Peloton Confidentially Files Statement for Proposed IPO

Re:Peloton Confidentially Files Statement for Proposed IPO by ex_pelo on Wednesday June 05, 2019 @12:13PM (#20105875)

disclaimer: I used to work for Peloton and still own some equity.

The company was started with the insight that working out at home is a much more pleasant and effective activity than going to the gym.

Pelotons business model is what I think Apple will eventually be forced to adopt. They sell a very expensive, thin-ish margin hardware product and up-sell you on their software + content + some merchandise. The hardware lock-in is real!! They also have a scarily obsessive, loyal and rich fan-base.

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Re:Peloton Confidentially Files Statement for Proposed IPO by bluedino on Wednesday June 05, 2019 @12:22PM (#20105977)

Apple has thin margins on hardware?

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Re:Peloton Confidentially Files Statement for Proposed IPO by ex_pelo on Wednesday June 05, 2019 @12:24PM (#20106008)

I think eventually there is a good chance they will be forced.

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Re:Peloton Confidentially Files Statement for Proposed IPO by sjg007 on Wednesday June 05, 2019 @01:02PM (#20106515)

Nah, apple will play the extended financing game.

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Re:Peloton Confidentially Files Statement for Proposed IPO by ex_pelo on Wednesday June 05, 2019 @01:26PM (#20106835)

I think they will ride the debt cycle up and down if they go down that path, just like cars seem to.

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Re:Peloton Confidentially Files Statement for Proposed IPO by jmull on Wednesday June 05, 2019 @01:24PM (#20106810)

I think PP meant that’s what Peloton does now and Apple will eventually adopt the same approach.

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