PTON Q2 results: Bagholders rejoice!


https://www.bloomberg.com/news/articles/2023-02-01/peloton-q2-2023-results-cash-flow-improves-despite-declining-revenue

Lots of positives here:

  • Cost-cutting efforts are working
  • Company still looking at ~$3b in annual revenue
  • Growth in memberships
  • Revenue from connected fitness continuing to outpace hardware revenue
  • Getting awfully close to being cash flow positive

At this point I'm just hoping we get a decent run back into the high $20's or $30's and then someone eventually comes along and buys it for $45/share or whatever. A man can hope.


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