I do wonder how Gurman and Bloomberg get these details. This is very private business operational stuff that could be used for insider trading etc. it’s not obvious from the outside of the business the P/L situation for this service or any individual product in their services division.
It’s not like product sales that you can deduce from sales channels or component orders. And I’d doubt they would leak something like this. There’s not even a fitness+ competitor you could compare it to in terms of usage. Peloton is the nearest and that’s a niche product tied to equipment sales.
I dunno. Feels very odd.
It’s not like product sales that you can deduce from sales channels or component orders. And I’d doubt they would leak something like this. There’s not even a fitness+ competitor you could compare it to in terms of usage. Peloton is the nearest and that’s a niche product tied to equipment sales.
I dunno. Feels very odd.