The Best One Yet 🦇 “The hero Gotham deserves” — DC Comics storytelling. Peloton’s math flex. Zuck’s schmoozer-in-chief.
12 snips
Feb 2, 2023 AI Snips
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Peloton Is Now A Math Company
- Peloton shifted its business model from hardware-first to subscription-driven economics.
- The app's $44/month yields high margins and turns bike sales profitable after about six months.
Barry McCarthy's Quick Turnaround Moves
- Peloton's new CEO Barry McCarthy cut staff and outsourced manufacturing and delivery to reduce costs.
- He also trimmed content like guided scenic rides to shrink the organization's footprint.
Use Subscriptions To Fix Hardware Losses
- Do focus on recurring revenue to offset high unit losses when selling hardware.
- Aim to shorten payback period via subscriptions and low churn to make hardware viable long-term.