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

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Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

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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.

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Cost of revenue

Gross profit

Operating expenses

SG&A

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Earnings per share

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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.

The maker of premium exercise bikes and treadmills faces an uphill climb.

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Peloton was the biggest winner in 2020 because of Covid, but as people look forward to exercising outdoors, it could spell a new dawn for the company. I explore consumer perceptions towards interactive fitness and Peloton to see if the risks associated with the economy reopening pose any problems to the company.

Peloton Should Thrive When The Economy Reopens

Peloton's commitment to its end-to-end fitness offering and original content catalog has resulted in extreme customer satisfaction and retention. Management's top-notch execution, first mover-advantage, and vertical integration have built a great moat.

Peloton: An Undervalued End-To-End Brand With 40%+ Upside

The company now aims to relieve its delivery delays.

Peleton Finalizes Its Buyout of Fitness Equipment Maker Precor

PTON appears to have bottomed. With the growth that is coming from the success of the business model, shares look quite attractive.

Peloton Has Bottomed, Buy Now

NEW YORK, April 1, 2021 /PRNewswire/ --  Peloton (NASDAQ: PTON), the leading interactive fitness platform, today announced that it has officially closed the acquisition of Precor , one of the largest global commercial fitness equipment providers with a significant U.S. manufacturing presence. With this acquisition, Peloton establishes its U.S. manufacturing capacity, anticipates boosting research and development capabilities with Precor's highly-skilled team and accelerating Peloton's penetration of the commercial market.

Peloton Completes Precor Acquisition

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All of this could mean that despite some of the recent volatility, investors with long-term horizons might want to buy beaten-down pandemic winners with strong growth outlooks at big discounts as we head into Q2.

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The broader growth sell-off has hit PTON stock hard. But at 148x forward earnings, and with tough comparisons on the way, patience is advised.

Even After a Big Pullback, Let Peloton Stock Get Cheaper

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PTON stock is a buy after you consider Peloton's monthly subscription business model, low turnover and huge addressable market. The post Why the Dip in Peloton Stock Is the Perfect Buying Opportunity appeared first on InvestorPlace.

Why the Dip in Peloton Stock Is the Perfect Buying Opportunity

In the wake of multiple unfortunate incidents involving Peloton's exercise equipment, this might not be the right time to own PTON stock. The post Treadmill Tragedy Casts Cautious Tone on Peloton Interactive appeared first on InvestorPlace.

Treadmill Tragedy Casts Cautious Tone on Peloton Interactive

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The collection is part of a broader partnership that includes Peloton classes.

Adidas x Peloton apparel line launches

It may seem strange to conceive of a global health pandemic as having “winners,” since, by its very nature, it seems everyone automatically loses. Nonetheless, if we were to put together a COVID-19 winners' circle, it would certainly include the fitness giant Peloton, as the firm's connected smart bikes became must-have fitness items in the […]

Peloton's Deals Deluge Shows Its Aspirations To Be Digital Front Door

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The purchases were revealed in the equipment maker's quarterly report last month.

Peloton Makes 3 More Acquisitions

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Peloton has bought up three companies that will now give it expertise in wearable devices, artificial intelligence (AI), digital voice assistants, and interactive workout mats, Bloomberg reported. Peloton purchased Aiqudo in February, as well as Atlas Wearables and Otari late last year, according to Bloomberg.

Peloton Breaks Out Checkbook For AI, Hardware Acquisitions

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News for Peloton Stock (PTON)