Microsoft
Peloton
Peloton
August 24th, 2023. Peloton’s Ongoing Death Spiral, Sizing up the Digital Fitness Opportunity
Sonos earnings
May 31st, 2023. Sonos Earnings, Sonos Unveils Sonos Pro, Peloton Earnings
Broadcom
May 24th, 2023. More Signs of U.S. Consumers Turning Cautious, Apple Signs Multi-Year Deal With Broadcom, Peloton’s Rebranding and New Membership Tiers
Alphabet
February 16th, 2023. Alphabet FY4Q22 Earnings, The Subscription War, Peloton FY2Q23 Earnings
Reading Between the Lines
November 2022
Tesla
October 2022
Garmin
September 2022
Reading Between the Lines
August 2022
Foxconn
July 2022
Reading Between the Lines
May 2022
TSMC