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 punctuated a rough week with a bright spot, teasing the next major addition to its home exercise offerings. In a blink-and-you'll-miss-it moment, the connected fitness brand confirmed the forthcoming release of a home rowing machine.

Peloton is releasing a rowing machine

Shopify

Teladoc

Once prosperous investments throughout the pandemic, the high-flying days for these stocks is well over in 2022.

Pandemic Winners Turned Losers: Should You Still Buy?

Connected fitness company Peloton Interactive Inc (NASDAQ: PTON) reported quarterly earnings Tuesday morning. The company missed revenue and earnings per share estimates and shares sold off.

Analysts Cut Peloton Price Targets But Remain Impressed With Potential Growth

Peloton's took a $182 million hit in its previous fiscal quarter as inventory levels ballooned and consumer demand for its bikes and treadmills waned.

Peloton took $182 million impairment charge last quarter as inventories piled up

The connected fitness equipment maker is seeing its business collapse.

Peloton Interactive Is Running Off the Rails

JMP Securities upgrades shares of Peloton, saying the stock's valuation is at an attractive point. Stifel, in turn, downgrades the stock.

Peloton Posted an Earnings Whiff. This Analyst Still Upgrades the Stock.

Peloton Interactive (NASDAQ:PTON) was tipped for a modest rebound when US markets open after the fitness company hit a new low overnight on a deeper loss than expected and lowered revenue guidance. On Nasdaq yesterday, the stock was sitting near record lows at US$12.90 per share on Tuesday.

Peloton Interactive deep in the mire as lockdown boom evaporates

The at-home fitness company's losses are piling up as the pandemic subsides.

Why Peloton Stock Dropped Today

The exercise-bike company's shares plunged as much as 20% on Tuesday after it slashed its sales guidance, reported a deeper loss than Wall Street had expected and said it's low on cash.

Peloton shares plunge after CEO admits company ‘thinly capitalized'

Peloton's turnaround plan can't happen fast enough: The at-home fitness company continues to lose money — and it's quickly running out of cash.

Peloton is running out of cash

"The nature of turnarounds is they are full of surprises," Peloton CEO Barry McCarthy told analysts on Tuesday, during his first conference call at the company.

Peloton CEO says he was surprised by how deep some issues ran at the company

The fitness giant posted a net loss of $757.1 million, or $2.27 per share, compared with a loss of $8.6 million during the same period a year ago, while revenue slipped 24% year over year to $964.3 million, compared with $1.26 billion in the year-ago period.

Peloton sales plummet, shares skid

Once a pandemic stock darling, Peloton shares now sit near all-time lows.

Peloton Shares Plunge As CEO Warns Fitness Company Is ‘Thinly Capitalized'

The premium home fitness specialist is pedaling backward, and that's no small feat on a stationary bike.

Peloton Stock: Some Workouts Don't Work Out

Shares of Peloton Interactive Inc. were extending their plunge Tuesday after the maker of connected fitness equipment gave a downbeat forecast, indicating continued demand trouble for the onetime pandemic star.

Earnings Results: Peloton stock plunge continues after earnings bring ‘very few things to cheer about'

Exercise bike maker misses targets, with boss describing turnaround effort as ‘emotionally draining'

Peloton shares plunge 20% as losses widen and sales guidance cut

Thing just keeping getting worse for Peloton Interactive Inc (NASDAQ:PTON), with the fitness equipment maker's shares plummeting 17.1% to trade at $11.72 at last check, thanks to a dismal showing in the earnings confessional.

Peloton Stock Plummets After Dismal Revenue Forecast

Peloton (PTON) is the top trending stock on Yahoo today as the company's shares fall after releasing its fiscal Q3 2022 earnings report. The post PTON Stock Alert: 9 Things to Know as Peloton Plummets 15% After Reporting Earnings appeared first on InvestorPlace.

PTON Stock Alert: 9 Things to Know as Peloton Plummets 15% After Reporting Earnings

Peloton Interactive Inc (NASDAQ: PTON) tanked 20% in the stock market this morning on weak third-quarter results and disappointing guidance for the future. Peloton Interactive Q3 earnings snapshot Lost $757.1 million in fiscal Q3 versus the year-ago figure of $8.60 million.

Peloton tanks 20% on Q3 results: ‘worst-case scenario seems priced in'

Peloton Interactive, Inc. (NASDAQ:PTON ) Q3 2022 Earnings Conference Call May 10, 2022 8:30 AM ET Company Participants Peter Stabler - Senior Vice President, Investor Relations Barry McCarthy - President & Chief Executive Officer Jill Woodworth - Chief Financial Officer Conference Call Participants Doug Anmuth - JPMorgan Justin Post - Bank of America Youssef Squali - Truist Securities Ron Josey - Citi Shweta Khajuria - Evercore Arpine Kocharyan - UBS James Kopelman - Cowen Eric Sheridan - Goldman Sachs Aneesha Sherman - Bernstein Rohit Kulkarni - MKM Partners Operator Good day, and welcome to the Peloton Interactive Third Quarter 2022 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

Peloton Interactive, Inc. (PTON) CEO Barry McCarthy on Q3 2022 Results - Earnings Call Transcript

Peloton's stock is down 80% in 6 months. As I've been arguing consistently, avoid this name. Peloton doesn't just burn calories. It also burns through cash. A lot of cash. In fact, it burns 79 cents of free cash flow for every $1 of revenue.

Peloton: Down 80% In 6 Months, But Don't Buy This Dip, Avoid

Peloton (PTON) delivered earnings and revenue surprises of -15.29% and 0.83%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

Peloton (PTON) Reports Q3 Loss, Lags Revenue Estimates

The Peloton (NASDAQ: PTON) stock price crashed by more than 20% in premarket trading after the company's disappointing earnings. The stock, which closed at $14.3 on Monday, fell to as low as $11, bringing the firm's market cap to less than $5.

Should you buy the Peloton stock dip?

"We finished the quarter with $879 million in unrestricted cash and cash equivalents, which leaves us thinly capitalized for a business of our scale."

Peloton crumbles 20% to a record low after third-quarter earnings miss reveals a 'thinly capitalized' company

Market watchers were anticipating a rough quarter for Peloton, but not quite this bad. The beleaguered connected fitness company missed revenue estimates by $6 million, reporting $964.3 million – that's down from $1.26 billion from this time last year.

News for Peloton Stock (PTON)