spotify's likely game plan and strategy to reach profitability. 

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