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.

Most companies try to accelerate their growth because they want to convert it into a competitive advantage — in other words, a moat. Peloton, which experienced substantial growth at the height of the pandemic and is now going through major changes, including layoffs and a new CEO, never created one.

Outside the Box: Peloton never had a moat that protects the business – and that's why it will be sold

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PTON stock is trying to get rid of its dead money status and achieve smart fitness money status. Patience is needed to see if the plan works.

Peloton Interactive Has an Ambitious Restructuring Plan

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"I'm focused on doing exactly the opposite and exploring how much price elasticity there is for the business," Peloton CEO Barry McCarthy told Jim Cramer.

New Peloton CEO says he's not focused on raising prices, sees 'very bright future' ahead

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Peloton Isn't the ONLY Takeover Target. What Companies Could Be Bought Out in 2022?

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A Financial Times investigation revealed that Peloton received a series of bikes from its supplier in Taiwan that had issues with corrosion.

Peloton is still investigating how many of its bikes are rusting from the inside

How Peloton Tumbled From a Rapid-Growth Pick to a Value Play

While the Peloton outage has been resolved, PTON stock has a number of bigger problems on its plate. Here is what to watch.

Peloton Outage Overshadows Even Bigger Headwinds for PTON Stock

Peloton executives hatched a secret plan last year to cover up signs of rust and corrosion on bikes that were later sent to customers in an initiative that was reportedly known as “Project Tinman.”

Peloton hid rust, corrosion on exercise bikes sold to customers: report

For investors in Peloton and PTON stock, today's price action provides continued downside pressure, as the company experiences an outage. The post PTON Stock Runs Into the Spotlight Thanks to Unexplained Peloton Outage appeared first on InvestorPlace.

PTON Stock Runs Into the Spotlight Thanks to Unexplained Peloton Outage

The outage lasted just over an hour before getting resolved, but shares fell on the news.

Peloton Shares Fall After Major Outage Temporarily Hits Bikes And Treadmills

There were more than 4,000 incidents of people reporting issues with the fitness products maker's app over the past two hours, according to Downdetector.com.

Fitness-bike giant Peloton hit by massive online outage

Peloton on Tuesday suffered a major outage that meant users were unable to take its live and on-demand fitness classes.

Peloton hit by major outage, company says investigating the issue

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Welcome back to work after the Presidents Day weekend!

Unexplained outage impacts AWS, Slack, Peloton, GitHub, and others as short U.S. workweek begins

Users are reporting issues using Slack, Peloton, AWS, GitHub, and other applications, according to Down Detector.

Slack, AWS, and other websites appear to be experiencing outages

Peloton Interactive said on Tuesday its live and on demand classes were hit by a "major outage."

Peloton online services hit by outage

In an interview with The New York Times, McCarthy refuted reports that an internal meeting announcing his role ended early when fired staffers joined.

New Peloton CEO Barry McCarthy denies reports that angry laid-off staffers crashed and cut short the all-hands meeting where he was introduced

"I love John's strengths, but I'm running the company," new Peloton CEO Barry McCarthy told NYT's DealBook.

Peloton's new CEO explains the difference between his management style and that of his predecessor, John Foley: 'You'll never hear me say we're a family'

New Peloton CEO Barry McCarthy also told NYT's DealBook that the pandemic darling "got caught up in the vision thing at the expense of getting real."

New Peloton CEO describes what went wrong at the company: 'They spent money on things that they shouldn't have'

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In a virtual event hosted by Goldman Sachs in late 2020, John Foley recalled making the $1 trillion prediction to his board, according to the FT.

Peloton's former CEO predicted the fitness group would become 'one of the few $1 trillion companies,' report says

Why stop at just gamifying fitness with a leaderboard? Peloton is literally adding games to its repertoire today as it launches Lanebreak, which the company calls its “first gaming-inspired experience.

Peloton adds gaming-inspired ‘Lanebreak,' which looks like ‘Beatsaber' on a bike

To say that he has a difficult task in front of him would be an understatement.

News for Peloton Stock (PTON)