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

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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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Earnings per share

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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.

Lululemon Athletica

When Peloton Interactive Inc. (NASDAQ: PTON) brought CEO Barry McCarthy out of retirement in February 2022, the company paid him an annual salary of $1 million and a whopping $167 million in stock.

Who Benefits From a Peloton and Lululemon Alliance?

7:00am: Futures little changed ahead of GDP reading US stocks are indicated to open little changed as investors await a GDP reading and watch the oil price creep ever closer to the $100 mark. In pre-market trading, futures for the Dow Jones Industrial Average were 0.1% higher, while those for the S&P 500 rose 0.1%, and contracts for the Nasdaq 100 futures were down 0.1%.

Dow seen flat ahead of GDP; Peloton rides high on lululemon deal

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Peloton Interactive's PTON, +0.65% stock jumped 14% after the connected-exercise-bike maker and yoga-wear giant Lululemon Athletica LULU, -0.40% announced a five-year partnership.

Peloton stock climbs on Lululemon deal, Workday shares slide on targets, and more stocks on the move

Peloton and lululemon have announced a five-year strategic global partnership that aims to bring together fitness content and athletic apparel and create a combined community of over 20 million members and guests.

Peloton and lululemon Partner to Create 20 Million-Strong Community

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Lululemon also said it would discontinue selling its Studio Mirror - an interactive "smart fitness" device that features live, on-demand workouts - which has seen lackluster demand in recent months.

Peloton shares soar after inking apparel, content deal with rival Lululemon

Peloton shares soared 30% in extended trading Wednesday after the company announced a five-year partnership with fellow high-end fitness brand Lululemon.

Peloton shares surge 30% on Lululemon partnership

The long-ailing at-home workout specialist announced a five-year partnership to develop fitness content for Lululemon. Peloton stock jumped.

Peloton Stock Soars As At-Home Fitness Play Embraces One-Time Rival

Peloton Interactive's stock jumped after hours Wednesday after the connected-exercise-bike maker and yoga-wear giant Lululemon Athletica announced a five-year partnership that will combine digital fitness with workout and athleisure gear starting next month.

Peloton's stock jumps on five-year partnership with Lululemon

Peloton Interactive Inc just announced a strategic partnership with Lululemon Athletica Inc. Its shares are up a whopping 30% in extended hours. The multi-dimensional agreement will make Peloton an exclusive provider of digital content around fitness for Lululemon.

Peloton stock soars on Lululemon deal

As it announced the Peloton partnership, Lululemon said it would stop selling the Studio Mirror device by the end of the year.

Peloton shares soar on digital content partnership with Lululemon

VANCOUVER, British Columbia & NEW YORK--(BUSINESS WIRE)--lululemon (NASDAQ:LULU) and Peloton (NASDAQ:PTON) today announced a five-year strategic global partnership through which Peloton will become the exclusive digital fitness content provider for lululemon, and lululemon will become the primary athletic apparel partner to Peloton. Together, the brands will engage their global community of members in the United States, Canada, the United Kingdom, Germany and Australia through technical athleti.

lululemon and Peloton Announce Five-Year Strategic Global Partnership

Peloton Interactive Inc (NASDAQ:PTON) co-founder and Chief Product Officer Tom Cortese is leaving the company after 12 years, the company announced Tuesday.  Cortese, who helped launch the at-home fitness company with former CEO John Foley, plans to shift to an advisory role on November 1.

Peloton co-founder to leave the company after 12 years; shares rise

Peloton Interactive Inc. PTON, +4.76% said late Tuesday it appointed Nick Caldwell to become chief product officer, effective Nov. 1. Caldwell succeeds Peloton's co-founder, Tom Cortese, and will report to Chief Executive Barry McCarthy.

Peloton names new chief product officer to succeed co-founder

Cortese will be replaced by Silicon Valley veteran Nick Caldwell, who previously held positions at Twitter, Google and Microsoft.

Peloton co-founder and Chief Product Officer Tom Cortese is leaving the company

Succeeding  Peloton Co-Founder Tom Cortese, Technology Executive Joins Company's Lead Team NEW YORK , Sept. 26, 2023 /PRNewswire/ -- Today Peloton (NASDAQ: PTON) announced the appointment of Nick Caldwell as Chief Product Officer (CPO), effective November 1, 2023.

PELOTON APPOINTS NICK CALDWELL AS CHIEF PRODUCT OFFICER

Peloton's stock was pummelled following its weak fiscal Q4 earnings and guidance for fiscal Q1. The company has done a nice job of getting non-Peloton users to downloads its app, but it must now look to convert those free app users to paid subscribers. With uncertainty in the market and tax-loss selling season approaching, it may be best to wait before investing in Peloton.

Peloton's Subscription Business Has Value, But There Is No Immediate Catalyst

Peloton Interactive is reportedly grappling with a decline in revenue and growth forecasts. UBS analysts, led by Arpine Kocharyan, have revised the fitness equipment and digital media company's price target from $8 to $4 due to mounting uncertainty surrounding Peloton's subscription growth, Seeking Alpha reported Monday (Sept.

UBS Lowers Peloton Price Target Amid Uncertainty Around Subscription Growth

UBS analyst Arpine Kocharyan cut her price target on Peloton stock to $4 from $8, and kept a Sell rating. She also cut sales and Ebitda estimates.

Peloton Stock Faces 'Increased Uncertainty,' Says UBS

Investors rode shares of Peloton Interactive Inc. into fresh record-low territory Monday, after UBS slashed its price target in half because of increased concerns over the subscriptions outlook for the at-home fitness company.

Peloton's stock enters record-low territory after UBS cuts price target in half

Shares of Peloton hit a new all-time low on Friday. Metrics are going the wrong way, and it's hard for a luxury brand to stage a turnaround.

Peloton Stock: Next Stop, $4?

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In the latest chapter of its downward spiral, shares of fitness titan Peloton (NASDAQ: PTON ) took another hit on Monday. A recent Seeking Alpha dispatch revealed that Elizabeth Coddington, Peloton's Chief Financial Officer, offloaded shares valued approximately at $52,323.

News for Peloton Stock (PTON)