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.

Boston, Massachusetts--(Newsfile Corp. - January 17, 2022) - The Thornton Law Firm reminds investors that a class action lawsuit has been filed on behalf of investors of Peloton Interactive, Inc. (NASDAQ: PTON). The case is currently in the lead plaintiff stage. Investors who purchased Peloton's common stock between December 9, 2020 and November 4, 2021 may contact the Thornton Law Firm's investor protection team by visiting www.tenlaw.com/cases/Peloton-Interactive for more information. Investors may also email investors@tenlaw.com...

Thornton Law Firm Reminds Peloton Interactive, Inc. (PTON) Investors of Upcoming Lead Plainitff Deadline for Securities Class Action

NEW YORK , Jan. 17, 2022 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Peloton Interactive, Inc. ("Peloton" or the "Company") (NASDAQ: PTON) and certain of its officers. The class action, filed in the United States District Court for the Southern District of New York, and docketed under 21-cv-10266, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Peloton's common stock between December 9, 2020 and November 4, 2021, inclusive (the "Class Period").

SHAREHOLDER ALERT: Pomerantz Law Firm Reminds Shareholder with Losses on their Investment in Peloton Interactive, Inc. of Class Action Lawsuit and Upcoming Deadline - PTON

Los Angeles, California--(Newsfile Corp. - January 17, 2022) -  The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Peloton Interactive, Inc. ("Peloton" or "the Company") (NASDAQ: PTON) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Deadline Tomorrow Alert: The Schall Law Firm Reminds Investors of a Class Action Lawsuit Against Peloton Interactive, Inc. and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm

“Not-so-transitory” inflation and supply constraints are resulting in additional costs for Peloton Interactive Inc (NASDAQ: PTON), and the company plans on passing it on to the customers from January 31st. Peloton to raise prices Peloton customers will have to bear another $250 in charges to have the exercise bike delivered and set up at the […] The post This is how Peloton is responding to inflation and supply constraints appeared first on Invezz.

This is how Peloton is responding to inflation and supply constraints

Taylor Swift arrived for Christmas. A David Bowie artist series is dropping Jan. 19.

Taylor, Bowie & Beyond: How Peloton Will Continue Taking Stock Of Its Music Empire

There's trouble when the best thing that's happened to Peleton is killing off a fictional character. That's where we are with PTON stock.

Peloton Stock Is Off to a Nightmarish Start in 2022

New York, New York--(Newsfile Corp. - January 17, 2022) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of Peloton Interactive, Inc. (NASDAQ: PTON) between December 9, 2020 and November 4, 2021, inclusive (the "Class Period"), of the important January 18, 2022 lead plaintiff deadline.SO WHAT: If you purchased Peloton securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees...

PTON FINAL DEADLINE TOMORROW: ROSEN, RESPECTED INVESTOR COUNSEL, Encourages Peloton Interactive, Inc. Investors to Secure Counsel Before Important Tuesday Deadline in Securities Class Action - PTON

It's time to reconsider this former market beater.

Buy, Sell, or Hold Peloton Stock at $31 a Share?

New York, New York--(Newsfile Corp. - January 17, 2022) - The Law Offices of Vincent Wong announce that a class action lawsuit has commenced in the on behalf of investors who purchased Peloton Interactive, Inc. ("Peloton") (NASDAQ: PTON) between December 9, 2020 and November 4, 2021.If you suffered a loss, contact us at the link below. There is no cost or obligation to you.https://www.wongesq.com/pslra-1/peloton-interactive-inc-loss-submission-form-2?prid=22136&wire=5

PTON LAWSUIT: The Law Offices of Vincent Wong Notify Investors of a Class Action Lawsuit Involving Peloton Interactive, Inc.

Peloton customers will pay an extra $250 for delivery and assembly of its Bike and another $350 for its Tread starting Jan. 31 due to inflation and increasing supply chain costs, CNBC reported Sunday (Jan. 16). Those extra fees will bring the prices of the Bike and Tread to $1,745 and $2,845, respectively, according to […]

Peloton Prices Will Rise 15% as Connected Fitness Firm Ends Free Delivery and Assembly

New York, New York--(Newsfile Corp. - January 17, 2022) - The Klein Law Firm announces that a class action complaint has been filed on behalf of shareholders of Peloton Interactive, Inc. (NASDAQ: PTON) alleging that the Company violated federal securities laws.Class Period: December 9, 2020 to November 4, 2021Lead Plaintiff Deadline: January 18, 2022No obligation or cost to you.Learn more about your recoverable losses in PTON:https://www.kleinstocklaw.com/pslra-1/peloton-interactive-inc-loss-submission-form-2?id=22115&from=5

PTON ALERT: The Klein Law Firm Announces a Lead Plaintiff Deadline of January 18, 2022 in the Class Action Filed on Behalf of Peloton Interactive, Inc. Limited Shareholders

Peloton is about to begin effectively charging customers more for its original Bike and Tread products, citing inflation and heightened supply chain costs.

