Whitepaper Return on Data

Part A - What is the true value of Spotify?

Part B - Return on Data on Spotify, Uber and Lyft.

By: e-bright.

The white paper discusses Spotify's position as a leading music-streaming service with over 170 million users, including 75 million paid subscribers. It aims to explore challenges faced by tech giants like Spotify and how a data-focused business model could impact the valuation of data-driven companies. The paper highlights the difficulty in valuing tech industry players due to unique metrics like Return on Data (RoD) rather than traditional Return on Investment (RoI). This challenge has led to potentially arbitrary valuations, fueling concerns about a data-driven bubble in the stock market. The document cites WeWork's valuation as an example, comparing it to IWG (formerly Regus) and noting a significant difference. The paper suggests that WeWork's valuation, based on RoD metrics, may be unrealistic unless it can prove itself beyond being a provider of flexible office space by expanding into unique network services.

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2. Final Whitepaper Return on Data incl. postscriptum (Spotify).pdf

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