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

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Short term debt

Income tax payable

Non-current liabilities

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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.

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.

Peloton Probably Can't Make It on Its Own

NEW YORK , Oct. 6, 2022 /PRNewswire/ -- Today, Peloton (NASDAQ: PTON) announced approximately 500 global team member positions have been eliminated, as part of the final phase of the company's transformation journey. The restructuring of Peloton's business and capital structure to assure its long-term health is complete, and management's focus is now on growth.

A STATEMENT FROM PELOTON CEO AND PRESIDENT BARRY McCARTHY

Specifically, the Peloton executives insisted that The Journal overdramatized Barry McCarthy's comments -- and claimed that the CEO never said the company had "six months."

Peloton scrambles to soothe analysts after Wall Street Journal report on layoffs: sources

Peloton is undergoing another round of layoffs — its fourth this year — with about 500 jobs being eliminated, as the exercise company's new CEO sounded alarm bells about its ability to remain viable, according to a report.

Peloton lays off hundreds in latest bid to 'save' the company

Peloton CEO is giving the company another six months to return to growth.

Peloton is Cutting 12% of Remaining Workforce in Fourth Round of Layoffs This Year

The company is cutting more jobs to fuel its turnaround efforts.

Why Peloton Stock Raced Higher Thursday Morning Before Turning Lower

Peloton was one of the biggest beneficiaries of COVID-19 lockdowns as its connected exercise bikes and treadmills became all the rage among stuck-at-home fitness enthusiasts.

Peloton slashing 500 more jobs in bid to ‘save' company

Peloton CEO Barry McCarthy says the company has about six months to turn itself around.

Peloton Cuts 500 Jobs to Curb Costs

“I know many of you feel angry, frustrated, and emotionally drained by today's news, but please know that this is a necessary step if we are going to save, Peloton, and we are.

Peloton Starts to Die

Five hundred job cuts announced to staff with reductions to leave Peloton with roughly 3,800 employees globally

Peloton to cut 12% of workforce in fourth round of layoffs this year

Source: JHVEPhoto / Shutterstock.com Peloton (NASDAQ: PTON ) stock is in the news Thursday following reports that the company is moving forward with more job cuts. According to these latest reports, the fitness company intends to reduce its workforce by an additional 12%.

PTON Stock Alert: What to Know as Peloton Cuts More Jobs

Peloton CEO Barry McCarthy said in a memo to employees that the cuts mark the completion of the "vast majority" of its restructuring plan launched in February.

Peloton cuts another 500 jobs, completing 'vast majority' of restructuring

Peloton, it seems, isn't out of the woods just yet. The once mighty connected fitness firm has been facing a steep uphill battle to turn around its fortunes.

Facing an uncertain future, Peloton will cut another 500 jobs

Peloton CEO Barry McCarthy said Thursday the company has six months to prove its plans are working as the company has slashed its workforce in half over the last year and cut a slew of deals with retailers.

Here's All The Ways Peloton Has Slashed Costs As Clock Ticks On Restructuring

At-home gym equipment and real-time fitness app company Peloton is counting on additional workforce reductions — the fourth round of companywide layoffs this year — to stay afloat amid mounting revenue losses.

Further Staff Reductions Could Be Last Hope for Struggling Peloton

Peloton Interactive Inc (NASDAQ:PTON) is up 1.1% to trade at $8.58 ahead of the open, after the fitness company announced it would cut another 500 jobs -- about 12% of its remaining workforce.

Peloton Announces Another Round of Job Cuts

The move marks the final effort to reduce the fitness giant's operating footprint as part of its turnaround effort, CEO Barry McCarthy told The Wall Street Journal.

Peloton cutting 500 jobs in final round of layoffs: report

The market didn't react well to changes in leadership.

Why Peloton Interactive Stock Lost 32% in September

Forbes is tracking the biggest layoffs in the U.S. this year as companies react to fears of a looming recession.

Peloton Reportedly Scales Down, Again—Here Are The Major U.S. Layoffs This Year

The fitness company announced the cuts, its fourth round of layoffs this year, to staff on Thursday, The Wall Street Journal reports.

News for Peloton Stock (PTON)