Spotify is gearing up for a U.S. subscription value improve someday within the first quarter of 2026, in accordance with a number of sources near the plans.
The hike in its greatest market is a part of a broader effort to reveal constant profitability. Following the information, Spotify’s inventory climbed 2.4% in early Tuesday buying and selling on Wall Road, placing its year-to-date acquire at greater than 33%—effectively forward of the S&P 500’s roughly 14% rise over the identical interval. The corporate has already raised costs this yr in quite a few different nations, together with the UK, Australia, and Switzerland. If it goes forward, this is able to be the primary U.S. improve since July 2024.
Analysts have lengthy seen the next U.S. value as key to supporting the inventory’s valuation. Deutsche Financial institution famous just lately that uncertainty over the timing of any American value transfer has weighed on investor confidence, whereas JPMorgan has estimated that even a modest $1-per-month improve within the U.S. alone may add round $500 million to Spotify’s yearly income.
Behind the scenes, the most important document corporations have been pushing Spotify, Apple Music, and different streaming providers to cost extra, stating that music subscription costs haven’t stored tempo with inflation and stay low in contrast with video platforms like Netflix. A normal particular person Spotify plan within the U.S. at present runs $11.99 monthly—up from the unique $9.99 launch value when the service arrived within the nation in 2011.
The deliberate improve comes because the music business’s post-pandemic increase begins to chill. International recorded-music income development slowed sharply final yr, dropping by roughly half in contrast with earlier years, in accordance with business physique IFPI.
H/T: source
