The streaming service and the music labels need each other, and the bargaining power is more balanced than many investors appreciate. But it's shifting in one direction.
Carvana's differentiated car shopping experience could unlock plenty of growth.
Chewy replicated Amazon's customer obsession, applied it to the pet category, and made it personal.
Customers in certain international markets are getting a deal on a scaled-down service. That's good for shareholders.
Having a cost advantage is key to making higher offers.
Pet insurance is rapidly growing, but is still in its infancy in North America.
Fixed-cost content deals and scale are the keys.
There is much more to Spotify’s margin potential than just music.
Zillow Offers is just one of the things worth watching.
Investors will be looking at these angles when the company reports.