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…
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…
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…
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?