Peloton's first quarter loss was nearly double what Wall Street was expecting. CEO Barry McCarthy says the ship is turning, but it doesn't look good right now. Tim Lister: This is a business that if it doesn't show significant turnaround potential, someone is going to come knocking on the door with a check and say thank you.
Some companies have bright futures, while others simply run out of time.
(0:21) Tim Beyers discusses: - Roku having more cyclicality than investors might expect - Whether Peloton can produce lower inventories over the holidays - Fastly's CEO declaring a commitment to growth
(15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles.
Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM
Host: Chris Hill Guest: Tim Beyers, Ben Foldy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices