Mike Wuerthele, AppleInsider:

According to sources familiar with the matter, Amazon has quietly outpaced subscriber additions versus its more well-known competitors. A report by the Financial Times claims that Amazon Music Unlimited subscribers have grown by about 70% in the last year.

Apple Music is said to be at a 60 million paid subscribers, Spotify at 100 million, and Amazon at about 32 million.

Spotify has done this with no hardware to leverage. Apple Music, obviously, has the iPhone and Apple Watch, with HomePod a small slice of the hardware listens.

Amazon has no phone, but Echo devices are a huge access point.

Will Apple pursue Amazon’s Echo, build out the HomePod space with more Siri access devices priced to compete with Echo?

To me, in the home, Amazon has an advantage, with low-priced Echos a Trojan horse for Amazon Music. Outside the home, on the road, Apple has the advantage, with iPhones, Apple Watch, and CarPlay all working in harmony to support the ecosystem.

Bottom line, I think it’s a matter of time until Spotify feels the squeeze from both sides.