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Investing.com - Benchmark maintained its Buy rating and $800.00 price target on Spotify (NYSE:SPOT), which has seen its stock surge over 80% in the past year and currently trades at $671.30, as the streaming giant prepares to shift some of its video podcast content from YouTube to Netflix. According to InvestingPro data, analysts’ price targets range from $476 to $909.
The upcoming partnership will feature select podcast content from Spotify Studios and The Ringer on Netflix’s platform, including popular shows like The Bill Simmons Podcast, The Ringer F1/NFL/NBA, and The Rewatchables.
Spotify plans to simultaneously remove this content from YouTube, signaling a strategic shift in its video podcast distribution approach. The implementation timeline suggests the integration may launch in early 2026.
Key details about the arrangement remain undisclosed, including the monetization strategy (whether through ad revenue sharing or content licensing), specific integration details, and the contract duration.
Benchmark views the partnership as mutually beneficial, allowing Spotify to extend creator reach while reducing direct competition with YouTube, and enabling Netflix to expand its content offerings to enhance subscriber retention.
In other recent news, Netflix and Spotify have announced a partnership to bring video podcasts to the Netflix platform starting in early 2026. This collaboration will initially launch in the United States, featuring popular shows like The Bill Simmons Podcast and The Rewatchables. Meanwhile, KeyBanc has reiterated an Overweight rating on Spotify, indicating that consensus estimates might be underestimating the company’s medium-term growth and margin profile. The firm anticipates that Spotify’s third-quarter earnings will reflect improved engagement and gross margins, with monetization efforts expected to impact the model by late 2025 and early 2026.
Additionally, Jefferies has maintained its Buy rating on Spotify, with a price target of $800, citing the appointment of Alex Norström and Gustav Söderström as co-CEOs as a potentially positive long-term move. In another development, OpenAI has introduced a feature called "talking to apps" at its developer event, allowing ChatGPT users to interact with services like Spotify without leaving the app. This new integration aims to enhance user experience by enabling tasks such as creating playlists directly within ChatGPT. These recent developments highlight significant strategic moves and technological advancements involving Spotify.
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