Spotify’s First Profit… Exit Incoming?

EARNINGS SEASON: Disney, Google & Spotify Oh My - The Media Odyssey Ep. 8

Feb 20, 2025

YouTube is making bold claims about shaping the future of entertainment. Disney is turning its streaming business around. And Spotify is suddenly profitable. But what’s really happening beneath the surface?

In this episode, we dig into the Q4 and full-year earnings reports from Disney, Alphabet, and Spotify to uncover the real story behind the numbers.

Disney’s earnings show Disney’s traditional linear TV business is shrinking but remains Disney’s biggest profit driver but will streaming take over any time soon? YouTube is positioning itself as the epicenter of culture, but is it truly the new TV? And Spotify’s profitability looks impressive on paper, but is this just clever financial engineering ahead of a potential exit?

Plus, we’ll discuss why Wall Street reacted the way it did to these numbers and whether they got it right or wrong.

Buckle up, this episode is packed with insights, sharp analysis, and some beautifully crafted slides by Evan Shapiro so make time to watch the video version of this week’s episode of The Media Odyssey.

Let’s get into it:

We got more platforms here for you.

Wanna dig deeper into these earnings? Here goes: Disney QE, Spotify QE, Google QE.

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That’s it for today but before you go: