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.

Pfizer

Teladoc

Peloton, Pfizer, Teladoc and Meta were our top stock trades for Wednesday. Now, let's have a look at how the charts are setting up.

4 Top Stock Trades for Wednesday: PTON, TDOC, PFE, FB

adidas AG

In a 65-page presentation the the Peloton board, Blackwells Capital named 19 potential acquirers of the fitness company.

Berkshire Hathaway and Adidas check every box as a potential Peloton buyer, according to the activist firm that pushed for CEO's resignation

Technology industry executive Barry McCarthy is an avid user of a Peloton bike and now the stakes for his workouts are rising as he becomes chief executive with a goal to restore the fitness company's lost luster.

Tech executive McCarthy moves to Peloton, investors cheer his arrival

Peloton instructors are being spared from the fitness company's job cutback and “restructuring program,” which is expected to result in around $130 million in severance payouts and other exit activities to approximately 2,800 employees around the world.

Peloton instructors spared from job cuts as company eliminates 2,800 global roles

Blue Apron

Peloton Interactive Inc  PTON could purchase meal kit service Blue Apron Holdings Inc APRN, Citron Research analyst Andrew Left said in a Tuesday note.  What Happened: Left's thesis as to why Peloton should purchase BlueApron comes from a growth perspective, he said in the report.

Could Peloton Buy Blue Apron? Here's Why Citron's Andrew Left Says Yes

"We own it. I own it. And we are holding ourselves accountable," Peloton founder John Foley.

Peloton founder John Foley calls recent events 'humbling,' as cycle maker looks to redefine itself

A range of impressive PTON stock price targets are being issued by analysts looking at this company's prospects moving forward. The post Is PTON Stock a Buy Right Now?

Is PTON Stock a Buy Right Now? 2 Analysts Weigh In on Peloton Price Predictions.

If new Peloton CEO Barry McCarthy can turn the company around, it wouldn't be the first time he's helped transform a company. Just look at Netflix.

Peloton's new CEO helped shift Netflix beyond shipping DVDs — here's what he said about streaming back in 2008

Shares of Peloton surged roughly 30% after Barry McCarthy was announced as the new CEO.

Can Peloton Be Saved? Here's What Experts Say About The New CEO, Barry McCarthy

On Tuesday, shares of Peloton Interactive Inc. ( PTON , Financial) surged more than 20% on the back of announcing a new CEO and a strategic plan to cut costs during 2022.

Peloton Lifts Off on New CEO Announcement

Peloton (PTON) stock has surged following the announcement of a major restructuring.

Peloton (PTON) Posts Loss and Cuts Full-Year Outlook

Shares of the beleaguered fitness firm were trading up 29% at $38.38 early Tuesday afternoon.

Peloton stock surges 29% after CEO John Foley's departure, mass layoffs

The connected fitness company revealed its turnaround strategy.

Why Peloton Stock Was Rallying Today

Peloton Interactive Inc on Tuesday replaced its CEO and added new board members , as the exercise bike maker looks to revitalize sagging sales and win back investor confidence.

Factbox-Peloton's newest top executives

"We've made missteps along the way," Foley said in his final investor call as Peloton CEO on Tuesday morning. "We own this. I own this."

Outgoing Peloton CEO John Foley takes the blame for Peloton's crash: 'We own this. I own this.

The new CEO will oversee big job cuts and handle investor pressure on the embattled fitness company.

Meet Peloton's new CEO, an ex-Spotify exec taking the helm amidst major cuts and investor pressure

NVIDIA

Tech giant NVIDIA's (NVDA) planned acquisition of Softbank entity Arm Software is no more.

NVIDIA/ARM Deal Off, Peloton CEO Steps Down

Peloton Interactive Inc (NASDAQ: PTON) is up 20% in the stock market this morning after the connected fitness company named Barry McCarthy as its new CEO effective February 9th. Dan Ives reacts to the news The announcement overshadowed a slate of bad news on Tuesday, including downbeat results for the fiscal second quarter and dovish […] The post Here's a quick recap of everything Peloton announced on Tuesday appeared first on Invezz.

Here's a quick recap of everything Peloton announced on Tuesday

Within hours, recruiters from companies like Amazon and Spotify offered to give recommendations, referrals, and advice to Peloton's 2,800 fired staff.

Talent-hungry recruiters are already trying to scoop up some of Peloton's 2,800 fired employees, and some people have started spreadsheets to track the losses

Peloton instructor Kendall Toole before one of her recent live rides. (Photo via author) Not Just An Bike With An iPad Attached

The Upside Potential For Peloton: It's Not Just A Bike With An iPad Attached. How To Hold It While Limiting Your Downside Risk.

Cofounder John Foley and other insiders control a majority of the fitness company's shares, and see wide vistas of opportunity ahead.

Peloton's CEO Might Be Out, But He Still Controls The Company And Can Make It Harder To Sell

Peloton Interactive, Inc. PTON announced a leadership transition on Tuesday, along with restructuring measures as it grapples with slowing growth in a post-pandemic economy. An analyst at Wedbush is of the view the announcements set the stage for an eventual takeover of the company

Why This Peloton Analyst Thinks John Foley's Exit Increases The Possibility Of A Sale

Peloton Interactive Inc. ( PTON , Financial) announced on Tuesday that it plans to lay off 2,800 employees as part of a strategy to get its financial house in order. It also announced a board room shakeup, including a new CEO.

Peloton Is Cutting 2,800 Jobs As Struggles Continue

Shares of Peloton Interactive Inc. PTON, +18.92% rocketed 19.9% in morning trading Tuesday, putting them on track to close above the widely followed 50-day moving average (DMA) for the first time in five months, after the at-home fitness company announced a new chief executive and said it would cut 2,800 jobs. The 50-DMA is viewed by many on Wall Street as a guide to the short-term trend.

Peloton stock soars toward first close above key chart level in 5 months

PTON stock is in the green today after reporting earnings. However, investors are understandably curious about the Peloton layoffs 2022.

News for Peloton Stock (PTON)