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Do I read the decks properly, or do they have only 2331 subscribers for Q4 2021? This looks like a super low for such big valuations of their disruptive product
by aljarry 5y ago
Do I read the decks properly, or do they have only 2331 subscribers for Q4 2021? This looks like a super low for such big valuations of their disruptive product.
- nikanj 5y agoBut on par for Silicon Valley
- celticninja 5y agoI'm assuming that is wrong. They laid of 2800 staff in Q1 and they all had subscriptions which were continued for 12 months as part of their severance.
- deleted 5y ago[deleted]
- dannyw 5y agoProbably thousands.
- aixi 5y agohmmm, as a Peloton owner this would be a bit weird --- live classes tend to have thousand of participants, unless they are bots.
- some1else 5y ago2,331 million
- mprovost 5y agoI rode in a live Peloton class yesterday that had more participants than that.
- a_humean 5y agoThat probably 1,000 scale. So the actual number is 2,331,000 subscribers with a very small churn rate, which is enough to sustain that business and valuation.