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.

Wayfair

Zoom Video

It's been quite a ride for Zoom, Peloton, and Wayfair investors. But all good things eventually come to an end.

Vaccines Are Coming Soon. Is It Time to Sell Stay-at-Home Stocks?

DocuSign

Domino's Pizza

Fastly

JD.com

Las Vegas Sands

Netflix

With Covid-19 vaccines coming to market, many hot equities are becoming short-term stocks to handle with caution. Here's why.

7 Short-Term Stocks to Handle With Caution

The stay-at-home economy has been a tailwind for Peloton, but what about after the pandemic?

Will Peloton Win in the Post-Pandemic World?

Peloton has multiple catalysts that could drive the stock price higher. Let's take a look at the pricey, yet excellent PTON stock.

3 Reasons Peloton Stock Could Continue Higher

Okta

Shopify

Shopify, Peloton, and Okta have proved they're great companies during the pandemic.

3 Stocks I Want to Buy If the Market Crashes

3 Reasons You Should Buy the Coronavirus Vaccine Dip in Peloton

At-home fitness company Peloton has seen its stock fall by almost 20% over the last week after positive news was released surrounding Pfizer's Covid-19 vaccine, which investors are betting could mark the beginning of the end of the Covid-19 pandemic. What does this mean for Peloton and can it.

Can Peloton Stock Thrive Post The Pandemic?

Is the run-up in PTON stock over? Maybe it is now, but the demand for home-fitness equipment could benefit its shareholders in the long-term.

Even Amid Vaccine Optimism, It Still Makes Sense to Own Peloton Interactive Stock

Beyond Meat

General Motors

Hershey

Intel

With stocks holding near record-high territory, one market researcher is scouring Wall Street for the best picks and names to avoid.

Three stocks to buy and three to sell as markets take a breather, according to market researcher

Murphy Oil

Park Hotels & Resorts

TripAdvisor

Trupanion

After more positive vaccine-related news fueled another market surge yesterday, the Dow sharply dropped after poorer than expected retail sales data came in for the month of October. Our deep learning algorithms have crunched the data to give you a set of Top Shorts.

Markets Set To Drop After Furious Rally-Top Shorts Today

What does Beyoncé's new partnership with the fitness-device maker do for Peloton's brand?

Will Beyoncé Do for Peloton What Michael Jordan Did for Nike?

Cheesecake Factory

Chevron

Southwest Airlines

More vaccine-related news fueled another market surge today. The Dow is on pace for a record close today and will gain for the third week in a row if this rally can continue throughout the week.

Top Stocks To Short Today As Moderna Vaccine News Send Markets Soaring

Teladoc

Some of the stocks that took double-digit percentage hits last week have still more than doubled in 2020. The year ahead might be even better.

Zoom, DocuSign, Teladoc, Wayfair, and Peloton Will Also Win in 2021

Shares of stocks that benefitted from stay-at-home trends are falling again Monday after Moderna Inc. put out a news release saying that its COVID-19 vaccine candidate was found to be 94.5% effective in a Phase 3 trial.

Zoom, Peloton, Netflix stocks among stay-home names declining after upbeat Moderna vaccine announcement

Etsy

"Stay-at-home" stocks including Zoom, Etsy, and Peloton tumbled in pre-market trading on Monday after Moderna revealed its COVID-19 vaccine was almost 95% effective in a late-stage trial. Docusign, Wayfair, Fastly, and other stocks that have at least partly benefited from the pandemic also retreated. In contrast, airlines, cruise lines, manufacturers, and other "real economy" stocks jumped as investors wagered the vaccine would allow economies to reopen in a matter of months. Visit Business Insider's homepage for more stories. Zoom, Etsy, Peloton, and other "stay-at-home" stocks slumped in pre-market trading on Monday, as positive vaccine news dampened their growth prospects.

Zoom, Peloton, and other 'stay-at-home' stocks tumble after Moderna's COVID-19 vaccine proves extremely effective

Shares of Peloton Interactive Inc (NASDAQ: PTON) have received a price target of $142 by Exane BNP Paribas analyst Laurent Vasilescu. These are the details.

PTON Stock Price: $142 Target By Exane BNP Paribas

3 Stocks That Are Ready to Bounce Back

Several of the year's best-performing stocks have fallen out of favor. But should investors be selling their shares?

Why Peloton, Zoom, DocuSign, and Other Stay-at-Home Stocks Fell Today

There's still a lot of value left in the at-home trade.

Why Peloton Interactive Stock Is Rising Today

Amazon

eBay

No group of companies have benefited more from the COVID-19 pandemic than e-commerce companies, and there may still be ground left to gain.  The sector experienced a massive surge in business amid the pandemic as consumers shifted to online shopping in order to limit physical trips to traditional retail stores. In the second quarter of 2020, online shopping surged 44% compared to the prior year and represented more than 20% of all retail sales, according to data from the department of commerce.

These 6 ecommerce companies will continue to thrive in a post-pandemic world, Stifel says

The home fitness equipment maker has given up most of yesterday's gains.

Why Peloton Interactive Is Falling Today

Beyoncé is teaming up with Peloton. On Tuesday, Peloton announced it's working with the award-winning singer as part of a multi-year partnership. To start, the two are debuting themed workouts around Homecoming, a fall celebration at Historically Black Colleges and Universities (HBCUs) throughout the country.

Peloton strikes multi-year deal with Beyoncé, will give away free memberships to students at 10 different HBCUs

The surge in shares of Netflix, Zoom and other of this year's stay-at-home corporate winners has been brought to a sudden halt by promising vaccine data suggesting a possible way out of the COVID-19 pandemic.

Coronavirus vaccine hope threatens stay-at-home darlings

Peloton shares erased early losses and climbed as much as 8.6% on Tuesday after the company announced a multi-year deal with Beyonce to produce exclusive workouts. The super-star was the most requested artist among Peloton's 3.6 million users, according to a press release. The launch of the collaboration will coincide with homecoming season, an annual fall celebration for students at historically Black colleges and universities. Knowles and Peloton created a series of workouts fitting the homecoming theme across multiple fitness categories including cycling, running, and yoga.

Peloton erases losses and rallies 9% after inking multi-year deal with Beyonce (PTON)

Peloton Interactive Inc. launches a new partnership with Beyoncé geared around new fitness classes and outreach to historically Black colleges and universities.

News for Peloton Stock (PTON)