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

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Short term debt

Income tax payable

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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

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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.

Peloton said it has implemented a fix and is monitoring the situation.

Peloton Crash: Exercise Platform Experiences Major Outages

NEW YORK, Aug. 04, 2022 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) will release its fourth quarter and full-year fiscal 2022 results before the U.S. stock market opens on Thursday, August 25, 2022. The Company will hold a conference call and simultaneous live webcast to discuss results at 8:30 a.m. (Eastern Time) that day.

Peloton Interactive, Inc. Announces Fourth Quarter and Full-Year Fiscal 2022 Earnings Release Date, Conference Call and Webcast

Peloton pushed too hard and injured its fundamentals. Time will tell whether it can get back up.

Down 94%, Can This Beaten-Down Stock Make a Comeback?

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This article is excerpted from Tom Yeung's Profit & Protection newsletter dated July 28, 2022. To make sure you don't miss any of Tom's picks, subscribe to his mailing list here.

10 Stocks to Sell Before They Die

The maker of connected fitness equipment just can't find the right gear to make its move.

Why Peloton Interactive Is Cycling 4% Lower This Week

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Peloton and Wayfair aren't built for what lies ahead.

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Peloton (PTON) is a Sell Eva Ados, COO and Chief Investment Strategist at ERShares, recently appeared on CNBC's Three Stock Lunch to discuss the evident ‘corporate greed' within Peloton's management. Ados indicates the deep-rooted factors that are contributing to the downfall of Peloton.

Eva Ados on Peloton: “One of the Worst Examples of Corporate Greed”

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Sale listings for Peloton bikes are proliferating on marketplaces like Craigslist, eBay, and Facebook. "I just want it gone," said one seller.

This might be the best time yet to buy a used Peloton bike

Oppenheimer has issued a bullish take on early pandemic winner Peloton. Here's why one analyst thinks PTON stock can double in price.

Oppenheimer Says Peloton (PTON) Stock Could Double to $20

Analysts are starting to warm up to this stock even though it's burned so many investors over the past year.

Peloton Stock Plunges Even Though 1 Analyst Believes It Can Double in Value

Cash flow is the connected-fitness company's top priority now, and it has a tangible -- if not easy -- path to profits.

Here's Why Peloton's New CEO Is Saying 'No' to Growth

Management is giving up cost control to improve cash flow.

Peloton Just Made a Surprising Move. What's Next for Investors?

The top at-home fitness business has struggled with a bloated cost structure.

Will Peloton Become Profitable After Its Latest Move?

Peloton's stock is down 95% off its highs.

Is Peloton's Latest Cost-Cutting Strategy Reason to Buy the Stock?

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The majority of analysts on Wall Street recommend positive ratings for PayPal Holdings Inc. ( PYPL , Financial) and Peloton Interactive Inc. ( PTON , Financial). That is surprising given these two stocks haven't performed well over the past 52 weeks ending July 14.

2 Falling Knives to Catch

This is a big move to speed up the company's return to profitability.

Why Peloton Interactive Stock Was Falling This Week

The maker of connected fitness equipment is desperate to cut costs as sales continue to erode.

Why Peloton Stock Is Falling Yet Again Today

With Peloton's revenue expected to fall 28%, investors should look out below.

Peloton Interactive's 95% Off Sale? Why You Should Avoid The Stock

Peloton will stop making its own bikes and treadmills, a drastic change for the struggling company aimed at cutting costs and ensuring its ability to remain afloat.

Peloton will stop making its own bikes

Peloton Interactive, Inc. (NASDAQ: PTON) announced it is exiting all owned-manufacturing operations. These are the details.

Peloton (PTON) Exiting Owned-Manufacturing Operations And Expanding Relationship With Rexon

Peloton Interactive Inc (NASDAQ: PTON) down 75% from its year-to-date high is “not” a buy, says Eva Ados. She's the Chief Investment Strategist at ERShares.

Peloton is ‘one of the worst examples of corporate greed': Eva Ados

It's hard not to feel for Peloton's new leadership. The team has the harrowing task of attempting to right the ship following explosive growth and a subsequent messy crash back down to Earth.

News for Peloton Stock (PTON)