Great piece, thank you for sharing! What about VR as an at home competitor? Fitness is deeply apart of my life and a VR game should not make me exhausted, but I constantly find myself on the floor sweating after a session. It is to the point that I substitute VR for high intensity cardio some days. With that being said do you see VR as something of a risk or a potential opportunity for Peloton?
Good read. I was skeptical due to the high valuation but recently signed up for the digital service. I am impressed by the quality of the content and the engagment metrics that you point out. It has given my old bike trainer(by Tacx which was acquired by Garmin) a new life and can certainly envision buying their hardware if it keeps me engaged.
Great piece, thank you for sharing! What about VR as an at home competitor? Fitness is deeply apart of my life and a VR game should not make me exhausted, but I constantly find myself on the floor sweating after a session. It is to the point that I substitute VR for high intensity cardio some days. With that being said do you see VR as something of a risk or a potential opportunity for Peloton?
Thanks again for putting this together!
Good read. I was skeptical due to the high valuation but recently signed up for the digital service. I am impressed by the quality of the content and the engagment metrics that you point out. It has given my old bike trainer(by Tacx which was acquired by Garmin) a new life and can certainly envision buying their hardware if it keeps me engaged.
Interesting to revisit this now a year later after the stock is down 85%+