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

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Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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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.

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Cost of revenue

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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.

NEW YORK, Jan. 18, 2024 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (NASDAQ: PTON) will release its second quarter fiscal 2024 results before the U.S. stock market opens on Thursday, February 1, 2024. The company will host a conference call and live audio webcast to discuss the results at 8:30 a.m. (Eastern Time) that day.

Peloton Interactive, Inc. Announces Second Quarter Fiscal 2024 Earnings Release Date, Conference Call, and Webcast

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Peloton is aiming to get back to growth two years after sales started to decline. A new CEO has done an admirable job of cutting expenses, and sales could increase.

This Stock Is Down 96%, and One Wall Street Analyst Thinks It Could Gain 226% in 2024

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TikTok could give Peloton a surprising boost.

Peloton Is Having a TikTok Moment

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Last week, the connected fitness company announced its own connection with the rising social app that will bring its workout content to a new fitness hub called #TikTokFitness. Peloton touted the move as a promotion of the active lifestyle, but in reality, it's intended to increase a membership count that has fallen flat since climbing above three million in the Spring of 2023.

Peloton Stock surges on TikTok deal

Peloton's stock has faced challenges due to weak growth and losses, but the company's strong brand and loyal customer base make it a long-term investment opportunity. The product recall and decline in demand following COVID lockdowns have impacted Peloton's growth, but strategic partnerships with Lululemon and TikTok could revitalize its trajectory. Despite current financial challenges, Peloton's valuation and potential in the chronic disease market make it a compelling buy for long-term investors.

Optimistic Horizon: Reaffirming Faith In Peloton's Future

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Good news for Peloton Interactive (NASDAQ: PTON ) fans. The struggling and unprofitable exercise bike and fitness class company, beloved by suburbanites looking to shed some pounds while overly excited trainers scream at them to pedal faster, appears to have gotten a lifeline from TikTok, the social media app favored by the teen children of all those Peloton-using moms and dads.

Peloton (PTON) Stock Is Still Spinning Its Wheels Despite TikTok Deal

In its quest for increased consumer relevance, exercise equipment and media firm Peloton is turning its attention to TikTok.

Will TikTok Help Peloton Flex Its Comeback Muscles?

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Peloton Interactive Inc. shares surged Thursday after the connected-exercise platform announced an exclusive partnership with TikTok.

Peloton partners with TikTok, and shares race 14% higher

Peloton and TikTok are launching an exclusive new fitness hub on the social media platform. This is the first time Peloton will create bespoke content for a partner outside its own networks.

Why Peloton Stock Popped Today

Peloton shares surged Thursday on news that the company landed a partnership with TikTok to provide content for a fitness hub on the social media platform.

TikTok, Peloton partner to create new fitness hub

Shares of Peloton Interactive Inc. (PTON) took off Thursday as the connected fitness company said it was partnering with social media giant TikTok.

Peloton Teams Up with TikTok To Create Fitness Hub

Peloton Interactive Inc (NASDAQ:PTON) is surging today, last seen up 8.9% at $5.86 at last glance, following another partnership announcement.

Tiktok Deal Draws Options Traders to Peloton Stock

Peloton and TikTok partnered to offer Peloton's workout content to TikTok users in the United States, the United Kingdom and Canada.

Peloton Creates New Hub for Fitness Content on TikTok

At-home workout platform Peloton is partnering with TikTok to share custom fitness content on the social video platform, including live Peloton classes with and without its stationary bike, and original workout series from its instructors, amid sinking shares and falling revenue after a pandemic high.

Peloton Brings Workout Content To TikTok Amid Falling Revenue

Peloton will have a dedicated hub on TikTok, dubbed #TikTokFitness Powered by Peloton, that houses its content.

Peloton partners with TikTok to share short-form workout content

Peloton Interactive Inc (NASDAQ:PTON) is partnering with popular video-sharing app TikTok Global to create a new fitness hub on the platform called #TikTokFitness Powered by Peloton. The news sent shares of the fitness company known for its stationary bicycles up 9.1% to US$5.88.

Peloton shares spin higher on TikTok partnership

Peloton Interactive has entered an exclusive partnership with TikTok to create a workout content hub on the popular short-form video platform.

Peloton Partners with TikTok for Workout Content Hub

Peloton (NASDAQ: PTON ) stock is on the rise Thursday as investors celebrate a new partnership between the fitness company and TikTok. This partnership has Peloton setting up a hub on TikTok allowing for easy access to content from it.

Can TikTok Save Peloton (PTON) Stock?

Fitness equipment maker Peloton Interactive will bring its workout content to short-form video platform TikTok in an exclusive partnership, the companies said on Thursday.

Peloton to bring its content to TikTok in exclusive partnership

Brands Unite to Reimagine Fitness Offerings that will Inspire New Audiences to Move NEW YORK , Jan. 4, 2024 /PRNewswire/ -- Peloton (NASDAQ: PTON), the leading connected fitness platform, and TikTok, the leading destination for short-form mobile video, today announced an exclusive partnership to bring Peloton's world-class workout content to the TikTok community. Together the two brands will merge culture and creativity to inspire a new generation of fitness content and creators.

News for Peloton Stock (PTON)