You can’t vibe code long-term agreements with the major record labels.
Spotify reported 2025 Earnings Feb. 10th
- Revenue grew to $19.44B up 14.6% YoY
- Free Cash Flow grew to $3.25B up 31.5% YoY
- Premium Subs grew 10% YoY to 290 million
- Monthly Active Users (MAUs) climbed 11% YoY to 751 million
But $SPOT is down 25% in the past 6 months!
$PLTR is so expensive at 100x revenue but a $500B increase to the military budget for 2027 would be a massive tailwind for Palantir. It also seems likely that Trump is emboldened by the success of the Venezuela special military operation and we could see a more interventionist foreign policy than most were expecting.