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

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EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

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Net PPE

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Stockholders equity

Minority interest

Total liabilities & equity

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Book value per share

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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.

Fresh off an announcement that it would begin selling its bikes on Amazon.com Inc., Peloton Interactive Inc. posted a sharp loss for its most recent quarter along with nearly flat sequential growth in connected fitness subscribers.

Peloton loses more than $1 billion in latest quarter, stock dives

Peloton Interactive Inc reported a bigger fourth quarter net loss on Thursday, signaling an uphill battle to turn around the company grappling with low demand for its fitness equipment following a quick return to pre-pandemic lifestyles.

Peloton posts wider quarterly net loss

Peloton has pursued sweeping changes, including price hikes and a shift to emphasizing subscriptions, that have yet to fully pay off.

Peloton reports big loss, decline in revenue as the company grinds through its turnaround plan

NEW YORK, Aug. 25, 2022 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) has announced its financial results for fourth quarter and full-year fiscal 2022. Please visit the Peloton investor relations website https://investor.onepeloton.com/financial-information/quarterly-results to view the fourth quarter and full-year fiscal 2022 shareholder letter. Today the company will host a conference call and live audio webcast to discuss the results at 8:30 a.m. ET.

Peloton Interactive, Inc. Reports Fourth Quarter and Full-Year Fiscal 2022 Financial Results

Amazon

Peloton's shares were 20% higher on the day of the announcement.

Peloton's Stock Soars After Deal With Amazon

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Analysts forecast more red ink in the fitness firm's fiscal fourth quarter, but Peloton shares shot up Wednesday after it unveiled a shop on Amazon's site.

Peloton Expected to Report Another Loss Thursday

Peloton Interactive Inc (NASDAQ:PTON) is surging on the charts today, up 20% at $13.44 at last glance.The company said it will sell some of its equipment and accessories through Amazon.com (AMZN), marking a move away from its direct-to-consumer business model.

Options Traders Target Peloton Stock on Amazon News

Peloton's high-end exercise bikes and other gear will now be able to be bought on Amazon in the U.S., a partnership aimed at boosting the fitness company's sales that have languished since the easing of pandemic lockdowns.

Peloton to sell its bikes on Amazon in bid to reverse slump

The deal, which will help expand distribution of its stationary bikes, comes in the middle of a turnaround effort by the company's new chief executive.

Peloton will sell fitness equipment and apparel on Amazon.

Pelton shares soared on the news although the stock has lost more than half of its value this year.

Peloton to sell exercise bikes, accessories on Amazon

The connected fitness equipment maker is making a push to reach new customers.

Why Peloton Interactive Is Soaring Today

Source: JHVEPhoto / Shutterstock.com Peloton (NASDAQ: PTON ) stock is getting a boost on Wednesday after the fitness company's products started selling on Amazon (NASDAQ: AMZN ). This has Amazon carrying the Peloton Bike, Guide, accessories, as well as clothing.

PTON Stock Pops as Peloton Products Launch on Amazon

It's about to get easier to buy a Peloton, and that's great news for Amazon.

Is Amazon Stock a Buy After its Peloton Partnership?

The partnership comes as Peloton has shifted its logistics strategy, slashing thousands of jobs and eliminating in-house production and delivery.

You can now buy a Peloton bike on Amazon, thanks to a major new deal for the embattled fitness company

Peloton has made a deal with Amazon to sell its exercise bikes and other fitness products on the eCommerce giant's platform as it tries to battle declining sales, according to multiple media reports Wednesday (Aug. 24).

Peloton to Sell Equipment on Amazon

This is Peloton's first distribution deal with a retailer as the at-home fitness company looks to get back on its feet.

Peloton Launches Sales On Amazon—Shares Jump 17%

Peloton Interactive (NASDAQ:PTON) stock soared more than 18% on Wednesday morning following the announcement that the fitness company's products were now available for purchase in Amazon.com Inc (NASDAQ:AMZN)'s US stores. The Peloton exercise bike, guide, and selected accessories and apparel are available for purchase, with bike delivery available to most of the US.

Peloton stock soars as company announces agreement to sell exercise bikes and fitness accessories through Amazon

It's not confirmation of a rumored Amazon acquisition, but Peloton this morning confirmed that it has begun selling select equipment and apparel through the retailer. Starting today, Amazon customers can buy select products, including the Peloton bike, set-top Peloton Guide, clothing and branded accessories like shoes and weights through the official Peloton store.

Peloton starts selling equipment on Amazon, in major retail strategy shift

Shares of Peloton Interactive Inc. were shooting more than 8% higher in premarket trading Wednesday after the company reached an agreement to sell equipment and other products through Amazon.com Inc.

Peloton stock rockets amid plans to sell bikes through Amazon

Peloton Interactive Inc said on Wednesday it had struck a partnership with Amazon.com Inc to sell some of its fitness equipment on the online retailer's U.S. platform.

Peloton to sell some fitness equipment on Amazon

World's Largest Connected Fitness Company Broadens Distribution Channels and Expands Brand Awareness NEW YORK , Aug. 24, 2022 /PRNewswire/ -- Peloton Interactive, Inc. (NASDAQ: PTON) today announced the Peloton Bike, Guide, and select accessories and apparel are now available for purchase in Amazon's U.S. stores , with Bike delivery available to most of the United States. Prior to today, Peloton's new products and accessories were sold, exclusively, through the brand's e-commerce site, inside sales channels and global showrooms.

PELOTON LAUNCHES PRODUCTS, APPAREL AND ACCESSORIES IN AMAZON'S U.S. STORES

Peloton is working with Amazon in a bid to broaden its customer base and sell more products in the United States.

Peloton strikes a deal to sell fitness equipment and apparel on Amazon

Abercrombie & Fitch

Coty

Dollar Tree

The three major U.S. equity indexes closed sharply lower Monday. The Dow Jones industrials dropped 1.91%, the S&P 500 lost 2.14% and the Nasdaq tumbled by 2.55%.

Earnings Previews: Abercrombie & Fitch, Coty, Dollar Tree, Peloton

Last week, Peloton outlined plans to downsize its workforce as it shutters some warehouses and trims its distribution and customer services operations, opting for third-party deliveries.

News for Peloton Stock (PTON)