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.

After all the bad news, Peloton reassures investors: Q2 revenue is safe.

Why Peloton Investors Are Smiling Today

Peloton CEO John Foley denied the company is pausing production of its equipment.

Peloton CEO denies halting production, says company identified leaker

A report about Peloton Interactive Inc. halting production of its connected fitness products isn't true, CEO John Foley said Thursday (Jan. 20) in a note to employees, and the company is “moving forward with the appropriate legal action” against the person who leaked the info to CNBC, The Wall Street Journal (WSJ) reported. The CNBC […]

Peloton Pushes Back on Bike Production Halt Report, Plans to Sue Leaker

Peloton Interactive Inc (NASDAQ: PTON) closed Thursday about 25% down on reports it was suspending production of its exercise bikes and treadmills due to waning consumer demand. This morning, however, CEO John Foley blasted the rumours as speculative.

Peloton CEO blasts rumours of production halt

As Peloton Interactive Inc. pushed back against media reports suggesting dramatic cuts to production and staffing, at least one analyst joined in countering the extremely negative sentiment surrounding the maker of connected fitness equipment.

The Ratings Game: Peloton stock has ‘over corrected' and investors should buy, analyst says

Peloton said it's resetting its production levels and considering layoffs in order to make its business more "flexible."

Peloton shares up after CEO says it must 'right-size' production levels, consider layoffs

Netflix

When the coronavirus pandemic swept across the world in 2020, investors responded by pouring money into companies that would benefit from people spending much more time at home.

Peloton and Netflix were two of the at-home-economy biggest winners. Not anymore

CEO John Foley earlier denied reports that Peloton is pausing production of all new bikes and treads but said it is "right-sizing" production levels.

Peloton is delaying the opening of its $400 million US factory as customer demand wanes, new report says

There's more pain than gain for Peloton Interactive (NASDAQ:PTON) Inc in the wake of reports that is pausing – or in its words ‘right sizing' – production of its high-tech exercise machines. The Nasdaq share looks set for a 5% bounce, to $25.60, ahead of Friday's after giving up around 24% on yesterday's close.

Peloton Interactive set for bounce after Thursday's pain

Pandemic market darlings Netflix and Peloton each saw about a fifth of their market value wiped out on Thursday after both said business was slowing, a sign, say analysts, of growing market jitters about the business prospects of such companies.

Investors dump pandemic darlings as results disappoint

Peloton Interactive Inc (NASDAQ: PTON) CEO John Foley on Thursday addressed what he called a “flurry of speculative articles” in the press regarding the company pausing production of its bike and treadmill products. What Happened: In a letter to his employees, first noted on Business Insider, Foley said he was saddened that Peloton employees read things without “clarity and context” that they deserve.

Peloton CEO: 'Rumors That We Are Halting All Production Of Bikes And Treads Are False'

Peloton CEO and founder John Foley sent an email to all staff denying — contrary to press reports — that it was pausing production on new equipment.

Peloton CEO John Foley denies a production halt on bikes and treadmills in memo to entire company

Peloton Interactive Inc. shares bounced back in after-hours trading Thursday, after Chief Executive John Foley combatted media reports claiming a production halt and layoffs.

Peloton stock bounces back after CEO disputes reports of massive layoffs, production halts

TaskUS

Early-day gains gave way to a deeper correction.

Why Peloton and TaskUs Led the Nasdaq Lower Again Thursday

Ahead of the company's upcoming earnings, Peloton CEO John Foley took a break from a “quiet period” to address a number of reports related to poor device sales. The executive issued a denial that the company is halting production across its entire bicycle and treadmill line as demand for the devices has begun to crater […]

Peloton CEO acknowledges corrective actions, denies ‘halting all production' of bikes and treadmills

The report sent shares of Peloton into a free fall.

Peloton CEO Calls Report Claiming the Company Is Halting Production False

Peloton said its fiscal second-quarter revenue will be within its previously forecasted range, as it takes actions to slash costs and improve profitability.

Peloton CEO says company is taking 'significant corrective actions,' puts 2Q revenue in forecasted range

NEW YORK, Jan. 20, 2022 /PRNewswire/ -- Peloton Interactive, Inc. (Nasdaq: PTON) provided a business update today and reported preliminary results for its second quarter Fiscal 2022 ended December 31, 2021. Total Revenue of approximately $1.14 billion, versus previously provided guidance of $1.1 billion to $1.2 billion Ending Connected Fitness Subscriptions of approximately 2.77 million, versus previously provided guidance of 2.8 million to 2.85 million Average Net Monthly Connected Fitness Churn of 0.79% Adjusted EBITDA in a range of $(270) million to $(260) million, versus previously provided guidance of $(350) million to $(325) million "As we discussed last quarter, we are taking significant corrective actions to improve our profitability outlook and optimize our costs across the company.

Peloton Interactive, Inc. Reports Preliminary Second Quarter Fiscal 2022 Results

Shares of Peloton Interactive Inc. ( PTON , Financial) fell a whopping 17% on Thursday after the announcement that the company is halting production of its bikes and treadmills.

Peloton Could Soon Hit Value Territory

Advanced Micro Devices

NIKE

SoFi Technologies

AMD, SoFi Technologies, Nike and Peloton were our top stock trades for Friday. With that in mind, let's have a look at the charts now.

4 Top Stock Trades for Friday: AMD, SOFI, PTON, NKE

Shares of Peloton Interactive Inc (NASDAQ: PTON) tanked 25% on Thursday after reports it was suspending production of its exercise equipment due to fading consumer demand. Production halt to affect all of Peloton's flagship products According to the CNBC report, Peloton Bike will go out of production for two months and Tread for six weeks.

Peloton shares just crashed 25% in 20 minutes: what happened?

Peloton's stock hit an all-time intraday high of $171.09 on Jan. 14 of last year.

$2.5 billion wiped from Peloton's market value as shares tumble below IPO price

The Troy Township, Ohio, factory will now open in 2024 rather than 2023, with the delay expected to save between $100 million and $200 million during the fiscal year 2022 to 2023, the source said.

Peloton delays opening of $400 million US factory as demand tanks: source

The company slashed its full-year outlook by about $1bn and is temporarily pausing production of its products

Peloton sees dip in shares as demand for exercise bikes winds down

Peloton is temporary shutting down production of its connected fitness Bike for two months in an effort to cut costs amid dwindling consumer demand. As CNBC reported Thursday (Jan. 20), the fitness brand will halt production on its Bike from February through March.

News for Peloton Stock (PTON)