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.

This short-seller thinks Peloton investors may be underestimating upcoming competition from Apple.

Why Peloton Stock Fell Sharply on Thursday

Peloton (PTON) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Peloton (PTON) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

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WILMINGTON, Del. & NEW YORK--(BUSINESS WIRE)--Chase Sapphire & Peloton have teamed up: Cardmembers can earn up to $60 or $120 in statement credits on Peloton Digital and All Access Memberships

Let's Go, Peloton and Chase Sapphire: Sapphire Teams Up with Peloton to Introduce New Cardmember Benefits

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Investors in the hot home-exercise company are hoping to get another round of endorphin-generating news on Nov. 5.

Peloton Earnings: Will They Sprint By Expectations Again?

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Goldman Sachs analyst Heath Terry backed away from his bullish stance on Peloton Interactive Inc., saying the at-home fitness company's stock has rallied too far too fast at a time that shipment delays drive risks to December-quarter guidance.

The Ratings Game: Peloton downgraded at Goldman, as stock has rallied too far too fast

One notable analyst is downgrading the exercise biker maker's stock after a 458% gain. The Peloton Analyst: Goldman Sachs analyst Heath Terry downgraded Peloton Interactive (NASDAQ: PTON) from Buy to Neutral with a $140 price target.

Goldman Sachs Downgrades Peloton After 458% Gain, Shipping Delays

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Peloton Interactive Inc's (NASDAQ: PTON) stock dropped in Wednesday's after-hours session as Goldman Sachs downgraded the fitness equipment company's stock rating from Buy to Neutral. What Happened: The investment bank revised its rating from factoring in the stock surge over the last one year period, Bloomberg reports.

Why Peloton Shares Dipped In Wednesday's After-Hours Session

A "very strong upgrade cycle" should support the stock's rise.

Peloton Set to Vault Nearly 30% Higher, an Analyst Says

NEW YORK, Oct. 21, 2020 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) will release its first quarter fiscal 2021 results after the U.S. stock market closes on Thursday, November 5, 2020. The Company will also hold a conference call to discuss results at 5:00 p.m. (Eastern Time) that day.

Peloton Interactive, Inc. Announces First Quarter Fiscal 2021 Earnings Release Date, Conference Call and Webcast

One of the most powerful tradable market events is a short squeeze, so traders are always on the lookout for the next short squeeze candidate. S3 Partners analyst Ihor Dusaniwsky just released a list of potential short squeeze stocks based on their high borrow rates and large mark-to-market losses for short sellers.

Nio, Peloton Among Analyst's Top Short Squeeze Candidates

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"Earnings themselves are simply an abstraction for these thesis stocks and any disappointment is simply one more reason to buy them," CNBC's Jim Cramer said of stocks including Zoom, Roku, Peloton and Netflix.

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News of a recall is slowing the shares today.

Why Peloton Stock Dropped 4% Today

It's called a PR70P pedal, and the company says it's the first generation of pedals fitted on Peloton bikes. The recall is due to a “risk of axle breaks.

Peloton pedal recall: Here's everything you need to know after reports of leg injuries

The pedals have caused five injuries requiring medical treatment.

Peloton Recalls the Pedals on 27,000 Bikes

Patience is a virtue when looking at this fitness disruptor.

Thinking of Buying Peloton Stock? Here's What You Need to Know

Stay-at-home plays Zoom and Peloton are surging after receiving Street-high price targets, but two traders remain split on the stocks' prospects.

Zoom, Peloton get Street-high price targets, but two traders are at odds on the stay-at-home stocks

Bank of America just raised its price target to a Street high of $150.

News for Peloton Stock (PTON)