Expectations are high for Amazon tonight. Here's what to expect
August 7, 2025
Peloton reported a much better-than-expected quarter and guidance on (almost) every metric! CEO Peter Stern continues to find ways to rip out expenses without increasing churn.
Put more simply, 18 months ago the question was whether or not Peloton could remain a going concern. Now the company and on pace to generate operating income, in addition to $400-$450 million in EBITDA.
That's a huge improvement. The stock is higher early but I'm not too worried about how Peloton trades today. A year from now Peloton will be trading much higher or owned by a larger company. Either way, shareholders win.
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