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

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

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

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.

Amazon

The e-commerce giant might be eyeing another brand to acquire.

Amazon reportedly interested in buying Peloton

After a yearlong slide, Peloton's stock jumped Friday after-hours on a report from the Wall Street Journal that Amazon is considering acquiring the exercise equipment maker, a story Peloton dismissed as “rumors and speculation.”

Peloton Stock Leaps 28% Following Report Amazon Considering A Bid

Peloton Interactive Inc. is drawing interest from potential suitors including Amazon.com Inc., according to people familiar with the matter, as the stationary-bike maker's stock slumps and an activist urges it to explore a sale.

Peloton draws interest from potential suitors including Amazon

Peloton is finding fewer people interested in acquiring its connected exercise bikes these days, so maybe Amazon will just buy the whole company.

Hype cycle: Report names Amazon a possible Peloton suitor, stock climbs 40% on rumor

Peloton Interactive Inc (NASDAQ: PTON) is soaring nearly 30% in Friday's after-hours session following a report from the Wall Street Journal that e-commerce giant Amazon.com Inc (NASDAQ: AMZN) has approached the connected fitness company about a potential acquisition. The report suggests Peloton may be seeing offers from other companies as well.

Why Peloton Shares Are Soaring After Hours

Peloton Interactive Inc is drawing interest from potential suitors including Amazon.com Inc, the Wall Street Journal reported on Friday, citing people familiar with the matter.

Peloton draws interest from potential suitors including Amazon - WSJ

Peloton Interactive Inc. PTON, +1.44% shares jumped more than 35% in after-hours trading Friday after a report that potential acquirers including Amazon.com Inc. AMZN, +13.54% are sizing up the exercise equipment maker. The Wall Street Journal reported Friday afternoon, citing "people familiar with the matter," that Amazon had hired advisers to discuss a potential deal for Peloton, which has seen a pandemic boom in sales dissipate and take its stock price down with it.

Peloton stock shoots more than 30% higher after report of Amazon acquisition interest

Shares of Peloton jumped as much as 21% in extended trading Friday on a report that Amazon has approached the stationary-bike maker about a potential deal.

Peloton stock jumps 20% on report Amazon is among potential buyers

PTON is oversold, and the current stock price undervalues the company's 2.8 million paid subscriptions.

2.8 Million Reasons To Like Peloton

Peloton's (PTON) second-quarter fiscal 2021 results are likely to reflect a surge in demand for its in-house exercise equipments like Bike and Bike+.

Peloton (PTON) to Report Q2 Earnings: What's in the Offing?

How the tables have turned for this once-booming fitness stock.

Did Peloton Make an $820 Million Mistake?

Peloton (PTON) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Peloton (PTON) Might Surprise This Earnings Season

Peloton is expected to report fiscal 2022 second-quarter earnings on Feb. 8.

Peloton Q2 Earnings Preview: What Is the Right Size?

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"I think I'm getting fatter by the day waiting on my Peloton to arrive," said one customer who is still waiting on a Tread ordered in November.

Weeks-long delays and broken equipment have some Peloton customers considering competitors like NordicTrack

Why Peloton Interactive Stock Dropped 7.6% on Wednesday

Peloton (PTON) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Peloton (PTON) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

As a pure subscription business, Netflix's expenses are easier to manage than Peloton's.

Peloton Stock Looks Cheap Compared to Netflix, but There's a Good Reason Why

The connected-fitness company is facing a series of issues.

Will Peloton Recover in 2022?

Connected-fitness company Peloton slashed its sales forecast from $200 million to $150 million, per an internal presentation seen by CNBC.

Peloton cuts 2022 sales forecast at its apparel unit by a quarter to $150 million, a report says

Peloton has cut its 2022 sales projections for its apparel unit in yet another sign of plummeting demand that has socked the company's bottom line. Internal documents cited by CNBC show that the company expects apparel revenue from its apparel division to approach $150 million — a sharp revision downward from initial projections of more.

Peloton slashes 2022 sales goals for apparel business: report

Peloton's apparel business more than doubled to over $100 million in annual sales last year, according to internal documents obtained by CNBC.

Peloton internal docs show it slashed 2022 sales goals for apparel unit after segment revenue more than doubled last year

The 2Q preliminary results look good. Cash burn concerns are overestimated. The news about the activist investor is certainly positive. However, there are some headwinds.

Peloton: Some Thoughts On The Latest News

Apple Inc AAPL and Peloton Interactive Inc PTON may appear to be a good match to some but the tech giant will not acquire the latter, journalist Mark Gurman said in his latest newsletter. What Happened: As Apple treads further into fitness, it could help Peloton, but doing so would be an “unnecessary and pricey headache for Apple,” said Gurman.

Why This Expert Thinks Apple Will Never Acquire Peloton: 'Unnecessary And Pricy Headache'

Just as its classes promise, Peloton itself has been getting quite a robust workout lately as it deals with a series of unfortunate events.

News for Peloton Stock (PTON)