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.

Apple

The Cupertino tech juggernaut is jumping into the connected fitness space. Should Peloton be worried?

Apple Fitness+ vs. Peloton: How the Fitness Services Stack Up

Apple is moving more aggressively into fitness with its smartwatch at the center.

Apple takes on Peloton with Fitness+ service

With fitness-monitoring features on the new Apple Watch and cheaper monthly cost, could Apple have an edge over Peloton in the at-home fitness space?

Apple Challenges Peloton by Launching Fitness Subscription Service

"The biggest thing I will say is it's quite a legitimization of fitness content, to the extent the biggest company in the word ... [is] saying fitness content matters," said Peloton CEO John Foley.

Peloton CEO on Apple launching a workout service: 'It's quite a legitimization of fitness content'

Peloton is only raising the bar for itself, in the midst of the coronavirus pandemic, and CEO John Foley says it is aiming to have 100 million paying subscribers. 

Peloton thinks it can grow to 100 million subscribers. Here's how

A Wall Street analyst nearly doubles their price target, lifting the stock.

Why Peloton Stock Just Popped 5%

Lululemon Athletica

Boston Beer Company

Scotts Miracle-Gro

YETI

We explored five stocks that all boast Zacks Rank #1 (Strong Buy) standings at the moment that might be worth buying despite volatility worries.

5 Highly-Ranked Stocks to Buy Now Despite Market Volatility Worries

The connected fitness specialist has been tearing up the stock charts this year.

Why Peloton Interactive Stock Is Falling Today

While offering different price points for its products is great, investors shouldn't overlook the company's move to offer financing.

Why This Is a Game-Changing Move for Peloton

Shares of the high-end fitness platform have nearly tripled in 2020, as the company itself is flexing its muscles with smart moves that should continue to pay off in fiscal 2021.

Where Does Peloton Stock Go From Here?

This young company bears an eerie similarity to Netflix in its early days of streaming. And in the ways that it differs, it may be even better.

Like Netflix? Then You'll Love This Stock

The premium fitness specialist plans to make its platform more accessible over time.

2 Ways Peloton Will Make Its Equipment More Affordable

Can the fitness tech company ramp production to meet booming demand?

Peloton Has a Very Good Problem on Its Hands

Fitness companies like Equinox and SoulCycle knew the threat from remote workouts like Peloton bikes were real; they didn't know how fast it would come due to Covid-19.

The Peloton threat: Gyms have a plan to get Americans working out again

PayPal

The benchmark didn't go into the weekend with strong momentum.

Nasdaq Falls Again; Peloton Gives Up Post-Earnings Gains; PayPal Moves Lower

Chewy

Invesco QQQ

Dave & Buster's

Peloton, Chewy, Dave & Buster's and the QQQ ETF were our top stock trades for Monday. That said, let's look at the charts to see what's new.

4 Top Stock Trades for Monday: PTON, CHWY, PLAY, QQQ

After Peloton Interactive, Inc.'s (NASDAQ: PTON) blowout fourth-quarter report, S3 Partners analyst Ihor Dusaniwsky said traders can expect the year-long short squeeze in Peloton to continue for now.

Peloton Short Seller Losses Approach $600M In 2020 Following Blowout Q4

Peloton Interactive Inc (NASDAQ: PTON) analysts raised their price targets after the at-home exercise company issued its fourth-quarter report and guidance for fiscal year 2021.

7 Peloton Analysts On The Q4 Report: 'A Bona Fide Growth Company'

General Motors

Nikola

The stock market came under pressure with the major indexes and leaders whipsawed. Peloton and RH soared on earnings.

Stock Market Rally Under Pressure Amid Whipsaw Selling; Peloton, RH Soar On Earnings, Lululemon Falls; GM, Nikola Team Up

For Peloton, the pandemic has been profitable. The at-home fitness company announced its first-ever quarterly profit, which was bolstered by a 172% surge in sales and more than 1 million people subscribing to its streaming classes.

Peloton sales surge 172% as pandemic bolsters home fitness industry

Not only did the company report its first profit, but forward guidance was also better than expected.

Here's Why Peloton Interactive Stock Went Up Today

The connected fitness leader hopes a new "better, best" product strategy will lead to repeat profits.

Peloton Is Covering All the Bases for Bikes and Treadmills

Peloton CEO John Foley hinted at customers being able to rent Peloton bikes and treadmills one day, and also being able to buy a used version. 

You might be able to rent a Peloton bike one day, CEO John Foley says

BellRing Brands Inc

Hormel Foods

NIKE

Under Armour

Summer is kicking off and Americans are returning to the gym. Investors should look to strengthen their portfolios with these fitness stocks.

7 Fitness Stocks That Will Give Your Portfolio Some Muscle

On Sep 10, Peloton Interactive Inc. (PTON) reported earnings that breezed past Wall Street?

News for Peloton Stock (PTON)