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

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Book value per share

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Change in stock

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Cash dividends paid

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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.

Peloton called the claims “inaccurate and misleading.”

Federal Regulator Warns Against Using Peloton Treadmill After Child Dies

Shares of the hot connected home-exercise company could be in for a tough Monday stemming from news that broke on Friday evening.

Peloton Is Facing Pressure From U.S. Safety Agency to Recall Its Treadmills

Consumer safety regulators issued an urgent warning on Saturday to people who own a Peloton Tread+, saying they should stop using the equipment after one child died and multiple others were injured after being sucked under the machine.  The US Consumer Product Safety Commission (CPSC) said the agency was aware of 39 incidents in which children and one pet got trapped under the machine.

Peloton Tread+ owners should immediately stop using the fitness equipment, following reports of a child's death and other injuries, regulators say

NEW YORK, April 17, 2021 /PRNewswire/ -- Peloton (NASDAQ: PTON) cares deeply about the safety of its Members and one of its core values is putting Members first. The company is troubled by the Consumer Product Safety Commission's (CPSC) unilateral press release about the Peloton Tread+ because it is inaccurate and misleading.

Peloton Refutes Consumer Product Safety Commission Claims

Peloton, the highly successful exercise equipment company, is in a fight for its sales growth as regulators may force it to recall many of its treadmills, according to The Washinton Post.

Will Peloton Have To Recall Its Treadmills?

Federal regulators are pressuring the fitness company Peloton to conduct a safety recall its $4,295 treadmill after a child died and dozens of others were injured using the machine, The Washington Post reported Friday. The Peloton Tread+ went on sale earlier this year, promising to offer runners the same "private fitness studio" experience enjoyed by users of its indoor bicycle.

Regulators urge safety recall of $4,295 Peloton treadmill after child dies

Third-party hardware integration can be a tricky thing. Peloton this week raised some eyebrows by dropping Apple GymKit compatibility for its Bike Bootcamp program.

Peloton responds to concerns over Apple GymKit integration

DraftKings

Virgin Galactic

Atlassian

Cathie Wood-led Ark Investment Management on Tuesday bought in more shares of the space tourism company Virgin Galactic Holdings Inc (NYSE: SPCE). The Ark Autonomous Technology & Robotics ETF (BATS: ARKQ) added 235,500 shares of the company owned by British billionaire Sir Richard Branson, representing about 0.18% of the ETF.

Cathie Wood Furthers Bet On Virgin Galactic, Also Adds DraftKings, Atlassian, Peloton

Zoom Video

Peloton Interactive Inc. (NASDAQ:PTON) and Zoom Video Communications Inc. (NASDAQ:ZM) are both trading higher Tuesday after the U.S. FDA calls for a pause on Johnson and Jonhson's (NYSE:JNJ) COVID-19 vaccine amid some blood clotting cases. Below is a technical look at each chart.

2 Popular Stay-At-Home Stocks Trading Higher Following J&J's Vaccine Pause

DocuSign

Teladoc

A setback for a major coronavirus vaccine maker is driving investors to seek shelter in stocks that have held up well during the pandemic.

Why Peloton, Teladoc, DocuSign, and Other Stay-at-Home Stocks Are Rising Today

Moderna

Tesla

Tesla Inc (NASDAQ: TSLA) shares are trading higher on continued strength following Monday's Canaccord Genuity upgrade from Hold to Buy and price target update from $419 to $1,071. Another notable upgrade came last week from Daniel Ives of Wedbush, who upgraded Tesla to Outperform from Neutral and upped the price target from $950 to $1,000.

Here's Why Tesla, Moderna, Peloton And Zoom Are Moving

In this case, a price drop means a buying opportunity for this fitness manufacturer and tech company.

Why This Is the Right Time to Buy Peloton Stock

Workhorse Group

Cathie Wood-led Ark Investment Management on Monday bought in more shares of the electric vehicle company Workhorse Group Inc (NASDAQ: WKHS) on a day the stock fell about 6% to $12.36, revealed a daily email showing the financial activity of the fund. The Ark Space Exploration & Innovation ETF (NYSE: ARKX), the company's newest fund, added 128,400 shares of Workhorse, representing about 0.25% of the total weight of the ETF.

Cathie Wood Buys Yet Another Workhorse Dip, Also Adds DraftKings, Peloton, Square

Forest Road Acquisition Corp.

Tortoise Acquisition Corp. II

Here are a few reasons to add them to your watchlist.

These 3 Growth Stocks Are Down Big. Is It Time to Buy?

Connected fitness company Peloton's stock has risen by about 10% over the last week (five trading days). The recent gains come on the back of a rally in the broader markets, with the S&P 500 is up 3% over the same period, and also due to positive views in recently initiated sell-side coverage on.

Should You Buy Peloton Stock After Its 10% Rally Last Week?

The shares of Peloton Interactive Inc (NASDAQ: PTON) have received a price target of $164 by Credit Suisse. These are the details.

PTON Stock: $164 Target By Credit Suisse

The connected fitness leader has several growth avenues ahead of it, and the recent pullback has provided a buying opportunity.

3 Reasons Why I Just Bought More Peloton Stock

Amazon

Which high-growth company will generate more reliable returns after the pandemic ends?

Better Buy: Amazon vs. Peloton

A pandemic-induced surge in demand combined with shipping container shortages led to longer delivery times for customers.

Can Peloton Finally Overcome Supply Constraints?

Baidu

These big-name stocks are trading at significant discounts from highs reached earlier in the year.

Is It Time to Buy the Nasdaq's Biggest Dippers?

Two analysts offer conflicting views on Peloton's prospects, but the bullish sentiment wins out.

Why Peloton Stock Rode Higher Today

Uber

Peloton Interactive Inc (NASDAQ: PTON) shares are trading higher Tuesday morning by around 5% after Credit Suisse initiates coverage on the stock with an Outperform rating and $164 price target, offsetting a downgrade from Evercore. Peloton has a 52-week-high of $171.09 and a 52-week-low of $26.06.

So What's Up With Peloton Stock And Uber Stock Today?

Although Peloton Interactive Inc (NYSE: PTON) has benefited significantly from the COVID-19 pandemic stay-at-home environment, its stock could trade sideways in the near term, given the 434% run-up in the past year, according to Evercore. The Peloton Interactive Analyst: Shweta Khajuria downgraded the rating for Peloton Interactive from Outperform to In Line, while reducing the price target from $160 to $125.

Peloton Stock Gets Downgrade In Spite Of Strong Performance: Here's Why

Within the last quarter, Peloton Interactive (NASDAQ:PTON) has observed the following analyst ratings:   Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 1 5 2 Somewhat Bullish 1 0 3 1 Indifferent 1 1 2 0 Somewhat Bearish 0 0 1 0 Bearish 0 0 0 1 In the last 3 months, 20 analysts have offered 12-month price targets for Peloton Interactive. The company has an average price target of $157.4 with a high of $200.00 and a low of $45.00.

What 20 Analyst Ratings Have To Say About Peloton Interactive

The home fitness guru has a lot going on to be excited about.

News for Peloton Stock (PTON)