Connected Fitness Subscribers

Revenue segments as reported by the company.

Connected Fitness Products

Subscription

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Goodwill impairment

Impairment expense

Restructuring expense

Supplier settlements

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Peloton

Peloton Interactive, Inc. operates an at-home fitness platform for live and on-demand indoor cycling classes. The company pioneered connected, technology-enabled fitness, and the streaming of immersive, instructor-led boutique classes for its members. It operates through two reportable segments: Connected Fitness Products and Subscription. The Connected Fitness Product segment consists of sales of bike, tread & related accessories. The Subscription segment involves the monthly subscription and credits from live studio classes. Peloton Interactive was founded by John Foley, Graham Stanton, Thomas Cortese, Yony Feng and Hisao Kushi in 2012 and is headquartered in New York, NY.

Earnings data Q3 2021

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Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q1 2025

Earnings data Q2 2025

Peloton reports progress towards free cash flow break-even and international growth opportunities

Peloton's Q1 2023 earnings call highlighted progress towards free cash flow break-even, challenges related to subscriber growth and churn behavior, and opportunities for international growth and an asset-light model. The company emphasized its brand repositioning, competitive advantages, and the importance of engagement in shaping churn behavior.

Peloton maintains revenue stability, faces delivery delays, and operational challenges

Peloton's Q2 2023 Earnings Call highlighted steady revenue projections, operational challenges in delivery delays, and a focus on balancing growth and free cash flow objectives. The company's strengths include a dedicated team, successful content, and instructor strategies, while facing challenges in forecasting post-pandemic consumer behavior and managing churn rates.

Peloton progresses towards free cash flow break-even amid strategic shifts

Peloton's Q3 2023 earnings call highlighted progress towards free cash flow break-even, a strategic shift towards a subscription-based model, and a focus on customer engagement and retention.
The company's strengths lie in its app-centric strategy, content quality, partnerships, and focus on customer lifetime value, while facing challenges in seasonality, churn dynamics, and operational optimizations.
Opportunities for Peloton include app launch, international expansion, subscription model transition, and strategic trade-offs to enhance profitability and drive growth through content innovation and customer acquisition strategies.
Overall, Peloton's performance reflects a balanced approach towards financial sustainability, growth, and customer-centric strategies to navigate challenges and capitalize on opportunities in the fitness and digital content market.

Peloton reports strong sales and optimistic growth outlook for '24

Peloton's Q4 '23 Earnings Call highlighted strong sales performance and positive free cash flow expectations.
The company faces challenges from unexpected issues but remains optimistic about growth initiatives and future prospects.
Key strengths include successful brand relaunch, Digital app performance, and focus on user retention strategies.
Opportunities for growth include expanding co-branded bikes, optimizing marketing strategies, and driving user engagement.

Peloton reports strong Q1 earnings, eyes FaaS growth optimization

Peloton's Q1 earnings call highlighted robust revenue growth, positive engagement trends, and strategic expense management. The company's strengths lie in revenue-sharing partnerships, strong NPS scores, and the promising FaaS rental business. Challenges include cautious FaaS growth management and efforts to optimize program economics, while opportunities exist in partnerships, content expansions, and program enhancements.

Peloton excels in Q2 with strong demand and growth strategies

Peloton's Q2 2024 performance was marked by strong demand, sales mix shift, and engagement improvements.
The company faces challenges such as inventory issues, lower free cash flow guidance, and user churn rates.
Opportunities lie in marketing efficiency optimization, product innovation, and content partnerships for growth.
Overall, Peloton's focus on enhancing user experience and driving growth through strategic initiatives is evident.

Peloton achieves positive free cash flow, focuses on cost reduction

Peloton's Q3 performance showed revenue growth, subscriber base expansion, and a focus on cost reduction and positive free cash flow.
Strengths lie in market leadership, financial discipline, international growth focus, and alignment with health and wellness trends.
Challenges include underperformance in app subscriptions, higher churn, and the need for refining acquisition and retention strategies.
Opportunities exist in Tread market potential, app strategy enhancements, disciplined investments, and long-term health and wellness trends.
Peloton remains committed to its mission of connecting individuals through fitness and aims to ensure financial stability and growth.

