Thoughts
Hi Antonio, great work on the Substack! Would you happen to have any thoughts on the subscriber and FCF pessimism in this post: https://seekingalpha.com/article/4503945-spotify-worrisome-subscriber-numbers-guided-for-q2-what-you-need-to-know
Thanks a lot, Saglio! Fair points, but the author is perhaps unaware of the transformation of the business that's going on
Hi Antonio, great work on the Substack! Would you happen to have any thoughts on the subscriber and FCF pessimism in this post: https://seekingalpha.com/article/4503945-spotify-worrisome-subscriber-numbers-guided-for-q2-what-you-need-to-know
Thanks a lot, Saglio! Fair points, but the author is perhaps unaware of the transformation of the business that's going on