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

Gross profit

Operating expenses

SG&A

Other

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EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

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Net PPE

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

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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.

New Peloton Interactive Inc. (NASDAQ: PTON) CEO Barry McCarthy sent a long-winded letter to his staff to explain his plans to repair the broken company.

Peloton's Change Superpower

Peloton's IPO prospectus had some lofty ambitions: A potential market of 67 million households across the world, 14 million of which could very well be interested in splashing a few grand on one of Pelton's high-end, cutting-edge exercise bikes

One hundred million Peloton subscribers? On your bike!

Last week's buyers are having second thoughts, and understandably so.

Why Peloton Shares Are Struggling Today

Shares of Peloton have lost 60% year to date and more than 90% versus all-time highs above $160. Consumer demand has slowed dramatically post-pandemic, but with reset expectations, Peloton has a chance to shine.

This Is Peloton's Rebound Moment

Pandemic-era poster boy Peloton has seen demand for its at-home workout solutions collapse. Management has been forced to initiate deep structural changes, with cash burn and a dwindling liquidity position in focus.

Peloton Attempts To Turn Around A Dire Situation. Bulls Crushed

Peloton is an exercise equipment miracle. Driven to some extent by the COVID-19 pandemic, it sold people exercise equipment for thousands of dollars.

Peloton Has Begun To Disappear

Peloton Interactive Inc. will turn over all of its final-mile warehousing and delivery functions to existing partners J.B. Hunt Transport Services Inc. (NASDAQ: JBHT) and XPO Logistics Inc., (NYSE: XPO) and will end in-house final-mile delivery operations, a company spokesman said Friday.

Peloton to outsource all final-mile deliveries as part of broad revamp

The maker of fitness bikes, once a pandemic darling, said it would reduce its retail footprint and end its last-mile delivery network in a cost-cutting strategy.

Peloton will slash jobs and raise prices in its turnaround effort.

Investors are reacting to the company's latest cost-cutting measures.

Why Peloton Stock Surged Higher Today

Peloton CEO Barry McCarthy told staff Friday the company would eliminate 800 more jobs, close many of its retail showrooms, and raise its bike prices.

Read the memo Peloton CEO Barry McCarthy sent to employees announcing job cuts, price hikes, and store closures

Luxury stationery bicycle- and treadmill-maker Peloton is cutting jobs and prices, and requiring employees to return to working in company offices three days per week, according to a memo from the company's CEO to employees obtained Friday by media outlets.

Peloton cuts jobs, boosts prices

Peloton Interactive Inc (NASDAQ: PTON) is up 15% on Friday after the connected fitness company made a string of announcements that reiterated its commitment to “profitability”. Peloton is cutting jobs The Nasdaq-listed firm says it will cut 780 jobs (including in-house support team) and shutter an undisclosed number of retail locations to minimise costs.

Peloton reveals new measures to cut costs

The exercise equipment maker is also making more jobs cuts.

Peloton Bike Plus and Tread Prices Are Going Back Up

Peloton is slashing jobs again, and this time it's also hiking prices on some of its products.

Peloton is cutting jobs, closing stores and hiking prices as it makes changes under its new CEO

Peloton's move comes as the fitness giant has announced an $800 million restructuring plan to turn its business around and create positive cash flow.

Peloton cutting over 700 jobs, raising prices on Bike+, Tread

It's the third round of layoffs in 2022 for the embattled fitness company, which was once a pandemic-era darling.

Peloton is slashing 800 more jobs, raising prices, and closing stores as part of the new CEO's plan to turn around the business

Shares of Peloton Interactive Inc. PTON, +9.78% shot up 9.1% toward a two-month high in afternoon trading Friday, after the at-home fitness company announced price increases for its Bike+ and Tread products. Separately, Barron's reported that Peloton was cutting nearly 800 jobs as part of a strategic overhaul.

Peloton to raise Bike+ prices by $500, will reported cut nearly 800 jobs and stock shoots up

The changes caused Peloton's stock to rise nearly 8% early Friday afternoon.

Peloton Unveils Price Hikes, Store Closures And Layoffs

Forbes is tracking the biggest layoffs as companies react to fears of a looming recession.

Peloton Reportedly Lays Off 800 Employees — Here Are The Major U.S. Job Cuts As Recession Fears Grow

Shares of the company rose as much as 7.5%.

Peloton slashing 800 jobs, raising bike prices

A federal judge said Peloton Interactive customers will be allowed to prove they overpaid for subscriptions because the exercise equipment and media company allegedly knew on-demand classes would be removed from its digital library.

Peloton must face lawsuit over availability of fitness classes

The company is eliminating its North America distribution and logistics network and its customer service team.

Peloton to Cut 800 Jobs as Part of Strategic Overhaul

Exercise equipment maker Peloton Interactive Inc said on Friday it would raise prices of its Bike+ product in the United States and Canada.

Peloton raises bike prices in United States and Canada

Peloton told employees it is slashing roughly 780 jobs, closing a significant number of its stores and hiking prices on some equipment.

Peloton shares jump as company announces price hikes for some products

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News for Peloton Stock (PTON)