During Spotify's Q4 earnings call, the term "podcast" was addressed only during the Q&A. CEO Daniel Ek highlighted AI, video, podcasts, and audiobooks as value drivers for advertisers. He responded to an inquiry regarding the competition with YouTube by emphasizing Spotify's history of battling larger companies by focusing on consumer and creator needs. Ek argued against a winner-takes-all approach, noting creators prefer being present on multiple platforms. Investor interest was raised concerning the potential for a subscription fee on ad-supported tiers, presenting a revenue exploration question for Spotify's future.
AI is one of those ways, video is obviously another one, podcasting is the third, audiobooks is the fourth.
We don't think much about competition, is the honest answer.
What we're actually seeing is creator wants to be multi-home, they want to be in more platforms.
I feel like this is the story of Spotify.
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