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 Interactive Inc (NASDAQ: PTON) shares are trading lower Thursday after the company announced pricing changes for some of its products and services.  Peloton said it plans to lower the prices of its Bike and Tread products in all markets later today.

What's Going On With Peloton Stock Today?

The price of the company's signature Bike will drop by $300, while the Bike+ will see a $500 price reduction.

Peloton Cuts Bike Prices in 'Strategic' Bid for Market Share, Boosts Subscription Cost

And why investors selling the stock today are making exactly the wrong move.

Why Peloton Stock Fell Off the Bike Today

Exercise equipment maker Peloton Interactive Inc is hiking the monthly fee for its on-demand fitness content for the first time ever, while lowering the prices of its Bike, Bike+ and Tread machines, CNBC reported https://www.cnbc.com/2022/04/14/peloton-raises-subscription-fees-cuts-prices-for-bikes-treads.html?__source=sharebar%7Ctwitter&par=sharebar on Thursday.

Peloton to hike monthly fee for on-demand fitness content - CNBC

The company is struggling, but the stock is cheap.

Could Peloton Help You Become a Millionaire by 2030?

Blackwells Capital called former CEO John Foley a "distraction" and said that Peloton has not addressed any of its challenges.

The activist investor behind the exit of Peloton's founder isn't happy with the company's changes so far, and says 'the best option is to sell'

Despite a new report from Blackwells Capital calling for change, shares of PTON stock are in the green today. Here's what you should know.

Blackwells Capital and 5 Other Big Investors Betting on Peloton (PTON) Stock

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Could cyclical stocks be worth jumping on amidst the current market conditions?

Best Stocks To Buy Right Now? 3 Cyclical Stocks For Your List

Peloton Interactive Inc. shares PTON, +4.58% rose 4.2% Wednesday, after activist investor Blackwells Capital urged the company to again consider a sale, arguing it has not made enough progress under its new Chief Executive Barry McCarthy. The investor madethe statement in a presentation that was viewed by the Wall Street Journal.

Peloton shares up 4.2% as activist investor again urges sale of company

An activist investor firm slammed Peloton's new boss Barry McCarthy in a scathing attack, arguing the fitness firm is “worse off now” than it was under old management.

Peloton activist investor slams new CEO, John Foley in call for sale

The activist investor that pushed to oust Peloton Interactive Inc's co-founder and leader in January is now criticizing its new chief executive officer, arguing he has not made enough changes and that the company should be sold now.

Activist investor Blackwells criticizes new Peloton CEO, urges sale

Activist investor Blackwells Capital has renewed its calls for Peloton to put itself up for sale, claiming the connected fitness brand continues to flounder under new CEO Barry McCarthy. As CNBC reported Wednesday (April 13), Blackwells — which owns less than 5% of Peloton — argues the company's brand, technology, and subscriber base can be […]

Investor Blackwells Capital Renews Push for Peloton Sale

NEW YORK--(BUSINESS WIRE)--Blackwells Capital LLC (together with its affiliates “Blackwells,” “we” or “us”), an alternative investment management firm that is a significant shareholder of Peloton Interactive, Inc. (“Peloton” or the “Company”) (NASDAQ: PTON), today published a presentation highlighting the failure of Peloton's new CEO to galvanize shareholder support, address the severe and lingering governance issues facing the Company, or justify Peloton's independence. The full presentation c

Blackwells Capital Reiterates Its Call for Peloton's Board to Sell the Company

Chewy

NIKE

NKE, PTON, and CHWY may be about to capitulate as the direct-to-consumer model is facing pressure. Economic headwinds could cause these stocks to deteriorate and I don't want my readers to be on the wrong end of it all.

3 Direct-To-Consumer Stocks to Sell Before They Sink

Blackwells says Peloton has made little to no progress under new Chief Executive Barry McCarthy.

Peloton activist Blackwells Capital takes aim at new CEO, again pushes for sale

With a new CEO, what will the company's focus be?

How Peloton Stock Could Regain It's Pandemic Flare

Peloton's new camera-based 'Guide' strength training device will go on sale this week, as the company looks to reduce its reliance on its indoor exercise bikes and treadmills and bolster declining revenues. While Peloton initially advertised the product at $495 when it was unveiled back in.

Will Peloton's New Strength Training Device Shore Up Its Stock Price?

It will be a long road back to glory for Peloton stock, but there is a glimmer of hope among the negativity.

2 Big Reasons to Sell Peloton Stock, and 1 Reason to Buy

It's a step in the right direction, but still comes up short.

Peloton's Latest $300 Connected Fitness Device Is Still a Miss

With PTON stock finding a base around its 52-week low, there continue to be bullish and bearish arguments for the stock. The post Two Reasons to Buy Peloton and One Reason to Sell appeared first on InvestorPlace.

Two Reasons to Buy Peloton and One Reason to Sell

Peloton Interactive Inc's strength training product, Peloton Guide, would be available at a starting price of $295, about 40% lower than what it had originally planned, the company said on Tuesday.

Peloton launches strength training product at 40% lower price

When it comes to Peloton, it's better to wait for a sign that a turnaround is starting to take shape. Until then, hold off on PTON stock.

Avoid Peloton Stock As It Recovers From Its ‘Dead Cat Bounce'

Late last year, Peloton announced Guide. The set-top system is an effort to reach a broader slice of the market with a lower cost alternative to its line of bikes and treadmills.

The Peloton Guide is now available for $295

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Some of the pandemic-era winners that rallied on Monday will be able to hold onto their recovery while others will flounder, CNBC's Jim Cramer said.

Jim Cramer on how 9 ‘pandemic plays' that rallied Monday will perform going forward

The at-home fitness leader has a real opportunity to become a true fitness platform.

News for Peloton Stock (PTON)