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← @eldaminato

$SPOT

BEARISH2026-08-04
Price around the call
↓ 2026-08-04
By horizon✗ miss+15.7%
1d
✓ -1.3%
5d
✗ +1.2%
21d
✗ +15.7%
Original post
Damian Brik · 2026-08-04

$SPOT presentó resultados de su 2Q26. Revenue total creció 13.9% interanual con 15% de incremento en los ingresos generados por suscriptores premium y +1% por ads. En términos de crecimiento de ingresos es su mejor segundo trimestre en 2 años. Usuarios activos mensuales (MAU) alcanzaron los 777M (+12% interanual y +2% trimestral). Agregó 16M de usuarios en 3 meses contra los 17M esperados (ese dato de 1M menos de usuarios totales el mercado lo tomó mal en el pre). Resto de las métricas fueron todas por encima del guidance. Suscriptores premium llegaron a los 300M (+9% interanual y +2% trimestral). Incorporaron 7M de suscriptores netos en 3 meses versus 6M del guidance. ARPU creció 7% interanual. Usuarios con ads crecieron al 14% interanual. Lograron margen bruto del 33.4% levemente p

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