Evidence receipt / evaluation
Published · transcript-backedBen Gilbert: evaluation
26 Apr 2023 Acquired Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming
“It's also exactly what we talked about on the Peloton episode, where Peloton, despite all the problems, has possibly the most incredible consumer subscription business at least from their first five, eight years of customers, because they selected into buying a $2000 exercise bike.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 26 Apr 2023
- Publisher
- Acquired
Transcript context
…That's the great pot of gold with the consoles. You've got these highly committed user bases with all their credit card information stored. You've got easy payment rails, easy distribution. It's like the dynamic of iPhone versus Android, but a whole another level. Literally, you can look at it in the data with Fortnite. It's even better than iPhone monetization. It's also exactly what we talked about on the Peloton episode, where Peloton, despite all the problems, has possibly the most incredible consumer subscription business at least from their first five, eight years of customers, because they selected into buying a $2000 exercise bike. Of course, I'm not going to cancel a monthly subscription. I think this is part of why Epic actually felt comfortable going to war with Apple. If you look during those filings, so much of their revenue is actually coming from PlayStation and console. That, to me, is just like, okay, the mobile gamers were not the same value as the console and PC players.…
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