record label
also referred to as: record labels
2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 14, 2021 by Benedict Evans · across every show →
Everything said about record label, oldest first
Feb 14, 2021 positive
Evans: Owned podcasts provide structurally higher profit margins for Spotify
“I'm not going to judge how well Spotify's push into podcasting is going, which they're clearly doing because it's massively better, has a structurally massively better margin structure than paying record labels per stream in this content that they can actually…”
Mar 7, 2021 neutral
Evans: Spotify's fixed record label payouts leave no margin for Apple's fee
“This has become particularly an issue for Spotify because Spotify has this structure of their agreements with the record labels. So they're giving the record labels a fixed percentage of the consumer spend. So they can't give Apple 30% because they don't have …”