{
  "docId": "019dd923-5efe-75c0-8dfe-fcabeaba112f",
  "docSlug": "9383c4e49a53e365",
  "documentTitle": "2023 Q1 Shareholder Deck",
  "authorId": "Spotify",
  "authorName": "Spotify",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 9,
  "pageCount": 34,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "kpi_dashboard",
  "function": "analyze_data",
  "density": "overcrowded",
  "nDataPoints": 22,
  "notes": "Slide shows two combo charts: Premium Revenue/ARPU and Ad-Supported Revenue/Revenue Mix.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "bar_chart_vertical",
    "line_chart",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5efe-75c0-8dfe-fcabeaba112f/9",
  "deckHref": "/decks/019dd923-5efe-75c0-8dfe-fcabeaba112f",
  "deckJsonHref": "/decks/019dd923-5efe-75c0-8dfe-fcabeaba112f.json",
  "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dfe-fcabeaba112f#slide-9",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Premium Revenue grew 14% Y/Y to €2,713 million (or 13% Y/Y constant currency, comparable to Q4'22 performance), reflecting subscriber growth of 15% Y/Y and Premium ARPU decline of 1% Y/Y to €4.32.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-832b-73b4-83ae-f883274ec44a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.4,
        "x": 0.55,
        "y": 0.55
      },
      "kind": "chart",
      "text": "Ad-Supported Revenue and % of Total Revenue trend",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "22d10ca7-19e6-442c-b06c-a3b169cc2fd7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.4,
        "x": 0.55,
        "y": 0.15
      },
      "kind": "chart",
      "text": "Premium Revenue and ARPU trend",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2d4d4a57-37e1-42b3-bc49-b747d8f902dd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Revenue: €2,713 million",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-832b-73b4-83ae-fe3676d8dfbe",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.45,
        "x": 0.05,
        "y": 0.5
      },
      "kind": "paragraph",
      "text": "Broad based Ad-Supported growth. Ad-Supported revenue grew 17% Y/Y with double-digit Y/Y growth across nearly all regions... Podcast revenue grew nearly 20% Y/Y.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "56574293-695c-46b1-bda9-8aa9c1266135",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.45,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "paragraph",
      "text": "Consistent Premium growth, led by subscribers. Premium Revenue grew 14% Y/Y to €2,713 million... reflecting subscriber growth of 15% Y/Y and Premium ARPU decline of 1% Y/Y to €4.32.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6a8b5d03-1930-4637-9f06-11727d5478be",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.05,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "Premium Average Revenue per User (\"ARPU\"); Last Twelve Months (LTM) represents annual performance covering the preceding 12 months relative to the last day of the quarter.",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6268a686-476b-4e2f-803b-9af544b05aee",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.15,
        "x": 0.05,
        "y": 0.08
      },
      "kind": "title",
      "text": "Revenue",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c756e1b7-6a30-4aa7-b874-fd2da78b378d",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019debb7-dfa6-750d-ba14-148b310ffe3f",
      "evidence": "Callout quotes Premium Revenue +14% Y/Y growth insight.",
      "confidence": 75
    },
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019debb7-dfe3-708b-bc07-c3a7afa5ec82",
      "evidence": "Per-bar value labels and footnotes annotate the chart.",
      "confidence": 65
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019debb7-dfc5-7758-9cf5-65f7d7d2f815",
      "evidence": "Combo bar+line charts pair revenue and ARPU.",
      "confidence": 80
    },
    {
      "name": "Color Strategy",
      "slug": "color-strategy",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019debb7-e004-76e9-a032-89482d32ca97",
      "evidence": "Brand green and blue distinguish series cleanly.",
      "confidence": 70
    },
    {
      "name": "Waterfall chart",
      "slug": "waterfall-chart",
      "agent": null,
      "layer": "slide",
      "matchId": "b7fd60a5-baad-4eb7-a083-e5b654fa4784",
      "evidence": "not clear from the text, but potentially related to revenue growth",
      "confidence": 0.5
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 15,
      "from": 3,
      "beatId": "019debb7-db88-76cf-83a1-504ebba582d7",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": null,
      "evidence": "Exec summary + financial deep dive + user metrics — all data.",
      "position": 1,
      "confidence": 60,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 15,
      "from": 7,
      "beatId": "019debb7-dc69-707d-bce2-501100dc09ab",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": null,
      "evidence": "Financial detail charts and user growth charts substantiate claims.",
      "position": 4,
      "confidence": 45,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 12,
      "from": 6,
      "name": "Mece Breakdown",
      "slug": "40-mece-breakdown",
      "bestFor": "Problem structuring, ensuring completeness, strategic analysis",
      "matchId": "019debb7-dccd-725b-ae33-07db587c8b3a",
      "evidence": "Financial Summary divider, summary table, then revenue, gross margin, opex, FCF — non-overlapping P&L slices.",
      "position": 2,
      "objective": "Walk through finances by MECE buckets",
      "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage",
      "confidence": 75,
      "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}