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 stock has declined by almost 10% over the last week, considerably underperforming the S&P 500 which remains down by about 2.5% over the same period. The stock is also down by about 15% over the last month (about 21 trading days).

Despite Near-Term Headwinds, Peloton Stock Looks Like A Buy At $82

Peloton Interactive Inc (NASDAQ:PTON) is an American exercise equipment and media company.

Peloton Stock is Struggling to Keep Up With its Valuation

Peloton Stock Struggling to Keep Up With Its Valuation

This exercise equipment maker's stock price is down, but not out.

Why Peloton Stock Is Becoming a Value

Was Peloton's success during COVID temporary, or is this fitness stock just warming up?

Is It Time to Buy Peloton?

Amazon

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Could this be the buying opportunity you've been waiting for?

Why Amazon, Salesforce, Zoom, and Other Stay-at-Home Stocks Dropped Today

With Peloton facing many tough hurdles and PTON stock still trading at a very high valuation, the shares are not appealing at this point. The post Pandemic-darling Peloton Stock Is Too Unpredictable and Expensive appeared first on InvestorPlace.

Pandemic-darling Peloton Stock Is Too Unpredictable and Expensive

Beyond Meat

Gap Inc

Phillips 66

The S&P 500 closed the third quarter barely positive, but the three-month stretch was worse for many stocks.

These two worst-performing stocks in Q3 could be poised for a rebound

The last 18 months have had a massive impact on how people choose to exercise, and the maker of connected fitness equipment must step up to the plate.

Peloton Investors Will Want to Heed This Crucial Data Point

Peloton's recall issue (which is in the rear-view mirror), the return of the Peloton Tread and price cuts mean that we'll soon see Peloton make its way to more households than ever before. All in all, there is a lot of good stuff happening with this company that will fuel further PTON share price growth.

The Time to Buy Peloton Stock Is Now, According to Cathie Wood

Peloton Interactive Inc (NASDAQ: PTON) is looking outside homes for its next stage of growth. Back in April, it acquired Precor whose equipment is usually found in commercial settings for $420 million but it is now doing much more in terms of going outside homes.

Peloton Pedals to Growth Outside Homes

AMC Entertainment

Lemonade

Netflix

Teladoc

If you're enjoying the new Netflix show about discarded people putting their lives on the side for a big payday let's put some discarded stocks -- all trading 50% below their 52-week highs -- through the paces.

Squid Game: Stocks on Sale Edition

Peloton could be hoping to get Lululemon to rethink its investments in the home-exercise category.

Is Peloton's Apparel Line a Serious Move or a Warning Signal to Lululemon?

The stock is down 40% this year as investors grow concerned about the company's challenges.

1 Reason the Market Is Not Keen on Peloton Stock

Some of the commentaries from Peloton executives highlight potential weak points for the fitness company.

3 Possible Warning Signs From Peloton's Conference Presentation

Investors must pay attention to how the company's Bike sells in the quarters ahead.

Here's Why Peloton's Most Important Number Is $1,495

UnitedHealth Group

The connected fitness leader just got even stronger.

Peloton Just Made a Killer Deal With UnitedHealth

Robinhood

Cathie Wood-led Ark Invest on Friday further raised its exposure in Robinhood Markets Inc (NASDAQ: HOOD) as the brokerage's shares dipped. The popular money managing firm snapped up 145,862 shares — estimated to be worth $6.55 million — in Robinhood, on the day shares of the company closed 2.24% lower at $44.91 a share.

Cathie Wood Buys Another $6.5M In Robinhood, $6.3M In Peloton

Peloton lost more than $400 million in free cash flow last quarter. If the trend keeps up, PTON stock can't sustain its current levels.

Peloton Can't Afford to Keep Losing Free Cash Flow

Goldman Sachs

Peloton Interactive, Inc. (PTON) CEO John Foley on Goldman Sachs 30th Annual Communacopia Conference (Transcript)

The fitness equipment leader has been running in the wrong direction all year.

Why Peloton Interactive Is Tumbling While the Market Is Soaring

Peloton has created a B2B platform to let hospitality customers buy connected fitness equipment and Precor products online, CNBC reported. The effort sees the exercise company moving beyond the home.

Peloton Launches B2B Platform for Hospitality Industry

New York, New York--(Newsfile Corp. - September 20, 2021) - Moore Kuehn, PLLC, a securities law firm located on Wall Street, is investigating potential claims involving directors and officers regarding possible breaches of fiduciary duties related to whether insiders caused their companies to make false and/or misleading statements and/or failed to disclose, among other things, that:• Peloton Interactive, Inc. (NASDAQ: PTON)(1) in addition to the tragic death...

Moore Kuehn, PLLC Encourages Investors of Peloton Interactive, Inc. to Contact Law Firm

Fitness company Peloton Interactive (NASDAQ: PTON) has enjoyed a strong two years of stock performance since completing a 2019 IPO at $29 per share. The company could see more growth through its latest push in the commercial space.

Get Ready To See Peloton At Hotels: What Investors Should Know About Commercial Rollout

Peloton says it merged its selection of connected fitness equipment with Precor products online for hospitality customers.

News for Peloton Stock (PTON)