Seems pretty obvious: 1) They're selling a ton of these bikes. I bet they'll sell another 200,000 in the next 12 months. 2) They're selling even more subscrip

Seems pretty obvious: 1) They're selling a ton of these bikes. I bet they'll sell another 200,000 in the next 12 months. 2) They're selling even more subscriptions than bikes. They had 600,000 subscribers six months ago. That's basically pure profit. 3) They're introducing new products. A treadmill this fall, and I'd expect an elliptical, a rower, and perhaps some other things to follow at some point.