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URL:  https://boards.fool.com/its-the-community-effect-iphone-another-great-34679232.aspx

Subject:  Re: PTON's ongoing shipping trouble Date:  11/27/2020  10:30 AM
Author:  newfool10000 Number:  73795 of 77930

It’s the community effect. iPhone another great example. You don’t buy an iPhone for the hardware you do it because it links to FaceTime, iMessage and the Apple ecosystem. Peloton is building a strong user base who are loyal with great offering.

There will be some who just use the fitness app with their own bike. The monthly recurring revenue is still not to be discounted. Of course stickiness of those users are less than those who invest in the bike. However if they continue to innovate, invest in their supply chain and collaborate with great trainers and artists I don’t see why they can’t become significantly larger.

The idea of a hard live class workout from the proximity of ones living room cannot be underestimated.

Long peloton. Still a starter position.
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