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.

Peloton will acquire Precor, a hotel and university fitness equipment maker, for $420 million. The at-home fitness firm announced the acquisition Monday, and said the deal will close in early 2021. The deal is Peloton's largest to date, according to Bloomberg.

Peloton will spend $420 million to acquire Precor, known for making fitness equipment found in hotels, health clubs, and university gyms (PTON)

Peloton has announced that it intends to acquire Precor, one of the world's largest suppliers of commercial fitness equipment. You probably recognize the Precor brand name if you've ever spent time in a hotel or standalone commercial gym, which is exactly why Peloton making this purchase makes a ton of sense at this particular time for […]

Peloton to acquire fitness equipment maker Precor in $420M bid to grow commercial business

Peloton Interactive Inc. plans to acquire a company to help it catch up with all of the exercise bikes and treadmills that customers have been ordering during the pandemic, and investors seemed to like the deal Friday afternoon.

Peloton to make $420 million acquisition aimed at catching up with backlog of orders, stock jumps

NEW YORK, Dec. 21, 2020 /PRNewswire/ -- Peloton (NASDAQ: PTON), the leading interactive fitness platform, today announced that it has entered into an agreement to acquire Precor, one of the largest global commercial fitness equipment providers with a significant U.S. manufacturing...

Peloton Signs Agreement To Acquire Precor

Peloton plans to acquire the exercise equipment manufacturer Precor for $420 million, in a bid to speed up its production and meet promised delivery windows.

Peloton to acquire fitness equipment maker Precor for $420 million

If 2020 was indicative of future success, the company needs to have the following things happen in the new year.

3 Things to Expect From Peloton in 2021

Apple

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Atlassian

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KeyBanc says the at-home workout company has created catalysts for long-term growth—well beyond the Covid-19 crisis that has given it such a boost this year.

Peloton Doesn't Need the Pandemic to Thrive

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Planet Fitness

Peloton's momentum could peter out in 2021 as the economy slowly reopens, says Strategic Wealth Partners' Mark Tepper.

It may be worth swapping Peloton for Planet Fitness in 2021, trader says

Peloton (PTON) stock just filled the November gap and could turn lower into January.

Peloton (PTON) Could Lose Ground in Coming Weeks

Escalade

Lululemon Athletica

Nautilus

Exercising at home is likely to continue as the United States sees a continued rise in COVID-19 cases, making it judicious to keep an eye on names like Nautilus (NLS) and Peloton Interactive (PTON).

4 Fitness Stocks to Watch As Coronavirus Cases Rise

Match Group

Okta

Never get attached to stocks in the Nasdaq 100. Companies that fall behind the index's fast growth are literally left behind to make room for new blood.

Here Are The 6 Stocks That Will Shake Up The Nasdaq

DoorDash

Zoom Video

These pandemic darlings are in for a rude awakening when the stock market comes to its senses.

3 COVID Stocks That Could Crash in 2021

Six new stocks entering the Nasdaq 100 on Friday have been "rising in the ranks" of the new work-from-home environment, says Nasdaq's Sean Wasserman.

Peloton, Match Group are joining the Nasdaq 100 in a major rebalancing. What investors need to know

Blackrock Inc

GrubHub

Microsoft

Pfizer

This year's holiday season is anything but typical due to Covid-19. Here are seven Christmas stocks to buy that are atypical from past years.

7 Christmas Stocks to Buy for 2020's Atypical Holidays

All told, six stocks are advancing to the high-profile index.

Peloton and Atlassian Among New Additions to the Nasdaq 100 Index

A move like this brings in some new buyers, but shareholders should focus on the business fundamentals.

Peloton Interactive Stock Gets Modest Bump From Nasdaq 100 Inclusion

Tattooed Chef

New year's resolutions will be very different this year.

2 Stocks To Profit From New Year's Resolutions

Apple is eyeing a larger piece of the nearly $100 billion global fitness industry, but experts say Peloton shouldn't be too concerned.  The tech giant debuted its new Apple Fitness Plus service on Monday, a subscription service that features workouts instructed by "the world's best trainers" and set to Apple Music playlists. At $9.99 a month or $79.99 a year, an account can be shared with up to six family members. Apple Fitness Plus also syncs to the Apple Watch and other Apple products to track real-time fitness metrics. 

Apple is betting big on fitness with its new subscription service, but experts say Peloton doesn't need to worry

Peloton stock is a leader in the at-home fitness industry but this company is set to thrive even in a post-pandemic world. The post Peloton Is Here to Stay in a Post-Pandemic World appeared first on InvestorPlace.

Peloton Is Here to Stay in a Post-Pandemic World

After a 312% year-to-date rally and a market value of more than $35 billion, Peloton will join the ranks of its large-cap tech peers: inclusion in the Nasdaq 100 index. The annual year-end shake up to the technology-heavy index will result in the removal of 6 companies and the addition of 6 others, Nasdaq said on Friday.

Peloton is one of six companies set to be added to soaring Nasdaq 100 index in annual shake up (PTON)

Best Buy

Dollar General

Etsy

These companies are positioned to benefit from the spike in consumer spending during the December holidays. Get in on these hot stocks to buy.

7 Hot Stocks to Buy for the Holidays

On one hand, Peloton stock enjoys an obvious tailwind in the form of the novel coronavirus. However, based on labor market fundamentals, PTON is presently overvalued.

Overvalued Peloton Stock Just Needs a Rebalance

PLANO, Texas, Dec. 9, 2020 /PRNewswire/ -- Peloton (NASDAQ:PTON), the leading interactive fitness platform, today announced it is adding 103,750 square feet of space to its Peloton Plano Campus. The additional space allows the company to significantly expand its current business presence...

News for Peloton Stock (PTON)