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

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

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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.

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

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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.

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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.

Peloton Interactive, which suffered mounting losses when people returned to their old workout habits after the pandemic, reported a slight uptick in sales.

Peloton sales rise in latest quarter but will the turnaround plan continue?

Peloton Interactive (PTON) shares raced more than 35% higher in intraday trading Thursday after the company posted year-over-year quarterly revenue growth for the first time in more than two years.

Peloton Stock Turbocharged by Surprise Revenue Growth

Earlier this year, Peloton unveiled a broad restructuring plan that included cutting global headcount by 15%, closing more retail outlets and changing its international sale plan.

Peloton shares soar 28% after major revamp ends two-year sales slump

Peloton Interactive, Inc. (NASDAQ:PTON ) Q4 2024 Earnings Conference Call August 22, 2024 8:30 AM ET Corporate Participants James Marsh - Senior Vice President and Head of Investor Relations Karen Boone - Interim Co-Chief Executive Officer Chris Bruzzo - Interim Co-Chief Executive Officer Liz Coddington - Chief Financial Officer Conference Call Participants Bryan Smilek - JPMorgan Eric Sheridan - Goldman Sachs Nathan Feather - Morgan Stanley Ron Josey - Citi Arpine Kocharyan - UBS Lee Horowitz - Deutsche Bank Shweta Khajuria - Wolfe Research Operator Good day and welcome to Peloton's Fourth Quarter Fiscal Year 2024 Conference Call. At this time, all participants are in a listen-only mode.

Peloton Interactive, Inc. (PTON) Q4 2024 Earnings Call Transcript

Peloton Interactive, Inc.'s fiscal Q4 2024 earnings exceeded expectations, showing the company's resilience despite challenges. Despite shrinking revenue and high debt, Peloton's updated guidance has led to a stock upgrade to a buy. Peloton's valuation at approximately 6x forward free cash flow may present an opportunity for investors willing to take a contrarian stance.

Peloton Earnings: I Was So Wrong, Buy (Rating Upgrade)

Peloton Interactive (NASDAQ: PTON ) just reported results for the fourth quarter of 2024. Peloton Interactive reported earnings per share of -8 cents.

PTON Stock Earnings: Peloton Interactive Beats EPS, Beats Revenue for Q4 2024

Peloton stock is soaring Thursday after the company reported its first year-over-year sales growth in nine quarters. Here's what you need to know.

Peloton Wows Wall Street With Unexpected Revenue Growth

Peloton's (PTON) fourth-quarter fiscal 2024 top line is hurt by dismal Connected Fitness revenues.

Peloton (PTON) Stock Up on Q4 Earnings and Revenue Beat

Peloton just accomplished something it hasn't done in more than three years. The company's shift in focus from revenue growth to profitability is starting to pay off.

Why Peloton Stock Jumped Thursday

Although the revenue and EPS for Peloton (PTON) give a sense of how its business performed in the quarter ended June 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, Peloton (PTON) Q4 Earnings: A Look at Key Metrics

Peloton Interactive Inc  (NASDAQ:PTON) announced smaller-than-expected losses of 8 cents per share for the second quarter, in addition to a revenue beat as sales grew for the first time in over two years.

Peloton Stock Surges on Unexpected Sales Growth

Connected fitness company Peloton said it will start charging a one-time $95 activation fee for new subscribers that bought used hardware on the secondary market. The Bike and Tread maker said the secondary market is an "important source" of new members.

Peloton to start charging subscribers with used equipment $95 activation fee

Peloton (PTON) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of a loss of $0.18. This compares to loss of $0.68 per share a year ago.

Peloton (PTON) Reports Q4 Loss, Tops Revenue Estimates

Interactive fitness platform provider Peloton Interactive, Inc. PTON stock jumped during premarket trading on Thursday after the company reported better-than-expected fourth-quarter results.

Fitness-Equipment Maker Peloton Reports Unexpected Q4 Sales Growth First Time Since 2022, Positive EBITDA Since 2021

Peloton Interactive Inc (NASDAQ: PTON) jumped 10% in premarket on Thursday after coming in ahead of Street estimates for its fiscal fourth quarter, indicating that the embattled connected fitness company may finally be starting to get hold of its long-standing struggles under the interim CEO.

Peloton stock rallies as Q4 earnings beat estimates

Peloton Interactive Inc. eked out quarterly revenue growth for the first time in 2½ years, and the connected-fitness company's stock was surging in Thursday's premarket action.

Peloton ends streak of revenue declines, sending its stock soaring on earnings

Peloton reports a fiscal fourth-quarter adjusted loss of 8 cents a share, narrower than the year-earlier loss of 68 cents.

Peloton Stock Jumps After Quarterly Loss Narrows

Peloton has returned to sales growth for the first time in nine quarters. The connected fitness company posted quarterly results that came in well ahead of expectations and delivered a mixed outlook for the year ahead.

Peloton shares rise 11% as turnaround plan takes hold, losses shrink

Peloton Interactive beat Wall Street estimates for fourth-quarter revenue on Thursday, driven by the fitness-equipment maker's partnerships and bike rental program, sending its shares up more than 10% in premarket trading.

Peloton beats fourth-quarter revenue estimates, shares jump

NEW YORK, Aug. 22, 2024 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) has announced its financial results for fourth quarter and full year fiscal 2024. Please visit the Peloton investor relations website to view the shareholder letter. Today the company will host a conference call and live audio webcast to discuss the results at 8:30 a.m. ET.

Peloton Interactive, Inc. Reports Fourth Quarter and Full Year Fiscal 2024 Financial Results

Peloton was a fad stock during the coronavirus pandemic. It tried to shift gears, going from an exercise equipment maker to an exercise subscription service.

Could Peloton Help You Become a Millionaire?

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On Holding AG

Inflation and elevated interest rates hurt the Leisure & Recreation Products industry. However, stocks like GOLF, ONON and PTON are better positioned to escape industry challenges.

3 Leisure Stocks Standing Strong Amid Industry Struggles

Planet Fitness

Peloton and Planet Fitness are expanding their investments in strength over cardio equipment as more women and young people opt for weights at the gym. Planet Fitness changed its gyms up to focus on strength workouts and noted that strength equipment tends to be less expensive.

As strength training gets more popular, Peloton and Planet Fitness shift focus

Peloton Interactive's investors will look for updates on its CEO appointment and efforts to grow subscribers in fiscal 2025 when the fitness equipment maker reports results on Thursday.

Peloton's earnings to draw focus on CEO search, efforts to grow subscribers

Peloton's (PTON) fourth-quarter fiscal 2024 performance is likely to have been hurt by dismal Connected Fitness Products revenues.

News for Peloton Stock (PTON)