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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Is This Peloton's Turning Point?

The connected exercise bike maker's prospects could be improving.

Where Will Peloton Interactive's Stock Be in 1 Year?

Free cash flow, adjusting for a bunch of stuff, has temporarily turned positive.

Peloton's "Epic Comeback" Comes With Major Caveats

Peloton Interactive, Inc. shares have doubled so far in 2023. Beaten-down names have seen a rebound amidst some market optimism and perhaps some short covering.

Peloton Interactive: Accelerating, But For The Right Reasons?

Peloton stock posted a better-than-expected set of Q2 FY'23 results, giving investors some confidence that the turnaround plan unveiled last year is working.

Peloton Stock Has More Upside Despite Struggling Equipment Business

Peloton is making great progress, but it's not out of the woods yet.

Was I Wrong? This Hot Stock Has Already Doubled in 2023

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There have been sustained improvements over the past year.

Can Peloton Stock Really Make an 'Epic Comeback?'

Peloton posted earnings that cheered Wall Street. But, membership was flat, and revenue dropped 30% year over year to $793 million.

Peloton's Recovery Problem

Peloton's earnings results pleased investors, largely because of cost-cutting.

Peloton Makes Strides Correcting Overinvestment in Growth

Peloton Interactive, Inc. (NASDAQ: PTON) is up 18% after a double beat in its second quarter fiscal 2023 earnings report. But although the calendar says 2023, you can forgive investors who feel like it's 2021.

Peloton May Reward Traders, Requires Long-Term Discipline

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Shares of Peloton (NASDAQ: PTON ) are up by more than 20% after the stay-at-home fitness company reported its earnings for the three months ended Dec. 31. Revenue tallied in at $792.7 million, beating the average analyst estimate of $710 million for PTON stock.

5 Investors Betting Big on Peloton (PTON) Stock in 2023

Pelonton's CEO was upbeat even as the company failed to turn a profit last quarter. "We've put to bed questions about the viability of the business."

Peloton surges 21% after its CEO says the fitness company is on track for an 'epic comeback'

Peloton shares are up on Wednesday after the company reported significant losses in their latest quarter.

Peloton stock jumps higher after reporting quarterly loss

Peloton Interactive on Wednesday forecast current-quarter revenue above expectations, in an early sign that its efforts to boost sales, including by selling on third-party platforms, were beginning to yield fruit. Shares of the fitness equipment maker jumped 20% to $15.50 after it also reported a slowing cash burn on a string of cost-cutting measures.

Peloton shares soar 20% on bullish sales forecast, brutal cost cuts

The company looks like it's finally steadied the ship.

Why Peloton Stock Surged to Its Highest Price Since May Today

Peloton Interactive, Inc. (NASDAQ:PTON ) Q2 2023 Earnings Conference Call February 1, 2023 8:30 AM ET Company Participants Peter Stabler - Head of IR Barry McCarthy - CEO Liz Coddington - CFO Conference Call Participants Doug Anmuth - JPMorgan Justin Post - Bank of America Merrill Lynch Eric Sheridan - Goldman Sachs Shweta Khajuria - Evercore ISI Ron Josey - Citi Brian Nagel - Oppenheimer Youssef Squali - Truist Edward Yruma - Piper Sandler Aneesha Sherman - Bernstein Kaumil Gajrawala - Credit Suisse Operator Good day, and thank you for standing by. Welcome to the Peloton Interactive Second Quarter 2023 Earnings Conference Call.

Peloton Interactive, Inc. (PTON) Q2 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 December 2022, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Peloton (PTON) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Peloton says its focus on subscriptions, fitness as a service and third-party partnerships with Amazon and Dick's are paying off. During its fiscal second quarter 2023 earnings call Wednesday (Feb.

Peloton CEO Says App Subscriptions Are ‘Path to the Promised Land'

Peloton Interactive Inc (NASDAQ: PTON) is up more than 20% this morning after reporting its second-quarter revenue that came in well above the Street estimates. Peloton stock up on encouraging guidance Shareholders are celebrating also because the connected fitness company offered upbeat future guidance.

Peloton stock shot up 20% on Wednesday: find out why

The pricey exercise machines posted a negative gross margin for the holiday quarter, but the fitness equipment maker's overall profit margin was positive.

Peloton CEO doesn't care that its equipment is losing money, sees path forward in the app

Peloton Interactive Inc (NASDAQ:PTON) has delivered second-quarter revenue that beat forecasts, sending its shares higher in early New York trading.  The maker of connected exercise equipment reported a 29% quarter-over-quarter (QoQ) rise in total revenue to $792.7 million for the three months ended December 31, while total gross profit improved by 8% QoQ to $235 million.

News for Peloton Stock (PTON)