I am not saying Spotify can’t offer them. I am simply questioning the decision to include them as paid subscribers since there is no guarantee these users are going to stick around after three months anyways.
So amongst Spotify’s 96 million paid subscribers, not everyone is paying the full $10 per month, but they presumably incur the same costs as a paid user.
It’s the same old market share vs usage share argument all over again. On paper, Apple always has the lesser market share, but each user invariably proves more lucrative on average. I recall reading somewhere that Apple now has more paying subscribers in the US compared to Spotify, which is where they earn the bulk of their revenue (other countries tend to be heavily discounted to factor in the weaker exchange rates).
At the end of the day, most of the sustainability questions facing Spotify still aren't going away anytime soon. That to me ought to be the real question on everyone’s minds, not just the number of subscribers in a vacuum.
That said, Spotify is focused on keeping people on its platform, so branching out into podcast is a relatively low-risk endeavour. Also, time spent on Spotify not listening to music will likely be more profitable, since I assume Spotify won’t need to pay out royalties on podcasts they host.
So...still pay $10 a month, but stream less music (you aren’t listening to music if you listen to podcasts), so pay out less?