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

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Supplier settlements

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

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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.

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Cost of revenue

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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 shares jumped on reports that Amazon and Nike are interested in buying it.

Peloton to report earnings today

Along with the layoffs, Peloton also announced CEO John Foley is stepping down, and the company is scrapping plans for a North American factory.

As Peloton fires over 2,800 employees, it's giving them a free 1-year subscription on the way out

Peloton, the troubled exercise equipment company, is replacing its chief executive and planning to axe 2,800 jobs as it deals with a post-pandemic sales crash.

Peloton to replace chief executive and cut 2,800 jobs amid sales slump

Peloton Interactive Inc.'s newly announced chief executive will face a lowered bar as the maker of exercise equipment once again cut its full-year forecast in the face of slowing demand.

Earnings Results: Peloton's new CEO gets a lowered bar as company again cuts outlook

Peloton's upcoming report is sure to receive a ton of scrutiny,

3 Predictions for Peloton's Q2 Earnings Report

Peloton will replace its CEO John Foley, overhaul its board and cut hundreds of jobs as it looks to reverse a severe downturn in its business – and silence critics of its embattled chief's leadership.

Peloton ousting CEO John Foley, cutting hundreds of jobs in turnaround bid

NEW YORK--(BUSINESS WIRE)--Blackwells Capital LLC (together with its affiliates “Blackwells”), an alternative investment management firm that is a significant shareholder of Peloton Interactive, Inc. (“Peloton” or the “Company”) (NASDAQ: PTON), yesterday sent the Peloton Board of Directors a comprehensive presentation outlining the need for immediate change in leadership and demand for the Board of Directors to initiate a strategic alternatives process to maximize value for the benefit of all s

Blackwells Capital Continues to Call For Urgent Action at Peloton, Comments on Reported Changes

The canceled factory is feeding into Peloton's plans to cut costs by around $800 million a year, including laying off 2,800 staff.

Peloton is scrapping plans to build its own factory

Peloton is reportedly replacing embattled CEO John Foley and cutting about 20% of its corporate workforce to help reinvigorate the flailing fitness company.

Peloton is reportedly replacing its CEO and cutting 2,800 jobs

Blackwells Capital Calls For Urgent Action at Peloton

U.S. investors took a cautious tone as more earnings rolled in and ahead of key inflation data due later this week.

Stocks slip, Peloton falls on shakeup

Ahead of today's Peloton earnings report, John Foley has announced that he is stepping down as CEO. The long-time chief executive will remain on as Executive Chair, with former Spotify CFO Barry McCarthy stepping into his old role.

Peloton CEO steps down as the company cuts 2,800 jobs

Peloton slashed full-year revenue guidance to $3.7 billion to $3.8 billion, down from a prior outlook of $4.4 billion to $4.8 billion.

Peloton stock tumbles as much as 13% after CEO John Foley steps down and the company says it will slash 2,800 jobs

Peloton is in crisis mode and a takeover may be the best solution to stop the stock's downward spiral.

Peloton removes CEO Foley, cuts sales outlook

Shares of Peloton Interactive Inc. PTON, +20.93% slumped 8.0% in premarket trading Tuesday, after the at-home fitness company confirmed that co-Founder John Foley will step down as chief executive and that it will implement a cost-cutting plan that will lead to 2,800 job cuts. The Wall Street Journal had previously reported the CEO change and cost-cutting plan.

Peloton stock falls after confirming CEO change, cost cuts that will reduce workforce by about one-third

Peloton on Tuesday slashed its financial outlook for the full year as the company announced CEO John Foley will be stepping down.

Peloton slashes full-year revenue outlook to $3.7 billion to $3.8 billion from $4.4 billion to $4.8 billion

John Foley will reportedly step down as Peloton CEO and be replaced by former Spotify and Netflix CFO Barry McCarthy.

Peloton CEO Will Reportedly Step Down As Company Prepares To Overhaul Board And Cut Costs

NEW YORK, Feb. 8, 2022 /PRNewswire/ -- Peloton Interactive, Inc. (NASDAQ: PTON) today announced a series of steps it is taking to position the business for long-term growth while establishing a clear path to consistent profitability and sustainable free cash flow. Once these actions are fully implemented, the company expects to achieve at least $800 million of annual run-rate cost savings through operating expense efficiencies and significant margin improvement in its Connected Fitness category.

Peloton Announces Comprehensive Program to Reduce Costs and Drive Growth, Profitability, and Free Cash Flow

NEW YORK, Feb. 8, 2022 /PRNewswire/ -- Peloton Interactive, Inc. (NASDAQ: PTON) today announced the appointment of two new directors to its Board: Angel L. Mendez, a proven supply chain leader at the intersection of software, technology, and industrial operations; and Jonathan Mildenhall, a globally recognized creative leader in marketing and advertising.

Peloton Announces Appointment of New Directors to the Board

Peloton, the connected exercise bike and treadmill provider, has announced plans to drastically cut costs including 2,800 job losses - with even its chief executive being told to get on his bike following a plunge in performance.

Peloton cuts 2,800 jobs with even the boss told to get on his bike as sales crash

Peloton stock is looking like an increasingly attractive acquisition target. The Wall Street Journal reported that e-commerce behemoth Amazon was considering a bid for the company, with the Financial Times noting that sportswear giant Nike was also interested.

Peloton Stock Has More Upside Following Nike, Amazon Acquisition Chatter

NEW YORK, Feb. 8, 2022 /PRNewswire/ -- Peloton Interactive, Inc. (NASDAQ: PTON) today announced the following leadership transitions: Barry McCarthy, who has held senior leadership roles at Spotify and Netflix and is a longtime advisor and board member at public and private technology companies, has been appointed CEO and President of Peloton, effective on February 9, 2022. He will also join Peloton's Board of Directors.

Peloton Announces Leadership Transitions to Position Peloton for Sustainable Growth, Profitability, and Long-Term Success

Peloton is hoping to pedal its way to higher values and is starting at the top by replacing co-founder and CEO John Foley with former Spotify CFO Barry McCarthy, who will also have a board seat, the Wall Street Journal reported on Tuesday (Feb. 8). Foley isn't exiting the company entirely; instead, he will take […]

Peloton Co-Founder Foley Replaced as CEO by Ex Spotify CFO

Peloton Interactive Inc's (NASDAQ: PTON) co-founder John Foley is stepping down as CEO and will become executive chair, The Wall Street Journal reported. Barry McCarthy, the former chief financial officer of Spotify Technology SA (NYSE: SPOT) and Netflix Inc (NASDAQ: NFLX), will become CEO and president and join Peloton's board.

Peloton Interactive CEO John Foley to Step Down: Report

Peloton Interactive (NASDAQ:PTON) Inc, the world's largest interactive fitness platform, plans to replace chief executive and co-founder John Foley and cut 2,800 jobs, the Wall Street Journal reported. Foley will become executive chair, while Barry McCarthy, the former chief financial officer of Spotify Technology SA (NYSE:SPOT) and Netflix Inc (NASDAQ:NFLX), will take over as chief executive and president, the paper reported.

News for Peloton Stock (PTON)