Morningstar's Matt Dolgin says Spotify's (SPOT) long-term thesis "is completely intact" and any weakness after earnings "should be bought." CFRA's Ken Leon has the opposite outlook saying his firm downgraded Spotify to a hold rating. Ken posits the thought that Spotify could eventually be a takeover target in an ever-consolidating media landscape. Both discuss subscriber outlook and AI features being unveiled across the audio-streaming space.