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

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EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

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Book value per share

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Change in working capital

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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.

Lululemon Athletica

If you're seeking exposure to the fitness sector, then look no further than these two companies.

Better Buy: Lululemon vs. Peloton

A public dispute with a federal agency over safety concerns threatens to tarnish the community that Peloton has built.

Peloton's clash with agency over treadmill safety threatens to tarnish brand

The odds of a child getting hurt on a Peloton machine are below 0.005%, so recent weakness in PTON stock is a buying opportunity. The post Pelotons Aren't Dangerous… So Buy PTON Before It Soars to $150 appeared first on InvestorPlace.

Pelotons Aren't Dangerous… So Buy PTON Before It Soars to $150

The company's products remain popular even as gyms reopen.

3 Reasons to Buy Peloton Stock

Shares of popular at-home exercise equipment maker Peloton Interactive (PTON) fell 7.3% today after the U.S. Consumer Product Safety Commission gave a warning about the company's Tread+.

Why Peloton Stock Fell Over 7% on Monday

The company's shares have taken a hit since a fatality was apparently caused by one of its products.

Peloton Is a Buy With Nearly 60% Upside After Controversy, Says Analyst

Harley-Davidson

Clean Energy Fuels

Bitcoin, Peloton, Harley-Davidson and Clean Energy were our top stock trades for Tuesday. Now, let's look at the charts to see the setup.

4 Top Stock Trades for Tuesday: Bitcoin, PTON, HOG, CLNE

NEW YORK--(BUSINESS WIRE)--WHY: Rosen Law Firm, a global investor rights law firm, announces it is investigating potential securities claims on behalf of shareholders of Peloton Interactive, Inc. (NASDAQ: PTON) resulting from allegations that Peloton may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Peloton securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrang

PTON BREAKING NEWS: ROSEN, A TOP RANKED LAW FIRM, Encourages Peloton Interactive, Inc. Investors to Inquire About Class Action Investigation – PTON

Peloton Interactive Inc (NASDAQ: PTON) shares traded lower by 9.5% on Monday after one regulator called for a large-scale product recall due to safety concerns. What Happened?

Peloton's Safety Issues: What Investors Need To Know

The exercise machine and workout company responds by saying the warning is misleading and inaccurate.

Peloton Treadmills Present a Deadly Threat to Kids, Government Claims

The CPSC cited at least 39 incidents of small children being hurt by the Tread+ product

Peloton Shares Drop After It Resists Regulator Warnings About Treadmill Following Child's Death

After a federal consumer agency issued a warning, Peloton insists its treadmills are safe when used in accordance with appropriate precautions. Pelotongate has come to Wall Street.

Peloton won't recall Tread Plus over safety concerns. Now its stock is dropping

Shares of Peloton tumbled on Monday after the US government issued an “urgent warning” to owners of the company's Tread+ treadmill that advised them to stop using the machine. On Saturday, the US Consumer Product Safety Commission said it has learned of 39 accidents involving the $4,295 treadmill, including “multiple reports of children becoming entrapped,.

Peloton's stock tanks after US agency issues ‘urgent' safety warning

In the face of a consumer safety recall following the death of a child on one of its treadmills, Peloton said in a press release that “there is no reason to stop using” its Tread+ connected fitness treadmill “as long as all warnings and safety instructions are followed." Peloton's press release comes after the Consumer Product […]

Peloton Responds To Consumer Product Safety Commission Bulletin

Peleton shares slumped early Monday after a US products safety agency said certain owners of the company's Tread+ exercise machine should immediately stop using it as it investigates reports of injuries involving children including one death. The US Consumer Product Safety Commission said in a statement Saturday that it is aware of 39 incidents related to the machine.

Peloton drops after consumer safety watchdog warns against using company's Tread+ machine (PTON)

Peloton tumbled after the Consumer Product Safety Commission said users with small children or pets should stop using the company's treadmill.  The post Peloton Stock Falls On Safety Warning But Company Pushes Back appeared first on Investor's Business Daily.

Peloton Stock Falls On Safety Warning But Company Pushes Back

The stock price of Peloton Interactive Inc (NASDAQ: PTON) fell by over 5% pre-market. This is why it happened.

PTON Stock: Over 5% Decrease Pre-Market Explanation

shares of Peloton Interactive Inc. dropped 6.2% in premarket trading Monday, after the at-home-fitness company responded said a recent warning to consumers from the U.S. Consumer Product Safety Commission to stop using its Tread+ product was "inaccurate and misleading." The CPSC said over the weekend that the "urgent warning" about how the danger of the Tread+ machines comes after multiple reports of small children and pets being injured beneath the machines, including one death.

Peloton says CPSC report warning consumers to stop using Tread+ is 'inaccurate and misleading'

The recent acquisition of Precor gives Peloton several growth opportunities. Here's why PTON stock is a great buy right now.

Peloton Will Grow Even After Its Pandemic Glory Days

US regulators have warned people to stop using a Peloton treadmill if they have children or pets.

Stop using Peloton treadmills if you have children or pets, US officials warn

Almost exactly a month ago, Peloton CEO John Foley wrote an open letter about the the company's treadmill. “I'm reaching out to you today because I recently learned about a tragic accident involving a child and the Tread+, resulting in, unthinkably, a death,” it begins.

Consumer agency warns against Peloton Tread+ use, as company pushes back

The treadmill poses "serious risks to children for abrasions, fractures, and death," says the US Consumer Product Safety Commission.

Peloton Tread Plus: CPSC warns it can kill kids, pets; says stop using it 'immediately'

The U.S. Consumer Product Safety Commission warned people not to use Peloton's Tread+ treadmills with children or pets around, citing dozens of incidents.

U.S. agency tells consumers to stop using Peloton's Tread+ treadmill

A US government agency issued an "urgent warning" for users of Peloton's Tread+ following multiple dangerous incidents with the machine, including a child's death.

Peloton Tread+ owners told to stop using the treadmill in 'urgent warning'

Peloton is under federal pressure to recall its Tread+ machine after one child died and other customers were injured last month.  What Happened: Federal regulators are asking exercise equipment company Peloton Interactive Inc (NASDAQ: PTON) to conduct a safety recall of its $4,295 Tread+ treadmill.

News for Peloton Stock (PTON)