Spotify bets on AI agents to become the media service of choice
Spotify reported strong Q3 2026 results with 788 million monthly active users and nearly €5 billion in revenue. Co-CEO Gustav Söderström outlined the company's strategy to leverage the rise of AI agents, positioning Spotify as the media service that agents turn to for music and audio. Spotify has integrated with Meta's Muse assistant, ChatGPT, and Claude, and is seeing good adoption inside these agents. Söderström emphasized that entertainment is a category where agents can thrive, as they handle tasks like playlist creation, while users enjoy the experience. The company differentiates by using its deep listening history to provide personalized recommendations, and it does not share listener data with partners; instead, agents query Spotify, which reasons and chooses content. This approach aims to turn agent growth into a tailwind, unlike competitors that are hesitant. The article notes that major platforms like Amazon have blocked Meta's Muse, highlighting friction in agent access, but Spotify is leaning in to participate in the agentic age.
