YouTube is Looking to Expand Into Audiobooks

Impact · against what's priced in

Alphabet's expansion into audiobooks is a marginal catalyst as the market already expects Cloud and AI growth, while for Spotify, it represents a competitive headwind to the subscriber volume growth the price currently requires.

SPOT−0.15: Challenges what's priced in
The price assumes: Premium subscriber volume growth above 300 million
The price assumes Spotify can continue accelerating premium subscriber growth; direct competition from YouTube in the audiobook space threatens the platform's ability to capture and retain consumer attention.
What SPOT's price assumes · Sep 3

YouTube is Looking to Expand Into Audiobooks

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YouTube is Looking to Expand Into Audiobooks

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YouTube is Looking to Expand Into Audiobooks

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YouTube is Looking to Expand Into Audiobooks

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YouTube is Looking to Expand Into Audiobooks

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How each ticker is affected

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