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 best moneymaker is its digital content, not its hardware. Peloton has a larger enough user base to generate $1b in gross annual profit.

Call Me Crazy, But I Think Peloton's Turnaround Strategy Might Work

Peloton Chief People Officer Shari Eaton is leaving the company to pursue another opportunity.

Peloton's top human resources executive is leaving the company

Peloton agreed to extend a refund period for its recalled Tread+ for another year, the company and the U.S. Consumer Product Safety Commission announced.

Peloton extends refund period for recalled Tread+ for another year

GameStop

Tesla

Tesla shares could decline dramatically — and that could mean disaster for a number of stocks that have already seen deep share-price cuts, according to equity research firm New Constructs.

A Tesla stock plunge could destroy ‘zombie stocks' such as GameStop and Peloton, warns equity research firm New Constructs

One question locked-down stationary peddlers never asked before shelling out for Pelotons was whether the company would be around long enough to justify their pricey purchases.

Peloton's Financial Troubles Have Users Fearing Loss Of Instructors Pushing Them To Go! Go! Go!

Amazon

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Advanced Micro Devices

McCormick

Plus Malcolm Ethridge, host of "The Tech Money Podcast," talks about why more interest rate hikes are likely.

Market News From AMD, McCormick, Peloton, and More

Peloton Interactive has seen ups and downs at it moved from pandemic grandeur to margin slumps and recent negative headlines are not helping. But taking a deep dive into their fundamentals and expectations, I find that the company's recent headwinds may be temporary and their chance of a turnaround is high.

Peloton Interactive: It's Time To Buy. I Project Profitability

The connected fitness leader's stock is down sharply despite some hopeful news.

Why Peloton Interactive Stock Is Falling Once Again Today

The stakes have never been higher for Peloton CEO Barry McCarthy.

Peloton Rows for Broke

John Foley, the Peloton (US:PTON) co-founder and the former chief executive officer who stepped down in September, had faced several broker margin calls leading up to his departure.

Peloton Cofounder And Former CEO Had Several Margin Calls Ahead of Stepping Down

Clover Health Investments

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This market downturn has not hit all stocks equally. While the major indices are down between 20% and 35% on the year, many stocks are down 70% or more in 2022.

7 Stocks That Could Sink Your Portfolio if You Don't Sell Now

The connected fitness equipment maker continues to cycle lower.

Why Peloton Interactive Is Falling Once Again Today

Foley pledged about 3.5 million Peloton shares as collateral as of the end of September 2021, or about 20% of his stake at the time, according to the Wall Street Journal.

Peloton co-founder John Foley faced Goldman Sachs margin calls as stock sank: WSJ

The once high-flying at-home fitness business has been struggling in a big way.

Here's Why I Just Sold All of My Peloton Stock

In addition to discounts on the Peloton bike and floor mats, you can save on dumbbells, leggings, cycling shoes and much more.

Peloton Bike and Accessories Discounted by Up to 25% in Surprise Amazon Prime Day Sale

Peloton just cut 500 more jobs, and CEO Barry McCarthy says the company is now ready to focus on growth.

Peloton's Restructuring Is Complete. Is It Time to Buy the Stock?

The whipsaw action in the stock market feels a bit more like whiplash. A brief few days of rallies, and then a plummet — and this past week, no surprise, saw macro concerns driving the action.

CE100 Index Led Higher by Peloton's 25% Surge

This could be the deal that gets Peloton to cash-flow positive, depending on the terms.

Is Peloton's Latest Deal Enough to Turn Around This Beaten-Down Stock?

The connected fitness leader walks back CEO's suggestion the company has just six months to turn things around.

Can Peloton Really Survive?

The company's leader is in it for the long haul and leading a successful restructuring effort, he says.

Why Peloton Stock Topped the Market Today

Investors latched onto news of the company's new partnership with Hilton.

Why Peloton Stock Jumped 24% This Week

Dick's Sporting Goods

Peloton PTON, -3.23% is turning to the country's largest sporting goods retailer in its latest effort to reach more customers.

Peloton strikes first brick-and-mortar deal with Dick's

CEO Barry McCarthy gives the company six months to turn itself around after a new round of layoffs.

News for Peloton Stock (PTON)