Robust Earnings Results Lifted Spotify (SPOT) in Q2
In its second-quarter 2025 investor letter, Artisan Mid Cap Fund highlighted stocks such as Spotify Technology S.A. (NYSE:SPOT). Headquartered in Luxembourg City, Luxembourg, Spotify Technology S.A. (NYSE:SPOT) offers audio streaming subscription services. The one-month return of Spotify Technology S.A. (NYSE:SPOT) was -6.08%, and its shares gained 97.09% of their value over the last 52 weeks. On August 7, 2025, Spotify Technology S.A. (NYSE:SPOT) stock closed at $666.81 per share, with a market capitalization of $137.215 billion.
Artisan Mid Cap Fund stated the following regarding Spotify Technology S.A. (NYSE:SPOT) in its second quarter 2025 investor letter:
"Among our top Q2 contributors were Spotify Technology S.A. (NYSE:SPOT), Snowflake and Roblox. Spotify is a leading global audio streaming franchise with 675 million monthly active users. We believe its position in the supply chain is solid given a secular trend of fragmentation in the music industry as well as internal product and pricing initiatives. Spotify reported another set of strong earnings results, including 10% growth in monthly active users and 15% revenue growth. A recent court ruling against Apple should also benefit Spotify as it can now offer direct subscription options and more competitive pricing by linking users to its website, which bypasses Apple's 30% commission on in-app purchases. Spotify has already reported conversions from its free- to premium-tier service meaningfully increased among Apple users."
A person wearing headphones listening to an audio streaming service.
Spotify Technology S.A. (NYSE:SPOT) is in 25th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 106 hedge fund portfolios held Spotify Technology S.A. (NYSE:SPOT) at the end of the first quarter, which was 101 in the previous quarter. While we acknowledge the potential of Spotify Technology S.A. (NYSE:SPOT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Spotify Technology S.A. (NYSE:SPOT) and shared the list of stocks Jim Cramer discussed. Baron Focused Growth Fund emphasized Spotify Technology S.A. (NYSE:SPOT) in its Q2 2025 investor letter, attributing its rise to strong fundamentals and the company's resilience in a volatile macroeconomic climate. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Bloomberg
38 minutes ago
- Bloomberg
China Spotlight: Hong Kong's Tech Future & Strategic Investment Opportunities
Join us for the second installment of our exclusive China Spotlight webinar series, tailored for buyside professionals interested in the dynamic investment landscape of China. In this session, we'll analyze how the combination of high tariffs and loose monetary and fiscal policies could reshape the outlook for global growth, dollar liquidity, and asset allocation. We'll also explore how Asian economies, holding a significant long-dollar legacy position, can navigate these changes, and highlight the unique advantages of Hong Kong as a major financial center backed by RMB assets. This in-depth session will cover: The significant trend of over 42 A-share technology companies and their subsidiaries filing for secondary listings in Hong Kong The impact on Hong Kong's tech sector composition & which segments are poised for global competitiveness Whether the Hang Seng Tech Index can evolve into a growth benchmark comparable to the Nasdaq QQQ Hong Kong's position as a global and technology financial center Key highlights on Hong Kong's push for stablecoins Don't miss this opportunity to gain important insights into Hong Kong's strategic role in the global financial and technology markets. AI-generated subtitles will be provided in your preferred language. Speakers Kelvin Teo Senior Vice President, Head of Asia Global Issuer Services Hong Kong Exchanges and Clearing Limited (HKEX) Mr Kelvin Teo joined HKEX as Senior Vice President, Head of Asia, Global Issuer Services in February 2025. Prior to joining HKEX, Mr. Teo served as the Head of Equity Capital Markets for Asia Pacific at Barclays, leading the rebuild of the cash equities origination business across both public and private equity. Kelvin brings along more than 20 years of capital markets experience across