‘Reserved’ feature launches in the U.S. this summer / Top premium subscribers chosen by streaming and sharing activity / Stock jumps 17% intraday / Söderström: ‘There is no media player for the generative age’

Spotify said on May 21 that it will set aside two concert tickets per show for an artist’s top fans to buy before general sale, introducing a feature called “Reserved.” The streamer also unveiled a licensing deal with Universal Music Group (UMG) that will let users remix and cover songs from opted-in UMG artists using a new AI-powered tool. As global music streaming runs into the limits of subscriber-led growth, Spotify’s playbook is shifting toward two new revenue layers — the super-fan economy and licensed AI creation.

스포티파이, ‘슈퍼팬’에 콘서트 티켓 2장 먼저 판다… 라이브네이션과 다년 계약·UMG와는 AI 리믹스 라이선스
스포티파이, 청취·공유 데이터를 기반으로 슈퍼팬을 선별해 콘서트 티켓을 우선 배정하는 ‘Reserved’를 도입하고 라이브네이션과 협력해 티켓 시장까지 영향력 확대.동시에 UMG와의 라이선스를 바탕으로 AI 리믹스·개인화 오디오 기능 출시하며, 스트리밍 둔화 속 공연·AI를 결합한 새로운 수익 모델 구축 나서.
K-EnterTech HubJung Han

Spotify disclosed the live-music and AI expansion at its investor day, according to The Wall Street Journal. The stock jumped 17 percent in midday trading, an indication that investors are treating the move as a credible shift of the business axis from pure streaming into live music and generative AI at the same time.