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

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Supplier settlements

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

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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.

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Cost of revenue

Gross profit

Operating expenses

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EBITDA

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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.

NEW ORLEANS, Jan. 12, 2022 /PRNewswire/ -- ClaimsFiler, a FREE shareholder information service, reminds investors with losses in excess of $100,000 that they have until January 18, 2022 to file lead plaintiff applications in a securities class action lawsuit against Peloton Interactive, Inc. (NasdaqGS: PTON), if they purchased the Company's shares between December 9, 2020 and November 4, 2021, inclusive (the "Class Period"). This action is pending in the United States District Court for the Southern District of New York.

PELOTON SHAREHOLDER ALERT: CLAIMSFILER Reminds Investors with Losses in Excess of $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Peloton Interactive, Inc. - PTON

Los Angeles, California--(Newsfile Corp. - January 12, 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.

Tuesday Deadline Reminder: 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

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Los Angeles, California--(Newsfile Corp. - January 11, 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.

7-Day Deadline Reminder: 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

Los Angeles, California--(Newsfile Corp. - January 10, 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.

Upcoming Deadline Reminder: 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

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NEW YORK, Jan. 10, 2022 /PRNewswire/ -- 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. ("PTON" or the "Company") (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.

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

NEW YORK--(BUSINESS WIRE)--Attorney Advertising--Bronstein, Gewirtz & Grossman, LLC notifies investors that a class action lawsuit has been filed against Peloton Interactive, Inc. (“Peloton” or the “Company”) (NASDAQ: PTON) and certain of its officers, on behalf of shareholders who purchased or otherwise acquired Peloton between December 9, 2020, and November 4, 2021, inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm's site: www.bgandg.com/

PTON Investor Reminder: Bronstein, Gewirtz & Grossman, LLC Reminds Peloton Interactive, Inc. Investors of Class Action and Lead Plaintiff Deadline: January 18, 2022

NEW YORK, Jan. 9, 2022 /PRNewswire/ -- 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 or costs through a contingency fee arrangement.

ROSEN, TRUSTED AND TOP RANKED INVESTOR COUNSEL, Encourages Peloton Interactive, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - PTON

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Los Angeles, California--(Newsfile Corp. - January 7, 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.

Investor Action Notice: 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

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It's been a disastrous few months for shareholders of Peloton Interactive Inc (NASDAQ:PTON) and Robinhood Markets Inc (NASDAQ:HOOD). Peloton shares are down 72.6% in the past six months, and Robinhood shares are down 81.6% from their post-IPO high of $85 back in August.

After Huge Sell-Offs, Have Robinhood And Peloton Become Buyout Targets?

New York, New York--(Newsfile Corp. - January 7, 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...

ROSEN, RESPECTED INVESTOR COUNSEL, Encourages Peloton Interactive, Inc. Investors to Secure Counsel Before Important January 18 Deadline in Securities Class Action - PTON

Boston, Massachusetts--(Newsfile Corp. - January 7, 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 Alert: Thornton Law Firm Reminds Peloton Interactive, Inc. Investors of Securities Class Action Lawsuit

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Los Angeles, California--(Newsfile Corp. - January 6, 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.

Investor Action 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

NEW ORLEANS, Jan. 5, 2022 /PRNewswire/ -- Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until January 18, 2022 to file lead plaintiff applications in a securities class action lawsuit against Peloton Interactive, Inc. (NasdaqGS: PTON), if they purchased the Company's shares between December 9, 2020 and November 4, 2021, inclusive (the "Class Period").

PELOTON SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: Kahn Swick & Foti, LLC Reminds Investors with Losses in Excess of $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Peloton Interactive, Inc. - PTON

Los Angeles, California--(Newsfile Corp. - January 5, 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.

Shareholder Action Reminder: 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

Weighing on Peloton's sales growth are slowing subscriber acquisitions. The company might dissapoint when it reports second-quarter results.

Peloton's holiday may have been weaker than expected, analysts say, prompting lower forecasts

Shares of Peloton Interactive Inc. bounced slightly Wednesday, from levels seen before the at-home fitness company started benefiting from pandemic-driven demand, as analyst Doug Anmuth at J.P. Morgan slashed his price target and cut his estimates but maintained his long-time bullish stance.

The Ratings Game: Peloton stock bounces, as J.P. Morgan analyst slashes price target but still sees ‘considerable' upside

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Shares of the interactive fitness firm fell to their lowest close Tuesday since May 2020. Peloton stock was red-hot during the early days of the pandemic but has dropped nearly 80% in the past year.

Peloton Stock Falls to Fresh Low. Weakening Demand Has Analysts Concerned.

The company's stock is hit with a price-target cut from an analyst.

News for Peloton Stock (PTON)