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.

Is Peloton Stock a Bargain Buy Today?

Peloton's CEO is facing backlash for hosting a swanky, invite-only holiday party for some of his instructors -- after nixing a company-wide bash amid concerns about the company's tanking stock price.

Peloton founder faces staff anger over swanky holiday party

NEW YORK, Dec. 14, 2021 /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.

INVESTOR NOTICE: ROSEN, A TOP RANKED LAW FIRM, Encourages Peloton Interactive, Inc. Investors with Losses Exceeding $100K to Secure Counsel Before Important Deadline in Securities Class Action - PTON

Peloton clarified Tuesday (Dec. 14) that it won't be curbing the development of new products like a report published by DigiTimes claimed, per a CNBC report. The company plans to “innovate across all of its product lines” next year, a spokeswoman for the company told CNBC.

Peloton Presses on With New Product Development

"We've never been more excited about our product pipeline and look forward to what's to come in 2022," said Peloton CEO John Foley, on Twitter.

Peloton CEO John Foley touts product pipeline, company refutes report that it's halting development

Peloton's shares were sold out in the last months. Despite the downgraded management forecast and a large amount of negativity, I see some opportunities for the stock to rise from the current level.

Peloton: Buy When The Fear Is On The Street

Ryan Reynolds pioneered the concept of "fast advertising" with each successful foray involving Peloton and the stock market. In his latest fast ad, he helps Peloton control the narrative following the unexpected death of Sex and the City's Mr.

And Just Like That, Fast Advertising Saves The Day For Peloton Following Public Relations Crisis

The company is having a little fun with some unwanted negative press.

Peloton Stock Pops as New Ad Goes Viral

Things went from bad to worse after Peloton's signature bike played a cruel cameo in a new TV show, but a viral ad campaign on Sunday is the perfect response.

Peloton's New Ad Is a Game Changer

A year ago this business was on top of the world. Things have changed for the worse.

3 Reasons to Sell This Once Surefire Stock

The stock price of Peloton Interactive Inc (NASDAQ: PTON) fell by 5.38% in the previous trading session. This is why it happened.

Peloton Stock (PTON): Why The Price Fell

Is this a good time for opportunistic investors to capitalize on investors' fear?

Down 75% This Year, Is Peloton Stock a Buy?

A fictional TV character is causing a real-world headache for the connected-fitness company.

Why Peloton Stock Was Out of Breath on Friday

The pandemic sparked a fast and furious love affair with Peloton. Now comes the breakup.

The company's shares hit a 52-week low as people rush back to pre-Covid routines

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This week's rebound was nice, but it didn't change the trend trajectory for these weak stocks. Here's how to capitalize on the next drop.

3 Weak Stocks to Dump on This Bounce

We don't feel right about spoilers, so best not to mention how connected fitness firm Peloton figures into HBO Max's new “Sex and the City” reboot called “And Just Like That...” Suffice to say the plotline we're not disclosing here makes for questionable PR optics combined with bad market timing — ironically reflecting the performance […]

And Just Like That, Peloton Gets Its Wind Knocked out by a Ratings Downgrade

SPOILER ALERT: This post describes a key plot detail in Sex and the City revival And Just Like That, which premiered last night on HBO Max. Shares in Peloton fell 5% in morning trading to about $38.50 — but that's not a new phenomenon in 2021. The fitness company's stock has declined 73% this year,...

Peloton Shares Drop — Is A Big ‘And Just Like That…' Plot Twist Really To Blame?

Peloton Interactive Inc (NASDAQ:PTON) is trading lower Friday after Credit Suisse downgraded the stock and cut its price target by more than 50%. Credit Suisse analyst Kaumil Gajrawala downgraded Peloton from an Outperform rating to a Neutral rating and lowered the price target from $112 to $50.

Why Peloton Shares Are Falling Today

Spoiler alert: Peloton is hitting back after becoming ensnared in a controversial plot line in the new "Sex and the City" spinoff.

Peloton shares plunge as ‘And Just Like That' character dies after ride

The saddening death of “Mr Big” had nothing to do with Peloton's exercise bike, says Dr Suzanne Steinbaum of Peloton Interactive Inc's (NASDAQ: PTON) health and wellness advisory council.   She was responding to a scene from episode one of “And Just Like That” on HBO Max where veteran actor Chris Noth's character that goes […] The post Peloton's health expert has a diagnosis on why ‘Mr Big' died appeared first on Invezz.

Peloton's health expert has a diagnosis on why ‘Mr Big' died

The company has struggled with slowing sales and public relations' crises, including the voluntary recall of its treadmill.

Peloton selloff continues as 'Sex and the City' reboot adds to exercise company's image issues

Peloton Interactive PTON, -11.35% was downgraded to neutral from outperform at Credit Suisse, as it lowered its price target to $50 from $112. Analysts led by Kaumil Gajrawala lowered their rating due to improving mobility and a return to in-person fitness after a strong 2021.

Peloton downgrades by Credit Suisse, which slashes price target to $50

The analysts say shifting consumer spending trends and people returning to gyms are headwinds for Peloton shares.

Peloton Stock Falls. Credit Suisse Downgrades the Shares and Slashes the Price Target.

The connected fitness company can't get growth investors to agree they should come along for the ride.

Why Peloton Interactive Is Tripping Over Itself Today

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News for Peloton Stock (PTON)