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Value Chain
Oct 16, 2023

Spotify: Podcast Advertising Value Chain

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IP ResearchSpotify•LU•Large CapGoogleSirius XMAcastNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Oct 15, 2023

Spotify Podcast Ads: Monetising a Megaphone Show

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Spotify•LU•Large CapSirius XMAmazonGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
Oct 10, 2023

Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic

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Spotify•LU•Large CapAcastAppleThe Trade DeskSirius XMNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryInformation Technology
Sep 5, 2023

Spotify Podcasting: An Agency Buyer's Perspective

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Spotify•LU•Large CapSirius XMAcastNetwork EffectsMarketplaces & PlatformsCommunication Services
Aug 21, 2023

Spotify Podcasting: Megaphone, SPAN & Programmatic

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Spotify•LU•Large CapAppleAcastSirius XMNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryInformation Technology

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