Description
Spotify’s Video Podcasts Are Hitting Netflix—Here’s the Shocking Impact on Its Valuation!
Spotify’s recent partnership with Netflix to distribute its top video podcasts marks a significant pivot in the company’s media distribution strategy and raises critical implications for its stock. Beginning in 2026, popular shows from Spotify Studios and The Ringer—including The Bill Simmons Podcast, The Rewatchables, and Conspiracy Theories—will be published simultaneously on Spotify and Netflix. While video podcasts will remain monetized with ads on Spotify, Netflix will stream them ad-free for its premium subscribers. The move arrives amid Spotify’s aggressive push into video podcasting, as it hosts over 430,000 video podcasts with 350 million unique viewers. This expansion into Netflix’s global footprint could reshape user acquisition, advertising economics, and brand visibility. However, the implications for platform exclusivity, user retention, and overall margin dynamics will be closely watched. As of October 2025, Spotify trades at elevated LTM multiples, including 6.72x EV/Sales and a P/E of 146.82x, suggesting that market optimism may already be pricing in execution risk and future monetization potential from such strategic moves.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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