Spotify Investor Day Presentation grow Gustav Söderström | Chief Research & Dev Officer Employees by Team From Hardware to Software Fundamental Principles Innovation Made by Streaming Technology Licensing Innovation Ubiquity >250 Partners >75% Premium Subscribers 30% of U.S. Music Personalization Personalized Platform 3 Billion Music-Related Events Self Driving Music 30+ % Streams are "Algotorial"Freemium Drives Scale & Data Collection Freemium Advantages Seth Farbam | CMO "Is a Brand I Trust 45% Aided Awareness in South Africa 2800% Spike in Streams Obama Campaign Wrapped RapCaviar Viva Latino Daniel Ek | Founder & CEO3+ Million Artists 28% Growth in Top Tier Artists Spotify Programming 10 Billion Discoveries Per Month Charlie Hellman | Head of Creator Marketplace A Music Meritocracy Understand Earn Fans First 100,000+ Artists 1 Million Tickets Grow Soundtrap Spotify For Artists Troy Carter | Global Head of Creator Services Bring Stories to Life 2014/2015 - Now Sam Smith Gashi Niall Horan Rise RapCaviar Live BTS Alex Norström | Chief Premium Business Officer Why Go Premium Subscribers Months to Reach Milestone Free > 60% Premium Explore, Build, Discover, Form Plans Subscriber Retention User Model LTV / SAC = 2.7 xAllowing to Invest in Innovation Spotify Hulu Largest Music Subscription Audience Our Key Strengths Danielle Lee | Global Head of Partner Solutions 100% Logged in Audience First-party & Contextual Data They are Engaged Advertisers by Vertical Leading Brands are Our Partners 225% Uplift in Brand RecallAudio Ads Video Ads Sponsored Playlists Original Podcast Branded Video Brian Benedik | Global Head of Ad Sales 73% of Streams on Mobile & Connected Devices North America Revenue Innovators in Programmatic Audio Expanding our Customer Base Barry McCarthy | CFO Mostly U.S & European Business Today Strong Revenue Growth Expanding Gross Margins Improving Operating MarginGenerating Significant Free Cash Flow Strong Freemium Business Model Engagement > 50% of MAUs Become Subscribers 12 Months to Break-Even Improving Retention Characteristics LVT/SAC Ratio of Paying to Acquired Subs Long-Term Operating Goals
