Spotify (SPOT)

Data:Number of payment transactions globally excluding partnerships
Geography:Global
Data Availability:Jan 2015 – Present
Delivery
Frequency:
Twice a month
Tracks to
Reported KPI:
Yes
KPI:Premium Subscribers
The Hatched
Advantage:
This report has been a reliable predictor of Premium Subs for 12 quarters. Due to a change in offers, Hatched did not provide an estimate in Q4 2019 and Q1 2020.

Q1-2021 estimate was high. Hatched believes this is a one-time issue whereby orders in the short month of February were not processed until March. A two-month average would have been out by 1%.

Hatched estimate for Q2-2021 was only +1.7 out!