Peloton – Implied Expectations

Netflix

Netflix: A Valuation Update

July 23, 2024

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Netflix

Netflix: A Change in Posture

April 25, 2024

In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, [...]

Carvana

Carvana: Ramping

February 8, 2024

I’ll get straight to the point here: despite being an 11-bagger last year—and the single [...]

Netflix

Netflix: The Streaming Wars That Never Started

February 2, 2024

More people are now acknowledging that Netflix won the “streaming wars,” but that implies the [...]

Spotify

Spotify: The New Modus Operandi

December 15, 2023

User and subscriber growth continued to show impressive strength. MAUs grew 26% y/y to 574 [...]

Peloton Interactive

Peloton: Early Exercise of Stock Options; A Bullish Signal?

Posted on November 10, 2021November 11, 2021 by Implied Expectations

My thoughts on a recent insider transaction.

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Peloton Interactive

Peloton F4Q 2021: Investment Year and Bike Price Cut Spook Market; Modest Expectations Seem Baked In

Posted on September 3, 2021November 15, 2021 by Implied Expectations

My thoughts on Peloton after its fiscal fourth quarter.

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Peloton Interactive

Peloton Fiscal 3Q 2021 Update

Posted on May 12, 2021May 12, 2021 by Implied Expectations

My thoughts on Peloton and its fiscal third quarter.

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Peloton Interactive

Peloton Tread Recall Update

Posted on May 5, 2021May 5, 2021 by Implied Expectations

My thoughts on Peloton’s Tread+ and Tread recalls.

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Peloton Interactive

Peloton Fiscal 2Q 2021 Update

Posted on February 17, 2021February 18, 2021 by Implied Expectations

My thoughts on Peloton’s fiscal second quarter.

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Peloton Interactive

Peloton Fiscal 1Q 2021 Update

Posted on November 10, 2020November 10, 2020 by Implied Expectations

My thoughts on Peloton’s fiscal first quarter.

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Peloton Interactive

Peloton: Foley’s BHAG

Posted on September 24, 2020October 15, 2020 by Implied Expectations

My scenario analysis, now including a Foley’s BHAG scenario.

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Peloton Interactive

Peloton Fiscal 4Q 2020 Update

Posted on September 12, 2020October 15, 2020 by Implied Expectations

My thoughts on Peloton’s fiscal fourth quarter.

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Peloton Interactive

A Conversation About Peloton

Posted on July 3, 2020January 20, 2022 by Implied Expectations

A conversation about Peloton

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Peloton Interactive, Sample Posts

Peloton Interactive

Posted on June 23, 2020October 15, 2020 by Implied Expectations

My first post about Peloton Interactive.

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