Spotify Case

Spotify Case

Spotify Case

Spotify doesn’t just play songs, it owns your background listening. The real threat isn’t Apple. It’s a niche platform that treats superfans better.

Spotify doesn’t just play songs, it owns your background listening. The real threat isn’t Apple. It’s a niche platform that treats superfans better.

STRATEGY CASE · MUSIC & AUDIO · CUSTOMER VALUE INNOVATION · APRIL 2026

THE CHARTS

600M+

600M+

listeners on the platform

$10

a month, the same for a superfan and a casual listener

4

formats in one subscription: music, podcasts, audiobooks, video

4

sides of the platform that depend on each other

3

jobs Spotify does for listeners

4

ways an insurgent could disrupt it

CREDITS

PERFORMED BY

Grace Chen

IMC 426, April 2026

LINER NOTES

Jobs to be done: the real reason someone picks a product

Multi-sided platform: a business that connects groups who need each other

GENRES

Ecosystem map, competitive moat, expansion and insurgent scenarios

Strategy

Network effects

Disruption

Competitive analysis

MADE FOR YOU

The Void Filler

Rescue commute, gym and waiting-room time from feeling empty.

Fix my Mood

Zero friction at the moment of emotional need.

Make Me
Look Good

I want to feel like someone who has good taste.

TRACKLIST

#

TITLE

WHAT I DID

1

Mapped the ecosystem

Who pays, who creates, who listens, and what each gets.

2

Defined the job

What listeners actually hire Spotify to do.

3

Tested the moat

What protects Spotify, and why audiobooks and video are defense.

4

Imagined the insurgent

How a challenger could win the superfans Spotify overlooks.

TRACK 01

Why every side of the platform needs the others.

TRACK 02

Audiobooks and video are defense, not growth.

TRACK 03

How a niche challenger could take Spotify’s superfans.

LYRICS

The question isn’t whether Spotify can grow.

The question isn’t whether Spotify can grow.

It’s whether it can ever truly own the relationship between an artist and their most devoted fan.

It’s whether it can ever truly own the relationship between an artist and their most devoted fan.

Podcasts, audiobooks and video buy time, but most of every dollar still flows back to the labels.

let’s connect!

let’s connect!

let’s connect!

Chicago

9:32:05 PM

[gmt -4:00]