Stratrix

Company profile

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Type
Company
Analyses
1
Angles
Business Model
Run one of these yourself

The decisions Spotify vs Apple Music faced, as kits you can run.

Each pack takes one of these decisions and gives you the framework, a deck for the room, a model that resolves to one number, and the sourced cases behind it. $499, one-time.

Business ModelThe Money MachineWhere does the money actually come from, and who sets the rate it comes in at?See the pack →

The analyses

The Money Machine · Business Model
Spotify Was Supposed to Lose to Apple. Then It Stopped Renting Apple's Road.
Apple owns the phone Spotify runs on - the textbook recipe for a slow death. Yet in 2024 Spotify posted its first full-year profit and pushed gross margin to a record 32.2%, while the EU hit Apple with a €1.84B fine for the very toll that was supposed to be its moat.
8 min