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Peloton Earnings Breakdown + Is an Acquisition Coming?

5/15/202650 min

Peloton's latest earnings call is in the books — and there are real questions about whether the company is eyeing acquisitions. Crystal and Tom break down what leadership said, what it means for members, and why Peloton's COO is headed to the Fortune COO Summit.

Peloton also threw a special event celebrating Peloton instructor Tunde Oyeneyin's apparel collection, and Peloton is partnering with LISC in Chicago on a new community initiative.

Also covered:

  • Peloton instructor Robin Arzon launches the Yellow Challenge
  • Peloton instructor Mariana Fernandez responds to the music substitution controversy — and teases a new series dropping in June
  • Peloton instructor Jess Sims hits the road for her Teacher Appreciation Tour
  • Peloton instructor Jeffrey McEachern volunteers as a marathon tail walker
  • Peloton instructor Cliff Dwenger is working on a new music collaboration
  • Peloton instructor Rad Lopez teaches his first-ever 60-minute strength class
  • Peloton instructor Katie Wang announces her first 45-minute strength class
  • Australian guest instructor Tim Robards is back on the platform
  • Peloton instructor Leanne Hainsby-Alldis drops a new encore class
  • Peloton instructor Hannah Corbin and Peloton instructor Denis Morton team up for a Country Happy Hour 2-For-1
  • HYROX yoga is now available, plus new HIIT and Pilates content coming soon
  • Two surprise classes spotlighting Mel C
  • Google is updating the Fitbit app to Google Health — what that means for connected fitness
  • New classes spotted: Pride, Broadway, and more
  • Peloton celebrates National Foam Rolling Day
  • TCO Top 5 and listener-recommended classes
  • Birthdays: Matty Maggiacomo (5/16) and Ash Pryor (5/20)

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Clips

Transcript preview

First 90 seconds
  1. Speaker 00:01

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  2. Speaker 10:29

    It's more than just your output, more than a bike. When you hear your shout-out, you know it's all right. Put on your magic pants and let's go. We're cruising into the power zone. Clip in, set yourself free. Come on and take a ride with me. We know what you need to know, and what's it all about. Everything you need, it's on the Clip Out.

  3. Crystal O'Keefe· Host0:57

    Welcome to the Clip Out podcast, episode 464. This is Crystal O'Keefe.

  4. Tom O'Keefe· Host1:09

    And this is Tom O'Keefe, still reeling.

  5. Crystal O'Keefe· Host1:12

    [laughs] From what?

  6. Tom O'Keefe· Host1:14

    From the Instagram post that you sent me.

  7. Crystal O'Keefe· Host1:18

    [laughs] Okay.

  8. Tom O'Keefe· Host1:19

    Where you- I- ... were like, you- it's a, it's some sort of AI robot pet.

  9. Crystal O'Keefe· Host1:25

    Yeah. The- That you could- ... Wall Street Journal featured it, and- And, and

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