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.

Casting a wider net could lead to a diluted image.

Can Peloton Pull Off This Daring Strategy?

Peloton Interactive Inc (NASDAQ: PTON) can't seem to catch a break this year. Days after the exercise equipment manufacturer said easing COVID-19 restrictions were weighing on sales growth, Forbes cited data from Apptopia on Friday that suggested use of the Peloton app had dropped 42% since April.

Report: Peloton app is losing users every month

The company lowered the price of its popular bike by $400.

Peloton Accelerates Expansion Plans With Price Cut

Roku

The coronavirus pandemic continues to exacerbate bottlenecks in the supply chain.

2 Growth Stocks Getting Slowed by Supply Chain Issues

Amazon

Fiverr

Netflix

Planet Fitness

Tesla

Reading through your Rule Breaking questions, feedback, and stories.

Digging Into the "Rule Breaker Investing" August Mailbag

Apple

Here's a roundup of the latest earnings and a look at retail real estate.

Apple's Concession, Peloton's Stumble, and Real Estate's Future

Is Peloton's growth story still intact, or is the game over?

Should You Buy Peloton Stock After Earnings?

The connected-fitness maker is feeling the effects of the economic reopening.

Is It Time to Sell Peloton Stock?

Shareholders have to weigh the pros and cons of management's latest strategic move.

1 Warning Sign in Peloton's Earnings

The Ark Next Generation ETF bought an additional 115,515 shares of PTON on Monday.

Cathie Wood's Ark bought the dip in Peloton as the bike maker tumbled amid a larger than expected drop in its earnings

Pinterest

Zoom Video

Some of last year's biggest winners have stumbled this summer after posting problematic financial results.

It's Been a Cruel Summer for Peloton, Pinterest, and Zoom Video

One ARK Invest exchange-traded fund run by ETF star Cathie Wood bought over 110,000 shares of Peloton Interactive Inc.

Cathie Wood's ARK Invest Buys Over 110,000 Shares of Peloton

Fading demand isn't the only reason to be wary of the pricey exercise equipment stock.

There Are Many Reasons to Avoid Peloton Stock

Alibaba

Alphabet

Pfizer

Cathie Wood-led investment firm Ark Invest on Monday snapped up shares in 3D Systems Corp (NYSE:DDD) and Nano Dimension Ltd (NASDAQ:NNDM), further lifting its exposure in the 3D printing sector. Ark Invest bought 138,600 shares — estimated to be worth about $4.18 million — in 3D Systems Corp on the day shares of the company rose 0.47% higher at $30.13.

Cathie Wood Furthers Bet On These 3D Printing Stocks; Pfizer, Peloton, Alibaba, Google Are Other Key Trades From Monday

Peloton unveiled a treadmill on Monday that it says is equipped with new safety features as the company faces multiple government probes for a previous model that allegedly caused injuries — and at least one death. It's the first time since May — when the company recalled its treadmills, which start at $2,500 — that.

Peloton debuts new treadmills with more safety features as government safety probes continue

Growth is slowing dramatically, and the connected fitness company faces new headwinds.

Peloton Treadmills Are Back, but Has the Stock Lost Its Step?

Peloton investors were in for a rude awakening on Thursday.

Peloton investors face a new reality as fitness company's costs eat into profits

Peloton, the maker of exercise treadmills that have been recalled due to injuries, is the subject of an investigation by the Securities and Exchange Commission. The Department of Justice and the Department of Homeland Security have also subpoenaed documents from the company related to how it reported those injuries, Peloton said in a recent annual financial filing.

Peloton under investigation by the SEC and Department of Justice

Peloton Interactive Inc (NASDAQ: PTON) says the U.S. Department of Justice and Homeland Security has subpoenaed the fitness equipment maker. What Happened: On Friday Peloton said that U.S. regulators were investigating the company and requesting documents and other information related to injuries reported by Peloton customers.

Peloton Says It Has Been Subpoenaed By U.S. Regulators Over Reporting Of Treadmill Injuries

It depends on how you view the company's recent price cut to its original Peloton bike. Here's what management has to say about the move.

Peloton Stock Dips: Is This a Buying Opportunity?

Peloton under investigation over treadmill injuries

On Friday morning, the connected-fitness company disclosed that it had been subpoenaed by two federal agencies for documents relating to injuries caused by its exercise machines.

Peloton Stock Drops on Earnings Miss, Weak Outlook, and Federal Subpoenas

Peloton Interactive Inc (NASDAQ:PTON) shares dropped 8.3% on Friday morning after the home exercise company reported a sharp drop in revenue growth. On Thursday, Peloton reported a fiscal fourth-quarter adjusted EPS loss of $1.05, much larger than the 45-cent loss analysts were expecting.

7 Peloton Analysts Break Down Q4 Earnings: 'Signs Of Softening Demand, Increasing Costs'

Higher subscription churn and decelerating growth are weighing on the stock today.

Why Peloton Interactive Stock Plunged Friday

Dell Technologies

Gap Inc

Workday

The markets were up across the board midday Friday, approaching the end of a wild week that saw some big market swings.

News for Peloton Stock (PTON)