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.

Can Peloton recover from its constant mistakes and misfortune?

Why Peloton Could Be 2022's Comeback Stock of The Year

Two years after the IPO, Peloton is trading at its original value of $24 per share. Peloton is in 2.33 million homes, with goals to reach 15 million worldwide.

Peloton: What Goes Up Has Already Come Down

Once a Wall Street darling but now ridiculed, PTON stock offers a decent risk-to-reward profile as the sentiment is already at rock bottom. The post Peloton Stock Is Worth Owning Based on Takeover Prospects appeared first on InvestorPlace.

Peloton Stock Is Worth Owning Based on Takeover Prospects

Peloton Interactive, Inc. ( PTON , Financial) is an American interactive fitness platform and exercise equipment company that has been losing investors' confidence since its pandemic-related bubble popped.

Peloton: The Pandemic Popularity Is Waning

It's not the winning financial metric that bulls seem to think it is.

What Peloton's Low Churn Rate Really Means

Despite all the negative headlines, this once-booming fitness stock has some attractive characteristics.

Is Peloton a Smart Buy in 2022?

The maker of NordicTrack exercise bikes has been slapped with a $300 million lawsuit that threatens to force the company toward bankruptcy.

Peloton's archrival – maker of NordicTrack bikes – faces crippling lawsuit

Every week, Benzinga conducts a survey to collect sentiment on what traders are most excited about, interested in or thinking about as they manage and build their personal portfolios. This week we posed the following question to over 1,000 traders and investors regarding Peloton Interactive Inc (NASDAQ: PTON), Apple Inc (NASDAQ: AAPL), Nike Inc (NYSE: NKE) and Alphabet Inc (NASDAQ: GOOGL):

Should Apple, Nike Or Google Acquire Peloton In 2022?

Home fitness equipment sales, excluding Peloton bikes and treadmills, amounted to $3.3 billion between January and November 2021, the NPD Group found.

Peloton's disastrous month doesn't mean the future of at-home fitness is dead, analysts say

This comes only a few quarters removed from price reductions on a popular product.

Peloton Changes Course and Increases Prices

Peloton's profits continue to decline but the brand has amassed 2.5 million connected subscribers over the past three years. The company's strategy is to prioritize accessibility and household acquisition over near-term profitability.

Peloton Prioritizes Access And Acquisition Over Profits

For the second time, a TV show has used a Peloton Bike as a health hazard plot device.

TV Characters Keep Having Heart Attacks on Peloton Bikes, and That's a Problem

A troubling tweet tanked the company's shares.

Why Peloton Stock Tumbled on Tuesday

After dealing with several controversies in recent weeks, Peloton has resurfaced an age-positive ad that it first made in 2020.

Peloton resurfaces age-positive ad amid recent controversies

Product awareness is misunderstood, and this is causing false conclusions about the “true” market potential.

Peloton: In Pole Position

Peloton's Fee Flip-Flop Doesn't Bode Well

Kohl's

Unilever

Forget about all the boardroom intrigue on "Succession" and "Billions." Real-life companies are facing a lot more drama than anyone on those popular shows.

Wall Street is circling Kohl's, Peloton and Unilever

Peloton was the subject of yet another fictional character's health struggles besides Mr. Big after the popular exercise bike brand was featured in the most recent episode of the TV show ”Billions.

Peloton speaks out after 'Billions' character suffers a heart attack after using the product

An activist investor firm demanded that Peloton fire its CEO John Foley and explore a sale of the company following his “repeated failures to effectively lead.”

Peloton should fire CEO, explore sale over ‘mismanagement': activist investor

Shares of Peloton Interactive Inc (NASDAQ: PTON) jumped more than 10% on Monday after Blackwells Capital sought to oust CEO John Foley and said the fitness products company should consider a sale to boost its stock price. Peloton could be an attractive target for acquisition According to the activist investor, Peloton is an appealing target […] La notizia Activist investor wants Peloton to do this to boost stock price era stato segnalata su Invezz.

Activist investor wants Peloton to do this to boost stock price

Blackwells Capital LLC, an activist investor with a stake in interactive fitness company Peloton Interactive Inc. ( PTON , Financial), is publicly calling for the company to fire its CEO John Foley and explore a sale. Peloton's stock has fallen about 80% from its all-time high due to a combination of an overinflated stock price and overproduction of its products.

Blackwells Calls for Firing of Peloton CEO John Foley

Peloton ended 2020 on top. Its own supply chain issues had presented a hurdle — but if anything, these were side effects of the company's own stratospheric successes.

Investor calls for Peloton to fire CEO, consider selling company

Over the weekend, Peloton appeared in the TV show "Billions." An activist firm is also pushing for the firing of CEO John Foley.

PTON Stock Alert: 7 Things to Know as Peloton Trips (And Falls) Again

Airbnb

Netflix

Tesla

Xilinx

Tech stocks got off to a poor start again Monday morning. The Nasdaq Composite was down about 2.6% in the first half-hour of trading after opening slightly higher.

Monday Morning's 5 Tech Stock Movers

Peloton should be firing on all cylinders right now. Instead, the wheels are coming off.

News for Peloton Stock (PTON)