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

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Net PPE

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Stockholders equity

Minority interest

Total liabilities & equity

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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) stepped into the earnings confessional after the close yesterday, where the fitness equipment maker turned in wider-than-expected fiscal fourth-quarter losses per share, though revenue was well above Wall Street's expectations.

Options Traders, Analysts Blast Peloton Stock After Earnings

In May, Peloton issued a sweeping recall for more than 126,000 of its treadmills after US regulators said people have been hurt using the machines and one child has died.

Feds subpoena Peloton over reporting of treadmill injuries, SEC probing

The company said Friday it received a federal subpoena stemming from reports about injuries from its products.

Peloton sinks after issuing downbeat outlook as it slashes $400 off the price of its original exercise bike

As more bad news drips out, too bad shareholders can't replace its CEO as easily as regulators got Peloton to recall its treadmills in May.

Plunged 36%, Why Peloton Stock Has Passed Its Peak

Peloton Interactive Inc (NASDAQ: PTON) shares slide premarket after the company posted weak Q4 earnings after the closing bell on Thursday. It reported EPS of $(1.05), missing the consensus estimate of $(0.45).

Investors Wary Of Peloton After Fitness Equipment Maker Cuts Bike Prices, Issues Gloomy Outlook

Peloton Interactive Inc. PTON, -1.86% said Friday it has been subpoenaed by the Justice Department and U.S. Department of Homeland Security for documents relating to its reporting of injuries caused by its products. In its annual report filing with the Securities and Exchange Commission, the connected exercise-equipment company said the SEC is also investigating its public disclosures of those incidents.

Peloton shares slide 5.6% premarket after it discloses subpoenas from DoJ and DHS relating to treadmill injuries

It was a tough quarter for the connected-fitness company. But demand for its products remains strong.

Peloton Earnings: What You Need to Know

Peloton said Friday that the U.S. Department of Justice and the Department of Homeland Security have subpoenaed the fitness equipment maker.

Peloton says it has been subpoenaed by DOJ, DHS over reporting of treadmill injuries

Peloton Interactive Inc said on Friday the U.S. Department of Justice and the Department of Homeland Security had subpoenaed the company for documents and other information related to reporting of injuries associated with its products.

Peloton gets subpoenas from DoJ, DHS over injuries from products

Peloton is cutting the price of its original at-home exercise bike for the second time in a year, a sign that the trendy fitness company is facing fiercer competition from rivals producing significantly cheaper products and people returning to gyms.

Peloton gets another price cut

Peloton Interactive Inc, the expensive exercise machine maker, is finding itself peddling uphill as lockdown restrictions ease around the world. The company is cutting the prices of some of its products as the impressive growth rate of the topline begins to cool.

Peloton Interactive shareholders feel the burn as it posts heavier than expected losses

Peloton Interactive, Inc. (PTON) CEO John Foley on Q4 2021 Results - Earnings Call Transcript

Peloton posted fourth quarter earnings results that saw connected fitness subscriptions grow 114 percent year over year to over 2.33 million, according to a press release. Other headline numbers included paid digital subscription growth of 176 percent to over 874,000 and total membership growth to over 5.9 million, the release stated.

Peloton Connected Fitness Subscriptions Grow 114 Percent

Peloton had greater net losses than Wall Street expected in its fiscal fourth quarter, and told investors it is slashing the price of its entry-level bike by hundreds of dollars -- again.

Peloton reports wider loss than expected, slashes price of bike again

Gap Inc

While The Gap posted its strongest Q2 in more than a decade, Peloton saw its bottom line and guidance shrink.

Peloton (PTON) Misses Big, Gap (GPS) Beats & Raises

Workday

Workday, Peloton Make Waves After Hours as Markets Sink

Peloton Interactive Inc (NASDAQ: PTON) said its sales topped Wall Street estimates in the fiscal fourth quarter. Shares of the company, however, tanked more than 10% in after-hours trading on Thursday on a wider-than-expected loss.

This analyst raised his price target on Peloton despite weak results: here's why

The Peloton Bike, the company's cheapest model, now costs $1,495 after a 20% price cut. It's the second price cut since September.

Peloton's flagship bike is now $400 cheaper

Peloton is lowering the price of its flagship bike to $1,495 from $1,895. Its $312 million fiscal fourth-quarter loss spooked investors.

Peloton Slashes Bike Price, Reports Wider Net Loss, Sending Shares Prices Down

Peloton Interactive Inc. signaled Thursday that its pandemic boom will slow down, and the stock was pounded in late trading.

Peloton signals a pause in its pandemic boom, and its stock is plunging

Peloton Interactive Inc on Thursday reported a 54% jump in fourth-quarter revenue, driven by strong demand for its exercise bikes and a surge in subscribers for its digital fitness classes.

Peloton revenue rises 54% on demand for home fitness equipment

NEW YORK, Aug. 26, 2021 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) has announced its financial results for fourth quarter and full-year fiscal 2021. Please visit the Peloton investor relations website https://investor.onepeloton.com/financial-information/quarterly-results to view the fourth quarter and full-year fiscal 2021 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 Fourth Quarter and Full-Year Fiscal 2021 Financial Results

Peloton announced Thursday it's lowering the price of its less expensive Bike product to $1,495, starting today.

Peloton is slashing the price of its Bike by hundreds of dollars to $1,495

Peloton reported Thursday that revenue growth in its fiscal fourth quarter tapered off dramatically from the prior quarter.

Peloton posts wider-than-expected loss as sales growth slows, treadmill recall costs hit profit

Peloton is out with its quarterly report after the bell, and Todd Gordon of Inside Edge Capital Management sees a rally ahead.

News for Peloton Stock (PTON)