SaaS
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 10, 2022 by Ben Gilbert · across every show →
Everything said about SaaS, oldest first
Feb 10, 2022 neutral
Peloton's subscription gross margins are roughly 66%, trailing typical software margins
“About a third of the revenue that comes from subscription, so not like the physical bike sales, but if you just look at the Subscription revenue. A third of that goes to cost of revenue. And while we don't know for sure, it's very likely that the majority of t…”