"A long view puts that surge in larger perspective. (These perspectives will change during the day and over time, naturally.) Whether the enthusiastic response is temporary or lasting, it's easy to see the motivating metrics: Revenue rose 13% year-over-year On the profitability side, gross margin reached 33.1% on net income of 1.17 billion Euros (1.39B dollars). Earnings per share was 4.43 Euros ($5.26), far exceeding market expectation"
"The usage metrics likewise pointed upward: Monthly active users reached 751 million, increasing 11% year-over-year. Upselling was successful too: Premium subscribers grew to 290 million, a +10% rise. This report marks the final earnings summary under Daniel Ek's CEO leadership; he now shifts to Executive Chairman of the board, as RAIN reported HERE. The company leveraged AI productively, benefitting from automated features such as "Prompted Playlists.""
Revenue increased 13% year-over-year in Q4 2025, with gross margin at 33.1% and net income of €1.17 billion. Earnings per share reached €4.43, substantially above expectations. Monthly active users grew 11% to 751 million and Premium subscribers rose 10% to 290 million. Leadership transitions move Daniel Ek to Executive Chairman. AI features such as Prompted Playlists contributed to product engagement and monetization. Q1 2026 guidance projects 759 million MAUs and 293 million subscribers. Stock price reacted strongly to the combined topline growth, profitability, user expansion, and AI-driven product improvements.
Read at RAIN News
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