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.

The fast-growing maker of high-end stationary bikes has plummeted nearly 40% since peaking two months ago. It's time to take the stock out for a spin.

It's Time to Get Back on Your Peloton...Stock

New product introductions and new market opportunities also make for a bullish outlook.

Peloton's 34% Plunge Is a Buying Opportunity as Customer Complaints Ease, Says Analyst

MKM Partners analyst Rohit Kulkarni upgraded shares of Peloton Interactive Inc. to buy from neutral Monday, writing that the stock looks attractive after a selloff that pushed its shares down more than 30% since Feb. 4. Kulkarni expects that Peloton will be able to maintain momentum even as more people become vaccinated and start to increased their out-of-home activity.

Peloton stock gets an upgrade at MKM

Norwegian Cruise Line

NextEra Energy

Skyworks Solutions

CalSTRS, the second-largest U.S. public pension, bought Peloton, NextEra, and Norwegian Cruise stock, and trimmed the investment in Skyworks Solutions in the fourth quarter.

A Large Pension Made a Big Bet on Peloton Stock. Here's What It Sold.

Peloton Interactive Inc. has set up a formal lobbying operation in Washington, after previously not reporting lobbying the federal government.

Capitol Report: Peloton turns to Washington lobbying

Apple

Johnson & Johnson

Microsoft

Pfizer

Alphabet

Home Depot

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Pinterest

Twilio

Growth stocks are getting slammed. Is this a buying opportunity?

Why Twilio, Pinterest, and Peloton Stocks Fell Sharply Thursday

Chewy

Electronic Arts

Shopify

Teladoc

Slack

Zoom Video

These stocks have benefited greatly from the work-from-home trend, but questions about a post-pandemic world might not point to longevity. The post 7 Stocks That Could Crash if Work From Home Fades appeared first on InvestorPlace.

7 Stocks That Could Crash if Work From Home Fades

Digital Turbine

DoorDash

Etsy

Block

Seven tech companies valued at $5 billion or more increased revenue by at least 100% last year, though they all face big questions in 2021.

The fastest-growing tech companies of 2020 look toward a post-Covid world

Netflix

Stocks that outperformed during the coronavirus pandemic are now crashing. But should investors be selling their shares?

Why Shares of Netflix, Peloton, and Zoom Plunged Today

Chevron

Tesla

Wells Fargo

Exxon Mobil

Could this trend bring some long-awaited bargains?

This Phenomenon Is Hitting the Nasdaq Hard Wednesday

Some stocks that have been sputtering lately have strong catalysts to rebound this month.

3 Stocks Ready to Bounce Back in March

PTON stock is down 24% to start the year, but coronavirus tailwinds and some corporate moves signal loads of potential for growth. The post The Dip in Peloton Stock Is a Buy Opportunity You Shouldn't Pass appeared first on InvestorPlace.

The Dip in Peloton Stock Is a Buy Opportunity You Shouldn't Pass

Customers are getting more than they bargained for with fitness equipment these days.

2 Underrated Factors Driving Growth at Peloton Interactive

Don't want to pay $1,900 for a Peloton bike, plus a subscription fee for classes? Here are ways to reduce the cost of using tech to exercise at home.

How to Get a Peloton-Style Workout Without Splurging

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ServiceNow

NVIDIA

Palo Alto Networks

Ternium

Veeva Systems

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This Stock List Has Trounced The S&P 19.8% To 1.5% YTD; Here's Why

Peloton and Pinterest are increasing sales and earnings while proving they have staying power.

These 2 Stocks Are the Real Deal

Cloudflare

Incredible capability to grow is just one of the reasons.

Why You Should Consider Software Stocks as Part of Your Portfolio

Despite last month's pullback, shares of the home-fitness company have sprinted ahead 364% over the last year.

Why Peloton Stock Fell 18% in February

With the pullback associated with the tech selloff, Peloton looks apt for an opportunity to buy this dip. Peloton's growth potential and ability to continue growing subscribers and revenues at fast rates remains intact albeit with some obstacles.

Buying Opportunity For Peloton After The Recent Pullback

NIKE

These fitness-focused companies each have their own merits, but which should investors own?

Better Buy: Peloton vs. Nike

Costco

Salesforce

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Record Subscriptions Drove Peloton to Its First $1 Billion Revenue Quarter

Are Peloton's Bikes Just Loss Leaders?

The home-exercise equipment leader's management talks Precor acquisition, getting Bike product delivery times back on track, and delay of U.S. launch of the new Tread.

News for Peloton Stock (PTON)