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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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.

Most companies would kill for Peloton's level of user buy-in. The company's cycling and treadmill products have built an almost cult-like mystique around the connected fitness platform.

The $495 Peloton Guide brings connected strength training to the popular fitness platform

As Peloton grapples with finding growth, the connected fitness company announced it's launching a strength training product called the Peloton Guide.

Peloton unveils Guide, a strength training program that connects to your TV

NEW YORK, Nov. 9, 2021   /PRNewswire/ -- Peloton (NASDAQ: PTON) today announced its first connected strength product, Peloton Guide . The AI-enabled device easily connects to televisions, providing Members instant access to a suite of expert Instructors and the well-loved Peloton content library.

Peloton Introduces Peloton Guide, First Connected Strength Product

Peloton (NASDAQ: PTON) posted a weaker than expected set of Q1 FY'22 results last week and slashed its full-year revenue guidance as the re-opening of the economy and physical fitness centers began to take a toll on the connected fitness equipment company, which was seen as a classic pandemic play.

The Covid Reopening Hits Peloton Stock Hard. Is The Bad News Priced In?

Peloton shares extended their losses on Monday, on the heels of the company's disappointing fiscal first-quarter financial report.

More than $10 billion wiped from Peloton's market cap since dismal earnings report

Boston, Massachusetts--(Newsfile Corp. - November 8, 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 INVESTOR ALERT: Thornton Law Firm Investigating Potential Securities Class Action on Behalf of Peloton Investors Related to Recent Revenue and Subscriber Disclosures

The company says it's “clear we underestimated the reopening impact” on business. Now it may need to think outside the home.

What's next for Peloton now that the at-home fitness boom is fading?

Peloton Interactive Inc (NASDAQ: PTON) shares are trading lower on continued downward momentum after the company last week reported first-quarter earnings results and issued guidance. Peloton reported quarterly losses of $1.25 per share which missed the analyst consensus estimate of a loss of $1.07 by 17%.

Why Peloton Shares Are Falling

Today's news is bad, but Friday's was a lot worse.

Why Peloton Stock Crashed Again Today

Peloton investors are going to have to take a meditation class (or several) after its latest earnings report that sent its shares plunging by about a third.

The Peloton movement may be over

The stock price of Peloton Interactive Inc (NASDAQ: PTON) fell over 35% in the previous trading session. This is why it happened.

Peloton (PTON) Stock: Why The Price Substantially Fell

CEO John Foley's net worth was slashed to around $850 million during Friday's dramatic sell-off following a disappointing earnings report.

Peloton's founder is no longer a billionaire after the stock's violent post-earnings sell-off

Peloton Interactive, Inc. (NASDAQ: PTON) shares have weakened nearly 40% last trading week, as the company reported weaker than expected first-quarter results on Thursday. Peloton reduced its guidance for the 2022 fiscal year Peloton Interactive is an American exercise equipment and media company that produces internet-connected stationary bicycles and treadmills that enable monthly subscribers to […] The post Peloton share price forecast after weak Q1 results appeared first on Invezz.

Peloton share price forecast after weak Q1 results

Airbnb

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Live Nation

Uber

Yelp

It is clear that the U.S. economy is in full “reopening mode,” so what's the best way to play this trend? Here's a response you weren't expecting: Don't.

Here's Some Advice to Invest in America's Great Reopening: Don't!

Peloton shares dropped by 34% Friday in its biggest one-day drop ever, shedding as much as $8 billion in market value.

Peloton reportedly freezing hiring after shedding billions in market value as home-exercise interest fades

"I don't want control, I want growth. That is now something that Peloton lacks," the "Mad Money" host said.

Cramer says sell Peloton on the stock's next bounce ‘if you haven't sold it already'

Amazon

Pinterest

SPDR Gold Trust

Amazon, gold, Pinterest and Peloton were our top stock trades for Monday. With that in mind, here's what we're looking at from the charts now.

4 Top Stock Trades for Monday: AMZN, Gold, PINS, PTON

The news comes a day after the company slashed its sales outlook by more than $1 billion amid slowing demand.

Peloton Reportedly Freezes Hiring As Shares Plunge 35% Following Dismal Earnings

AMC Entertainment

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Cassava Sciences Inc

Zillow

Stocks continued their run of near daily record highs heading into November, as investors digested a slew of economic updates and earnings reports.

Stocks Heading Into Holiday Season With Record Highs

Peloton held an all-hands meeting on Friday and froze hiring across all departments, CNBC has learned.

Peloton freezes hiring after it slashes its forecast and shares drop 35%

Peloton Interactive Inc (NASDAQ:PTON) shares dropped 35% Friday after the company reported a wider-than-expected loss and aggressively cut its full-year guidance. Peloton reported a fiscal first-quarter EPS loss of $1.25 on revenue of $805.2 million.

6 Peloton Analysts Break Down Q1 Earnings: 'Not The Year We Envisioned'

Peloton Interactive Inc (NASDAQ: PTON) is down about 35% in the stock market on Friday after a disappointing quarterly report and a rather bleak outlook for the future. But there's one analyst who's convinced the stock will recover completely.

Peloton is down 35%: buy the dip or sell the rip?

Planet Fitness

In early 2020, almost overnight, people's houses were transformed from just being a home to also serving as the office, the happy hour locale and the gym — a boon for Peloton and other companies that were ready to step in and help provide consumers with a connected fitness experience, despite closures and public health […]

Peloton's Fall, Planet Fitness' Rise Suggest Connected Fitness Boom Is Over

JPMorgan analysts maintained an 'overweight' rating ahead of the exercise equipment maker's strongest seasonal period.

Peloton's earnings shocker just wiped 34% off the stock as home-exercise interest fades - but JPMorgan says a strong holiday season can help propel it back up 60% next year

Peloton Interactive Inc. (NASDAQ: PTON) is trading significantly lower Friday after the company reported worse-than-expected first-quarter EPS and sales results. Quarterly losses came in at $1.25 per share, missing the analyst consensus estimate of a loss of $1.07.

News for Peloton Stock (PTON)