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.

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The Nasdaq continues to lead the three major stock indices and is currently near its all-time high. In fact, year-to-date, the Nasdaq is up 5%.

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Peloton's revenue declined last quarter, and its net losses remain high. Management has minimal visibility as it relates to key performance metrics.

Peloton Is Down 97%: Is It Time to Buy and Hold this Beaten-Down Stock?

Peloton stock jumped Monday thanks to signs of support from two of its largest investors. Institutional support is an encouraging sign, but Peloton still needs to show it can get its business back on track.

Peloton Jumped Today -- Time to Buy the Beaten-Down Stock Hand Over Fist?

New filings were submitted to the SEC providing updates on holdings in Peloton stock by two institutional shareholders. Morgan Stanley reduced its stake in Peloton by a relatively small amount.

Why Peloton Stock Is Surging Today

Aurora Cannabis

Aurora Cannabis has plenty of company-specific problems made worse by the challenging state of its industry. Peloton's pandemic tailwind is over, and the business is now struggling under the weight of stiff competition.

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Allbirds

Once booming, direct-to-consumer companies such as Casper, Allbirds and Peloton now struggle with profitability, layoffs and the cost of advertising.

Why direct-to-consumer darlings such as Casper, Allbirds and Peloton are now struggling

There is a reason this stock is down so much, but I think the risk versus reward is worthwhile in this investment.

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Boeing

Snap

Some stocks appear doomed. That is usually because the companies behind them are failing to execute their plans, posting disappointing financial results, hemorrhaging cash, losing market share or all of the above.

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Peloton was a pandemic darling with revenue surging along with its stock price. Demand for the company's at-home exercise equipment has since plunged, taking its stock down with it.

3 Reasons This Once Unstoppable Stock Has Plunged 97%

Peloton has been experimenting with different growth initiatives under new management to reignite sales. Several programs, such as a partnership with the University of Michigan, haven't worked out.

This Is the Bright Side for Peloton Stock Right Now

A month ago, Peloton Interactive, Inc. NASDAQ: PTON rode news of a Tik Tok deal to a four-month high of $7.42. We wondered if the former pandemic high flier turned meme stock could keep up the pace.

Peloton stock backpedals to a new low as shorts win

Tesla

The market continues to make new all-time highs, but the gains remain lopsided. Some stocks, such as Meta Platforms (NASDAQ: META ) are soaring.

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NeuroBo Pharmaceuticals Inc

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Last week, the Federal Reserve's interest rate decision and the latest non-farm payroll (NFP) data dictated the stock market's performance. During heightened volatility, a handful of stocks stood out due to intense price momentum, which may continue into the coming week due to company-specific events.

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Peloton Interactive's fitness equipment and workout technology is second to none. But demand for Peloton's product is modest, and further limited by its high price.

1 Growth Stock Down 97% to Buy Right Now

Apple

Apple's monster success with consumer hardware and software is what Peloton strives to achieve. Apple has more cash than it knows what to do with, so a push into the high-end fitness market might be a possible move.

Could Apple Acquire Peloton in 2024? 2 Things Investors Should Know About the Rumors

Peloton is struggling where it matters most.

Peloton Stock Plunged 30%. Is It a Buy or Sell Today?

Revenue fell 6% year over year in the holiday quarter. But the company's problems run deeper than a weak market for exercise equipment.

Why Peloton Interactive Stock Fell This Week

Peloton (PTON) second-quarter fiscal 2024 top line is hurt by dismal Connected Fitness revenues.

Peloton (PTON) Q2 Earnings Beat, Stock Tanks on Dismal Guidance

Fitness equipment maker Peloton (NASDAQ: PTON ) is in free fall today. Indeed, shares of PTON stock are losing more than 20% as of this writing after the company announced its latest quarterly earnings.

PTON Stock Alert: Why Peloton Just Hit an All-Time Low

As Peloton sees its revenue fall, the connected fitness company is looking to capture businesses' corporate wellness spending to drive subscription growth. The company reported in its second-quarter fiscal 2024 financial results, released Thursday (Feb. 1), that total revenue was down 6% year over year for the quarter, even as subscription revenue rose by 3%.

Peloton Looks to B2B Subscription Growth to Offset Revenue Challenges

Shares of Peloton Interactive Inc. (PTON) tumbled to an all-time low Thursday morning after the fitness-equipment company missed quarterly earnings estimates and offered investors disappointing guidance.

Peloton Stock Plummets to All-Time Low on Disappointing Earnings Outlook

Peloton is still struggling to return to growth. Losses continue to pile up.

Why Peloton Interactive Stock Plunged Today

ChargePoint Holdings

Norfolk Southern

ChargePoint Holdings Inc (NYSE:CHPT), Norfolk Southern Corp (NSE:NSC), Peloton Interactive Inc (NASDAQ:PTON) are all staging large swings today.

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Demand for its equipment was lower than expected as inflation-weary customers pulled back on spending during the holiday season, typically its strongest for hardware sales.

Peloton shares plunge more than 20% after dismal forecast: ‘Speed bumps ahead'

Company which rode the at-home exercise boom during Covid has suffered as many of its users returned to gyms

News for Peloton Stock (PTON)