Analyst
UBS
Equibles does not estimate personal net worth.
Arpine Kocharian is recorded as Analyst at UBS. Arpine Kocharian has spoken on 13 earnings calls across 7 companies, most recently for Planet Fitness, Inc. on August 6, 2026. Those appearances were for Hasbro, Inc. (HAS), Mattel Inc (MAT), Planet Fitness, Inc. (PLNT), Six Flags Entertainment Corporation (FUN), Peloton Interactive, Inc. (PTON) and 2 other companies. The companies whose calls Arpine Kocharian spoke on are classified in the Consumer Cyclical sector.
“And you know, part of the reason for part of letter part of my question is churn is actually coming in pretty steady, right? Even when we think about sort of what it was in the prior quarter, it seems like churn is pretty steady.”
“Really apologize in advance if you have to repeat yourself, but I was hoping if you could talk a little bit more about EBITDA flow through for the quarter. You were comping some marketing pull forward, but then there were some shift in maintenance costs that shifted out of Q1 into Q2.”
“I wanted to follow up on some of the earlier comments on Magic.”
“So, churn has surprised to the upside for more than three, four consecutive quarters for Peloton here. Peter, do you see churn trend stabilizing enough for you to then think about the delta between subscribers that are churning annually versus gross ads and how you look to close that gap over time?”
“So you mentioned cost improvement many times in prepared remarks and also in the release. But I was wondering, regardless of where demand shakes up for 2026, what would that in aggregate add to your EBITDA for this year versus last?”
UBS
Analyst
Transcript header (unverified)
HAS
Leisure · Consumer Cyclical
MAT
Leisure · Consumer Cyclical
PLNT
Leisure · Consumer Cyclical
CALY
Leisure · Consumer Cyclical
