Deepwater predicts Apple acquisition of Peloton Deepwater Asset Management last week announced their 2024 predictions, and out of the 13 items included, one that caught our... Est. reading time: 2 minutes

While this seems tempting with its large customer base, I think it’s over priced. I don’t see people flocking back to the gyms like pre-pandemic times. This is where Peloton is trying to produce growth. I think people have become accustomed to workouts at home. Right now Peleton is still losing mone…

To me it just seems far outside of Apple’s core business, plus it’s a tiny drop in the bucket for Apple. Say, Apple could grow Peloton to rival Garmin (huge stretch, right?), Garmin only brings in $5B. Apple currently brings in $385B. Why would Apple buy money losing Peloton and then try and grow i…

I could see Apple laptops and TVs being compatible with the bike. I always saw the proprietary Peloton screen as being the weak link. If you have problems with that, the whole thing is practically useless.

[image] AJS914: The Peloton brand is certainly recognizable but so would Apple Fitness with augmented reality virtual yoga / aerobics classes. Apple could just do a bring your own bike virtual spin class some day. My guess would be Apple would use Peloton’s established footprint to build some…

Apple already has this: [image] Apple Fitness+ From HIIT to Meditation, beginner to advanced, 5 to 45 minutes — there’s something for everyone on Apple Fitness+. Try it free for up to 3 months.

Article focuses on the consumer base as value-add for Apple, but doesn’t Peloton hold patents that cover virtual live classes? Also, Apple bought Beats for brand value, and Peloton has a similarly strong brand. Or maybe they want the exec team to lead their Fitness+ product. Or maybe it’s a nothing …

Their content/classes. Easier to buy something already developed than doing it in house.

But they are already developing it in house, and probably doing a better job "We prefer the look and feel of Apple Fitness+. The sets it uses are more polished, whereas Peloton feels surprisingly low budget in comparison. Many of the Peloton workouts are led by a single trainer, while on Fitness+ …

[image] rkoswald: Apple credit card Word is Apple is looking to get out of that.

Apple to buy Peloton?

rkoswald January 3, 2024, 8:56pm 10

Yes, but I saw an ad for an Apple credit card the other day … that definitely seems outsde of Apple’s core business. I won’t post the link since it’s not cycling-related but it’s easy enough to find.

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Apple to buy Peloton?

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