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

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Net PPE

Intangibles

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Stockholders equity

Minority interest

Total liabilities & equity

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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 investors are having a rough ride as the fitness company faces new problems.

Peloton stock tanks on bike production halt report

The connected-fitness company is reportedly pausing the manufacture of its main products as the it aims to manage costs in the face of sagging sales.

Peloton pauses production of bikes and treadmills following a 'significant reduction' in demand, according to internal documents obtained by CNBC

The company is pausing production in February and March, according to a report from CNBC.

Peloton Stock Is Cratering After Report It's Halting Production of Its Bikes

To say the last few years have been a roller coaster for Peloton barely scratches the surface. Once flying high on exploding pandemic demand, the company has been confronted with what it has deemed a “significant reduction” in its connected fitness products, including a series of treadmills and bikes.

Peloton reportedly pauses bike and treadmill production amid slowed demand

Shares of Peloton Interactive PTON, -22.52% were halted midday Thursday after a report said the exercise equipment maker was temporarily halting production of its fitness products due to slumping demand.

Market Pulse: Peloton's stock plunges 20% following report it will pause production of bikes, treadmills

Shares in Peloton, the connected fitness firm, have fallen by more than 20% on a report the company is to cease production of its treadmills and bikes because of plunging demand.

Peloton shares fall 20% on report of temporary production halt

Exercise bike maker Peloton Interactive Inc is temporarily pausing productions of its connected fitness products as demand wanes and the company looks to control costs, CNBC reported on Thursday, citing internal documents.

Peloton to pause production of bikes, treadmills as demand wanes - CNBC

Peloton is temporarily halting production of its connected fitness products, according to internal documents obtained by CNBC.

Peloton to halt production of its Bikes, treadmills as demand wanes

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If This 1 Thing Happens in 2022, I'll Buy More Peloton Stock in a Heartbeat

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The wave of insider selling started when the stock surged past $80 in the fall of 2020, and gained momentum in 2021 as the stock held above $100.

Peloton insiders sold nearly $500 million in stock before its big drop

PTON stock is under pressure following media reports that Peloton is looking to lay off staff and close stores amid changing fitness trends. The post PTON Stock Alert: Why Is Peloton Under Pressure Today?

PTON Stock Alert: Why Is Peloton Under Pressure Today?

The sell-off in at-home fitness player Peloton stock stock continues. The stock has declined another 30% since our last update in early December and remains down by about 65% since early November after the company published weaker than expected Q1 FY'22 results and cut its full-year guidance.

Peloton Stock Falls To Pre-Pandemic Levels. It May Be Time To Buy

NEW YORK, Jan. 18, 2022 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) will release its second quarter fiscal 2022 results after the U.S. stock market closes on Tuesday, February 8, 2022. The Company will hold a conference call to discuss results at 5:00 p.m. (Eastern Time) that day.

Peloton Interactive, Inc. Announces Second Quarter Fiscal 2022 Earnings Release Date, Conference Call and Webcast

Digital subscription revenue is critical to Peloton, but PTON stock recovery prospects are grim with the prospect of competing against Apple The post Going Up Against Apple is Yet Another Reason to Avoid Peloton Stock appeared first on InvestorPlace. More From InvestorPlace Stock Prodigy Who Found NIO at $2… Says Buy THIS Now Man Who Called Black Monday: “Prepare Now.

Going Up Against Apple is Yet Another Reason to Avoid Peloton Stock

Peloton Interactive Inc (NASDAQ:PTON) is trading lower Tuesday on reports the company is working with management consulting group McKinsey & Co to review cost restructure, which could include store closures and layoffs. The possible job cuts were discussed in a recent call with members of Peloton's management team, according to a CNBC report citing a recording of the call.

Why Peloton Shares Are Trading Lower Today

The potential slashings come amidst a spate of bad news for the luxury fitness company, whose exercise treadmills sell for $2,500.

Peloton considers job cuts, store closings after publicity struggles: report

A consulting group is reportedly helping the company get its financial house in order, but that could mean cutting parts of the business.

Why Peloton Interactive Stock Dropped Today

Exercise bike company Peloton Interactive Inc is working with consulting firm McKinsey & Co to review its cost structure and may cut some jobs, CNBC reported https://www.cnbc.com/2022/01/18/peloton-hires-mckinsey-to-review-cost-structure-as-equipment-sales-slow-.html on Tuesday.

Peloton reviews cost structure with McKinsey, may cut jobs - CNBC

Beginning Jan. 31, Peloton will charge a $250 delivery and setup fee for its original Bike and a $350 delivery and setup fee for its original Tread, according to a banner on its website.

Peloton jacking up prices for original Bike, Tread as inflation accelerates

Peloton is working with the management consulting group McKinsey & Co. to review its cost structure and potentially eliminate jobs, CNBC has learned.

News for Peloton Stock (PTON)