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.

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Cost of revenue

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Cash dividends paid

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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.

NEW ORLEANS, Dec. 1, 2021 /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.

CLAIMSFILER ALERTS PELOTON Investors to Lead Plaintiff Deadline in Class Action Lawsuit Against Peloton Interactive, Inc. - PTON

Los Angeles, California--(Newsfile Corp. - December 1, 2021) -  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.Class Period: Dec. 9, 2020 - Nov. 4, 2021Lead Plaintiff Deadline: Jan. 18, 2022Visit: www.hbsslaw.com/investor-fraud/PTON Contact An Attorney Now: PTON@hbsslaw.com ...

HAGENS BERMAN, NATIONAL TRIAL ATTORNEYS, Encourages Peloton Interactive (PTON) Investors to Contact Firm's Attorneys, Deadline Approaching in Securities Class Action

New York, New York--(Newsfile Corp. - December 1, 2021) -  Jakubowitz Law announces that a securities fraud class action lawsuit has commenced on behalf of shareholders of Peloton Interactive, Inc. (NASDAQ: PTON).CLICK HERE FOR MORE DETAILS:https://claimyourloss.com/securities/peloton-interactive-inc-loss-submission-form-2/?id=21830&from=5

PTON Lawsuit Filed: Jakubowitz Law Pursues Claims on Behalf of Peloton Interactive, Inc. Shareholders

Los Angeles, California--(Newsfile Corp. - December 1, 2021) -  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.Investors who purchased the Company's securities between December 9, 2020 and November 4, 2021, inclusive...

SHAREHOLDER 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 York, New York--(Newsfile Corp. - December 1, 2021) - The securities litigation law firm of The Gross Law Firm issues the following notice on behalf of shareholders of Peloton Interactive, Inc. (NASDAQ: PTON).Shareholders who purchased shares of PTON during the class period listed are encouraged to contact the firm regarding possible Lead Plaintiff appointment. Appointment as Lead Plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/peloton-interactive-inc-loss-submission-form-2/?id=21805&from=5

SHAREHOLDER ALERT: The Gross Law Firm Notifies Shareholders of Peloton Interactive, Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of January 18, 2022 - (PTON)

Zoom Video

Just when the world thought it was putting the pandemic nightmare in the rearview mirror, Covid-19 decided to strike back with a worrisome new coronavirus variant that spreads like wildfire and may evade current vaccines. The post Worried About Omicron?

Worried About Omicron? Do This Immediately

Chegg

RingCentral

Teladoc

Stocks like Chegg, Peloton, RingCentral, Teladoc Health, and Zoom thrived during the pandemic. They might look like bargains now that they've taken a hit, but they're not. Workers are being called onsite. Kids are back in school. Work and communication tools like Chegg, Zoom, and RingCentral will continue to slow, despite Covid-19 variations.

These Stocks Soared During Pandemic, Then Sunk, But That Doesn't Make Them A Bargain Now

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

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.

News for Peloton Stock (PTON)