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25iFinal Exam Spring Quarter:

Using the Peloton earnings release from today, identify each input into its unit economics. investor.onepeloton.com/news-releases/… 50% of your grade = your gross margin estimate.

Using my Peloton blog post from two years ago is permissible google.com/amp/s/25iq.com…
2/ Which business had the greater transfer pricing leverage in this music rights negotiation?

Peloton spent $49.3 million in settlement and litigation costs this past financial quarter [related to] a copyright suit filed by song publishers. google.com/amp/s/www.holl…
3/ How much did the marginal dialing down of marketing expenses to reflect hardware supply constraints lower customer acquisition cost (CAC)?

Is the cost of free trials COGS or CAC?

What was re-activation CAC on average?

What was cash flow in the Q?

google.com/amp/s/www.cnbc…
4/ Is Peloton a marketplace?

Does Peloton have "self spinning flywheels" that generate "market liquidity"?

Is market liquidity a product of network effects?

What is the difference between:

A. market liquidity

and

B. financial liquidity?

What is the A.- B.relationship?
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