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

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Cash & equivalents

Receivables

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Minority interest

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Book value per share

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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 connected-fitness company is in a difficult financial situation.

Peloton Raises $750 Million in Debt -- Should Investors Worry?

Beyond Meat

Roku

Rising long-term rates and negative commentary from a big CEO sent high-growth consumer discretionary names downwards.

Why Roku, Peloton, and Beyond Meat Fell Today

Barry McCarthy managed to secure the $750 million loan, but it might be the last one available for Peloton. Foley is still in charge, as per the board of directors and majority voting power. McCarthy was selected to please Wall Street at the expense of Main Street.

Peloton's Resurrection Plan

Ocugen, Inc.

2 Struggling Stocks That Aren't Likely to Recover Anytime Soon

'Demand is softening, cost inflation increasing, and competitive headwinds intensifying,' said a Craig-Hallum analyst on the at-home fitness industry.

Peloton Stock Sinks. A Weak Nautilus Forecast Adds to Doubts on At-Home Fitness Rebound.

Peloton Interactive, Inc. (NASDAQ:PTON ) J.P. Morgan Global Technology, Media and Communications Conference May 24, 2022 10:50 AM ET Company Participants Barry McCarthy - President and CEO Conference Call Participants Doug Anmuth - J.P.

Peloton Interactive, Inc. (PTON) Presents at J.P. Morgan Global Technology, Media and Communications Conference (Transcript)

Nautilus

Shares of Nautilus Inc. NLS, -20.84% plunged 20.5% in morning trading, putting them on track for the lowest close since March 2020, after the exercise equipment and digital fitness company swung to a fiscal fourth-quarter loss, as revenue that fell sharply from a year ago while gross margins were more than halved. The company also provided fiscal first-quarter sales guidance of $45 million to $55 million, which was well below the current FactSet consensus of $70.4 million, and consensus at the end of April of $114.6 million.

Nautilus stock plunges after disappointing outlook, and Peloton shares also fall

Carvana

Snap

Technology stocks have had a difficult period this year as concerns about high-interest rates continue. The Nasdaq 100 index has crashed by about 30% from its all-time high and is trading at the lowest since November 2020.

3 beaten-down tech stocks to avoid at all cost

Why Peloton Stock Dropped 10% Today

Today, investors in Peloton and PTON stock appear to be growing concerned around what could be a massive downshift in consumer spending. The post Why Is Peloton (PTON) Stock Down Again Today?

Why Is Peloton (PTON) Stock Down Again Today?

Plug Power

Rivian Automotive

RingCentral

Six Flags

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Peloton and Rivian.

Top Wall Street analysts see these stocks as long-term winners

The stock looks cheap, but the company has several problems to fix.

Is Peloton Stock a Buy After Dropping to $14 a Share?

Peloton's stock has seen another sell-off, falling by around 40% over the last month, as surging inflation, rising interest rates, and the prospect of a recession continued to turn investors away from growth stocks and pandemic favorites.

Peloton Stock Is Cheap Given Its Solid Subscription Business

Dealing with a lot of troubles lately, the at-home fitness company has its sights set on huge expansion.

Peloton CEO Says 100 Million Members Is the Goal

Details of the floating-rate loan deal reflect creditor caution. That means stock investors should be wary, too.

Peloton Just Raised $750 Million From Creditors. It Doesn't Make the Stock a Buy.

Peloton Interactive and NordicTrack maker iFit said they have settled all pending litigation between them, where the fitness equipment makers accused each other of infringing their respective patents.

Peloton, NordicTrack maker iFit settle all patent lawsuits

Peloton Interactive Inc and NordicTrack maker iFit said on Monday they have reached a comprehensive settlement to end all pending litigation between them, and that the litigation will be dismissed.

Peloton, NordicTrack maker iFit settle all litigation

Peloton Interactive Inc. PTON, +16.52% and privately held rival fitness equipment and subscription company iFIT announced Monday a settlement of all pending litigation between the companies. As part of the settlement, Peloton will license certain iFIT patents relating to remote control technology and iFIT will remove certain on-demand leaderboard technology from its products.

Peloton, iFIT settle all pending litigation against each other

NEW YORK and LOGAN, Utah , May 16, 2022 /PRNewswire/ -- Peloton (NASDAQ: PTON) and iFIT announce today the settlement of all pending litigation between them. All pending actions between the companies will be dismissed.

Peloton and iFIT Announce Settlement of All Pending Litigation

Customer demand is slowing, inventory is piling up, and cash flow is moving in the wrong direction.

Peloton's Troubles Continue With No End in Sight

Investment firms Sachem Head Capital Management and Soros Fund Management exited their positions in Peloton during the first quarter as the stock tumbled and the fitness company replaced its CEO, under pressure from an activist investment firm, regulatory filings made on Friday showed.

Sachem Head, Soros liquidated positions in Peloton in first quarter-filings

Connected fitness company Peloton Interactive (NASDAQ: PTON) unveiled a new product Thursday. Here's the latest and what it could mean.

Could Peloton's New Rower Provide A Rally For Beaten-Down Stock?

PTON stock has gained more than 12% today as investors view the confirmation of an indoor rower as a growth lever for Peloton. The post PTON Stock Climbs 12% as Peloton Unveils New Indoor Rower appeared first on InvestorPlace.

PTON Stock Climbs 12% as Peloton Unveils New Indoor Rower

The fitness equipment maker confirms it will release a rowing machine.

Peloton Teases Rowing Machine Coming to Its Lineup

Peloton instructor Adrian Williams teased the new machine, calling it a "game-changer" for users' fitness routines.

News for Peloton Stock (PTON)