Peloton Interactive Inc at Barclays Global Technology, Media and Telecommunications Conference Transcript
Excited to have John and Jill from Peloton. Super excited about this session. My name is Deepak. I cover SMID-cap Internet. So -- I mean we have 25 minutes. I'll start with a few questions. And there'll be some time for audience questions in the end.
Questions & Answers
So John, first, thanks for joining us. Jill, you too. I'll start with a few big questions, big-picture question, just to kind of level-set the table for this discussion. I mean traditional fitness studios have been around for a long time despite offering subpar experience. So what do you think are the secular drivers that are enabling business models like Peloton to become more profitable in the last 4 to 5 years?
Yes. I wouldn't say it's a secular driver. So technology has changed and enabled businesses like Peloton
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