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

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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

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.

Peloton is cutting the price of its original at-home exercise bike by 15% and unveiling new fitness products, a sign that the company believes the pandemic has permanently changed people's workout routines and that it can further grow its fervent fan base.

Peloton cuts the price of its most popular bike by 15%

And the Peloton Bike Plus is coming Wednesday.

Peloton's cheaper treadmill will cost $2,495, coming early next year

Peloton is expected to report earnings of $0.10/share on $566.53 million in revenue. Meanwhile, the so-called Whisper number is $0.12.

Earnings Preview: What To Expect From Peloton On Thursday

Peloton Interactive Inc. PTON, -2.00% lowered the price of its original exercise bike Monday while introducing an even more premium option and rolling out a new lower-priced treadmill.

Peloton reduces price of signature exercise bike, introduces fancier bike and lower-cost treadmill

"We feel like we're just getting started," Peloton Chief Executive and co-founder John Foley said.

Peloton shares rise as fitness company announces more expensive bike, treadmill

Original Peloton Bike and new Tread offered at lower price points; Peloton Bike can now be financed for $49 USD a month The Bike+ introduces new features and content designed to offer total body training NEW YORK, Sept. 8, 2020 /PRNewswire/ -- Peloton (NASDAQ: PTON) today announced the.

Peloton Expands Product Suite With All New Bike+ And Tread, Offering More Ways For People To Access And Enjoy World-Class At-Home Fitness

Lululemon Athletica

CNBC used TipRanks analyst ranking service to pinpoint Wall Street's best-performing analysts, like Peloton and Lululemon.

Stocks like Peloton and Lululemon just scored street-high price targets from top analysts

Shares of Peloton Interactive (NASDAQ: PTON) have been on an impressive run in 2020 thanks to increased demand for its interactive workout products amidst gym shutdowns from Covid-19.

Peloton Rumored To Announce $3,000 Treadmill, $1,900 Bike

The interactive-fitness company is product.

3 Reasons Peloton Stock Should Keep Spinning Up for Investors

Peloton reportedly has a new, cheaper treadmill in the works

The at-home fitness giant has plans to roll out two new exercise machines, according to Bloomberg.

Peloton To Launch Cheaper—And Pricier—New Models, According To Report

Peloton Interactive Inc. PTON, -2.46% reportedly plans to introduce a cheaper treadmill and a higher-end exercise bike as it looks to grow its library of luxury fitness products due to strong demand for at-home exercise offerings during the pandemic.

Peloton planning new higher-end spin bike and cheaper version of its treadmill: report

One analyst believes investor expectations are still too low given Peloton's growth.

Is Peloton Stock Headed for $96?

Peloton is reportedly getting ready to add to its product lineup with two new products at either end of its pricing spectrum, according to Bloomberg. The workout tech company is planning both a cheaper, entry-level smart treadmill, and a higher-end version of its stationary exercise bike, with an announcement set to take place as early […]

Peloton said to be launching new, cheaper treadmill and higher-end stationary smart bike

Peloton leads the race for connected home fitness machines, but heated competition means it may need to diversify its product offerings to sustain its growth trajectory.

Peloton Could Mount M&A Push Amid Home Fitness Wave

The stock hit a new high after one analyst issued a bullish forecast for the at-home fitness provider.

Why Peloton Interactive Stock Jumped 12% in August

Investors are selling just about everything today.

Why Peloton Stock Crashed Today After Yesterday's Record High

SmileDirectClub

Amarin Corporation Plc

DocuSign

MongoDB

Peloton, Docusign, MongoDB, Amarin and SmileDirectClub were our top stock trades for Thursday. So, let's take a closer look at the charts.

5 Top Stock Trades for Thursday: PTON, DOCU, MDB, SDC, AMRN

Analysts see even more gains ahead for investors.

Why Peloton Stock Jumped to a Record High Today

Benzinga's PreMarket Prep airs every morning from 8-9 a.m. ET. During that fast-paced, highly informative hour, traders and investors tune in to get the major news of the day, the catalysts behind those moves and the corresponding price action for the upcoming session.

PreMarket Prep Stock Of The Day: Peloton

Peloton Interactive Inc. (NASDAQ: PTON) has been off to the races since mid-March, with shares more than quadrupling since then.

Why One Analyst Is Racing Ahead With a Street-High Target for Peloton

Walmart

Chewy

Zoom Video

This sizzling start to September looks to continue Wednesday, helped by new fiscal stimulus hopes and continued strength in Apple (AAPL) and stay-at-home stocks. The countdown to the jobs report is underway, and position-squaring can’t be ruled out.

Tech, "Stay-At-Home" Stocks, And Walmart Leading The Charge In Hot September Start

Shares of Peloton Interactive Inc. PTON, +9.13% ran up 7.9% toward record territory in premarket trading Wednesday, extending the 25.9% rally over the past six sessions, after J.P.

Peloton's stock soars toward another record as J.P. Morgan's Anmuth raises target to a Street high

The home-based fitness leader is strengthening its product research team.

Why Peloton Stock Leapt to a New All-Time Today

Peleton (PTON) is seeing major gains to PTON stock on Tuesday after announcing the creation of its Health and Wellness Advisory Council.

News for Peloton Stock (PTON)