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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Generally speaking, Americans consider themselves an optimistic bunch. As a result, the topic of stocks to sell can draw anger.

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Peloton has hired former Twitter CMO Leslie Berland to serve as its new chief of marketing.

Peloton hires former Twitter executive as new head of marketing

Industry Veteran Brings More Than 20 Years of Transformative Marketing Experience to the Company NEW YORK , Jan. 17, 2023 /PRNewswire/ -- Peloton (NASDAQ: PTON), the leading connected fitness platform, today announced the appointment of Leslie Berland as Peloton's Chief Marketing Officer (CMO), effective January 18, 2023. Berland brings more than two decades of strategic and creative marketing expertise for iconic brands.

PELOTON APPOINTS LESLIE BERLAND AS CHIEF MARKETING OFFICER

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Shareholders desperately want this fitness innovator to get back to growth.

Peloton Stock in 2023: Bull vs. Bear

This business has been on a downward spiral, and there is no end in sight.

If You Own This Stock, It's Time to Sell

The interactive exercise equipment manufacturer and seller is struggling after the pandemic-fueled boom.

Down 77.8% in 2022, Is Peloton Stock a Buy for 2023?

The Consumer Product Safety Commission said Peloton failed to immediately report incidents where people and pets were pulled under its treadmill.

Peloton will pay a $19 million penalty for failing to act fast enough over treadmill incidents that included the death of a 6-year-old child

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While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy.

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Peloton Interactive has agreed to pay a $19 million fine for failing to report a defect with its Tread+ treadmill that could cause serious injury to users.

Peloton Agrees to Pay $19 Million Fine for Failing to Report Treadmill Defect

Peloton Interactive Inc (NASDAQ:PTON) will pay US$19mln for failure to report hazards and continuing to distribute its Tread+ treadmill that later was linked to the death of a child and several injuries to other users. “Beginning in December 2018 and continuing into 2019, Peloton received reports of incidents associated with pull under and entrapment in the rear of the treadmills,” said the US consumer product safety commission (CPSC).

Peloton fined US$19mln for distribution of deadly treadmill

Peloton Interactive has agreed to pay a $19 million fine for failing to promptly report a defect with its Tread+ treadmill that could cause serious injury, regulators said Thursday.

Peloton to pay $19M fine over recall of unsafe treadmill

Shares of Peloton Interactive Inc. fell Thursday after the home-fitness company agreed to pay a civil penalty of $19.1 million to settle charges related to its response to reports of injuries and one death caused by its treadmills.

Peloton to pay more than $19 million in civil penalties for failures in reporting Tread+ dangers

The company settled with the Consumer Product Safety Commission after the watchdog accused the company of failing to immediately report that its Tread+ machines contained a defect that could cause serious injury.

Peloton to Pay $19 Million Fine Over Treadmill Recall

This once high-flying fitness brand is facing a new reality today.

Is Peloton Stock a Buy?

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Peloton and DoorDash will struggle to perform if inflation and interest rates remain elevated in 2023.

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Netflix

NIKE

The debut of Nike Training Club workouts on Netflix is a potential coup for both brands, although conspicuously absent from the initial lineup is anything involving stationary bikes. Yes, that's a reference to Peloton, which we'll get to momentarily.

Netflix and Nike Training Club Pact Represents Another Flat for Peloton

The connected fitness company faces a lot of near-term challenges.

Peloton Interactive Stock Is Down 95% From Its High. Time to Buy?

Peloton (NASDAQ: PTON) stock price has plunged in the past four straight days as concerns for the company remained at an elevated level. The shares slipped to a low of $8, which was the lowest level since November rd.

Peloton is on a path to penny stock status in 2023

Peloton will offer used versions of their in home exercise bike. All bikes will be refurbished, certified, and come with a 12-month warranty for piece of mind.

Peloton will sell refurbished bikes in time for New Year's resolutions

Is it a brilliant strategy, or a desperate attempt to reach potential exercise-equipment buyers? That's the billion-dollar question as Peloton Interactive (NASDAQ: PTON ) just rolled out a program to sell used or “refurbished” bikes.

PTON Stock Alert: What to Know About Peloton's Refurbished Bikes Program

Here is a novel idea. Peloton Interactive Inc. (NASDAQ: PTON) cannot sell enough of its new bikes to make a profit.

Peloton Wrecks Its Future

Peloton Interactive Inc is offering refurbished bikes across the continental U.S. and Canada at a discount of up to $500 over new bikes, the company said on Monday.

Peloton to offer refurbished bikes at discounted prices

Peloton Interactive Inc (NASDAQ: PTON) is down another 5.0% on Friday after Peter Toogood – the Chief Investment Officer of Embark Group said buying shares of this connected fitness company was “absolute nonsense”.

News for Peloton Stock (PTON)