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.

"Very few of the many alternatives ... really rose to the level of being a legitimate threat to Peloton," Wedbush analyst James Hardiman told CNBC.

Peloton has few 'legitimate' threats in the at-home fitness space, says bullish Wedbush analyst

Shares of Peloton Interactive Software Inc. PTON, +4.07% are up 0.7% in premarket trading Wednesday after Wedbush analyst James Hardiman initiated coverage of the exercise company's stock with an outperform rating and $37 price target.

Peloton stock gains after Wedbush pens bullish note

Peloton Interactive Inc. (NASDAQ: PTON) is a stock that is far from controversy. Among the so-called unicorn valuations of 2019, those in excess of $1 billion come time for the initial public offering, Peloton debuted in September at $29 per share after raising $1.16 billion and with an initial market value of about $8 billion.

Why This Analyst Sees Peloton Pedaling for Gold

Dropbox

 Luckin Coffee

Pinterest

I went shopping on the first trading day of 2020, and purchased four stocks that have gone public over the past two years.

4 Stocks I Bought Last Week

High up-front costs on fitness classes and subscriber growth are masking a profitable digital fitness service.

Peloton Interactive Is Unprofitable and Undervalued

The company may grow much more than any of us can imagine right now.

How Far Can Peloton Interactive Go Selling $2,000 Bikes?

Apple

Microsoft

Match Group

Shopify

2019 was a great year for the market, but do these run-ups make these stocks holds instead of buys?

Listener Question: Are These Stocks Overvalued?

Peloton Interactive Inc.'s PTON, +2.56% TV commercials may not resonate with consumers, but Baird analysts say connected fitness does.

Peloton added to Baird's 'Fresh Pick' list on strong interest in connected fitness

Peloton: Deceleration On The Horizon

Investors need to pay close attention to Peloton (PTON) stock based on the movements in the options market lately.

Is the Options Market Predicting a Spike in Peloton (PTON) Stock?

Energy Transfer LP Unit

Vertex Pharmaceuticals

While the stock market is coming off its best year in more than two decades, we still see some good stocks to buy this January. Topping our list are a virtual search engine, biotech giant, Internet of Things (IoT) supplier, fitness company, and pipeline behemoth.

5 Stocks to Buy in January

Peloton shares could charge between 13% and 26% higher in the new year, says TradingAnalysis.com founder Todd Gordon.

Peloton could run as much as 26% by March, trader bets

Now that the final technology IPOs of 2019 have touched down, it’s a good time to start looking back at what happened during the year. We’re hunting for trends as the clock winds down.

Hardware IPOs continue to struggle

Subscription services are generally good business, but Peloton might be a little on the hyped side.

Peloton? More like Pelo-yawn

Hedgeye Risk Management co-founder Brian McGough said Wednesday there’s plenty more downside to come for Peloton Interactive Inc (NASDAQ: PTON).

Hedgeye Thinks Peloton's Stock Is Going To Drop Another 50%

Respect the risks on full display this week in Peloton, but prepare to buy shares before joining the crowd in PTON stock.
The post This Is Why Peloton Stock Remains a Buy appeared first on InvestorPlace.

This Is Why Peloton Stock Remains a Buy

Ignoring the critics for its Christmas ad was the right thing to do for the high-end fitness equipment maker.

Here's Why Peloton Was Smart to Lower Its Digital Subscription Price

Peloton Interactive Inc. (NASDAQ:PTON) has risen rapidly to the forefront of lifestyle brands thanks to its uniquely interactive digital offerings that serve to both empower and differentiate it from other sellers of home exercise equipment.

Peloton Has a Marketing Problem

The activist short seller takes aim at the latest fitness fad

Why Is Citron’s Andrew Left Betting Against Peloton?

Peloton shares continued to tumble Thursday amid a short-seller’s warning that the company’s stock will plunge to a paltry $5 because the pricey bike’s fitness app can be used on similar — and cheaper — models. Shares in the embattled high-end stationary bike firm were down 3.2 percent at $31 as of 1:11 p.m.

Peloton stock tumble continues after short-seller values it at $5

After releasing disappointing earnings in November, recent IPO Peloton may have more significant issues than the public relations debacle from the controversial ad that has now become a meme. Short-seller Citron Research said in a report Tuesday that it anticipates the stock will plummet roughly 85% to just $5 a share.

Peloton Stock Suffers on Heels of Viral Ad, Analyst Reports

Peloton shares continued to slide Wednesday following a critical short-seller note claiming the company is vastly overvalued.

Peloton shares slip more than 5%, extending two-day losses

Shares of popular home exercise company Peloton are off 7% in regular trading today as the company continues to reel in the wake of an advertisement it released that went viral for the wrong reasons.

Peleton’s stock sinks 7% as the ad saga continues to weigh on the company

Tesla

Netflix

Options trading was buzzing in Peloton, Netflix and Tesla stock on Tuesday. Here are the metrics that matter moving forward.

Wednesday’s Vital Data: Peloton, Netflix and Tesla

Citron Research feels that the recent high-end fitness IPO is going down. It probably won't happen.

News for Peloton Stock (PTON)