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.

Shares of Peloton fell as much as 4% on Thursday following news of a tragic accident that resulted in the death of a child involving its treadmill product, the Tread+. Peloton CEO John Foley emailed Tread+ owners Thursday morning to report the accident and to urge its users to keep pets and children away from the exercise equipment.

Peloton stock extends loss after disclosing that a child was fatally injured by one of its treadmills (PTON)

Peloton Interactive Inc Chief Executive Officer John Foley on Thursday asked owners of the company's treadmills to check its safety warnings after an accident resulted in a child's death.

Peloton CEO urges customers to read safety warnings after child dies in treadmill accident

Shares of Peloton Interactive Inc. took a hit in afternoon trading Thursday, after word got out of a note from Chief Executive John Foley that he "recently learned" about a fatal accident involving a child and the at-home fitness company's Tread+ product. The stock slumped 3.8% in afternoon trading; the stock was down about 2.0% just before the news.

Peloton stock extends drop after CEO note citing fatal accident involving child and the Tread+

adidas AG

Peloton is teaming up with Adidas to launch its most expansive branded apparel line yet, aimed at its fervent fans that can't get enough of the trendy fitness company.

Peloton instructors design a new Adidas clothing line

Last night, the CEO of Peloton Interactive Inc (NASDAQ: PTON), John Foley, told Bloomberg that the stay-at-home workout staple expanded production capacity by 700% year-over-year, and its supply of exercise bicycles is close to meeting demand.

Peloton Stock Pedals Lower Despite Sunny Production Update

Adidas AG (OTC: ADDYY) has formed a partnership with fitness company Peloton Interactive Inc. (NASDAQ: PTON) to create an exclusive apparel line. What Happened: Adidas said that its partnership with Peloton will begin with the "adidas x Peloton SS21" collection, a line of performance wear and lifestyle pieces.

Peloton Partners With Adidas To Create New Apparel Line: What You Need To Know

Peloton and Adidas announced they're working together to create a new line of athletic apparel and lifestyle gear, in inclusive sizes and unisex styles.

Peloton and Adidas are working together on an exclusive apparel line

Palantir Technologies

One of the most common questions traders have about stocks is “Why Is It Moving?” That's why Benzinga created the Why Is It Moving, or WIIM, feature in Benzinga Pro.

What's Happening With PTON Stock And PLTR Stock Wednesday?

Peloton stock was a top performer in the coronavirus stock market rally. But is the fitness stock ready for a rest?

Is Peloton Stock A Buy Now Or In Cooldown Mode After A Big Climb?

The footwear company announced the deal, but didn't release any details.

Peloton Is Expanding Into Apparel With New Adidas Partnership

Adidas AG announced a partnership with fitness company Peloton Interactive Inc. during its investor event on Monday, a collaboration that was first teased on March 10. Adidas gave no further detail about the alliance, except to say that more detail would come on March 18.

Adidas announces partnership with Peloton

Connected fitness company Peloton's stock has declined by about 23% over the last month (21 trading days), driven by the broader sell-off in high-growth technology stocks. Peloton, which has soared by almost 5x over the last 12 months, was particularly badly hit.

Should You Buy Peloton Stock After The Recent Correction?

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Why Peloton Interactive Stock Is Higher Today

Peloton is heading Down Under. Todd Gordon of TradingAnalysis.com and John Petrides of Tocqueville Asset Management discuss the move.

As Peloton heads to Australia, two market analysts break down the strategy

3 Reasons I Haven't Bought Peloton Stock

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The leading interactive fitness platform is advancing its beachhead into Asia.

Why Peloton Stock Soared Today

Peloton stock jumped on Tuesday after the at-home fitness company said it planned to launch in Australia in the second half of this year. The post Peloton Eyes Big Expansion As Vaccinations Raise Questions About At-Home Fitness appeared first on Investor's Business Daily.

Peloton Eyes Big Expansion As Vaccinations Raise Questions About At-Home Fitness

The shares of Peloton Interactive Inc (NASDAQ: PTON) are surging in pre-market trading, last seen up 4.3% at $105.75, after the stay-at-home workout staple announced its expansion into the Asia-Pacific region.

Stay-at-Home Staple Soaring on Entrance Into Australian Market

The country will be its first market in the Asia-Pacific region.

Peloton Expanding Into Australia

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NEW YORK, March 8, 2021 /PRNewswire/ -- Peloton, the leading interactive fitness platform that pioneered connected, technology-enabled fitness, today announced plans to launch in Australia, marking the brand's entry to the Asia Pacific Region. Founded in New York City, Peloton brings the...

News for Peloton Stock (PTON)