investment banking and private banking. Prior to Barclays, he also held positions at Credit Suisse, JPMorgan, Macquarie, and Bank of Singapore, working across Hong Kong, Singapore, and Sydney (Australia). Mr. Teo holds a Bachelor of Accountancy (Hons.) from Nanyang Technological University, Singapore. Eva Yi Chief Economist Huatai Financial Degrees in Economics and Fine Arts from Mount Holyoke College (Massachusetts, US). Eva YI has worked in the securities industry for over 19 years, with working experience at CICC, Goldman Sachs, and private equity funds. She served as Chief China Economist, Head of Economics Team and Managing Director at CICC during March 2015- September 2020. Eva YI served as China & Asia Economist at Goldman Sachs (Asia) during 2004-2009 after working at the Federal Reserve Bank of Boston. During 2009-2013, Ms. YI served as Chief Economist and Strategist at Keywise Capital Management in Hong Kong SAR. In early 2013, Ms. YI launched Calabas Capital Ltd. and served as portfolio manager in 2013-2015. Ms. YI specializes in economy and prices of asset classes in China and beyond, and conducts research in an easy-to-understand and market-oriented manner, with a focus on systematic economic fundamentals and variable forecasts. Ms. YI came as one of the top-ranked China Economists at the Institutional Investor China Poll during 2017-2022. Leping Huang Chief Analyst for Global Tech Strategy Huatai Financial PhD in Information & Communication Engineering from University of Tokyo , Bachelor's degree in Electronic Engineering from Shanghai Jiao Tong University. Global Tech Strategy QI Tengyuan CHEN Xudong YU Keyi LIU Jun joined Huatai Research in 2023. He began researching new energy, utilities and electrical equipment in 2009, with 12/2 years of sell/buy-side experience. Mr. LIU joined CICC in 2017 as the Chief Analyst for Utilities and New Energy before working at PinPOINT. Mr. LIU specializes in analyzing energy transformation-related industrial trends, forward-looking technologies and policy changes, as well as mediumand-long-term issues like the evolution of global industry landscape. SHI Jinfeng joined Huatai Securities in February 2024, specializing in economic policies, industrial policies, and public policy analysis. Mr. SHI worked at Credit Suisse during 2014-2023, with a focus on economic and market strategy research. He came third in All-Asia Best Sell-Side Analyst Poll for Equity Strategy organized by Institutional Investor in 2023. HUANG Leiping specializes in semiconductors, mobile phone industry chain, telecommunications, and cloud computing, as well as cutting-edge technologies such as AI, autonomous driving, blockchain, digital currencies, commercial space exploration, satellite internet, brain-computer interface, and quantum computing. He once worked at Nokia, Nomura, and CICC. Sharnie Wong Senior Analyst, Diversified Financials Bloomberg Intelligence Sharnie Wong is a Senior Research Analyst for Bloomberg Intelligence specializing in the diversified financials sector including brokers, exchanges and asset managers across the Asia Pacific region. Prior to joining Bloomberg, she spent a decade as a sell-side equities research analyst with global investment banks including Barclays and RBS/ABN AMRO covering banks in Asia. She started her career with PricewaterhouseCoopers in Sydney and is a Chartered Accountant (CA). Sharnie holds a Bachelor of Commerce degree from the University of New South Wales. Francis Chan Senior Analyst – APAC Banks & Fintech Bloomberg Intelligence Francis has been covering the Asian financial sector for more than 12 years, having held various senior analyst roles at both buy- and sell-side firms such as Bear Stearns, MF Global and Mirae Asset Management. Prior to joining Bloomberg Intelligence, he served as senior vice president of research for Chinese financials at ABCI Securities. At MF Global, Francis was head of Asian insurance research and previously served as vice president of banking and insurance research at Bear Stearns. Francis holds a Bachelor of Arts in Japanese Studies from the University of Hong Kong and a M.B.A. in Finance and Accounting from the McDonough School of Business at Georgetown University.
