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.

Earnings reports are also helping the Nasdaq Composite Monday morning.

A Peloton Bailout Could Start a Big Nasdaq Stock Trend

Peloton Interactive Inc (NASDAQ:PTON) shares are trading higher by 30.6% at $32.12 Monday morning following a report from the Wall Street Journal suggesting the company has drawn interest from potential suitors including Amazon.com, Inc. (NASDAQ:AMZN) about a potential acquisition. The WSJ report states Amazon has been speaking to advisers about a potential deal, some of the people familar with the matter said.

Why Peloton Shares Are Rising

PTON stock is up nearly 30% today on reports that Amazon is considering a takeover for the connected fitness company. The post PTON Stock Alert: The Takeover Rumors Sending Peloton ‘Running' Higher appeared first on InvestorPlace.

PTON Stock Alert: The Takeover Rumors Sending Peloton ‘Running' Higher

One analyst puts the potential price tag between $30 and $36.

Peloton Stock Soars as Takeover Reports Heat Up. Here's How Much It Might Be Worth.

Cowen & Co. analyst John Blackledge said a deal is unlikely for Peloton, given that the connected fitness company is still in the "early innings" of growth.

Peloton shares are soaring on potential takeover talks. But here's why a deal might not happen

Amazon

NIKE

Peloton Interactive Inc's shares jumped 22% premarket on Monday after reports of takeover interest from Amazon.com Inc and Nike Inc in the exercise bike maker that recently lost a majority of its share gains made during the pandemic.

Peloton surges on reports of buyout interest from Amazon, Nike

Wedbush analyst Dan Ives said it would be shocking if Apple isn't "aggressively involved" in a possible bidding war for Peloton.

Peloton stock jumps 24% after reports say Amazon and Nike are both exploring a takeover of the battered pandemic darling

Last Friday's news that Amazon could be one of the suitors interested in buying Peloton caused that stock to jump 30 percent in after-hours trading. The collective pressures of the economy's reopening, a leaked report last month that it was slashing production of its bikes and treadmills due to a lack of demand and the […]

Peloton and the Amazon Effect on Fitness

Peloton Interactive Inc (NASDAQ: PTON) is exploring takeover options with an adviser post a plunge in the shares, Bloomberg reports. Peloton's stock has fallen over 80% from the high a year ago as the gradual easing of pandemic restrictions fueled concern that growth would slow.

Peloton Shares Soar Over Speculation Of Possible Takeover

Apple

Peloton Interactive (NASDAQ:PTON) Inc stock is seen rallying some 23% ahead of Monday's open in New York amidst a chorus of bid speculation suggesting the embattled exercise at home brand could be on the auction block. A sprinkling of media reports has in recent days separately linked Amazon and Nike as potential suitors (one report came via the Wall Street Journal and the other from the Financial Times, both cited unnamed sources).

Apple is the latest name touted as possible buyer of Peloton Interactive Inc

Amazon and Nike are among the businesses separately considering bidding for Peloton, the connected fitness firm, according to reports.

Amazon and Nike 'looking at buying' ailing fitness firm Peloton

Peloton has drawn interest from potential suitors for a buy, including Amazon, The Wall Street Journal (WSJ) reported Friday (Feb. 4). The company's stock has been down, and an activist investor has been saying a sale could be a good idea.

Peloton Catches the Eyes of Amazon, Others for Takeover

The stock price of Peloton Interactive Inc (NASDAQ: PTON) increased by 26.42% in the most recent after-hours trading session. This is why it happened.

Peloton Interactive (PTON) Stock: Why The Price Jumped Up

Peloton Interactive Inc has drawn interest from potential buyers including e-commerce giant Amazon, according to a person familiar with the matter, as the exercise bike maker struggles to maintain pandemic-fueled growth.

Amazon and Nike are exploring bids for Peloton, report says

Sports apparel maker Nike is in the early stages of a possible pursuit of exercise bike maker Peloton, according to a report.

Nike joins Amazon on list of potential Peloton suitors: report

Shares in at-home fitness company Peloton jumped Friday evening in extended trading on Wall Street amid reports of the company's potential takeover by e-commerce giant Amazon.

Peloton shares jump on reports of possible Amazon deal

The exercise bike maker is worth less than a fifth of its $50bn valuation during global lockdown

Peloton's fortunes race downhill as fitness fans return to gyms

Other possible buyers are also eyeing the exercise equipment company, whose market value has plummeted from $50 billion to around $8 billion.

Amazon, other potential buyers are courting a possible Peloton deal, per WSJ

The e-commerce giant might be eyeing another brand to acquire.

Amazon reportedly interested in buying Peloton

After a yearlong slide, Peloton's stock jumped Friday after-hours on a report from the Wall Street Journal that Amazon is considering acquiring the exercise equipment maker, a story Peloton dismissed as “rumors and speculation.”

Peloton Stock Leaps 28% Following Report Amazon Considering A Bid

Peloton Interactive Inc. is drawing interest from potential suitors including Amazon.com Inc., according to people familiar with the matter, as the stationary-bike maker's stock slumps and an activist urges it to explore a sale.

Peloton draws interest from potential suitors including Amazon

Peloton is finding fewer people interested in acquiring its connected exercise bikes these days, so maybe Amazon will just buy the whole company.

Hype cycle: Report names Amazon a possible Peloton suitor, stock climbs 40% on rumor

Peloton Interactive Inc (NASDAQ: PTON) is soaring nearly 30% in Friday's after-hours session following a report from the Wall Street Journal that e-commerce giant Amazon.com Inc (NASDAQ: AMZN) has approached the connected fitness company about a potential acquisition. The report suggests Peloton may be seeing offers from other companies as well.

Why Peloton Shares Are Soaring After Hours

Peloton Interactive Inc is drawing interest from potential suitors including Amazon.com Inc, the Wall Street Journal reported on Friday, citing people familiar with the matter.

Peloton draws interest from potential suitors including Amazon - WSJ

Peloton Interactive Inc. PTON, +1.44% shares jumped more than 35% in after-hours trading Friday after a report that potential acquirers including Amazon.com Inc. AMZN, +13.54% are sizing up the exercise equipment maker. The Wall Street Journal reported Friday afternoon, citing "people familiar with the matter," that Amazon had hired advisers to discuss a potential deal for Peloton, which has seen a pandemic boom in sales dissipate and take its stock price down with it.

News for Peloton Stock (PTON)