- Q3 2024 Peloton Interactive Inc Earnings Call TranscriptMay 02, 2024$3.13 (-2.80%)Earnings
- Peloton Interactive Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 07, 2024
- Q2 2024 Peloton Interactive Inc Earnings Call TranscriptFeb 01, 2024$4.21 (-24.28%)Earnings
- Q1 2024 Peloton Interactive Inc Earnings Call TranscriptNov 02, 2023$5.43 (+12.89%)Earnings
- Peloton Interactive Inc at Goldman Sachs Communications & Technology Conference TranscriptSep 06, 2023
- Q4 2023 Peloton Interactive Inc Earnings Call TranscriptAug 23, 2023$5.41 (-22.60%)Earnings
- Peloton Interactive Inc at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 24, 2023
- Q3 2023 Peloton Interactive Inc Earnings Call TranscriptMay 04, 2023$7.64 (-13.48%)Earnings
- Peloton Interactive Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 07, 2023
- Q2 2023 Peloton Interactive Inc Earnings Call TranscriptFeb 01, 2023$16.36 (+26.53%)Earnings
- Q1 2023 Peloton Interactive Inc Earnings Call TranscriptNov 03, 2022$9.34 (+8.23%)Earnings
- Peloton Interactive Inc at Goldman Sachs Communacopia + Technology Conference TranscriptSep 12, 2022
- Q4 2022 Peloton Interactive Inc Earnings Call TranscriptAug 25, 2022$11.01 (-18.32%)Earnings
- Peloton Interactive Inc at JPMorgan Global Technology, Media & Communications Conference TranscriptMay 24, 2022
- Q3 2022 Peloton Interactive Inc Earnings Call TranscriptMay 10, 2022$12.9 (-8.70%)Earnings
- Q2 2022 Peloton Interactive Inc Earnings Call TranscriptFeb 08, 2022$37.27 (+25.28%)Earnings
- Q1 2022 Peloton Interactive Inc Earnings Call TranscriptNov 04, 2021$86.06 (-4.27%)Earnings
- Peloton Interactive Inc at Goldman Sachs Communacopia Conference (Virtual) TranscriptSep 22, 2021
- Q4 2021 Peloton Interactive Inc Earnings Call TranscriptAug 26, 2021$114.09 (-1.86%)Earnings
- Peloton Interactive Inc at Bank of America Global Technology Conference (Virtual) TranscriptJun 08, 2021
- Peloton Interactive Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) TranscriptMay 25, 2021
- Q3 2021 Peloton Interactive Inc Earnings Call TranscriptMay 06, 2021$83.78 (+1.40%)Earnings
- Peloton Interactive Inc at JMP Securities Technology Conference (Virtual) TranscriptMar 01, 2021
- Peloton Interactive Inc at KeyBanc Capital Markets Virtual Emerging Technology Summit. TranscriptFeb 24, 2021
- Peloton Interactive Inc at Goldman Sachs Technology and Internet Conference (Virtual) TranscriptFeb 11, 2021
- Q2 2021 Peloton Interactive Inc Earnings Call TranscriptFeb 04, 2021$157.53 (+7.04%)Earnings
- Peloton Interactive Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 10, 2020
- Peloton Interactive Inc Annual Shareholders Meeting TranscriptDec 09, 2020
- Q1 2021 Peloton Interactive Inc Earnings Call TranscriptNov 05, 2020$126.63 (+6.77%)Earnings
- Peloton Interactive Inc Virtual Investor And Analyst Session TranscriptSep 15, 2020
- Q4 2020 Peloton Interactive Inc Earnings Call TranscriptSep 10, 2020$87.75 (-3.75%)Earnings
- Peloton Interactive Inc at JPMorgan Technology, Media and Communications Conference (Virtual) TranscriptMay 12, 2020
- Q3 2020 Peloton Interactive Inc Earnings Call TranscriptMay 06, 2020$38.03 (+5.00%)Earnings
- Peloton Interactive Inc at Goldman Sachs Technology & Internet Conference TranscriptFeb 11, 2020
- Q2 2020 Peloton Interactive Inc Earnings Call TranscriptFeb 05, 2020$32.7 (-2.30%)Earnings
- Peloton Interactive Inc at Barclays Global Technology, Media and Telecommunications Conference TranscriptDec 11, 2019
- Peloton Interactive Inc at UBS Global TMT Conference TranscriptDec 09, 2019
- Q1 2020 Peloton Interactive Inc Earnings Call TranscriptNov 05, 2019$22.74 (-7.60%)Earnings
Peloton Interactive Inc at Barclays Global Technology, Media and Telecommunications Conference Transcript
Excited to have John and Jill from Peloton. Super excited about this session. My name is Deepak. I cover SMID-cap Internet. So -- I mean we have 25 minutes. I'll start with a few questions. And there'll be some time for audience questions in the end.
Questions & Answers
So John, first, thanks for joining us. Jill, you too. I'll start with a few big questions, big-picture question, just to kind of level-set the table for this discussion. I mean traditional fitness studios have been around for a long time despite offering subpar experience. So what do you think are the secular drivers that are enabling business models like Peloton to become more profitable in the last 4 to 5 years?
Yes. I wouldn't say it's a secular driver. So technology has changed and enabled businesses like Peloton
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