Spotify Q4 Report Exceeds Expectations; Stock Bounces
Spotify's Q4 2025 earnings beat expectations, driving a sharp rebound in its stock price. Revenue grew 13% YoY to €? and gross margin hit 33.1%, delivering €1.17 billion in net income and EPS of €4.43, well above forecasts. Monthly active users rose 11% to 751 million and premium subscribers increased 10% to 290 million, underscoring strong user growth. The report also marks CEO Daniel Ek's transition to Executive Chairman, while AI‑enhanced features like Prompted Playlists helped sustain momentum.
A Tale of Two Lists: Top New and Existing Podcasts of Q4
The episode examines Edison Research’s latest podcast metrics, contrasting the Top Ten New Podcasts of 2025 with the broader Top 50 Podcasts of Q4, which includes stalwarts like The Joe Rogan Experience and Crime Junkie. The hosts highlight that none of...
Britney Spears Sells Catalog
The episode discusses Britney Spears' reported sale of her music catalog to independent publisher Primary Wave, noting the lack of confirmed details and price. It places this deal in the context of recent high‑profile catalog sales by artists like Queen,...
SiriusXM Rebounds in Q4 Subscribers
SiriusXM’s Q4 earnings showed flat revenue year‑over‑year but a notable subscriber rebound, with 110,000 new self‑pay users offsetting a full‑year loss of 301,000. Monthly churn among self‑pay customers improved, falling to 15% from 16% YoY, leaving the company with a...
Supercast Acquired; Joins Red Seat / Tubi
Red Seat Ventures, a Fox Corporation unit, has acquired Supercast, the subscription platform used by top podcasts like Huberman Lab, This American Life, and Pod Save America. The deal, undisclosed in financial terms, places Supercast under Tubi Media Group, consolidating...
James Cridland’s Radioland: New Australian Broadcast Rules – Covering AI and Kids
In this episode, James Cridland examines Global’s innovative WSQK radio station, a 24/7 broadcast created to immerse listeners in the Stranger Things universe. He highlights how the station’s meticulous 1980s sound design, authentic jingles, and seamless integration of news, DJ segments,...