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.

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.

Don't Fall for Peloton Stock's Latest Rally

Spotify

Spotify Technology SA (NYSE: SPOT) and Peloton Interactive Inc (NASDAQ: PTON) collaborated to launch the 'Curated by Peloton' shelf within the streaming service's 'Workout Hub' to make the pandemic triggered home workout more enjoyable. Spotify users will get access to seven rotating playlists from Peloton instructors, including "Running by Peloton," "Tunde Oyeneyin's Playlist," "Strength by Peloton.

Spotify, Peloton Join Hands To Spice Up Home Workout

Spotify is partnering with Peloton to launch a new dedicated ‘Curated by Peloton' shelf within the streaming service's ‘Workout Hub.' Starting today, Spotify users will get access to seven rotating playlists from Peloton instructors.

Spotify partners with Peloton to launch new playlists featured in its Workout Hub

Airbnb

Uber

More than 1,500 companies are expected to report quarterly earnings this week. Of three in our watch list for Tuesday afternoon, two (Activision Blizzard and Lyft) beat on both revenue and profits while the other (T-Mobile) missed on revenue.

Earnings Previews: Airbnb, Peloton, Square, Uber

Peloton and Spotify are pumping up their partnership. Beginning November 3, the fitness brand now has its own dedicated shelf within the Spotify Workout Hub that includes seven rotating playlists from their instructors and popular fitness disciplines.

Peloton And Spotify Pump Up Their Partnership

Peloton saw its shares fall Tuesday (Nov. 2) possibly because of Apple's new design patent for a fitness app, Seeking Alpha reported. The company's shares have fallen almost 20% since September, when Apple debuted new Apple Fitness+ features, according to the report.

Peloton Stock Dips After Apple Gets Patent for Fitness App

Peloton's (PTON) fiscal first-quarter performance is likely to have benefitted from improved subscriber growth, reduced prices and revised financing options for its Bike+ and Tread products.

Factors Setting the Tone For Peloton's (PTON) Q1 Earnings

PTON stock still has a lot to prove before it will be a good investment-- the bike price cut is a step in the right direction, but the proof's in the pudding. If bikes don't fly off shelves this winter, the business could be in trouble.

Peloton Stock Looks to Be Just Spinning Its Wheels at This Point

Despite the 2021 fall, investors might want to consider buying beaten-down Peloton stock with it set to release first quarter FY22 financial results on Thursday, November 4.

Buy Peloton Stock Before Earnings for Big Growth Upside?

Peloton Interactive Inc. (NASDAQ:PTON) shares were trading higher Monday morning, but have since cooled off. The company is reporting earnings this week alongside some other popular stocks such as Square Inc. (NYSE:SQ) AirBnb Inc. (NASDAQ:ABNB) and Etsy Inc. (NASDAQ:ETSY).

What To Watch For On Peloton's Stock Chart Ahead Of Earnings

Delta Air Lines

This is the first time that Peloton classes can be accessed outside the company's app or utilities, like a bike or treadmill.

Peloton is bringing 'stretching and meditation classes' to Delta flights

It's hard to relax on a flight, but Peloton is hoping to help. The fitness company is partnering with Delta Air Lines to bring some of its classes to the airline's in-flight entertainment systems.

Peloton classes are coming to your next Delta flight

One ARK Invest exchange-traded fund run by ETF star Cathie Wood sold over 480,000 shares of Peloton Interactive Inc.

Cathie Wood's ARK Invest Sells Over 480,000 Shares of Peloton

Las Vegas Sands

Wynn Resorts

We'll look at how to spot stocks at risk of performing poorly - The Walking Dead - and being turned broke. We'll discuss tips for creating a portfolio to identify high-risk stocks using the Seeking Alpha Grading System.

Nightmare On Wall Street: 3 Bearish Stocks To Avoid - Wynn, Las Vegas Sands, Peloton

A better-than-expected customer response could reverse the fall in Peloton's stock price.

Peloton Q1 Earnings Preview: Did Price Drop on Bike Lead to More Sales?

In the latest trading session, Peloton (PTON) closed at $91.44, marking a +1.25% move from the previous day.

Peloton (PTON) Outpaces Stock Market Gains: What You Should Know

One ARK Invest exchange-traded fund run by ETF star Cathie Wood sold over 740,000 shares of Peloton Interactive Inc.

Cathie Wood's ARK Invest Sells Over 740,000 Shares of Peloton

Peloton (PTON) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Peloton (PTON) Q1 Earnings Expected to Decline

On Thursday, Peloton Interactive Inc. (NASDAQ:PTON) shares edged higher 1% despite the news Cathie Wood's ARK Invest reduced its stake in the exercise equipment provider. ARK sold 448,621 shares, trimming its holding to 1.7 million shares valued at about $153 million as of this writing.

Should you buy or sell Peloton shares as Cathie Wood trims stake?

With the PTON stock price beaten down, investors should see a buying opportunity in connected fitness company Peloton. The post Why You Should Buy the Dip in Peloton appeared first on InvestorPlace.

News for Peloton Stock (PTON)