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.

Planet Fitness

The stock charts of Peloton Interactive Inc. and Planet Fitness Inc. are worth a thousand words: People seem to prefer going out to the gym to work out over staying home and using their own fitness equipment as COVID lockdowns are lifted.

In One Chart: Peloton stock's pain is the mirror opposite of Planet Fitness' gain

Peloton became the latest pandemic favorite to see its stock plunge amid a wider reopening of the economy.

Peloton Shares Plunge Over 30%—And CEO John Foley Is No Longer A Billionaire

It was a bad quarter, but rumors of Peloton's demise are greatly exaggerated.

Here's Why Peloton Stock Got Absolutely Smashed on Friday

Peloton Interactive Inc shares slumped 33% on Friday, wiping off about $9 billion in market value as analysts predicted a tough path ahead for the pandemic-darling amid a return by economies to normalcy.

Peloton's value drops $9 billion as Wall Street predicts tough road ahead

Adding some insults to earnings injury, a horde of Wall Street analysts slashed their price targets on Peloton Interactive Inc.'s stock following the at-home fitness company's disappointing quarterly report and the sudden and sharp cut of the revenue outlook.

The Ratings Game: Peloton's ‘stunning' and ‘rapid deterioration' of demand outlook prompts analysts to slash stock targets

Peloton, best-known for its high-tech bikes, is now doubling down on its pricier product, the treadmill.

Peloton reckons its high-tech treadmills will soon outsell its bikes

Peloton stock is in freefall after the company reported a terrible quarter and gave weak forward guidance in its latest financial results. The post Peloton Stock Price Plunges 30% as PTON Watches ‘Home Fitness' Dry Up appeared first on InvestorPlace.

Peloton Stock Price Plunges 30% as PTON Watches ‘Home Fitness' Dry Up

On Thursday evening, the company reported fiscal first-quarter earnings that showed $805.2 million in sales, lower than expected by Wall Street, and a widening loss of $1.25 per share.

Peloton shares tank as sales slow and people head back to gyms

After blockbuster growth during the pandemic, Peloton is under pressure to keep the momentum going now customers have the option to work out in gyms.

Peloton isn't selling as many bikes and treadmills anymore because people are going back to the gym

At least three Wall Street investment firms downgraded the stock following Peloton's dismal fiscal first-quarter financial report.

Peloton shares collapse as momentum for its at-home fitness equipment slows

It's not all bad news?long-term, Peloton may come out ahead. But with a lack of near-term catalysts, the stock is likely to remain under pressure.

Peloton Stock Is in Free Fall. Here?s Where Analysts Say the Shares Are Going.

Peloton Interactive (NASDAQ:PTON) slashed its guidance for the current year after its results for the third quarter missed market forecasts. The downgrade comes after the lifting of pandemic restrictions and the reopening of gyms led to a faster fall than expected in demand for Peloton's exercise bikes and treadmills.

Peloton cuts guidance as people return to gyms for exercise

"We underestimated the reopening impact on our company," Peloton chief John Foley told shareholders on an earnings call.

Peloton plunges as much as 33% in pre-market as the reopening drags down sales

Peloton Interactive, Inc. (PTON) CEO John Foley on Q1 2022 Results - Earnings Call Transcript

The company's shares plummeted 24% in after-hours trading Thursday following a downbeat quarterly earnings announcement.

Billionaire Peloton CEO John Foley's Fortune Plunges $400 Million As Shares Crash After Company Projects Slowdown

Shares of Peloton have plunged as much as 30% in after-hours trading Thursday after the fitness equipment giant cut its full-year 2022 guidance due to a slow start to the second quarter and "challenged visibility" in its near-term operating performance as a result of uncertainty related to the COVID-19 pandemic.

Peloton shares skid as pandemic-related uncertainty weighs on outlook

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After the bell, however, Peloton (PTON) shares are plummeting on Q3 numbers reported this afternoon.

Regular Trading Strong Again; Some Weakness in Late Q3 Reports

Shares of Peloton Interactive Inc (NASDAQ: PTON) tanked nearly 30% in extended trading on Thursday after its Q1 results disappointed and management gave dovish guidance for the future, citing supply chain issues. Wedbush analyst comments on Peloton's report On CNBC's “Closing Report”, Wedbush Securities' James Hardiman said expectations were already low for Q1, but it […] The post Peloton tanks 30% on disappointing guidance: ‘it's pretty ugly' appeared first on Invezz.

Peloton tanks 30% on disappointing guidance: ‘it's pretty ugly'

Peloton is lowering its projections for the next nine months after the first quarter of its fiscal year saw slowing growth and supply chain issues that are piling on more challenges for the embattled company. Officially, Peloton recorded $805 million of revenue in the first quarter of its fiscal year, up 6% year over year […]

Peloton Sales Growth Slows Amid Softening Demand, Supply Chain Issues

Peloton Interactive Inc (NASDAQ: PTON) shares are trading lower in Thursday's after-hours session after the company reported worse-than-expected third-quarter EPS and sales results. 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 During Thursday's After-Hours Session

Peloton Interactive Inc on Thursday reported a quarterly loss compared with a year-ago profit, hurt by its decision to slash the price of its popular fitness bike and higher marketing and shipping costs.

Peloton plunges to loss on bike price cut, higher costs

NEW YORK, Nov. 04, 2021 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) has announced its financial results for first quarter 2022. Please visit the Peloton investor relations website https://investor.onepeloton.com/financial-information/quarterly-results to view the first quarter 2022 shareholder letter. Today the company will host a live audio webcast of its conference call to discuss the results at 5:00 p.m. ET.

Peloton Interactive, Inc. Reports First Quarter Fiscal 2022 Financial Results

Peloton is set to report its fiscal first-quarter financials after the market closes on Thursday.

Peloton is about to report earnings. Here's what to expect

Peloton Interactive Inc. executives provided a weaker than expected holiday forecast Thursday and reduced expectations for the full year, sending shares on a steep decline.

Peloton stock tanks on weak holiday forecast, reduced annual guidance

PTON stock has begun to rally again, but it probably won't get far as controversies and supply chain problems weigh it down. The post Don't Fall for Peloton Stock's Latest Rally appeared first on InvestorPlace.

News for Peloton Stock (PTON)