Blackwells Capital Activist Presentation Deck
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As a software-focused company, Peloton should work to partner with all fitness equipment manufacturers
integrating Peloton's software with new, and potentially existing, equipment across the world
ASSET-LIGHT, SOFTWARE FOCUSED BUSINESS:
FITNESS HARDWARE "POWERED BY PELOTON"
Shifting to an asset-light model will allow Peloton to focus on creating software that utilizes its
superior brand and content offering to create a universal fitness platform "Powered by Peloton"
Integrating Peloton software with any new fitness equipment, regardless of
manufacturer, would allow the company to expand to several markets including:
Gyms
Hotels
Offices
Schools & Universities
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BLACKWELLS CAPITAL
Existing fitness equipment
Hospitals & medical centers
A partnership with Peloton would give manufacturers a differentiated selling
point while also exposing Peloton to millions of new potential subscribers
In 2020 the global treadmill market generated over $3.2 billion and is expected
to grow to nearly $6 billion per year by 2030
The potential to integrate Peloton into all treadmill manufacturers, let alone all
fitness equipment, creates a significantly larger avenue to gain potential
subscribers for the Company's software
(1) Source: GlobeNewswire "Global Treadmill Market to Reach $5.93 billion by 2030: Allied Market Research," July 6,2021.
PELOTON
PELOTON
PELOTON
PELOTON
Peloton software on legacy (non-Peloton) equipment and
integrated into every aspect of the gym, home, and
outdoor fitness experience
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