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.

Lululemon Athletica

Lululemon on Monday followed through on its threat to sue Peloton over the "copycat products" in the exercise bike company's new clothing line.

Lululemon claims Peloton is a 'copycat'

The suit alleges that Peloton produced "knock-offs" of Lululemon's design patents with several products from its new Peloton Apparel line.

Lululemon is counter-suing Peloton as the brands battle over athleisure design patents

Lululemon Athletica Inc on Monday followed through on its threat to sue Peloton Interactive Inc over the "copycat products" in the exercise bike company's new clothing line.

Lululemon fires back at Peloton lawsuit with its own, calls rival a 'copycat'

Lululemon has filed a patent lawsuit against Peloton, in a feud over the deigns of its sports bras and leggings designs.

Lululemon fires back at Peloton in apparel feud with its own patent lawsuit

Boston, Massachusetts--(Newsfile Corp. - November 29, 2021) - The Thornton Law Firm alerts 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: Shareholder Class Action Lawsuit Filed

As fears about the omicron COVID-19 variant eased a bit, the connected fitness stock lost its luster again.

Why Peloton Stock Was Falling Today

Nautilus

This write-up looks to take an analytical approach to find industry trends that are presented in the research. In 2019, one research suggested that 85% of participants also trained at home.

Market Overreaction? Cumulative Fitness Industry Research

NEW YORK, Nov. 29, 2021 /PRNewswire/ -- 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.

PTON Investor Alert: Bronstein, Gewirtz & Grossman, LLC Notifies Peloton Interactive, Inc. Shareholders of Class Action and Lead Plaintiff Deadline: January 18, 2022

FuboTV

Netflix

Zoom Video

Stay-at-home stocks to consider as new COVID variant fears weigh in on the reopening trade.

Top Stocks To Buy Now? 4 Stay-At-Home Stocks To Know

Peloton has sued Lululemon after the athletic apparel maker threatened its own lawsuit over the exercise bike company's new apparel line. The lawsuit was filed in Manhattan federal court on Wednesday night, 2-1/2 months after Peloton launched its apparel brand following the end of its five-year co-branding relationship with Lululemon, a break Peloton called amicable.

Peloton sues Lululemon in battle over bras and leggings

Peloton launched its own private-label clothing line in September, and Lululemon claims that some of the products infringe on its designs parents.

Peloton and Lululemon are in a legal tussle over who owns athleisure

PTON stock still carries headline risk, but at these levels much of the froth has left it. Management can turn opinion around into 2022.

Peloton Stock Slimmed Down to Its Base Again

Peloton has sued Lululemon after the leggings maker threatened legal action against the connected fitness equipment company earlier this year.

Peloton has sued Lululemon in feud over cycle maker's new apparel line

BioNTech SE

DocuSign

Moderna

Pfizer

Little is known about the new COVID strain emerging in Africa. That hasn't stopped traders from betting big on lockdowns and a return to telework.

Forget reopening. The new COVID variant has 'stay-at-home' stocks rebounding.

Peloton Interactive Inc, the exercise bike company, has sued Lululemon Athletica Inc after the athletic apparel maker threatened its own lawsuit over Peloton's new apparel line.

Peloton sues Lululemon in dispute over new apparel line

The stock prices of vaccine makers Moderna and Pfizer surged Friday along with stay-at-home stocks like Zoom Video and Peloton.

Pandemic-related stocks from Zoom to Moderna jump as new coronavirus variant raises alarms and triggers lockdowns

Shares of Zoom were up more than 10% before markets opened on Friday morning as a new Covid variant raised concerns in South Africa.

Zoom and other stay-at-home tech stocks rise on new Covid variant fears

Fears over a new, heavily mutated variant of Covid-19 were sinking stock markets Friday.

Stay-at-Home Stocks Zoom, Peloton, and Moderna Surge

The stock price of Peloton Interactive Inc (NASDAQ: PTON) increased by over 5% pre-market today. This is why it happened.

Peloton (PTON) Stock: Why The Price Increased Today

Robinhood

Twitter

Some of the most popular tech stocks are getting crushed right now. That doesn't make them good value, though.

Tech Sell-Off: 3 Growth Stocks Down 42% to 71% That I Still Won't Touch

By Jared Dillian, Mauldin Economics Peloton Interactive Inc. (PTON) was a stock market darling in 2020. Shares rose four-fold, as the company gave people a way to exercise and sort of socialize at the same time during the pandemic lockdowns.

Fad Stocks

NEW YORK, Nov. 24, 2021 /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.

Levi & Korsinsky, LLP, Researching Possible Securities Law Violations - Peloton Interactive, Inc. - PTON

After a momentum-fueled rush, names including Zoom and Peloton are due for a breather, Simpler Trading's Danielle Shay says.

Work-from-home stocks wane in November. One trader sees more pain ahead

The fad for $2000 stationary bikes ended, accelerated by Covid vaccines that let people get outside again. The post Peloton Stock Is Likely to Fade as Quickly as a New Year's Resolution appeared first on InvestorPlace.

Peloton Stock Is Likely to Fade as Quickly as a New Year's Resolution

SAN FRANCISCO, Nov. 23, 2021 /PRNewswire/ -- Hagens Berman urges Peloton Interactive, Inc. (NASDAQ: PTON) investors with significant losses to submit your losses for evaluation. A securities fraud class action has been filed and certain investors may have valuable claims qualifying them to move to be a lead plaintiff.

HAGENS BERMAN, NATIONAL TRIAL ATTORNEYS, Encourages Peloton Interactive (PTON) Investors to Contact Firm's Attorneys, About Lead Plaintiff in Class Action

News for Peloton Stock (PTON)