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.

A new pricing model pilot program is worrying shareholders.

Why Peloton Stock Tumbled on Thursday

The rentals are much more affordable than Peloton's usual prices, which include at least $1,495 for a bike and $39 monthly for classes.

Peloton will now let some customers rent its pricey bikes for $60 to $100 a month — here's how it works

NEW YORK , March 10, 2022 /PRNewswire/ -- Peloton (NASDAQ: PTON) today announced that Andrew Rendich will be joining the company as Chief Supply Chain Officer, effective March 16, and Shari Eaton, currently Senior Vice President (SVP), Global Head of People, has been promoted to Chief People Officer. Rendich – who brings 30 years of experience in supply chain, operations, customer service, and technology – will take on the senior leadership role with expanded responsibilities that include overseeing Peloton's Supply Chain, Distribution, Member Support, and Information Technology teams.

PELOTON EXPANDS LEAD TEAM WITH HIRE OF ANDREW RENDICH AS CHIEF SUPPLY CHAIN OFFICER AND PROMOTION OF SHARI EATON TO CHIEF PEOPLE OFFICER

Peloton said on Thursday it would explore various pricing models in select US markets, as the exercise bike company looks to attract more customers and return to profitability.

Struggling Peloton to test offering bike, workout subscription for one price

Peloton Interactive Co.'s new chief executive is looking to overhaul the stationary-bike maker's pricing strategy in a bid to turn around the company.

The Wall Street Journal: Peloton to test new price plans in effort to turn the company around

New Peloton Interactive CEO Barry McCarthy is testing bike-subscription options as the company looks at a larger shift in strategy.

Peloton's New CEO Has a Plan to Fix the Company

The company is looking to reset after a pandemic-related boom in sales wanes.

Peloton to Test Monthly Bike and Subscription Bundle

New Peloton Interactive CEO Barry McCarthy is testing bike subscription options as the company looks at a larger shift in strategy.

Peloton Needs a Turnaround. Here's What Its New CEO Is Trying Out.

Peloton is set to introduce a new pricing system Friday (March 11) that allows customers to pay one monthly fee for their workout equipment and to take part in the home fitness brand's on-demand exercise classes. According to a CNBC report Thursday (March 10), the trial program will run in Texas, Florida, Minnesota and Denver, […]

Peloton Experiments With New Pricing System

Peloton Interactive Inc (NASDAQ: PTON) CEO Barry McCarthy took over as chief executive officer last month and immediately went to work following months of downward price action in Peloton's stock. His latest attempt to turn things around involves reimagining the fitness.

Peloton To Roll Out New Pricing Model: What You Need To Know

Peloton is testing a new pricing system, where customers pay a single monthly fee for both their workout equipment and for access to on-demand fitness classes.

Peloton is testing a new pricing model as it tries to win more customers

Exercise bike company Peloton Interactive Inc is testing new pricing strategy in order to turn around the company, the Wall Street Journal reported on Thursday, citing Chief Executive Barry McCarthy.

Peloton to test new price plans - WSJ

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Since many high-growth tech stocks peaked late last year, investors have hit the exits, sending one-time darlings into a tailspin.

Some tech stocks are down 75% from their highs last year — here are some of the biggest losers

Once the pandemic-darling of Wall Street, PTON stock has tumbled as the world's attention turns away from Covid-19 to eastern Europe. The post The Attention Shift Isn't Great for Peloton Interactive appeared first on InvestorPlace.

The Attention Shift Isn't Great for Peloton Interactive

The optics around the connected fitness leader just aren't very good.

Why Peloton Interactive Is Plummeting This Week

Peloton Interactive Inc (NASDAQ: PTON) shares have been on a downhill ride over the last year. The connected fitness company has cut back production of some of its products, trimmed 20% of its workforce and hired a new CEO to try to turn things around.

Peloton Rolls Out Extended Free Trial Period: Will It Stop COVID Lockdown Stock's Downhill Slide?

A high-profile shareholder sold a lot of stock in a move that spooked investors.

Why Peloton Stock Took a Dive on Thursday

John Foley, who stepped down as CEO last month and became Peloton's executive chairman, sold about 1.92 million shares, according to a regulatory filing.

Peloton's ex-CEO John Foley sells $50M in stock as fitness firm struggles

Peloton co-founder and ex-CEO John Foley has sold about $50 million in stock to an investment firm backed by Michael Dell, MSD Partners.

Peloton ex-CEO John Foley sells $50 million in stock to Michael Dell's investment firm

The stock sale comes just weeks after Peloton CEO John Foley stepped down from the connected-fitness company amid a sales slump.

Peloton Founder Sells $50 Million of Stock to Michael Dell-Backed Firm

Peloton Interactive Inc.'s founder and former chief executive, John Foley, has sold about $50 million worth of shares in the company to an investment firm backed by computer entrepreneur Michael Dell, according to a securities filing Wednesday.

The Wall Street Journal: Peloton founder John Foley sells $50 million in shares to firm backed by Michael Dell

A change in direction does not seem to be in the connected-fitness guru's future.

Why Peloton Stock Is Tumbling 6% Today

And a look at real estate investing and interest rates.

Which Company Might Buy Peloton?

PTON stock has been in a persistent state of decline, and there are good reasons for this, as Peloton's reputation is far beyond repair. The post It's Just One Problem After Another for Peloton appeared first on InvestorPlace.

It's Just One Problem After Another for Peloton

New company leadership has a tough task ahead.

News for Peloton Stock (PTON)