Well, they'd need to cite something that shows that every Spotify member shares their membership with 1.6 other people. I'm skeptical of that. It's bad enough with Netflix recommendations and profiles - Spotify doesn't support profiles, so you're sharing your music choices with those people? Spotify is also pretty aggressive with account sharing.
More likely free users with their own accounts. Subscribed users are a subset of all users and I wouldn’t be surprised if unsubscribed users were the larger group.