Replay Link: CLICK HERE
Some Key Topics Include:
-Peloton's addressable market, competition, positioning and its moat.
-Music streaming rights processes for studio and home fitness services.
-Peloton patent lawsuit with Flywheel.
-International market opportunity.
-More insight into the various ways churn rates might be calculated.
-The risk of losing key instructor talent.
-Relevance and impact of KPIs presented by Peloton.
Michael Cohen has 20+ years of finance and operations experience. He was CFO of Flywheel Sports from September 2017 to July 2019. Prior to Flywheel, Michael was CFO of Birchbox for 6 years. Previous experience also includes Finance/Operations positions at Yahoo!, Associated Content, and ESPN. He has a BBA in Finance & Accounting from University of Michigan.