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.

DocuSign

Zoom Video

The stock market's biggest COVID-19 beneficiaries sold off on heavy volume after Pfizer's (PFE) blockbuster announcement.

Top COVID-19 Stocks Sell Off After Vaccine News

Fitness platform Peloton and entertainer Beyoncé have joined forces for a multiyear partnership based on the “celebration of music” and pro-social efforts, according to a Tuesday (Nov. 10) announcement. The rollout of the relationship with Beyoncé marks the season of Homecoming, a yearly fall celebration for students at Historically Black Colleges and Universities (HBCUs) that […]

Beyoncé Collaborates With Peloton For Multiyear Partnership

Beyoncé's resume is growing longer with a new Peloton partnership.

Now available on your Peloton: The Beyoncé workouts

If you like it, then you shoulda put a saddle on it. Now, Beyoncé fans can.

A new Beyoncé-Peloton collab? 2020 is turning around after all

Amazon

Alphabet

Microsoft

Netflix

Snap

Slack

Throughout the COVID-19 pandemic, Fundstrat's Tom Lee has advised clients to buy the "epicenter" stocks in anticipation of a successful vaccine being developed. "Epicenter" stocks are those that were most harmed by the onset of the pandemic and are now set to benefit from the reopening of the economy. These include airlines, casinos, restaurants and so on. 

These are the 9 'dictionary' stocks investors should hold onto as the reopening trade stages a comeback, Fundstrat says

Peloton is an at-home fitness company that sells connected exercise bikes and treadmills and related fitness subscriptions. The stock is up over 4x year-to-date, as the Covid-19 pandemic and related lockdowns caused people to stop going to gyms and fitness centers and work out from home.

Why Peloton Deserves A Richer Valuation Than Apple

Logitech

DocuSign, Logitech, and Peloton plummeted at least 15% on Monday. They won't stay down for long.

Stay-at-Home Crash: 3 Stocks You Can Buy Right Now

Time to get in “Formation” on your Peloton bike. Beyoncé has teamed up with the trendy fitness startup to create a series of themed workouts to honor historically black colleges and universities.

Peloton, Beyoncé join forces to offer ‘homecoming'-themed workouts

Peloton Interactive (NASDAQ: PTON) has teamed up with Beyoncé, and the exercise company's shares were trading higher premarket Tuesday following the announcement of a multiyear partnership with the pop star.  What Happened: Beyoncé and Peloton will work closely to create a series of themed workout experiences to help extend Homecoming to Peloton members via classes across multiple fitness categories such as indoor cycling, running, strength, bootcamp, yoga and meditation.

Beyoncé, Peloton Announce Multiyear Partnership: What Investors Should Know

The bike maker Peloton announced Tuesday a multiyear partnership with singer-songwriter Beyonce, to produce exclusive content with her music.

Beyonce, Peloton strike multiyear content partnership, sending bike maker's shares higher

The stock price of Peloton Interactive Inc (NASDAQ: PTON) dropped 20.29% today. This is one of the reasons why.

PTON Stock Price: Why It Dropped 20.29%

Clorox

Etsy

"I expect the reopening plays to keep climbing, while the Covid winners get hammered for the rest of the week," the "Mad Money" host said.

Jim Cramer expects a 'multiday sell-off' in stay-at-home plays

PayPal

Small gains for the Nasdaq Composite paled in comparison to what the rest of the market achieved on news of a COVID-19 vaccine success.

Blame These 4 Stocks for the Nasdaq's Disappointing Monday

Teladoc

A blockbuster development in the coronavirus vaccine race drove investors to reset their expectations for COVID-related stocks.

Why Netflix, Peloton, Teladoc, and Other Stay-at-Home Stocks Plunged Today

Stocks that have posted massive gains this year are among the few–and biggest–losers in Monday's rally.

Zoom, Peloton, Netflix: Stay-At-Home Stocks Are Getting Smoked By Pfizer's Latest Vaccine Prospects

Activision Blizzard

Electronic Arts

Roku

Take-Two Interactive Software

Netflix, Roku and other stay-at-home stocks fell Monday on news of an effective Covid-19 vaccine. The vaccine raises hopes that people soon could return to normal lives after the pandemic.

Stay-At-Home Stocks Fall On News Of Effective Covid-19 Vaccine

Shares of companies that have benefited from the pandemic -- including Zoom, Peloton, Netflix and Amazon --tanked after Pfizer revealed that it is getting closer to a coronavirus vaccine.

Zoom, Peloton shares tumble 15 percent on COVID vaccine news

Shares of technology stocks that saw big benefits from stay-at-home trends due to the pandemic are falling in premarket trading Monday given upbeat vaccine news from Pfizer Inc. and BioNTech SE.

Tech Stocks: Zoom, Peloton lead stay-home tech selloff after upbeat Pfizer vaccine announcement

Peloton shares fell by as much as 12% in pre-market trading on Monday, following drugmaker Pfizer's announcement that its trial COVID vaccine had a 90% efficacy rate in preventing infection. A number of "stay-at-home" stocks fell, while the likes of airlines and crude oil rallied sharply, given that a COVID vaccine could hit the bottom line of companies like Peloton, if consumers can safely return to public exercise spaces. Peloton fell as much as 12% before the opening bell, while Pfizer leapt 13% in pre-market trading on Monday after the drugmaker announced that its experimental COVID-19 vaccine succeeded in late-stage trials.

Peloton falls as much as 12% as 'stay-at-home' stocks take a hit on Pfizer COVID vaccine news

Stock markets worldwide are soaring on news that a vaccine candidate is 90% effective at preventing COVID-19, and could start coming to market in a matter of months. This is upending the stock market, sending futures shares shooting higher in pre-market trading.

Positive vaccine news punishes pandemic-boosted companies like Zoom, Peloton, Etsy

It has been a good year for connected fitness company Peloton. For Q3 it saw sales grow by 232 percent to $757.9 million from $228 million a year ago.

Peloton, Connected Fitness Companies Chart New Course And Face New Problems

Peloton erased early morning losses and soared as much as 6% on Friday as titanic sales growth overshadowed supply-chain issues. The exercise equipment company thrived through the coronavirus pandemic as stay-at-home activity drove people to its premium bike and treadmill products. The surge in demand materialized on Thursday afternoon when Peloton reported fiscal first-quarter sales growth of 232%, surpassing both internal and Wall Street expectations.

Peloton climbs 6% as tripled quarterly sales outweigh delivery issues, prompting a flurry of stock upgrades (PTON)

Peloton Interactive (NASDAQ: PTON) shares were trading lower in Friday's session after the company reported first-quarter earnings results.  The company has faced supply chain and delivery issues, analysts said, but they remain optimistic that PTON will solve the problem by adding capacity with a new plant coming online shortly.

After Peloton's Q1 Beat, Analysts Forecast Supply Chain Challenges

After Peloton's Q1 Beat, Analyst Forecast Supply Chain Challenges

The connected fitness leader finds itself in a perfect storm of trends and opportunity.

News for Peloton Stock (PTON)