Yahoo
an hour ago
- Yahoo
‘Medical Arranged' – Newcastle United Set to Sign £35m Serie A Star
Newcastle United Make Breakthrough on Major £35m Transfer Deal In what is shaping up to be a transformative summer for Newcastle United, a major breakthrough has finally been reached in the transfer market. AC Milan's highly-rated centre-back, Malick Thiaw, is on his way to Newcastle for his medical, set to begin on Monday morning, according to Sky Sports. The deal, expected to cost the Magpies around £35 million, has been hailed as a significant step forward for the club, particularly after missing out on several other targets this summer. Newcastle's Ambitious Transfer Window Newcastle United's transfer activity has been under close scrutiny following a mixed window so far. While they've managed to bring in a few players, they've found themselves in competition for key targets, making it difficult to strengthen the squad in the way they had hoped. However, the potential acquisition of Thiaw has raised hopes that they can still finish the summer with key additions. The 22-year-old German defender, who joined AC Milan last summer, has impressed in Serie A with his strong defensive performances. Thiaw's arrival at St James' Park is expected to bolster Newcastle's defence significantly. His pace, versatility, and ability to read the game will be valuable assets to manager Eddie Howe as he seeks to build a team capable of challenging for European spots. Photo: IMAGO As reported by Sky Sports, the transfer is now on the verge of completion, with the defender flying to Newcastle for his medical assessment. 'Malick Thiaw is flying into Newcastle this evening and will start his medical at the club on Monday morning,' the report confirmed. This deal represents more than just a signing; it signals a statement of intent from the Magpies as they continue to build upon their newfound wealth and growing ambitions. Thiaw's Impact at AC Milan Thiaw's time at AC Milan has been relatively short but impactful. Despite being relatively young, the German has already demonstrated his potential in one of Europe's top leagues. His performances in Serie A last season proved that he can handle the demands of high-level football, and his physicality and composure in defence will complement the current defensive options available to Eddie Howe. For Newcastle, strengthening their defence has been a priority. With an eye on further European progression, ensuring that the backline is solid and reliable is paramount. Thiaw fits the profile of the type of player that Newcastle are keen to bring in – young, talented, and with significant room to grow. The £35 million price tag reflects the confidence the club has in the player's ability to make an immediate impact. What's Next for Newcastle? While Thiaw's signing is a key development, it is only one part of a busy end to the transfer window for Newcastle. The club is still in pursuit of a striker, with speculation surrounding moves for Brentford's Yoanne Wissa and Chelsea's Nicolas Jackson. Furthermore, Porto's Samu Aghewowa is also reportedly under consideration as they look to bolster their attacking options. Newcastle's business this summer has been both promising and frustrating, with the club missing out on certain targets. Yet, with Thiaw now on the verge of joining and other potential signings on the horizon, the future looks bright for Eddie Howe's side. Our View – EPL Index Analysis The signing of Malick Thiaw feels like a much-needed breath of fresh air. The Magpies have been in the hunt for quality defensive reinforcements for some time, and Thiaw represents exactly what the club needs to continue its upward trajectory. At just 22 years old, he has the potential to form a rock-solid partnership at the back with the likes of Sven Botman and Fabian Schär. The £35 million deal seems like excellent value for a player with such a high ceiling. After missing out on players like James Maddison and other key targets earlier in the window, signing a player with Thiaw's calibre is a big boost to the squad. The ability to strengthen a defence that was already strong last season is exciting, and it could make the difference in securing a top-six finish and potentially qualifying for European competition. Of course, it's not just the defence that needs attention. The attack is still a priority for Eddie Howe, and with names like Yoanne Wissa and Nicolas Jackson being linked, it seems as though the club is determined to push forward. If these deals come to fruition, Newcastle could be in an incredibly strong position heading into the new season. With more activity expected in the coming weeks, the excitement around St James' Park is palpable. The Magpies' future is looking brighter by the day.
Yahoo
an hour ago
- Yahoo
Why Lewis Hamilton Lives in Monaco Despite Owning Homes Worldwide
Why Lewis Hamilton Lives in Monaco Despite Owning Homes Worldwide originally appeared on Athlon Sports. Lewis Hamilton may own luxury homes across the globe, but there's one address that stands above the rest — Monaco. The seven-time F1 world champion has long been based in the glittering principality, and the reason is as strategic as it is glamorous. Monaco, nestled on the French Riviera, spans just over two square kilometers. It has the shortest coastline of any country in the world and is so narrow that parts of it are barely 350 meters wide. Yet for the ultra-wealthy — and especially F1 drivers — it's one of the most desirable places to live. Hamilton, who reportedly earns around $60 Million annually, including bonuses, enjoys Monaco's most well-known benefit: zero personal income tax. Unlike drivers based in England, France, or other Western nations where tax rates can soar above 40%, Monaco allows its residents to keep nearly all of their earnings. That advantage alone has drawn a long list of F1 stars to its shores — past and present — including Max Verstappen, Charles Leclerc, and Lando Norris. While Hamilton doesn't live in Monaco full-time — F1 drivers spend much of the year traveling — he maintains a multi-million dollar property there. And despite owning other homes in places like London, New York, and Colorado, his Monaco base remains a financial and logistical hub for his career. There's another quirk to living in Monaco: homeowners can't legally rent their properties on platforms like Airbnb. The government restricts short-term rentals to preserve exclusivity and local character. That's why fans hoping to stay in Monaco for the Grand Prix often find themselves booking across the border in Beausoleil, France — sometimes just a few hundred meters away. For Hamilton, Monaco offers more than just tax perks. It's private, secure, close to the F1 paddock, and filled with fellow athletes and entrepreneurs who value discretion. In a sport where margins matter, living in Monaco is just another smart move in a champion's story was originally reported by Athlon Sports on Aug 7, 2025, where it first appeared. Solve the daily Crossword
