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

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Net PPE

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Stockholders equity

Minority interest

Total liabilities & equity

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Book value per share

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Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

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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 down almost 80% this year. But even at this discount, Peloton's problems make us stay away from the stock.

2 Big Reasons Not to Buy Peloton Stock Right Now

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Peloton's stock is in flux. So is its business.

Peloton Stock Is Down 78% Over the Past Year. Is the Only Way to Go Up?

It's clear from the subscriber retention rate that Peloton users love the experience of using its products.

This Number Suggests Peloton Will Be Fine

Peloton's chief supply chain, operations, and business officers have departed, Bloomberg reports. Last week, cofounder John Foley stepped down as CEO.

Peloton has reportedly lost a further 3 senior execs amid a wide-ranging shake-up at the struggling fitness company

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FOX Business consulted fitness experts and current Peloton promotions to help consumers decide if they should buy Peloton equipment or subscriptions or look elsewhere based on exercises preferences and financial factors.

Should you get a Peloton? Fitness experts discuss considerations before you buy

Despite all the negative headlines, there are reasons to believe that this might be a winning investment.

Here's Why Peloton Stock Could Be a Smart Buy Right Now

Peloton has overhauled its operations, bringing in new management and making layoffs, according to a Monday (Feb. 14) Bloomberg report. That includes the leaving of executives running operations, its supply chain and various other functions.

Peloton Operations, Supply Chain Execs Exit

Peloton Interactive Inc's stock price tumbled more than 50% in the last three months of 2021 but several prominent investment firms were so sure the at-home fitness company could regain its footing that they bought new or added to existing positions.

Prominent investors stocked up on Peloton as stock stumbled in late 2021

The connected fitness equipment maker just shot holes in the best reason for buying the stock.

Why Peloton Interactive Is Stumbling 6% Today

Peloton's new CEO, Barry McCarthy, pledged to double down on content and downplayed the possibility of a sale.

Peloton Shares Fall After New CEO Says Company Won't Be Sold In The ‘Foreseeable Future'

Reports circulated beginning in 2020 that Peloton was working on a connected rowing machine similar to is bikes and treadmills.

Peloton is reportedly close to launching its long-awaiting connected rowing machine

CEO Barry McCarthy aims to turn the company around by focusing on more digital content and possibly overhauling the current subscription structure.

Peloton stock sinks after new CEO says sale of the company is unlikely and the exercise equipment-maker is eyeing long-term growth

New Peloton chief executive Barry McCarthy is pushing aside suggestions that the home fitness brand will be put on the block, telling The Financial Times Monday (Feb. 14) that he's moving across the country to help the company pursue growth opportunities. Those opportunities, he told FT, include doubling its slate of on-demand content offerings, expanding […]

New Peloton CEO: No Plans to Sell Floundering Connected Health Brand

Peloton's CEO is trying to quash rumors that the beleaguered fitness company will be sold to Amazon, Nike or Apple — even as he admits it's not ultimately his call.

Peloton CEO Barry McCarthy says sale not ‘likely' in ‘foreseeable future'

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Soros' investment firm slashed its position in the largest ETF tracking the Nasdaq to a stake worth $9.4 million, down from $356.2 million in Q3.

Billionaire George Soros shed positions in Amazon and Alphabet before January's tech sell-off — and took stakes in Rivian and Peloton

Recent news about Peloton prompts a very important question investors should consider.

Is Insider Selling a Good Reason to Dump a Stock?

PTON stock soared this week. However, its comeback will take a lot longer to pull off, if it manages to bounce back at all.

Peloton's Comeback Will Be an Uphill Climb

Beleaguered fitness platform Peloton Interactive, Inc. (NASDAQ: PTON), which had taken a leaf out of tech giant Apple, Inc.'s (NASDAQ: AAPL) business model, may need to rethink this strategy. Peloton's Problem: Apple has found much success with its approach of combining its hardware, software and services into one package, and Peloton was quick to adopt this approach, Bloomberg columnist Mark Gurman said.

Why Apple's Business Model Won't Work For Peloton And How The Fitness Company Can Turnaround Its Business

Eventually gyms started opening again and sales started to slow. So much so that Peloton's stock performance went from a 52-week high of $155.52 to a low of $22.81 as of February 7.

Amazon Or Nike? Who Should Buy Peloton?

The departure of Peloton founder John Foley as the company's CEO raises a question the market has struggled to answer: when should a founder step aside?

The fall of Peloton's John Foley and the stock market's big founder problem

Peloton was at the top of the connected-fitness food chain during the pandemic. Now, it's replacing its CEO and laying off 20% of its workforce.

Peloton went from a pandemic-era success story worth $50 billion to laying off 20% of its workforce. Here's how the company's meteoric rise turned into an equally swift fall.

Despite Wall Street's M&A daydreams, the connected fitness guru has a huge hurdle to surmount for that to happen.

Don't Get Your Hopes Up -- Peloton Interactive Won't Get Sold Soon

A few recent developments have renewed investor confidence in the interactive fitness provider.

News for Peloton Stock (PTON)