Peloton reports positive Q4 earnings, focuses on profitability and growth

Peloton's Q4 performance showcased financial stability, operational efficiency, and strategic partnerships driving revenue growth.
While facing challenges such as declining hardware sales and subscriber numbers, the company's focus on profitability and efficiency bodes well for future success.
Opportunities lie in diversifying revenue streams, enhancing content offerings, and optimizing operational efficiency for sustained growth.
Overall, Peloton's Q4 earnings call highlighted a mix of strengths, challenges, and opportunities that position the company for continued success in the evolving fitness market.

Peloton surpasses Q1 expectations, faces challenges in subscription management

Peloton's Q1 2025 performance exceeded expectations, driven by international growth and cost-saving measures, while facing challenges in managing subscriptions and balancing expenses.
Strengths lie in new leadership, efficient marketing strategies, and content innovation, with opportunities in retail optimization, content diversification, and international expansion.
To sustain growth, Peloton must address challenges in subscription management, navigate international complexities, and continue investing in content and market expansion.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

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Non-current assets

Net PPE

Intangibles

Total liabilities

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Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

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Change in stock

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Cash from other sources

Net change in cash

Free cash flow

Peloton Interactive, Inc. provides an at-home fitness platform for live and on-demand indoor cycling classes. The firm pioneered connected, technology-enabled fitness, and the streaming of immersive, instructor-led boutique classes for its members. It operates through the Connected Fitness Products and Subscription segments. The Connected Fitness Products segment includes the sales of bikes, tread & related accessories. The Subscription segment refers to the monthly subscription and credits from live studio classes. The company was founded by John Foley, Graham Stanton, Thomas Cortese, Yony Feng, and Hisao Kushi in 2012 and is headquartered in New York, NY.

The high-profile hedge fund manager has no solution for the company's biggest problem right now.

David Einhorn Believes Peloton Is Undervalued, but His Bull Case Comes With a Big "If"

The connected fitness company's incoming CEO has an impressive resume that includes a seven-year stint at Apple.

Peloton Stock Has Soared 195% From Its 52-Week Low. Is It Too Late to Buy?

Peloton (PTON) stock price has staged a strong comeback in the past few months after it reported better-than-expected financial results and announced management changes. It rebounded to a high of $8.92 last week, its highest swing since July 2023, and 220% higher than the year-to-date low.

Peloton stock could explode higher by 135% if this happens

Peloton's stock rallied after the company's biggest Wall Street bear turned bullish following the announcement of a new CEO and an upbeat earnings report.

Peloton's stock is double-upgraded as new CEO helps swing BofA to bullish

Peloton Interactive (PTON) shares raced higher Monday after its strong first-quarter results drew a double upgrade from analysts at Bank of America Securities.

Peloton Stock Pushes Higher After BofA Issues Double Upgrade on CEO Change, Q1 Results

Peloton Interactive Inc (NASDAQ:PTON) shares were given a boost after Bank of America upgraded its rating and said the recent earnings strength and appointment of new CEO Peter Stern indicated the company "is no passing fad". The bank upgraded to a 'buy' stance and raised its share price objective to $9 from $3.75 on the perceived potential for "substantial earnings upside" on continued cost efficiencies, which have resulted in higher estimates.

Peloton is no passing fad, says Bank of America

Shares of Peloton Interactive Inc PTON have been climbing after the company smashed first-quarter sales estimates last week.

This Peloton Interactive Analyst Gives A Double Upgrade, Raises Forecast By More Than 100%

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Investors wonder if the company's results justified this stock price increase.

