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 looking at possibly selling a sizable minority stake in an effort to improve its business amid sinking fortunes, The Wall Street Journal reported Thursday (May 5), citing sources familiar with the matter. The company is reportedly targeting potential investors, including industry players and private equity firms, which could end up with a stake […]

Peloton Hopes to Boost Business With Minority Stake Sale

Fitness equipment maker Peloton Interactive Inc is exploring the sale of a sizable minority stake in the company, the Wall Street Journal reported on Thursday, citing people familiar with the matter.

Peloton seeks buyers for minority stake - WSJ

In February, Peloton CEO John Foley stepped down as the connected fitness pioneer cut 2,800 jobs. No one could say the news was unexpected.

Peloton reportedly looks to sell up to a 20% stake amid struggles

Peloton Interactive Inc. is exploring a sale of a sizable minority stake, in an effort to shore up its business as the once-hot bike maker's stock continues to sink.

The Wall Street Journal: Peloton looks to sell significant minority stake to shore up business

Peloton Interactive, Inc (NASDAQ: PTON) reached a new all-time low on Wednesday, falling to the $16.78 mark before bouncing up slightly from the level. The exercise equipment company has been heavily beaten down, plunging almost 90% from the Jan. 14 all-time high of 171.09 to Wednesday's low-.

Here's The Bull And Bear Case For Peloton's Stock

The connected fitness guru is set to report earnings tomorrow.

Why Peloton Interactive Is Tumbling Today

The at-home fitness company's long-term revenue potential could end up being higher.

Peloton Shareholders Should Watch These 2 Important Metrics

And it will prove that the business is heading in the right direction.

Peloton Stock Could Be Primed for a Pop If This Happens

The connected-fitness guru doesn't have much to look forward to for the immediate future.

Why Peloton Interactive Stock Is Still Falling This Week

Boston Beer Company

SoFi Technologies

These are the best potential M&A deals to invest in now. SAM, PTON, and SOFI can make great investments in 2022.

3 Potential M&A Deals That Could Be Huge Stock Movers

DraftKings

Netflix

Investors are concerned about high inflation and the possibility that efforts to fight it may lead to a recession.

Why Netflix, Peloton, and DraftKings Fell on Tuesday

The at-home exercise company has gone on a wild ride over the last few years.

Where Will Peloton Be in 5 Years?

Analysts see value in this beaten-down fitness stock.

Peloton Stock: Headed to $50?

The investment was a loser for me, but I cut my losses when I noticed the company's prospects decline.

Here's Why I Sold Peloton Stock and Why I'm Not Buying Back Just Yet

NEW YORK, April 22, 2022 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) will release its third quarter fiscal 2022 results before the U.S. stock market opens on Tuesday, May 10, 2022. The Company will hold a conference call to discuss results at 8:30 a.m. (Eastern Time) that day.

Peloton Interactive, Inc. Announces Third Quarter Fiscal 2022 Earnings Release Date, Conference Call, and Webcast

Peloton stock's price dropped by 87% to $22 per share, from its record high in December 2020. Now, it is time to buy the future. The pandemic acted like a catalyst, making online training normal at a faster pace than we expected.

Buy Peloton Interactive: The Pandemic Was Just A Catalyst

The interactive exercise equipment company has been tweaking its pricing to find the right fit.

Peloton Changes Prices (Again)

The company plans to raise the price of its core subscription while cutting prices of its bikes and treadmills.

Peloton's Price Shake-up Will Hurt Margins. It Could Help the Company Long Term.

Peloton recently announced it'll raise the cost of its monthly subscription to $44 from $39 in the US and to $55 from $49 in Canada, starting June 1.

Some Peloton users aren't happy about the company's plan to raise monthly subscription fees by $5

Peloton Interactive is raising the price of its connected fitness membership for the first time starting in June, to $44 from $39—a price point long considered "sacred" by executives.

Peloton Plans to Kill Its 'Sacred' Price Point. What It Means for the Stock.

Pinterest

Here are two stocks that need a fresh start in one way or another.

2 Growth Stocks That Need A Fresh Start

Peloton Plans to Kill Its 'Golden Goose' Price Point. What It Means for the Stock.

Peloton Interactive Inc. PTON, -4.63% has announced new pricing across the fitness company's offerings. The company is cutting prices on its bike and treadmill packages.

Peloton lowers the price for bikes and treadmills, raises the price on membership in North America

The Peloton (NASDAQ: PTON) stock price has been in a relentless sell-off in the past few months as concerns about the company's future remain. The stock has dropped to $23.87, which is close to its all-time low of $19.70.

Peloton stock price forecast as the firm changes strategy

Effective June 1, the price of Peloton's all-access subscription plan in the United States will go up to $44 per month, from $39.

News for Peloton Stock (PTON)