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

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

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

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.

Peloton is sweetening the pot for its workers with one-time cash bonuses and changes to its stock compensation plan, according to internal memos.

Peloton sweetens employee pay incentives as it fights to boost morale and stage a turnaround

Nautilus

Peloton was a COVID-trade darling and has fallen greatly since the economy "re-opened". Nautilus has as well, but there is more value in Nautilus. Peloton expanded production of their pricey, connected exercise bicycles and treadmills as demand surged and also met with controversy and a very high valuation based on an unrealistic total addressable market.

Pair Trade: Short Peloton, Buy Nautilus: Much More Reasonably Valued For Recovery

Peloton Interactive Inc (NASDAQ: PTON) shares are trading higher Tuesday amid strength in growth stocks. The growth stock rally seems to be fueled by a drop in yields.

Peloton Stock Is Surging: What's Going On?

Upstart Holdings

These two technology stocks are each trading down over 90%. Is it time to buy shares at a steep discount?

Should You Buy 2 of the Worst-Performing Nasdaq Stocks in 2022?

Following a monster pandemic boost, the popular fitness innovator has seen its shares get absolutely crushed.

3 Facts About Peloton You Need to Know

Affirm

Carvana

MSP Recovery Inc

Despite surging during the pandemic, Peloton shares are down a whopping 74% in 2022.

Bear Market Losers: The Worst Performing Mid-Cap Stocks Of The First Half Of 2022

Peloton Interactive Inc (NASDAQ: PTON) shares are trading lower Wednesday. What's going on?

Peloton Stock Dipped Today: Here's What We Know

Shopify

Fears over a recession caused these consumer discretionary names to fall hard on Wednesday despite Shopify's stock split.

Why Shopify, Peloton, and Carvana Fell Hard on Wednesday

As the Fed raises interest rates and ends quantitative easing, access to cheap capital is drying up quickly.

Cash Burn: Stocks That Could Go To $0 As Fed Raises Rates: Peloton

There are also renewed concerns about the U.S. economy and consumer spending, as surging inflation and rising interest rates put pressure on household budgets.

The Peloton Sell Off Continues. Is The Stock Finally A Buy?

Freshpet

While there's no shortage of Wall Street analysts who will argue the bull case for stocks, there are just a few who are willing to put their reputations on the line and call out companies that will likely to end up in bankruptcy. The Man With The Vision: David Trainer, the.

He Predicted Fall Of WeWork And Rivian, Now This Analyst Warns These 3 Stocks Are Set To Implode

Peloton is making some positive changes, but it won't be a smooth ride for investors in the short term.

3 Charts That Should Make You Think Twice Before Buying Peloton Stock

The interactive fitness specialist is entering dangerous territory with the money it's losing on the bottom line.

3 Ways Peloton Can Bounce Back After the Crash

Carvana Co., Freshpet Inc. and Peloton Interactive Inc. could feel the cash burn as the Fed raises interest rates, according to independent equity research firm New Constructs.

These ‘zombie' companies could feel the cash burn, warns New Constructs

Disney

Cathie Wood led Ark Investment Management on Wednesday neared a complete exit from Walt Disney Co (NYSE: DIS) and Peloton Interactive Inc (NASDAQ: PTON) as it sold more of its remaining shares in the two companies.  After the latest sale, the popular money managing firm owns 150 shares in.

Cathie Wood Nears Complete Exit From Disney And This Exercise Bike Maker

SAN FRANCISCO , June 21, 2022 /PRNewswire/ -- Schubert Jonckheer & Kolbe LLP is investigating potential derivative claims on behalf of shareholders of Peloton Interactive, Inc. (NASDAQ: PTON) relating to possible false and misleading statements and insider trading by officers and directors.  Peloton and its officers and directors are currently subject to multiple class action securities lawsuits in the Eastern and Southern Districts of New York stemming from two independent courses of conduct.

SHAREHOLDER ALERT: Peloton Interactive, Inc. (PTON) Officers and Directors Under Investigation for False Statements and Insider Trading

The once-booming pandemic winner might be a solid investment, as its stock has cratered.

2 Big Reasons to Buy Peloton Stock on the Dip

The economic reopening has hurt demand for Peloton's products just as management invested in increasing capacity.

Down 74% in 2022, Is Now Finally the Time to Buy Peloton Stock?

There's more promise here than the stock price would have you believe.

This Fitness Stock Just Had a Banner Month. Does That Make It a Buy?

Jumia

Virgin Galactic

Jumia Technologies (NYSE: JMIA), Peloton Interactive, Inc (NASDAQ: PTON) and Virgin Galactic Holdings, Inc (NYSE: SPCE) were high flying stocks at the beginning of 2021 both in terms of price and popularity. Jumia, dubbed “the Amazon of Africa,” reached an all-time high of $69.89 on Feb..

A Look At Former Stock Superstars Jumia, Peloton and Virgin Galactic: Are There Any Signs Of Life?

After helping to guide the company for the past four years, Peloton CFO Jill Woodworth is stepping down from her role. She will serve as a a consultant on an interim basis through Sept.

Peloton CFO Jill Woodworth to step down

Peloton has announced that its chief financial officer, Jill Woodworth, is leaving the company and will be replaced by Amazon Web Services executive Liz Coddington, effective June 13th. Woodworth served as Peloton's CFO since 2018 and will serve as a consultant for Peloton on an interim basis.

Peloton hires Amazon Web Services executive Liz Coddington as new CFO in latest shakeup

Peloton's new CFO Liz Coddington faces the daunting task of turning around Peloton's finances, which have plummeted since its pandemic-era heyday.

Peloton hires a former Amazon VP as CFO on a $1 million base salary to deal with its struggling finances

Peloton has appointed Liz Coddington, a 20-year veteran of financial planning, as its new chief financial officer, a press release said. She's taking over for current CFO Jill Woodworth, who is stepping down after serving for the past four years.

Peloton Hires Ex-AWS Finance VP Liz Coddington as Its CFO

Teladoc

While many stocks suffered from the pandemic's initial economic impact, a handful actually benefited.

News for Peloton Stock (PTON)