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.

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.

Why Peloton Stock Was Out of Breath Today

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The Global Connected Gym Equipment market is expected to reach $1.5 trillion in market value by 2024. The key to Peloton's long-term success will revolve around its ability to evolve as a global brand and community while continuing to drive engagement through fitness.

What's In Store For Peloton In 2022

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Boston, Massachusetts--(Newsfile Corp. - January 3, 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 Securities Class Action Lawsuit

Bottom-fishing with PTON stock isn't advisable as Peloton continues to disappoint both retail investors and Wall Street experts. The post Peloton Interactive Stock Is an Anti-Growth Asset You Must Avoid appeared first on InvestorPlace.

Peloton Interactive Stock Is an Anti-Growth Asset You Must Avoid

There are no compelling reasons to bet that Peloton will resume its pandemic-fueled rapid growth

3 Reasons To Bet Peloton Interactive Stock Will Keep Falling

The work-from-home bounce is over, but Peloton's core business looks better than ever.

Why Peloton Stock Is a Great Buy Today

NEW YORK, Jan. 1, 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 NATIONAL TRIAL COUNSEL, Encourages Peloton Interactive, Inc. Investors to Secure Counsel Before Important January 18 Deadline in Securities Class Action - PTON

The Peloton (NASDAQ: PTON) stock price crashed by about 80% in 2021 as the rotation from lockdown stocks to reopening stocks continued. The sell-off continued on the final day of the year after the company received a downgrade from analysts at JMP Securities.

Is Peloton stock a buy as it formed a bullish divergence pattern?

Apple

With the connected-fitness stock down 75% in 2021, now might be a good time for the tech giant to make a move.

Should Apple Buy Peloton?

The shares of Peloton Interactive Inc   (NASDAQ:PTON) are down 1.8% to trade at $36.53 this morning.

Peloton Stock Downgraded on Declining Web Traffic

This company thrived during the pandemic, but economic reopening has reversed the benefits.

Bargain Shopping? This Stock Is Down 77% in 2021

CEDARHURST, N.Y., Dec. 30, 2021 /PRNewswire/ -- The securities litigation law firm of Kuznicki Law PLLC issues this alert to shareholders of Peloton Interactive, Inc. (NasdaqGS: PTON), if they purchased the Company's shares between December 9, 2020 and November 4, 2021, inclusive (the "Class Period").

FILING DEADLINE--Kuznicki Law PLLC Announces Class Action on Behalf of Shareholders of Peloton Interactive, Inc. - PTON

NEW YORK, Dec. 30, 2021 /PRNewswire/ -- Bernstein Liebhard, a nationally acclaimed investor rights law firm, reminds investors of the deadline to file a lead plaintiff motion no later than January 18, 2022 in a securities class action lawsuit that has been filed on behalf of investors who purchased or acquired the common stock of Peloton Interactive, Inc. ("Peloton") (NASDAQ: PTON) between December 9, 2020 and November 4, 2021, inclusive (the "Class Period"). The lawsuit was filed in the United States District Court for the Southern District of New York and alleges violations of the Securities Exchange Act of 1934 and SEC Rule 10b-5.

PELOTON INTERACTIVE, INC. (NASDAQ: PTON) SHAREHOLDER CLASS ACTION ALERT: Bernstein Liebhard LLP Reminds Investors of the Deadline to File a Lead Plaintiff Motion in a Securities Class Action Lawsuit Against Peloton Interactive, Inc.

Peloton Interactive Inc (NASDAQ: PTON) shares have lagged the S&P 500 in 2021, generating a year-to-date total return loss of 77.2%. Peloton's stock has had a wild ride this year, but investors may be wondering whether there's any value to be found in Peloton shares after the sell-off.

Is Peloton Stock Overvalued Or Undervalued?

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.WHAT TO DO...

ROSEN, A LEADING LAW FIRM, Encourages Peloton Interactive, Inc. Investors to Secure Counsel Before Important January 18 Deadline in Securities Class Action - PTON

Even a lowered price target represents huge upside for this growth stock.

Why Peloton Stock Jumped on Thursday

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Peloton's stock got hammered in 2021 as economies reopened, but the new year brings new opportunities.

News for Peloton Stock (PTON)