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.

The knives are out for Peloton and CEO John Foley.

Peloton should put itself up for sale and fire its CEO, activist investor demands

Peloton (PTON) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Peloton (PTON) Soars 11.7%: Is Further Upside Left in the Stock?

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As the stock market plunges and the Nasdaq moves into correction territory, almost four out of 10 of the stocks in the Nasdaq Composite have share prices down 50% or more.

3 Stocks That Will Never Reach Their All-Time Highs Again: Facebook, Netflix, Peloton

Activist investor Blackwells Capital on Monday called on the board of Peloton Interactive Inc to remove Chief Executive John Foley.

Activist investor Blackwells seeks to remove Peloton CEO

According to reports, activist investor Blackwells Capital is pushing the company to explore a sale to a larger technology or fitness firm.

Peloton's Woes May Worsen As Activist Investor Blackwells Reportedly Calls For Removal Of CEO

Another TV character has suffered a heart attack at the hands of a Peloton bike - despite the exercise company not giving permission for it to be used.

'I'm not going out like Mr Big': Another TV character falls victim to Peloton

If activist investor Blackwells Capital has its way, Peloton would fire its chief executive John Foley and look at a sale, The Wall Street Journal (WSJ) reported Sunday (Jan. 23). Blackwells has under 5% stake in Peloton, and the investor is prepared to push for the firing of Foley, unnamed sources told the WSJ.

Report: Peloton Activist Investor Plans Push to Fire CEO, Seek Sale

Activist investor Blackwells Capital LLC wants the stationary-bike maker Peloton Interactive Inc (NASDAQ: PTON) to fire its CEO John Foley and explore a sale, The Wall Street Journal reported Sunday, citing sources. What Happened: The activist investor believes the exercise equipment maker could be an attractive acquisition target for larger technology or fitness-oriented companies.

Peloton To Be Pushed By Activist Investor To Fire CEO And Explore Sale: WSJ

An activist investor wants Peloton Interactive Inc. to fire its chief executive and explore a sale after the stationary-bike maker's stock plummeted more than 80% from its high, as growth slowed.

The Wall Street Journal: Activist investor wants Peloton to fire its CEO, pursue a sale

An activist is pushing Peloton to fire its chief executive officer and consider a sale as its share price has plummeted, according to a report in the Journal.

Activist investor reportedly aims to call on Peloton to fire CEO, explore sale

Activist investor Blackwells Capital LLC is preparing to push Peloton Interactive Inc's board to fire Chief Executive Officer John Foley and explore a sale of the exercise bike maker, the Wall Street Journal reported on Sunday, citing people familiar with the matter.

Activist investor Blackwells Capital to call on Peloton to fire CEO -WSJ

Peloton Interactive Inc., which has seen its stock battered over the past year, is dealing with another potential PR disaster after a main character on Showtime's “Billions” was shown suffering a heart attack while using a Peloton machine.

Peloton takes another hit after another fictional heart attack, on ‘Billions' this time

Capping off a turbulent week, another television character appeared in a popular TV show having a heart attack after riding a Peloton Bike.

Peloton's brand gets slammed again after an unfavorable portrayal in 'Billions'

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Bargain-hunting investors have good reason to be tempted, but a steep sell-off alone isn't enough of a bullish argument.

Are These 7 of the Worst-Performing Stocks of 2021 Ready to Skyrocket This Year?

The Nasdaq suffered its steepest weekly drop since March 2000, as investors turn their attention to quarterly results from Big Tech.

Tech stocks just had their worst week since March 2020 as Peloton and Netflix scared investors

Peloton's stock may have rebounded Friday, but it still has a long way to go to recover.

Pandemic Darling No More: Peloton's Dramatic Crash In 4 Charts

Peloton Interactive Inc. (NASDAQ:PTON) shares are trading higher Friday, bouncing back after the stock plunged on reports the company planned to temporarily halt production of some of its products as a result of waning consumer demand. Peloton still trades far below a level it once was able to hold as support.

Peloton Shares Pick Back Up After A Big Red Day: What's Next?

The fitness company is trying to control costs.

Peloton warns of changes to production, possible layoffs

"We feel good about right-sizing our production," Peloton CEO John Foley told employees in a letter late Thursday.

Peloton stages a rebound after stock plunge as the CEO says it is resetting production for sustainable growth

Peloton Interactive Inc (NASDAQ:PTON) shares were rallying by 11% midday Friday but remain down about 83% over the last year. CNBC reported this week that Peloton is temporarily halting production of its bikes and treadmills to control costs as fitness equipment demand wanes.

Peloton Analyst Cuts Price Target By 45% Following Latest Sell-Off

Peloton had a disastrous 2021. But as impossible as it may seem, the exercise equipment company is arguably off to an even worse start to 2022.

Peloton may be toast

Peloton Interactive Inc (NASDAQ:PTON) is trading higher Friday, bouncing back after the stock plunged yesterday on reports the company planned to temporarily halt production of some of its products as a result of waning consumer demand. Peloton CEO John Foley responded in a note to the Peloton team Thursday night.

Why Peloton Shares Are Bouncing Back Today

First there was the death, accidents and lawsuits. Then came Peloton's product recall after months of resistance.

Plagued by Problems, Peloton's Latest Crisis Clouds Broader Health and Fitness Trend

Peloton Interactive Inc   (NASDAQ:PTON) is reviewing its production as well as its workforce size, following a report from CNBC yesterday that the home workout staple would cease production of its bikes and treadmills amid diminished demand.

Put Traders, Analysts Speculate on Peloton Stock's Future

After all the bad news, Peloton reassures investors: Q2 revenue is safe.

News for Peloton Stock (PTON)