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Spotify付费用户达3.06亿,签约Believe开发AI混音

AI 总结

据The Next Web报道,Spotify第三季度末付费订阅用户为3.06亿,同比增长9%;月活跃用户增长11%至7.88亿。营收增长16%至49.7亿欧元,营业利润增长15%至6.72亿欧元,但净利润从上年同期的8.99亿欧元降至5.18亿欧元;公司称所有关键指标均达到或超过指引。此外,Spotify与拥有TuneCore的法国音乐公司Believe签约,为其即将推出的AI混音工具授权音乐,该工具将允许Premium订阅用户额外付费制作翻唱和混音,版税支付给原艺人;Spotify还表示已从推荐中清理了5000万首AI垃圾和 spam 曲目。Spotify称运营支出增长26%,主要受营销以及云计算和AI投入推动,并预计第四季度付费用户达3.16亿、营收52亿欧元。

深度见解

本季度财报显示AI投入已计入Spotify运营支出,同时公司在清理5000万首AI垃圾曲目后,为付费AI混音提供了授权路径。

Spotify hits 306 million subscribers and expects 316 million by year end
Spotify co-CEOs Alex Norström (left) and Gustav Söderström at the company’s Investor Day in May 2026 Credit: Spotify
Image Credits
Spotify co-CEOs Alex Norström (left) and Gustav Söderström at the company’s Investor Day in May 2026 Credit: Spotify

Spotify ended the third quarter with 306 million paying subscribers, up 9% from a year earlier, according to its third-quarter update, published on Thursday. Monthly active users rose 11% to 788 million. Revenue grew 16% to €4.97 billion, or 14% at constant exchange rates.

Spotify subscribers grew by 6 million in the quarter, a million more than the company had forecast. Users of the free, ad-supported tier rose 12% to 499 million.

#Spotify#Believe#TuneCore#Universal Music Group#Merlin#Kobalt#Suno#Audi

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