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.

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 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

Earnings data Q3 2025

Earnings data Q4 2025

Earnings data Q1 2026

Earnings data Q2 2026

Earnings data Q3 2026

Earnings data Q4 2026

Earnings data Q1 2027

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.

Peloton beats Q2 guidance, focuses on member engagement and retention

Peloton's Q2 performance exceeded expectations with strong revenue and subscriber numbers. The company showcased improvements in member engagement and satisfaction. Challenges include subscription churn and the need for efficient growth strategies. Opportunities exist in enhancing community connections and launching new features for member retention.

Peloton reports robust Q3 results, eyes global expansion opportunities

Peloton's Q3 performance reflects strong growth and financial stability, supported by strategic objectives and positive results in key metrics. While facing challenges like declining app subscriptions, the company is focused on opportunities in retail, international markets, and partnerships for future growth. Maintaining cost discipline, enhancing marketing strategies, and improving member outcomes are key focus areas to sustain growth and profitability.

Peloton surpasses Q4 expectations, focuses on human impact growth

Peloton delivered strong financial performance in Q4 2025, exceeding revenue and subscription targets while improving cash flow and reducing debt. The company's strategic focus on human impact and innovative growth initiatives position it well for future success. Challenges in scaling global presence and executing new initiatives exist, but opportunities in leadership, market expansion, and partnerships offer avenues for growth.

Peloton surpasses Q1 expectations, navigates recall challenges with growth

Peloton's Q1 performance exceeded expectations despite a voluntary recall, with raised guidance and strong subscriber and revenue numbers. The company's strategic strengths lie in product innovation, guidance raise, and expansion efforts, positioning it for future growth. While facing challenges from the recall, Peloton has opportunities in digital fitness, healthcare collaborations, and customer engagement initiatives to drive future success.

Peloton reports solid Q2 performance, focuses on sustainable growth

Peloton's Q2 2026 earnings call highlighted strong operational performance, strategic shifts towards Connected Wellness, and challenges in meeting revenue targets. The company aims to drive sustainable growth through innovation and personalized member experiences.

Peloton surpasses Q3 revenue expectations, eyes strategic growth opportunities

Peloton delivered strong Q3 results, exceeding revenue guidance and achieving notable financial milestones. The company's focus on cost savings, operational efficiency, and strategic capital deployment positions it for continued growth. Despite challenges in a competitive market, Peloton's financial strength and growth opportunities signal a positive outlook for investors.

Peloton achieves record financial performance, eyes growth through innovation

Peloton's Q4 performance reflects financial strength and operational excellence, driven by a focus on member-centric strategies and innovative product offerings. While challenges like involuntary churn and legal contingencies persist, the company is well-positioned to capitalize on opportunities in new product launches and partnerships.

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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.