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

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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.

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.

Peloton plans to replace CEO John Foley and cut 2,800 jobs - report

The Peloton (NASDAQ: PTON) stock price declined by more than 4% in the premarket session as investors reacted to news that its CEO was stepping down. The stock is trading at $28, which is lower than its Monday's close of $29.75.

Peloton stock price forecast: Earnings and CEO resignation in focus

Peloton Interactive PTON, +20.93% shares slipped in premarket trade after The Wall Street Journal reported that its co-founder, John Foley, will step down as chief executive and the company will cut 20%, or 2,800, of its corporate positions. The report said former Spotify CFO Barry McCarthy will become chief executive, while Foley will become executive chair.

Peloton shares slip as company tells WSJ there'll be new CEO and job cuts

Peloton Interactive Inc. plans to replace its chief executive, cut costs and overhaul its board after a slowdown in demand caused the once-hot bike maker's value to plummet.

Peloton CEO John Foley to step down, become executive chair

Peloton Interactive Inc plans to replace its chief executive officer, cut costs and overhaul its board, the Wall Street Journal reported on Tuesday.

Peloton names former Netflix exec McCarthy as new CEO after Foley exits - WSJ

John Foley is stepping down and will be replaced by Barry McCarthy, The Wall Street Journal reported. Foley will become executive chair.

Peloton CEO John Foley is stepping down, WSJ reports

Peloton plans to replace CEO John Foley and cut 2,800 jobs as it hopes to restructure its business amid waning demand

Peloton CEO John Foley to step down, transition to executive chair as company cuts 2,800 jobs, says report

Apple

Amazon

Disney

NIKE

Sony

Peloton is in play with as many as five deep-pocketed suitors who could benefit from a potential acquisition of the fitness giant.

Peloton's potential suitors: Amazon, Nike, Apple, Disney or Sony?

Peloton Interactive Inc. (NASDAQ: PTON) is up 30% after the list of its potential acquisition suitors continues to increase. According to sources familiar with the matter, Amazon.com Inc. (NASDAQ: AMZN) might be interested in acquiring the stationery-bike manufacturer, which has been under pressure for an activist investor to consider a sale.

Peloton shares jumped 30%; here is why

Dollar Tree

LM Ericsson Telefon

GoDaddy

Huntsman

Kohl's

Unilever

Most investors tend to shy away from troubled companies because they can really weigh on returns. Activist investors, on the other hand, actively seek out underperforming businesses, acquiring big equity stakes in the anticipation of forcing changes that will improve the share price.

7 Stocks Activist Investors Have in Their Sights

Alphabet

UnitedHealth Group

Pedaling in stationary fashion toward a watershed moment in its 10-year history, pandemic darling Peloton blew a metaphorical tire, and potential suitors are circling to patch it up. As Peloton prepares to report fiscal second quarter 2022 earnings on Tuesday (Feb. 8), ratings firms and market watchers are expecting slightly higher revenues on slowing sales, […]

Amazon, Apple, Google, Nike — Even UnitedHealthcare — Have Good Reasons to Buy Peloton

Reports of a potential buyout got investors salivating.

Why Peloton Stock Was Surging Today

Peloton Interactive Inc (NASDAQ: PTON) is up 20% in the stock market today on reports that giants like Amazon and Nike are interested in buying the connected fitness company following a year-long sell-off. Apple might also be a contender for Peloton In addition to those two big names, Apple Inc (NASDAQ: AAPL) could be another […] The post Analyst: ‘Apple would be forced into it if Amazon goes after Peloton' appeared first on Invezz.

Analyst: ‘Apple would be forced into it if Amazon goes after Peloton'

After a challenging month that included layoffs, Peloton is exploring the possibility of a sale — and Amazon and Nike may be interested.

Nike could gain 3 huge strengths in buying Peloton. Here's why analysts say it's still a bad idea.

Spirit Airlines

Frontier Group Holdings

Pent-up demand for acquisitions and pockets full of cash are driving expectations for heightened M&A this year. "We see multiple catalysts" for deals, Citi wrote.

The Spirit-Frontier Tie Up and Peloton Talk Is Just the Start. Here's Why Deals Are Soaring.

Shares of Peloton Interactive Inc. were surging Monday following reports indicating that Amazon.com Inc. and others have shown interest in acquiring the maker of connected exercise equipment, which has seen its stock crunched in recent months amid a slowing of demand.

The Ratings Game: Peloton stock rockets toward biggest gain on record amid reported deal interest, but not all analysts are sold

Wall Street loves to "ruminate" about potential M&A tech deals, and Peloton's potential takeover is the latest focus of investor chatter.

Apple, Amazon Or Nike? Peloton Stock Surges But Here's What Experts Say About A Takeover

Chipotle

Enphase Energy

Lyft

Merger Monday was living up to its name, as Frontier Airlines has announced a merger with Spirit Airlines aimed at creating the lowest-cost U.S.

Earnings Previews: Chipotle, Enphase, Global Foundries, Lyft, Peloton

Coeur Mining

Hyster-Yale Materials Handling

Ribbon Communications

Boston Beer Company

Sutro Biopharma Inc

Wayfair

The contrarian in a lot of people perks up during selloffs like the one we're in right now, but don't let these F-rated stocks tempt you. The post 7 Triple-F-Rated Stocks That Have No Hope in Sight appeared first on InvestorPlace.

7 Triple-F-Rated Stocks That Have No Hope in Sight

Rumors of a potential sale of Peloton Interactive, Inc. PTON have been flying thick and fast following reports of fundamental issues at the at-home fitness brand. While Amazon, Inc. AMZN and Nike, Inc. NKE are being talked of as potential suitors, an analyst at Wedbush said Apple, Inc. APPL could also join the race for Peloton.

News for Peloton Stock (PTON)