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

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Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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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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SG&A

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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 CEO of Peloton Interactive Inc. (NASDAQ: PTON) seems to think he has a handle on the exercise bike maker's deep problems.

Peloton's Bad News Gets Worse

Amazon

Peloton stock was a big coronavirus winner. But shares have stumbled amid huge losses and tumbling revenue.

Is PTON Stock A Buy Or Sell After Big Loss, Amazon Partnership?

Peloton Interactive Inc (NASDAQ: PTON) share prices went up 10% after the media and fitness equipment company based in America announced it will be partnering with Amazon to try and regain the confidence of its investors and broaden its existing customer base, as its share price drops and revenue growth slows down from pandemic highs.

Peloton stock is up 10% after striking a new deal

There's reason to at least be a little bit concerned.

Why Peloton Stock Traded Lower Today

Source: JHVEPhoto / Shutterstock.com Peloton (NASDAQ: PTON ) stock is in full focus today after the company announced it would delay its annual 10-K filing. Companies must submit a 10-K to the U.S. Securities and Exchange Commission (SEC) once per year, detailing organizational structure, financial statements and any other relevant data.

PTON Stock: Peloton Delays 10-K Filing Amid Strategic Restructuring

If this trend continues, things could get a lot worse for the once high-flying fitness company.

This Major Indicator Could Be Bad News for Peloton Stock

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Peloton might run out of ocean before it can right the ship.

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The at-home fitness company says it requires additional time to complete the accounting related to 'strategic business developments.'

Peloton Delays Filing 10-K Annual Report

A U.S. judge on Monday handed a victory to Peloton Interactive Inc, saying subscribers must arbitrate their claims that the maker of at-home bicycles improperly charged sales tax on memberships in New York, Virginia, Massachusetts and Oregon.

Peloton persuades U.S. judge to send sales tax lawsuit into arbitration

PTON is riding several trends that we believe will continue to grow and is the market leader in the connected fitness industry. PTON has enough cash for about a year at the current burn rate, which we think is enough rope for new CEO McCarthy to get PTON to a profitable state.

Peloton: The Fitness Appliance

Sales of upscale connected fitness equipment are plummeting.

If You Needed a Signal to Avoid Peloton Interactive, Here It Is

The pandemic-era darling faces a brutal post-pandemic slowdown.

Is Peloton Interactive Stock a Buy?

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Few companies flourished more amid the pandemic's economic upheaval than Peloton.

Layoffs. Losses. Plunging share prices.

“The company is a shell of what it was."

Top execs of NordicTrack maker iFIT exit amid Peloton battle: sources

Member engagement is way down, and more subscribers are dropping Peloton's pricey subscription.

The Fatal Flaw in Peloton's Turnaround Strategy

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Nordstrom, Twitter, Peloton: Stocks That Defined the Week

Shares of Peloton plummeted over 18% in Thursday's trading as the company reported poor fiscal year-end results. The battered exercise-bicycle maker reported a loss of $3.76 per share.

This Short Strangle Takes Advantage Of Sky-High Volatility In Peloton Stock

The premium home fitness specialist may seem to be pedaling the wrong way, but sometimes you have to go back to move forward.

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Peloton's market capitalization is down $51 billion. Without more cash, can it outlast its plunging revenues?

After 28% Revenue Drop, Peloton Could Burn Through Its Cash In 2023

The stock fell 18% on Aug. 25 after it reported Q4 earnings.

Why Is Everyone Talking About Peloton Stock?

When fitness product maker Peloton Interactive Inc. (NASDAQ: PTON) released its quarterly earnings, they could not have been worse.

Peloton Gets Crushed

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Peloton investors are fleeing after the company's discouraging fourth quarter. But CEO Barry McCarthy is trying to convince them to stick around.

News for Peloton Stock (PTON)