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.

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Cost of revenue

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Book value per share

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Cash dividends paid

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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.

DISH Network

Lululemon Athletica

A U.S. International Trade Commission judge has sided with DISH Network DISH, +1.83% in a case alleging that Peloton PTON, +4.30% , iFit, and Lululemon's Mirror infringed on patents.

Peloton, Lululemon infringed on DISH network patents, judge decides

Peloton (PTON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Is Most-Watched Stock Peloton Interactive, Inc. (PTON) Worth Betting on Now?

On Monday afternoon, Peloton Interactive (US:PTON) grabbed headlines yet again

Peloton Management Exodus sees Founders Foley & Kushi and CCO Cornils Exit in Pivotal Strategy Shift

The program represents Peloton's effort to revitalize its struggling business by attracting new customers with a cheaper, lower-commitment option.

Peloton is expanding its rental program nationwide a day after two of its cofounders stepped down

Less than 24 hours after the announcement that two co-founders had left the company, connected-fitness pioneer Peloton unveiled a new nationwide rental program Tuesday (Sept. 13) to substantially reduce the cost to new users.

Peloton Embraces Rental Model After Founders Exit

Investors are still processing what Peloton is going to look like under new leadership.

Why Peloton Stock Was Sinking This Afternoon

The exit of the company's founders hangs the connected fitness pioneer's future squarely on its subscription pivot.

Peloton Becomes Barry McCarthy's Ride or Die

Peloton Interactive Inc.'s (NASDAQ: PTON) co-founder and former chief executive, John Foley, was pushed out of his job as executive board chair.

Does Peloton Founder Foley Still Control the Company?

In a development that few investors likely expected, Peloton Interactive (NASDAQ: PTON ) co-founders John Foley and Hisao Kushi have officially stepped down from their positions at the company. In addition, Peloton's chief commercial officer is quitting.

PTON Stock Tumbles as Peloton Co-Founders Depart Company

The fitness equipment maker's stock is down over 90% from its 2021 peak, but it's still not worth owning for most investors.

3 Reasons to Sell Peloton Interactive

Peloton will be expanding its rental bike program nationally, offering the base-level bike and subscription for $89/month plus a $150 setup fee.

Peloton expands Bike rental program nationwide

Peloton was at the top of the connected-fitness food chain during the pandemic. Now, it has replaced its CEO and is laying off over 4,000 workers.

Peloton went from a pandemic-era success story worth $50 billion to laying off more than 4,000 workers. Here's how the company's meteoric rise turned into an equally swift fall.

Peloton Interactive Inc. PTON, +7.18% announced Tuesday that its rental program was expanding nationally, allowing unlimited access to all of the at-home fitness company's live and on-demand classes from $89 per month for the original Peloton Bike. The program, which was launched in select test markets earlier this year, would provide month-to-month membership, with no long-term commitment.

Peloton expands nationally rental program for bikes and classes, starting at $89 per month

Akero Therapeutics Inc

As the connected fitness equipment maker keeps going through turmoil, good news helped lift a largely unknown company's share price.

Peloton's Shake-Up Continues, but This Tiny Stock Doubled Early Tuesday

Rent Peloton's Bike/Bike+ for a low monthly fee that includes the cost of All Access Membership, with no long-term commitment NEW YORK , Sept. 13, 2022 /PRNewswire/ -- Today, Peloton (NASDAQ: PTON) announced the national expansion of its rental program, offering future Members the opportunity to enjoy Peloton's signature experience with just one low monthly cost and no long-term commitment.

Peloton Expands Rental Program Across the U.S. to Offer Easier Access and Flexibility

Peloton co-founders John Foley and Hisao Kushi are resigning from the company. The leadership changes come as the fitness giant has embarked on an $800 million restructuring plan.

Peloton co-founders John Foley, Hisao Kushi resign in leadership shakeup

Peloton Interactive Inc has said its co-founder John Foley and other senior management are leaving the company in a shake-up as the maker of connected exercise equipment pedals hard to turn itself around, the Wall Street Journal reported. Foley, who led the company for most of its 10-year existence, stepped down as CEO in February but remained executive chairman of the board.

Peloton Interactive says co-founder John Foley and other senior management to leave the company in shake-up

Shakeup comes as the exercise bike maker struggles to cut costs and regain investor confidence.

Peloton Co-Founders Leaving Company Amid Executive Shakeup

Chairman John Foley and chief legal officer Hisao Kushi are stepping down from Peloton as the down-and-out maker of exercise equipment they both helped to found tries to reshape a business that expanded rapidly and rode the pandemic to heady heights, then crashed under the weight of shareholder expectations as lockdown eased.

Peloton Co-Founders Exit as Exercise Platform Regroups

Peloton Interactive, Inc. (NASDAQ:PTON ) Goldman Sachs Communacopia + Technology Conference 2022 September 12, 2022 5:00 PM ET Company Participants Barry McCarthy - Chief Executive Officer Conference Call Participants Eric Sheridan - Goldman Sachs Eric Sheridan Just make sure these things on. Here it is.

Peloton Interactive, Inc. (PTON) Presents at Goldman Sachs Communacopia + Technology Conference 2022 (Transcript)

Peloton shares rose 2.3% to $11.30 in after hours trading.

Peloton's John Foley to step down in management shake-up

Peloton Interactive Inc. said late Monday that it has accepted the resignations of co-founders John Foley and Hisao Kushi, the latest leadership shakeup to hit the troubled interactive fitness company.

Peloton co-founders John Foley, Hisao Kushi step down in latest leadership shakeup

Foley, who stepped down as the company's chief executive in February, oversaw the company's meteoric rise – and crash down to earth.

Peloton Co-Founder John Foley Out As Board Chair

As exercise demands shifted away from the gym amid pandemic-related shutdowns, Peloton hit heights experienced by precious few tech firms. That made the connected fitness company's crash down to Earth all the more jarring.

Peloton co-founders resign amid company shakeup

Peloton's co-founder and former CEO, John Foley, announced he is resigning as the company's executive chairman after a rocky year with the company.

News for Peloton Stock (PTON)