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

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Net PPE

Intangibles

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Total equity

Stockholders equity

Minority interest

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Book value per share

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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.

Boston, Massachusetts--(Newsfile Corp. - November 22, 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 investors@tenlaw.com...

PTON Investor Alert: Class Action Lawsuit Filed

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The connected-fitness company continues to fall after a disappointing earnings report and announcing a common-stock offering.

Why Peloton Stock Dipped on Monday

Poor Q1 results and a massive guidance cut shocked investors that sent the stock down 30+%. While bears are celebrating, investors shouldn't be too quick to dismiss Peloton's growth potential.

Peloton: A Few Bad Quarters Don't Make It A Bad Investment

The connected fitness company is diluting its stock, but Wall Street seems delighted.

Peloton Thrilled the Stock Market With Its $1 Billion Share Sale -- Here's Why

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NEW YORK, Nov. 19, 2021 /PRNewswire/ -- Bernstein Liebhard, a nationally acclaimed investor rights law firm, announces that a securities class action lawsuit 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 Announces that a Securities Class Action Lawsuit Has Been Filed Against Peloton Interactive, Inc.

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Boston, Massachusetts--(Newsfile Corp. - November 18, 2021) - The Thornton Law Firm alerts investors that it is investigating Peloton Interactive, Inc. (NASDAQ: PTON) for potential violations of the securities disclosure laws on behalf of the company's shareholders. Shares of Peloton have recently fallen after the Company cut its fiscal year 2022 revenue forecast by $1 billion and lowered its projections for subscribers and profit margins. Investors who currently own PTON securities may contact the...

PTON Alert: Thornton Law Firm Investigating Potential Securities Class Action on Behalf of Peloton Investors

Peloton (NASDAQ: PTON) stock gained about 9.4% over the last week (five trading days), outperforming the S&P 500 which remained roughly flat over the same period. The rally comes as the company indicated that it was raising around $1.07 billion via a stock sale.

Up 10% Over The Last Week, Peloton Stock Could Continue To Rise

Peloton's management has a lot on its plate: slowing growth, deep red numbers, Tread+ recall, dwindling cash reserves and lost stock market trust. We don't believe the management could focus on all things at once. Raising additional cash and managing cash burn are given priority right now, the first being detrimental to shareholders.

Peloton Is Not A Super-Growth Stock Anymore And Should Not Be Priced As Such

Why Peloton Stock Just Turned South

A stock sale will help fortify the company's declining cash position.

Why Peloton Stock Was Sprinting Higher Tuesday

Peloton Interactive Inc (NASDAQ: PTON) has priced its public offering of 23.9 million shares of Class A common stock at $46 per share. The offer price represents a discount of 3.2% to Peloton's closing price of $47.49 on November 15, 2021.

Peloton Stock Jumps On Raising $1B Via Equity Offering

NEW YORK--(BUSINESS WIRE)--WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Peloton Interactive, Inc. (NASDAQ: PTON) resulting from allegations that Peloton may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Peloton securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrang

EQUITY ALERT: Rosen Law Firm Encourages Peloton Interactive, Inc. Investors with Losses in Excess of $100K to Inquire About Class Action Investigation – PTON

Peloton is offering up $1 billion in common stock, and while the news seems to be priced into PTON stock, investors should watch carefully. The post Peloton Is Offering Up $1B in Shares.

Peloton Is Offering Up $1B in Shares. What Does That Mean for PTON Stock Holders?

Shares of Peloton Interactive Inc. PTON, +4.38% reversed course to bounce 4.9% in morning trading Tuesday, even after the home fitness company said the stock offering announced earlier had priced 7.6% below current levels. The rally reverses a loss of as much as 7.3% in premarket trading, when the launch of the stock offering was announced.

Peloton stock bounces even as the $1.1 billion stock offering priced at a discount

NEW YORK, Nov. 16, 2021 /PRNewswire/ -- Peloton Interactive, Inc. ("Peloton") (Nasdaq: PTON) today announced the pricing of an underwritten public offering of 23,913,043 shares of its Class A common stock at a public offering price of $46 per share. All of the shares of Class A common stock are being offered by Peloton.

Peloton Interactive, Inc. Announces Pricing of Public Offering of Class A Common Stock

The offering comes less than two weeks after shares suffered their biggest one-day drop ever on weak quarterly results and lowered forecasts.

Peloton falls as the at-home fitness company files to sell $1 billion in common stock

Peloton said Tuesday it plans to sell an additional $1 billion of shares of its Class A common stock.

Peloton files to sell $1 billion in stock offering, shares drop

Shares of Peloton Interactive Inc. PTON, -3.51% took a 5.2% dive toward a fresh 17-month low in premarket trading Tuesday, after the home fitness company said it launched a public offering of $1 billion worth of common stock. The offering represents about 6.9% of Peloton's market capitalization of $14.40 billion as of Monday's close.

Peloton stock dives further after $1 billion public stock offering

NEW YORK, Nov. 16, 2021 /PRNewswire/ -- Peloton Interactive, Inc. ("Peloton") (Nasdaq: PTON) today announced that it has commenced an underwritten public offering of $1 billion of shares of its Class A common stock. In addition, Peloton is expected to grant the underwriters of the offering a 30-day option to purchase up to an additional $150 million of shares of Class A common stock at the public offering price, less underwriting discounts, and commissions.

Peloton Interactive, Inc. Announces Proposed Public Offering of Class A Common Stock

Peloton has filed fresh lawsuits against two of its rivals, iFit and Echelon. It alleges that the companies are violating up to four patents it holds related to on-demand classes.

Peloton sues rivals over alleged patent infringement related to on-demand classes

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With the market hovering around at all-time highs, volatility has certainly picked up during earnings season.

News for Peloton Stock (PTON)