The Startup with Ed Ludlow: Peloton Recalls 2.2M Bikes

The video discusses Peloton's recall of 2.2 million bikes, highlighting the company's ongoing challenges with cash burn and transition to a digital future. It then shifts to Disney, examining the contrasting performance of its streaming services and theme parks. The discussion covers Disney's marketing strategies, spending patterns, and the broader streaming market dynamics, including challenges in low ARPU markets like India.

What is the main issue highlighted for Peloton in the discussion?

• High demand for new bikes

• Transition from manufacturing to digital

• Increase in bike prices

• Expansion into new markets

What is the key contrast in Disney's business performance?

• Both streaming and parks are facing challenges

• Parks are doing well, streaming services are facing challenges

• Both streaming and parks are performing well

• Streaming services are thriving, parks are struggling

What was the impact of Disney's ad-supported tier on their streaming service?

• Increased subscriber count

• No impact on subscribers

• Decreased revenues

• Increased revenues but decreased subscribers

What financial strategy did Disney employ that was discussed in the video?

• Increased marketing spend in high ARPU markets

• Reduced marketing spend in low ARPU markets

• Increased investment in linear TV

• Expansion into new theme parks

What trend in media consumption is highlighted in the discussion?

• Drop off in linear TV and potential growth in streaming

• Stability in both linear TV and streaming

• Decline in streaming services

• Increase in linear TV viewership