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

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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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Year over year growth in Revenue and Operating Expenses.

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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

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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

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EBITDA

Net income

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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.

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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)

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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...

Peloton Grows Plano Campus By More Than 100,000 Square Feet

One year ago, the at-home fitness company Peloton put out a seemingly simple commercial: A woman receives a Peloton bike from her husband for Christmas and embarks on a year-long fitness journey, documenting her progress in selfie videos that she shares with her husband at the end of the year. The video was uploaded to YouTube in November 2019 — it has since been delisted — and was aired on TV in the weeks before Christmas. Backlash was swift. Viewers thought it was sexist, that the gift was a controlling attempt by the woman's husband to force her to work out more often and adhere to outdated standards of female beauty. 

Peloton rebounded from its infamous 'wife' commercial to be the at-home fitness competitor to beat, with sales spiking 172% (PTON)

Peloton stock is down off the highs but not out of the race. The recurring revenues and the popularity of its bikes are a winning combo.

Peloton Stock Is Headed for Greatness. Profit From Dips.

Apple

Apple Fitness Plus launched on Tuesday for Apple subscribers. The company earlier announced the new "fitness experience" subscription program at its September event. The program "brings studio-style workouts to iPhone, iPad, and Apple TV," according to a statement from the company. It's powered the Apple Watch, so users will be able to see real-time metrics, like heart rate and total calories burned, on the screen "during key moments in the workout."

Apple Fitness Plus will launch on December 14, taking on at-home fitness competitors like Peloton (AAPL)

Peloton shares tumbled as much as 3% on Tuesday after Apple announced its rival fitness service will launch on December 14. Apple's service, named Fitness+, allows iPhone, iPad, and Apple TV users to access various exercise classes. Health statistics can be measured through Apple Watches and synced with the courses in real-time. Apple's offering is the first major competitor for Peloton after the latter dominated the sector since debuting its first stationary bike in 2014.

Peloton slides 3% after Apple reveals its competing fitness service will launch on December 14

Shares of Peloton Interactive Inc (NASDAQ: PTON) were under pressure after Apple Inc. (NASDAQ: AAPL) announced the launch date of its fitness service. What Happened: Apple's Fitness+, which the company first debuted in September, lets users watch and follow exercise routines on their Apple devices.

Is Apple Giving Peloton A Run For Its Money With Fitness+ Launch?

Apple's new subscription fitness service officially has a launch date.

Peloton stock falls after Apple announces launch date for Fitness+ service

Peloton shares dipped 2% in pre-market trading after Apple announced Fitness+, its long-awaited subscription fitness service, will launch on Dec. 14.

Peloton shares fall as Apple announces cheaper rival fitness service launches Dec. 14

Connected fitness company Peloton's (NASDAQ: PTON) stock is up almost 4x this year, trading at levels of about $115 or about 8x projected FY'21 Revenues. Peloton's recent growth partly justifies these valuations – it has effectively at least doubled Revenues each year over the last three years.

Peloton Stock: Is Peloton A Fad?

The exercise bike maker's stock is still on fire, but a COVID-19 vaccine and new competition could douse those flames.

Where Will Peloton's Stock Be in 1 Year?

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Nautilus

Planet Fitness

Portfolio Fitness to Close Out the Year (NASDAQ: PTON) (NYSE: PLNT) (OTC US: BTDG) (NYSE: NLS)

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Wall Street's growth selloff is just temporary. Despite the change from growth to value, growth stocks will be the big winners in 2021.

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The pandemic has devastated gyms, which could continue to drive more fitness fans to at-home exercise, one analyst says.

Peloton Is Still in Demand. So Is the Stock.

NEW YORK, Dec. 02, 2020 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) today announced that the Company will be participating in the Barclays Global Technology, Media and Telecommunications Conference on Thursday, December 10, 2020, at 9:30 AM ET. Attending for Peloton will be Jill Woodworth, Chief Financial Officer.

Peloton Interactive, Inc. Announces Participation in the Barclays Global Technology, Media and Telecommunications Conference

Peloton's pandemic-related dip represents a buying opportunity for investors.

Buy This High-Growth Stock When Its Price Plummets

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Investors should always look beyond the king of valuation metrics, the P/E.

Why Peloton Stock Isn't as Outrageously Pricey as It Might Seem

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News for Peloton Stock (PTON)