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 family of Ryan Furtado claims his Peloton bike severed his carotid artery and killed him "instantly," marking the first known death linked to the bike.

New York man was killed 'instantly' by Peloton bike, his family says in lawsuit

Peloton Interactive, Inc. (NASDAQ:PTON ) Goldman Sachs Communacopia + Technology Conference Call September 6, 2023 11:10 AM ET Company Participants Liz Coddington - Chief Financial Officer Conference Call Participants Eric Sheridan - Goldman Sachs Eric Sheridan Okay, I think we're ready to start with our next session, so it's my pleasure to welcome the team from Peloton to the conference this year. Liz Coddington, CFO.

Peloton Interactive, Inc. (PTON) Management present at Goldman Sachs Communacopia + Technology Conference Call (Transcript)

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“Customers were brainwashed to buy bikes.”

Treadmills sales soar as high-energy demand for Peloton bikes fizzles

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Netflix paved the way for Peloton's shift to being a streaming company.

This Is Peloton's Netflix Moment

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The recent quarter caused the stock to drop, but is that an overreaction or a bad omen?

Is Peloton in Trouble?

Peloton Interactive Inc (NASDAQ:PTON) has been hit by a wave of investor concerns after a disappointing earnings report and a bleak growth outlook. Analysts at Bank of America downgraded the company's stock from Buy to Neutral on Thursday and slashed the price objective from $13 to $6.50.

Peloton faces investor concerns as growth outlook dims, prompting BofA downgrade

Barry McCarthy is the chief executive officer of the dying exercise equipment company Peloton Interactive Inc.

Peloton Needs to Fire Its CEO

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Sales of Peloton's equipment sank in the latest quarter, and subscriber numbers dropped. The company is dealing with a costly recall that may be further tarnishing its brand.

Is It Game Over for Peloton Stock?

Foot Locker and Peloton reported earnings this week, and the shoe dropped for both - a warning showcased by our quant ratings for months. Deemed among the biggest stock losers Wednesday, Foot Locker fell more than 30%, and Peloton -26%, as revenue guidance fell well below consensus. The Quant Rating System has a track record of picking winners and identifying losers.

Shares Plunge On 2 Quant Sell-Rated Stocks: Foot Locker And Peloton

Peloton just released its financial results for the fiscal 2023 fourth quarter and full year (ended June 30). The company suffered a drop in subscribers in Q4 and issued a weak revenue forecast for the upcoming quarter.

The Peloton Woes Continue as Its Stock Hits a New All-Time Low. Can the Stock Ever Rebound?

Peloton stock cratered on Wednesday after the fitness equipment company reported major subscriber losses. Peloton lost 29,000 subscribers over the past quarter and burned through an extra $40 million dealing with a bike seat recall.

Peloton falls 22% after earnings reveal plunging subscribers and steep cost of bike seat recall

Peloton (PTON) shares tumbled over 20% in early trading on Wednesday after reporting a wider-than-expected loss as falling subscriber numbers and recall costs impacted its results.

Peloton Shares Plunge on Wider-Than-Expected Loss After Recall, Fall in Subscribers

Peloton said it expects to burn cash in the next two quarters due to costs related to bike recall and other expenses, delaying return to a positive cash flow.

Peloton gives ominous warning after bike recall, sending shares plummeting to record low

Peloton reported the results from its fiscal 2023 fourth quarter on Wednesday morning. Although that quarter covers a typically weak sales period for the company, the results were worse than expected.

Peloton Stock Is Crashing on Wednesday -- Here's Why

Peloton Interactive, Inc. (NASDAQ:PTON ) Q4 2023 Earnings Conference Call August 23, 2023 8:30 AM ET Company Participants Peter Stabler - Head of IR Barry McCarthy - President & CEO Liz Coddington - CFO Conference Call Participants Ron Josey - Citi Doug Anmuth - JPMorgan Justin Post - Bank of America Eric Sheridan - Goldman Sachs Andrew Boone - JMP Securities Shweta Khajuria - Evercore ISI Mario Lu - Barclays Edward Yruma - Piper Sandler John Blackledge - TD Cowen Aneesha Sherman - Bernstein Jonathan Komp - Baird Operator Good day, and thank you for standing by. Welcome to the Peloton Interactive 4Q '23 Earnings Call.

Peloton Interactive, Inc. (PTON) Q4 2023 Earnings Call Transcript

While the top- and bottom-line numbers for Peloton (PTON) give a sense of how the business performed in the quarter ended June 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Peloton (PTON) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Peloton Interactive Inc (NASDAQ:PTON) is down 19.6% to trade at $5.66 at last check, after the fitness equipment company reported wider-than-expected second-quarter losses, though revenue still beat estimates.

News for Peloton Stock (PTON)