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.

The biggest challenge for Peloton in the near term is navigating a weakening economy.

Why Peloton Interactive Stock Was Soaring Today

Hardware profits could take another hit from this decision.

Peloton's Latest Partnership: What Growth Investors Need to Know

Robinhood

Many technology stocks have lost a significant amount of value, but they're not all buying opportunities.

These 2 Former Growth Stocks Are Down Over 85%, but They're Not Exactly Bargains

Hilton Worldwide Holdings

Company says nearly all 5,400 hotels in its US portfolio will have at least one of the exercise bikes by the end of the year.

Peloton to Put Its Bikes in All Hilton-Branded Hotels in the US

Peloton Interactive Inc (NASDAQ: PTON) is up 5.0% on Monday after the exercise equipment manufacturer announced a partnership with Hilton Worldwide Holdings Inc (NYSE: HLT).

Peloton partners with Hilton: ‘stop fooling around with Peloton'

Could this partnership bring thousands of new subscribers into the Peloton family?

Here's Why Peloton Shares Popped Today

Nearly 5,400 Hilton-branded hotels will include at least one Peloton Bike in every fitness center by the end of this year.

Peloton Stock Climbs as Bikes to Be in 5,400 Hilton Hotels

Peloton has launched a collaboration with hotel chain Hilton, marking the connected fitness firm's third partnership in two weeks as it tries to reach new audiences. The deal makes Hilton the first hospitality brand to feature Peloton's bikes throughout its entire United States portfolio, according to a Monday (Oct. 3) news release.

Peloton Targets Exercise-Hungry Travelers With Hilton Partnership

Peloton Interactive Inc. PTON, -1.70% said Monday that it had reached an agreement with Hilton Hotels Corp. HLT, -1.02% to put Peloton bikes in the hotel chain's entire U.S. portfolio of locations. Through the arrangement, Peloton expects that nearly all of its 5,400 Hilton-branded hotels in the U.S. will have at least one Peloton bike.

Peloton stock gains after company reaches deal to put bikes in Hilton hotels

Peloton will put bikes in all 5,400 Hilton-owned hotels in the U.S., the company announced Monday.

Peloton will put bikes in every Hilton-owned hotel in the U.S.

MCLEAN, Va. & NEW YORK--(BUSINESS WIRE)--Today, Hilton (NYSE: HLT) and Peloton Interactive, Inc. (Nasdaq: PTON) announced an industry-first partnership, making Hilton the first hospitality brand to feature Peloton Bikes across its entire U.S. hotel portfolio of 18 award-winning brands. By the end of the year, nearly all 5,400 U.S. Hilton-branded hotels – from Hampton by Hilton to Waldorf Astoria – will feature at least one Peloton Bike in every fitness center, providing guests with a more holis

Hilton and Peloton Team Up to Enhance the Travel Wellness Experience

General Motors

Moderna

Netflix

Gap Inc

Stanley Black & Decker

There's a saying in investing, attributed to Warren Buffett, that you don't see who's swimming naked until the tide goes out.  Essentially, this means that poorly run and troubled companies are most exposed during market downturns.

7 S&P 500 Stocks to Sell Before They Die

Antero Midstream Partners

JetBlue Airways

Luminar Technologies

Under Armour

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.

These 5 Stocks Everyone Knows Well Trade Under $10 and Have Huge Upside Potential

Being a stand-alone, connected-fitness stock may not be a winning play anymore.

Is It Time for Peloton to Put Itself Up for Sale?

Peloton traded below $7 Thursday, more than 95% off its high last year, while Carvana and CarMax each fell about 20%.

Peloton Shares Crash And Hit All-Time Low As Pandemic Stock Darlings Fall Back To Earth

The customer bases aren't exactly aligned, and Peloton will likely have to accept even worse margins on its products now that there's a retail middleman.

Peloton's Partnership With Dick's Is Not Good News

Dick's Sporting Goods

Peloton Interactive said on Thursday it will start selling its treadmills, exercise bikes and other fitness accessories in Dick's Sporting Goods stores as it looks to expand its customer base to lift sagging sales.

Peloton to sell its bikes at Dick's Sporting Goods

Could this move hurt the exercise equipment maker's already negative profit margins?

Why Peloton Stock Plunged Today

In a pre-holiday push aimed at boosting sales, membership and subscribers, Peloton announced Thursday (Sept 29) that it was launching 100 branded store-in-store locations in what it called an exclusive retail and online partnership with Dick's Sporting Goods.

Peloton Seeks New Members via in-Store Retail Partnership With Dick's

Source: JHVEPhoto / Shutterstock.com Peloton (NASDAQ: PTON ) stock is falling on Thursday despite the company announcing its fitness bikes are coming to Dick's Sporting Goods (NYSE: DKS ). According to a press release, Dick's Sporting Goods will carry the Bike, Bike+, Tread, and Guide.

PTON Stock Alert: What to Know as Peloton Hits the Shelves at Dick's Sporting Goods

The connected fitness maker isn't a healthy investment.

Why I'm Avoiding Peloton Stock Like the Plague

This will be the first time Peloton will sell its exercise equipment at a different brick and mortar store and comes weeks after Peloton brought its bikes to Amazon.

Peloton Will Sell Bikes At Dick's, Continuing Outside Retail Push

Dick's is the first brick-and-mortar retailer outside of Peloton to carry the equipment.

Peloton to Sell Equipment at Dick's Stores

Peloton Interactive Inc said on Thursday it will start selling its treadmills, exercise bikes and other fitness accessories in Dick's Sporting Goods Inc stores as it looks to expand its customer base to lift sagging sales.

Peloton to sell exercise bikes, treadmills at Dick's Sporting Goods stores

Dick's Sporting Goods Inc. DKS, +5.58% announced Thursday a partnership Peloton Interactive Inc. PTON, +0.49% , in which the sporting goods retailer will roll out Peloton-branded fitness shops inside more than 100 of its U.S. stores. The rollout is scheduled to begin early in the holiday season.

News for Peloton Stock (PTON)