Is that evidence that it’s a good deal? From the outside Spotify doesn’t seem like a company that makes good financial decisions. The Rogan deal seems central in that.
Do they ever publish ad revenue or user stats by content. I’ve not seen it in their filings. And the new deal is on its face worse. They are paying the same for no exclusivity!
I’m just not sure how to objectively judge the Rogan deal but it certainly seems very bad to me, an uninterested party.
Yes. Evidence the old one was good. They had a Long time to think about it and clearly decided it’s worth even more. (And there is no interest free funny money)
Do they ever publish ad revenue or user stats by content. I’ve not seen it in their filings. And the new deal is on its face worse. They are paying the same for no exclusivity!
I’m just not sure how to objectively judge the Rogan deal but it certainly seems very bad to me, an uninterested party.