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Peloton says does not have aggressive growth assumptions for second half of 2023

Says getting into much more normalized inventory position. Says capturing people earlier in their fitness journey than ever before. Expects Q1 churn to “come down substantially” from 1.8% level. Does not see increase in customers pausing subscriptions. Plans to “optimize” fixed cost base through remainder of year. Expects FY24 revenue to be weighted toward back half of year. Comments taken from Q4 earnings conference call.

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