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

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Net PPE

Intangibles

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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

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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.

Shares of the home fitness company continued their COVID-19 pandemic-driven climb.

Why Peloton Stock Soared 29% in September

Apple

Apple is planning to leverage its massive installed base of devices to capture a big slice of this growing market.

Should Peloton Investors Worry About Apple's New Fitness Service?

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Wayfair

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Jim Cramer on Peloton, Wayfair and other stocks with post-pandemic staying power

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Peloton went public exactly one year ago. It's a big winner now, but it didn't start out that way.

Happy Birthday, You Wild Yet Beautiful Peloton IPO

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Zoom Video

Friday gave investors a nice end to the week.

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Lululemon Athletica

NIKE

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Rivals are going to have an even harder time competing with Peloton after this.

How Peloton Is About to Suck the Air Out of the Interactive Home Fitness Industry

The connected-fitness guru could still be benefiting from the confusion over the so-called Prime Bike from Amazon.

Why Peloton Interactive Stock Is Running Higher Today

Peloton stock just tagged a new record at $100 after its recent earnings bonanza. Here's the next trading setup to watch for before buying.

Peloton Stock is a Strong Buy Into Support

Amazon

Amazon is distancing itself from the $499 stationary bike that the manufacturer said was "developed in collaboration with Amazon."

Amazon says the $500 Peloton knock-off isn't from Amazon after all

Spin has multiple definitions. It could mean “exercise on a stationary bike” or “misleading propaganda.”

That Echelon ‘Amazon’ Spin bike is not an Amazon product, says Amazon

Echelon incorrectly marketed its EX-Prime bike as a collaboration with Amazon.

Amazon says it didn't build the 'Prime bike' and tells Echelon to stop selling it

The connected fitness bike is no longer for sale on the site.

Amazon Disavows Prime Bike, Says It Had Nothing to Do With It

The Amazon-branded stationary bike that appeared to spook Peloton investors actually had nothing to do with Amazon. The e-commerce titan denied it was formally connected to the $499 Prime Bike that Echelon Fitness rolled out Tuesday claiming it developed the model “in collaboration with Amazon.

Amazon denies any connection to Echelon’s Prime Bike

Yesterday, a fitness equipment maker called Echelon Fitness announced its latest product, the so-called Prime Bike. At $500, it’s nearly a clone of Peloton’s $1,900 product.

Amazon removes the $500 Prime Bike, says it has nothing to do with the Peloton knock-off

Based on its first year as a public company, the answer is a resounding yes.

Is Peloton a Pandemic-Proof Stock?

Amazon.com, Inc (NASDAQ: AMZN) has stopped the sale of an exercise bike manufactured by the fitness firm Echelon, which was dubbed by some as the “Prime Bike,” Forbes reported Tuesday.

Amazon Says It Has Nothing To Do With Peloton Rival's 'Prime Bike,' Stops Sale

Echelon

Any mention of an Amazon partnership has been deleted from the product page.

Amazon Stops Sale Of 'Prime Bike,' Distances Itself From Fitness Company Echelon

Echelon worked with Amazon to create an exercise bike that significantly undercuts Peloton's prices.

Amazon takes aim at Peloton with $499 Prime Bike

Riding the news cycle: Amazon ‘Prime Bike’ puts brakes on Peloton stock, but it’s mostly just spin

Peloton (PTON) is seeing PTON stock dip lower on Tuesday following the reveal of a new exercise bike from Amazon (AMZN) and Echelon Fitness.
The post Peloton Stock Pulls Back 1% on Amazon-Echelon ‘Prime Bike’ Reveal appeared first on InvestorPlace.

Peloton Stock Pulls Back 1% on Amazon-Echelon ‘Prime Bike’ Reveal

Shares of Peloton tumbled by nearly 4 percent on Tuesday after its rival Echelon announced that it had teamed up with Amazon to sell a new stationary bike, called Prime Bike.

News for Peloton Stock (PTON)