Hope everyone enjoyed a nice three day weekend. I just wanted to follow-up on the discussion of Peloton’s unit economics with a link to an aptly timed interview with new Peloton CEO Barry McCarthy published in the NYT over the weekend. McCarthy is the former CFO of Netflix and Spotify, so suffice to say he knows how to run a subscription business. One thing he said about the future direction of Peloton caught my attention and also pertains to last week’s discussion of unit economics:
Quick follow-up on Peloton
Quick follow-up on Peloton
Quick follow-up on Peloton
Hope everyone enjoyed a nice three day weekend. I just wanted to follow-up on the discussion of Peloton’s unit economics with a link to an aptly timed interview with new Peloton CEO Barry McCarthy published in the NYT over the weekend. McCarthy is the former CFO of Netflix and Spotify, so suffice to say he knows how to run a subscription business. One thing he said about the future direction of Peloton caught my attention and also pertains to last week’s discussion of unit economics: