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shaun lee's avatar

Any plans to update this since the latest earnings report? Esp if you felt there are fundamental changes. I know they killed it in the latest Q

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shaun lee's avatar

Best. Breakdown. Ever. 👍🏻👍🏻

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Dan Russo, CMT's avatar

Great write-up. Wondering why the subscription GMs are only 57%, I would expect them to be higher.

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Igli Laci's avatar

In their subscription margin, they bake in the cost of subscription which is driven by music royalties and streaming fees.

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Demian O.'s avatar

This Breakdown makes me want to buy PTON and a bike!!! Thank you, I really enjoyed the reading

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Igli Laci's avatar

Ha...appreciate the feedback. Hold off when they discount their products...good company but boy are those price tags high!

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