Spotify’s decision to list shares without a roadshow or meetings with institutional investors is another huge red flag. It is basically saying to the world: Don’t ask us any questions about how our business is doing.
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I’ve seen Spotify’s IPO filing. Here are the key facts: The company is losing money at the rate of $30 million per month. Growth is slowing & the company is sitting on almost $2 billion in liabilities. Trust me, this company’s business model is broken. http://dld.bz/gEsZr
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This would be laughable. Except for the sad fact that record labels are counting on royalties from Spotify to pay their bills. Spotify can’t even pay its own bills! It pays the rent (on its luxurious offices) with borrowed cash.
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The Spotify story will NOT have a happy ending. I give this roughly 24-36 months before things get really ugly.
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Here's the key passage in Spotify's public filing -- and no one seems to have noticed it. Usually executives can't sell shares until 6 months after a public listing. Not this time. I believe this IPO isn't designed to entice investors but to allow insiders to dump their holdings.pic.twitter.com/x56JXYS5Yi
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Let's hope they're gone soon. I hate it when reviewers link to spotify!
Dziękujemy. Twitter skorzysta z tych informacji, aby Twoja oś czasu bardziej Ci odpowiadała. CofnijCofnij
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Who says
#Spotify won't alter/evolve their business model once public? It's a competitive market with Apple Music et al, but they've got a massive user-base and even as an Apple fanboy, I'm struggling to move away. -
Spotify will definitely change its business model. The first change (already happening) is to tell record labels that the royalties for songs need to be cut (as if they aren’t already ridiculously low). These changes won’t help the music ecosystem.
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On page 20 they seems to be claiming that finding the correct people in which to pay royalties is too hard. Is it really or is that an excuse?
Dziękujemy. Twitter skorzysta z tych informacji, aby Twoja oś czasu bardziej Ci odpowiadała. CofnijCofnij
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I was just visiting with @OfficialSaràyah’s manager about how we’re doing with her new album, and whether we’d be better off eliminating streaming options. I’d prefer to sell downloads & CDs. Streaming is destroying us, but we’re trying to play the game.
Dziękujemy. Twitter skorzysta z tych informacji, aby Twoja oś czasu bardziej Ci odpowiadała. CofnijCofnij
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$30 million a month! If this deal doesn’t get done, how long does Spotify have before it burns through all of its cash?
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Spotify has enough cash to last a little more than one year, at the current burn rate.
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Wydaje się, że ładowanie zajmuje dużo czasu.
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