Peloton is about to tack on hundreds of dollars in fees to its Bike and treadmill, citing inflation

New York, New York--(Newsfile Corp. - January 16, 2022) - The following statement is being issued by Levi & Korsinsky, LLP:To: All persons or entities who purchased or otherwise acquired securities of Peloton Interactive, Inc. ("Peloton") (NASDAQ: PTON) between December 9, 2020 and November 4, 2021. You are hereby notified that a securities class action lawsuit has been commenced in the United States District Court for the Southern District of New York. To get more...

SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Shareholders of Peloton Interactive, Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of January 18, 2022 - PTON

New York, New York--(Newsfile Corp. - January 15, 2022) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of Peloton Interactive, Inc. (NASDAQ: PTON) between December 9, 2020 and November 4, 2021, inclusive (the "Class Period"), of the important January 18, 2022 lead plaintiff deadline.SO WHAT: If you purchased Peloton securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees...

PTON FINAL DEADLINE: ROSEN, A LEADING LAW FIRM, Encourages Peloton Interactive, Inc. Investors with Losses to Secure Counsel Before Important Deadline in Securities Class Action - PTON

Valid bull and bear arguments can be made for this once-booming pandemic winner.

Is Peloton a Buy After Falling 76% in 2021?

Los Angeles, California--(Newsfile Corp. - January 14, 2022) - The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Peloton Interactive, Inc. ("Peloton" or "the Company") (NASDAQ: PTON) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Deadline Tuesday Notice: The Schall Law Firm Reminds Investors of a Class Action Lawsuit Against Peloton Interactive

The company is getting jettisoned from a prominent stock index.

Why Peloton Stock Flopped on Friday

New York, New York--(Newsfile Corp. - January 14, 2022) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of Peloton Interactive, Inc. (NASDAQ: PTON) between December 9, 2020 and November 4, 2021, inclusive (the "Class Period"), of the important January 18, 2022 lead plaintiff deadline.SO WHAT: If you purchased Peloton securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees...

PTON Final Deadline Notice: Rosen, Top Ranked Investor Counsel, Encourages Peloton Interactive, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - PTON

Shares of Peloton Interactive Inc. extended their plunge toward a 21-month low Friday, after Nasdaq said it was booting the at-home fitness company from its Nasdaq-100 Index just 13 months after it was added.

Peloton stock extends its plunge as the 13-month run in the Nasdaq-100 is about to end

PTON stock is being removed from a major index. Here's why this is bad news for Pelaton and why investors should be paying attention.

Goodbye, PTON Stock! What to Know About the Nasdaq-100 News Sending Peloton Stumbling.

Peloton stock, which has fallen precipitously as of late, will be replaced by trucking company Old Dominion Freight Line in the Nasdaq 100 index on Jan. 24.

Peloton Stock to Drop Out of Nasdaq 100

The swap between Peloton and Old Dominion sums up the ongoing rotation in the stock market out of growth and into value.

Peloton's 81% decline gets it kicked out of the Nasdaq 100 just one year after its inclusion

Los Angeles, California--(Newsfile Corp. - January 13, 2022) - The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Peloton Interactive, Inc. ("Peloton" or "the Company") (NASDAQ: PTON) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Deadline Tuesday Alert: The Schall Law Firm Reminds Investors of a Class Action Lawsuit Against Peloton Interactive, Inc. and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm

Boston, Massachusetts--(Newsfile Corp. - January 13, 2022) - The Thornton Law Firm reminds investors that a class action lawsuit has been filed on behalf of investors of Peloton Interactive, Inc. (NASDAQ: PTON). The case is currently in the lead plaintiff stage. Investors who purchased Peloton's common stock between December 9, 2020 and November 4, 2021 may contact the Thornton Law Firm's investor protection team by visiting www.tenlaw.com/cases/Peloton-Interactive for more information. Investors may also email...

PTON Investor Alert: Thornton Law Firm Reminds Peloton Interactive, Inc. Investors of Securities Class Action

The stock has crashed significantly, creating an opportunity for long-term investors.

News for Peloton Stock (PTON)