💻 Technology · Next Month

Spotify Technology S.A. (NYSE: SPOT) beats the Q2-2026 adjusted EPS consensus of approx. $3.15 per share (earnings report approx. 4 August 2026)

Miss ✦ AI-generated prediction Published on 16. July 2026 · Predicted for 4. August 2026 · Based on: Historical Cycle

Probability

68%

Spotify has beaten the adjusted EPS consensus in 6 of the last 8 quarters. The company benefits from growing ad revenues (podcast, video), premium subscription price hikes in North America and Europe, and emerging-market expansion. AI-powered personalisation (Daylist, AI DJ) drives engagement and ad effectiveness. Q2 2026 consensus adjusted EPS is approximately $3.15 per StockTitan. Risks: EUR/USD strength (raises costs in USD reporting), ad-supported tier headwinds.

Data basis for this prediction

Spotify Q2 2026 Earnings Date: ca. 4. August 2026, EPS-Konsens ca. 3,15 USD (StockTitan/MarketBeat, Stand 16.07.2026)
Spotify historische Beat-Rate: 6/8 letzte Quartale EPS übertroffen; Q1 2026 starkes Nutzerwachstum gemeldet (AlphaStreet)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Miss

Spotify meldete für Q2 2026 (4. August 2026) einen bereinigten EPS von 2,61 USD – das lag deutlich unter dem tatsächlichen Konsens von ca. 2,80 USD (Verfehlungs-Marge: –6,65 %) und weit unter dem in der Vorhersage genannten Konsens von 3,15 USD. Umsatz (4.777 Mio. EUR) und Revenue verfehlten ebenfalls knapp die Schätzungen. Positiv: Record-Bruttomarge von 33,4 %, Operating Income +61 % YoY und 300 Mio. Premium-Abonnenten (Meilenstein). Der Hauptgrund für das EPS-Verfehlen war trotz starker operativer Margen wahrscheinlich der EUR/USD-Wechselkursgegenwind (im Vorfeld als Risiko identifiziert), der die USD-berichteten Gewinne drückte. Quellen: MarketBeat (marketbeat.com/earnings/reports/2026-8-4-spotify-technology-sa-stock), GuruFocus (gurufocus.com/news/9003013), TIKR (tikr.com/blog/spotifys-q2-earnings-missed-revenue-but-crushed-margins).

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