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.

Peloton's second-quarter report demonstrated progress, but a long road toward a real turnaround. New CEO Barry McCarthy has a detailed plan for his second year leading the company.

Why Peloton Stock Dropped 12% in March

Peloton's latest financial results showed narrowing losses. The company is still selling its equipment below cost.

A Bull Market Is Coming: Could Peloton Stock Supercharge Your Portfolio?

First Republic

3 Top Losers of 2022 That Will Sink AGAIN in 2023

Uber

After the Nasdaq-100 index plunged 33% last year, Wall Street analysts entered 2023 on a cautious footing. Nonetheless, some analysts continue to find quality stocks with significant upside potential.

Want a 101% to 130% Return? Try These Growth Stocks, Says Wall Street

Peloton has been trying to recover from overinvestments made during the pandemic.

Is It Finally Time to Buy Peloton Stock?

Novavax

Riot Blockchain

We've already seen valuations drop in 2022, as investors priced in an economic slowdown. However, it's unclear whether a full-on market crash is being priced into equity markets right now.

3 Stocks That Won't Survive a Major Market Crash

The turnaround plan is starting to work at Peloton.

Is Peloton a Potential 10x Stock?

Peloton Interactive, Inc.'s investment case is very nuanced. There's more to this story than just headlines. The bull case can be built on its comparables improving once Peloton gets past its June quarter.

Peloton: Risk Reward Could Be Better Than You Think

Though shares of Peloton are still up more than 40% year-to-date, the stock has been in a rut since reporting fiscal Q2 earnings. This is in spite of the company's guidance that Q3 adjusted EBITDA will have a strong upward swing.

Peloton: Clear Improvements To Profitability

Bill.com

Etsy

Roku

SVB Financial Group

Trade Desk

Regulators said SVB depositors would be made whole, but analysts and investors are trying to sort through which companies face continued risk.

Stock in Companies With SVB Exposure Are Still Down. Here's Why.

The company is racing its dwindling cash balance to reach profitability, though its losses have declined. It just lost a key legal battle over its streaming technology and has to navigate an import ban.

Peloton Just Hit Another Speed Bump. Should Investors Buy, Sell, or Hold the Stock?

The U.S. International Trade Commission on Wednesday banned imports of video-streaming fitness devices made by Peloton Interactive Inc and iFit Inc after an agency in-house judge last year found they infringed Dish Network Corp patents.

Peloton, iFit hit with US import ban over streaming technology

Peloton Interactive, Inc. (NASDAQ:PTON ) Morgan Stanley Technology, Media & Telecom Conference March 7, 2023 11:35 AM ET Company Participants Liz Coddington - CFO Conference Call Participants Lauren Schenk - Morgan Stanley Lauren Schenk All right. Good morning, everyone.

Peloton Interactive, Inc. (PTON) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Dalana Brand, the former chief people and diversity officer at Twitter, has been tapped as Peloton's new chief people officer.

Peloton hires former Twitter executive Dalana Brand to be chief people officer

People Leader Completes Company's Lead Team NEW YORK , March 1, 2023 /PRNewswire/ -- Peloton (NASDAQ: PTON), the leading connected fitness platform, today announced the appointment of Dalana Brand as Peloton's Chief People Officer (CPO), effective March 13, 2023. As a seasoned executive with significant global leadership experience in multiple industries, Brand joins the team with a strong reputation for organizational transformation.

PELOTON APPOINTS DALANA BRAND AS CHIEF PEOPLE OFFICER

American Eagle Outfitters

Blue Apron

Destination XL Group

Rite Aid

Wayfair

Party City Holdco Inc

These days, the U.S. economy isn't looking so hot. Inflation is still red-hot.

7 Retail Stocks to Skip as Shoppers Pull back on Spending

adidas AG

YUM! Brands

Adidas (OTCMKTS: ADDYY ) said in early February that its operating profit in 2023 would be 500 million Euros ($534.2 million) less than in 2022 due to its breakup with Kanye West. The company's profit warning was its fourth since last July.

3 Salacious Celebrities Putting These Stocks on Thin Ice

Peloton used to be the toast of Wall Street. Now, under CEO Barry McCarthy, it's a year into an aggressive turnaround that has altered the company's identity.

Inside Peloton's rapid rise and bitter fall — and its attempt at a comeback

Rent the Runway

Walmart

You have to dig to get the full picture of how a company is doing.

Investor Insight: Making Sense of the Numbers That Companies Report

The exclusion of this valuable metric is a major red flag for shareholders.

1 Number Missing From Peloton's Earnings Report

There are signs that the troubled fitness business is turning things around.

Peloton Is Down 92% From Its High. Time to Buy?

Tesla

Zoom Video

Soros Fund Management bought several beaten-down technology stocks in the final quarter of 2022.

George Soros Snapped Up Tesla, Peloton, Crypto Stocks. Dumped Zoom and Twitter.

C3.ai

Arrowhead Pharmaceuticals

Calix

Chegg

Carvana

Enviva Partners

Sotera Health

For many investors, investing in mid-cap stocks is considered to be a safe portfolio diversification strategy because mid-caps can offer better returns than large-cap stocks and tend to be more stable than their small-cap counterparts.

Here Are the 5 Best- and Worst-Performing Mid-Cap Stocks in January 2023

Amazon

Costco

Mobileye Global Inc

Microsoft

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Costco and Amazon.

Top Wall Street analysts like these stocks for the long haul

We believe that this company's fundamentals are sound, and its steady cash flow from subscription business supports it moving forward. We think most Peloton users are concerned about their health, have money, and are prepared to pay for the service.

News for Peloton Stock (PTON)