1. Logitech's CEO revealed the development of a 'forever mouse' with a subscription-based payment structure. 2. The mouse is designed for longevity and includes software updates as a service. 3. Logitech clarified that there are no current plans to release a subscription-based mouse.
1. Peloton's stock surged 34% post-Q4 FY24 earnings release, yet remains down 27% YTD; 2. Management anticipates $75 million in free cash flow for FY2025 through a $2 billion cost-cutting plan and aims for $200-250 million in EBITDA; 3. The company's subscription revenue is three times greater than Apple Fitness, with a high-income customer base; 4. Peloton plans to launch new products to attract more users and expand its user base.