Peloton Stock Soars Following Huge Inflection Point in Profitability

NEW YORK--(BUSINESS WIRE)--Peloton (NASDAQ: PTON) published its fourth annual environmental, social, and governance (ESG) report today, highlighting progress made in the 2024 fiscal year (FY) towards its social and environmental impact goals. “At Peloton, we are reshaping how millions engage with fitness and wellbeing and are committed to making physical fitness and mental health more accessible to everyone,” said Karen Boone, Interim CEO and President. “By supporting the wellbeing, development.

Peloton Announces Fourth Annual ESG Report, Highlighting Progress on Impact Initiatives

In a post two months ago (“The Ultimate Example Of DEI“) I pointed out what appeared to be an extraordinary example of Diversity, Equity, and Inclusion at Peloton Interactive, Inc. PTON.

Could Peloton Be Moving Away From DEI?

Shares in Peloton Interactive (PTON) were down sharply Friday, giving back a chunk of the near-30% gain recorded yesterday after the fitness equipment maker announced a new chief executive officer and reported better-than-expected quarterly results.

Peloton Stock Price Levels to Watch After Upbeat Earnings, Naming of New CEO

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Peloton Launches New Multi-Phase Creative Campaign to Drive Demand Among New Audiences

24/7 Wall St. Insights Peloton Interactive Inc. (NASDAQ: PTON) shares surged after it named a new CEO.

A New CEO Cannot Save Peloton

Peloton reported earnings Thursday, but it was the new CEO that had the market excited.

Peloton Stock Exploded Thursday: Here's Why

Peloton announced that Ford executive Peter Stern will join the company as its new CEO. The fitness company is betting Stern can help turn things around.

Peloton's new CEO has a chance to turn things around. Here's what he needs to do.

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Stern will step down from his role at Ford and step into the chief executive role at Peloton on Jan. 1, the company said. He will be Peloton's third CEO.

Peloton surges 30% after naming former Apple executive as new CEO

Challenges continue but the fitness company keeps looking for new ways to grow. The post Peloton Soars As It Makes This Move To Get Fit appeared first on Investor's Business Daily.

Peloton Soars As It Makes This Move To Get Fit

Peloton Interactive, Inc. (NASDAQ:PTON ) Q1 2025 Earnings Conference Call October 31, 2024 8:30 AM ET Company Participants James Marsh - SVP, IR Karen Boone - Interim Co-CEO Chris Bruzzo - Interim Co-CEO Liz Coddington - CFO Conference Call Participants Simeon Siegel - BMO Capital Markets Brian Nagel - Oppenheimer. Nathan Feather - Morgan Stanley Shweta Khajuria - Wolfe Research Andrew Boone - JMP Securities Bryan Smilek - JPMorgan Eric Sheridan - Goldman Sachs Operator Good day, and welcome to Peloton's First Quarter Fiscal 2025 Conference Call.

Peloton Interactive, Inc. (PTON) Q1 2025 Earnings Call Transcript

Peloton appointed the co-founder of Apple Fitness+ to serve as its new leader. Peter Stern, who joins the digital fitness brand from a position at Ford, is slated to become president and CEO beginning Jan. 1, according to a Thursday (Oct. 31) press release.

Peloton Picks Apple Fitness+ Vet Peter Stern as New CEO

Peloton Interactive Inc (NASDAQ:PTON) shares jumped by almost a third on Thursday as the fitness company signalled improving cash flow and named Peter Stern as its new chief executive. Stern, who co-founded Apple Fitness Plus and is currently an executive at Ford, will join Peloton in January, the company said in an update on Thursday.

Peloton skyrockets as guidance upped, chief executive picked from Ford, Apple

The headline numbers for Peloton (PTON) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, Peloton (PTON) Q1 Earnings: A Look at Key Metrics

The head of Ford Motor's integrated services, who was tasked with leading one of the automaker's most important teams, is departing after about one year, the company said on Thursday.

News for Peloton Stock (PTON)