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

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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

Inventory

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Net PPE

Intangibles

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Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

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.

It's a step in the right direction, but still comes up short.

Peloton's Latest $300 Connected Fitness Device Is Still a Miss

With PTON stock finding a base around its 52-week low, there continue to be bullish and bearish arguments for the stock. The post Two Reasons to Buy Peloton and One Reason to Sell appeared first on InvestorPlace.

Two Reasons to Buy Peloton and One Reason to Sell

Peloton Interactive Inc's strength training product, Peloton Guide, would be available at a starting price of $295, about 40% lower than what it had originally planned, the company said on Tuesday.

Peloton launches strength training product at 40% lower price

When it comes to Peloton, it's better to wait for a sign that a turnaround is starting to take shape. Until then, hold off on PTON stock.

Avoid Peloton Stock As It Recovers From Its ‘Dead Cat Bounce'

Late last year, Peloton announced Guide. The set-top system is an effort to reach a broader slice of the market with a lower cost alternative to its line of bikes and treadmills.

The Peloton Guide is now available for $295

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Some of the pandemic-era winners that rallied on Monday will be able to hold onto their recovery while others will flounder, CNBC's Jim Cramer said.

Jim Cramer on how 9 ‘pandemic plays' that rallied Monday will perform going forward

The at-home fitness leader has a real opportunity to become a true fitness platform.

Could Peloton Boost Its Profitability With This Smart Strategy?

After a tumultuous stretch, I think the at-home fitness innovator has brighter days ahead.

Here's Why I Just Bought Peloton Stock

There are some issues investors need to consider before investing in this connected-fitness provider.

Why Peloton's New Subscription Plan Is a Big Red Flag

An analyst points out a major potential headwind for the company.

Why Peloton Stock Tanked on Thursday

Peloton Interactive ( PTON , Financial) claims to be the largest interactive fitness platform in the world with a membership base of over 2.7 million. The company is largely responsible for the popularity of widespread connected, technology-enabled fitness, and the streaming of immersive, teacher-led boutique classes to members around the world.

Peloton Interactive: Not Out of the Woods Yet

The connected-fitness leader still faces significant challenges.

Why Peloton's Woes Will Continue Well Into 2022

NEW YORK--(BUSINESS WIRE)-- #Class--Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Peloton Interactive, Inc. (NASDAQ: PTON) on behalf of long-term stockholders following a class action complaint that was filed against Peloton on November 18, 2021 with a Class Period from December 9, 2020 to November 4, 2021. Our investigation concerns whether the board of directors of Peloton have breached their fiduciary duties to the comp

PELOTON ALERT: Bragar Eagel & Squire, P.C. is Investigating Peloton Interactive, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Despite its recent rise, PTON stock remains a risky bet given the lack of clarity on the company's turnaround plan and takeover rumors. The post There's Too Much Uncertainty in Peloton to Consider a Buy Right Now appeared first on InvestorPlace.

There's Too Much Uncertainty in Peloton to Consider a Buy Right Now

Peloton shares rallied an impressive 28% last week, but there are still too many negatives to consider PTON stock for your growth portfolio. The post There Are Too Many Reasons to Avoid Peloton Stock Despite Recent Rally appeared first on InvestorPlace.

There Are Too Many Reasons to Avoid Peloton Stock Despite Recent Rally

The once-booming exercise equipment business is trying to right the ship with a new approach to attract customers.

Will Peloton's New Pricing Strategy Boost Demand?

Peloton once almost touched the sun. The stock now trades below pre-pandemic levels. Growth has slowed down considerably but is largely due to supply chain issues.

Peloton: 10% Net Cash, Strong Rebound Ahead As Supply Chain Issues Resolve

The connected-fitness guru is getting some love on Wall Street.

Why Peloton Interactive Stock Is Jumping 16% This Week

"While the commodity supercycle will persist, in our view, the correction in bubble sectors is now likely finished," JPMorgan's Marko Kolanovic said.

The crash in innovative 'bubble stocks' favored by Cathie Wood is likely over after 80% declines, and now is the time to buy them, JPMorgan says

PTON stock is trading at a steep discount, and Peloton's new pricing plan at least hints at the possibility of a turnaround in 2022. The post Hail-Mary Changes Offer Subdued Hope for Peloton Interactive Shareholders appeared first on InvestorPlace.

Hail-Mary Changes Offer Subdued Hope for Peloton Interactive Shareholders

Peloton Interactive Inc. ( PTON , Financial) was one of the great stay-at-home stocks as the number of subscribers boomed, production skyrocketed and the company went on a hiring frenzy in the wake of the Covid-19 pandemic. However, disaster struck as the company overestimated the demand for their products and even had to halt production in January 2021, according to a report by CNBC.

Is Peloton Worth a Ride?

Finally, it's time to buy Peloton Interactive Inc (NASDAQ: PTON) shares, says Bernstein analyst Aneesha Sherman. The pandemic darling has been butchered over the past 15 months, now down more than 85% from its high in December 2020.

Bernstein: it's time to buy this butchered exercise equipment stock

adidas AG

NIKE

Bernstein analyst Aneesha Sherman says disruptions in the U.S. apparel retailers sector can produce winners.

Nike, Adidas and Peloton Stocks Have Tumbled. Why One Analyst Is Bullish.

Peloton is soaring higher after receiving a $40 price target from Bernstein. So, how does the rest of Wall Street view PTON stock?

Why Is Peloton (PTON) Stock Up Today?

Peloton Interactive Inc (NASDAQ: PTON) shares are trading higher by 9.75% at $22.17 after Bernstein initiated coverage on the stock with an Outperform rating and a $40 price target. The stock may also be seeing some upward movement amid overall market strength following US PPI data.

News for Peloton Stock (PTON)