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.

Shareholders should look beyond the recent headlines.

Should Investors Be Worried About Peloton Stock?

Activist investor Blackwells Capital is calling on Peloton Interactive Inc (NASDAQ: PTON) to seek a buyout rather than restructure its struggling business internally. Peloton shares are down 76.2% in the last year as the company has struggled to find post-pandemic growth.

Why This Activist Peloton Investor Wants The Company Put Up For Sale

Robinhood

Netflix

PayPal

Roku

SoFi Technologies

Block

There's been a flurry of M&A activity lately. Could these big names get caught up in the fray?

Could These Beaten-Down Stocks Be Potential Acquisition Targets in 2022?

The ex-employee, whose name was not revealed, worked as a field operations specialist for Peloton, tasked with delivering and setting up the brand's bikes. They were one of 2,800 employees to be laid off – amounting to roughly 20% of Peloton's corporate workforce.

Peloton layoffs felt ‘sudden' and ‘scripted,' ex-employee says

Investors are looking into Peloton stock after CEO, John Foley, announced Tuesday that Spotify CFO, Barry McCarthy, will be replacing him when he steps down.

Investors Keep Tabs On Peloton Stock Amid Buyout Buzz

It's been a big week for Peloton, and some people might see this as an opportunity to buy into PTON stock. Here's what you should do.

Is Peloton a Buy After Its Recent CEO Shakeup?

With the new CEO, I see two outcomes: the comeback story or the fixer-upper that gets acquired.

What's Next for Peloton? A Comeback or a Sale?

After several years of revenue growth over 100%, Peloton estimates sales will decrease in 2022.

Peloton Lowers Revenue and Subscriber Guidance for 2022 (Again)

Peloton Interactive Inc's star trainers are proving to be just as valuable as its stationary bikes to help the company survive after the pandemic.

Peloton's rabid fans, celebrity trainers key to future

Several news items pushed the high-end exercise company higher.

Why Peloton Skyrocketed This Week

Amazon

While nothing about the prospect of an acquisition is certain, it's not too soon to think about possible synergies.

A Pairing of Peloton and Amazon Makes a Lot of Sense

Peloton's leadership change is not enough, says one investor. A sale is still the best option.

Peloton investor demands sale, not impressed with new leadership

Acquiring Peloton (PTON) anywhere close to its current valuation would be a poor use of capital.

Fade The Rumors On Peloton Before The Market Sells The News

Buffett is unlikely to acquire Peloton, given the connected-fitness company's uncertain future, its rivalry with Apple, and the risk of a bidding war.

Warren Buffett's Berkshire Hathaway is being touted as a potential Peloton acquirer. Don't expect a deal to happen.

The company will shed workers, reduce marketing, and enforce greater investment discipline.

Peloton Stock Surges as It Finds $800 Million in Savings and Changes CEO

"I'm selling all my Peloton apparel to pay my bills!!!" said one person in the chat section of the virtual all-hands meeting, CNBC reported.

Laid-off Peloton workers crashed an all-hands meeting with the company's new CEO, cutting it short: report

Peloton's first company-wide meeting including new CEO Barry McCarthy was zoom-bombed by angry axed employees according to a report.

New Peloton CEO's first company meeting crashed by angry laid-off workers: report

Incoming Peloton CEO Barry McCarthy cut short his first all-hands meeting Wednesday, after current and recently laid-off employees deluged the chat with outraged messages, CNBC reports.

Angry Ex-Employees Reportedly Disrupt New Peloton CEO's Introductory Meeting

Peloton built its faltering exercise-bike empire partly by bullying competitors over technology patents, according to an explosive court filing -- and in one case allegedly paid a smaller rival nearly $25 million in a sham agreement designed to burnish its dominant image.

Struggling Peloton built bike empire by bullying its competitors in court: suit

Bitter ex-Peloton employees crashed new CEO Barry McCarthy's first companywide meeting on Wednesday, with one accusing the company of being “awfully tone deaf,” according to a report.

Laid-off Peloton employees crash new CEO's first company meeting: report

Peloton held a a virtual all-hands meeting Wednesday that was meant to introduce its new CEO Barry McCarthy.

Peloton CEO Barry McCarthy's first all-hands meeting cut short after laid off employees crash it

Disney

Activist investors suggest Peloton sell itself. Should the House of Mouse take a bite out of the fitness market?

Should Disney Buy Peloton?

Peloton's stock price plunge hints at a bumpy ride ahead for some thematic ETFs.

Peloton Takes ETFs On Wild Ride

It's time to accept the fact that there are too many publicly traded companies right now that are either not viable businesses models or are too closely overlapping with similar ones that would make more sense as a combination.

No One's Coming To Save Peloton

Peloton's (PTON) wild ride continued yesterday after the company announced a slew of restructuring announcements.

News for Peloton Stock (PTON)