These bullets are conspicuously free of important details.

"Podcast usage has been a factor" - okay, how much? Answer: no idea.

"The strength in Ad-Supported revenue was led by our Podcast, Direct, and Ad Studio channels, with Podcast and Ad Studio both growing over 100% on a Y/Y basis" - okay, but from what starting point and how much did it contribute? Answer: not saying.

"25% of our Total MAUs engaged with podcast content" - okay, how much? Answer: not saying.

Obviously podcasts help increase metrics, but even Spotify either doesn't know or won't say, meanwhile all this discussion ignores the flip side of the coin which is how much this is all costing the company.