Peloton Interactive Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) Transcript
Great. Thanks, everybody, for joining today. I'm Doug Anmuth, Internet Analyst at JPMorgan. It's our pleasure to have with us today Peloton's CFO, Jill Woodworth. So Peloton is the largest interactive fitness platform in the world with 5.4 million-plus members across the U.S., U.K., Germany and Canada. Peloton focuses on the entire member journey through its vertically integrated model, which allows the company to deliver on its members' first mission, and drives a passionate and highly engaged member base. We project $4 billion in revenue in fiscal '21 and expect the company to end the year with nearly 2.3 million connected fitness subscribers and more than 1 million digital subs.
Jill joined Peloton as CFO in April of 2018. Prior to that, she was a Managing Director in JPMorgan's Equity Capital Markets division, focusing on the retail and consumer products sector. And prior to that, she spent 11 years at Morgan Stanley as an investment banker. So welcome, Jill.
Access to All Earning Calls and Stock Analysis | |
30-Year Financial on one screen | |
All-in-one Stock Screener with unlimited filters | |
Customizable Stock Dashboard | |
Real Time Insider Trading Transactions | |
8,000+ Institutional investors’ 13F holdings | |
Powerful Excel Add-in and Google sheets Add-on | |
All data downloadable | |
Quick customer support | |
And much more... |