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.

Fitness concern Peloton Interactive Inc (NASDAQ:PTON) has struggled on the charts of late, though the security has managed a nice recovery from its May 6, annual low of $80.48.

Options Traders Hop On Peloton Stock Ahead of Earnings

Peloton stock rallied by almost 7% in Tuesday's trading after the company said that it would resume sales of its less expensive treadmill, called Tread, in the U.S., U.K., and Canada from August 30. Sales of the Tread, which began in the U.K. late last year, were halted this May due to a problem.

Peloton Stock Surges As Treadmills Go Back On Sale. Will Gains Continue?

Earnings Preview: What To Expect From Peloton Today. Here's a closer look at Peloton's earnings.

Earnings Preview: What To Expect From Peloton Today

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Robert Karr Pedals Into Peloton, Hikes Several Top Holdings

Indoor runners with money to burn can rejoice: Peloton's less expensive treadmill is coming back on the market.

The Margin: Tread carefully: Peloton is rolling out a redesigned $2,500 treadmill with new safety features next week

Bill.com

Workday

Earnings announcements that we had previewed for Tuesday evening and Wednesday morning all topped bottom-line expectations, and just one (Heico) missed on the top line.

Earnings Previews: Bill.com, Peloton, Workday

It would be helpful for investors to know how many of the connected-fitness leader's subscribers paused their subscriptions in the quarter, and to know more about a complaint alleging the company improperly collected some sales taxes.

Peloton Earnings: 2 Tough Questions Analysts Should Ask Management on Thursday

The improved Peloton treadmill launches this month.

Here Comes Peloton Tread, the Stock's Next Big Catalyst?

Peloton Interactive Inc investors want answers to two questions when the company reports results on Thursday: Will the Delta coronavirus variant drive a new surge in sales, and are customers ready to look past a recall by the exercise bike and treadmill makers?

Peloton faces pandemic uncertainties as it launches latest treadmill in U.S

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Benzinga's PreMarket Prep airs every morning from 8-9 a.m. ET. During that fast-paced, highly informative hour, traders and investors tune in to get the major news of the day, the catalysts behind those moves and the corresponding price action for the upcoming session.

PreMarket Prep Stock Of The Day: Peloton Goes For A Ride

Peloton Interactive Inc's (NASDAQ: PTON) Peloton Tread will be available in the U.S., Canada, and the U.K. from August 30 and Germany in fall 2021. The Peloton Tread features a 23.8" HD touchscreen with integrated speakers, a 59" traditional belt to allow uninterrupted runs, a Tread lock, and a Safety key.

Peloton Interactive Unveils Peloton Tread With Enhanced Safety Measures

Two analysts find reasons to like the company ahead of earnings on Thursday.

Why Peloton Stock Powered 5% Higher Today

The $2,500 Peloton Tread relaunches on August 30. The $4,500 Tread+ is still in limbo after reports of injuries and a death.

Peloton is again selling its $2,500 treadmill with 3 key changes since the company faced recalls and reports of injuries

Peloton (PTON) fiscal fourth-quarter results are likely to reflect surge in demand for its in-house exercise equipments like Bike and Bike+, and purchase of Precor.

Peloton (PTON) to Report Q4 Earnings: What's in the Offing?

Peloton Interactive said on Tuesday it would launch its new treadmill next week, as it looks to put behind a costly recall of its exercise machines over safety reasons.

Peloton to launch new treadmill with safety features in U.S.

During a banner year for connected fitness, Peloton stumbled, as its two treadmills – the Tread+ and Tread – drew the scrutiny of the U.S. Consumer Product Safety Commission (CPSC). The two eventually collaborated for the planned recall of 125,000 Tread+ units, while offering fixes to 6,450 Treads – the budget model had a pre-launch […]

Peloton Tread arrives next week with enhanced safety features, following recall

Peloton's lower-priced and smaller treadmill is finally going on sale.

Peloton's lower-end treadmill is finally going on sale after addressing safety issues

The treadmill was recalled in May after owners reported suffering injuries arising from use of its touchscreen.

Peloton's Tread returns to market Aug. 30 following safety recall

Following a monthslong delay, Peloton said a less expensive version of its treadmill is finally set to debut in the United States next week.

Peloton to begin selling less expensive treadmill in U.S. next week, following recall and delayed launch

NEW YORK, Aug. 24, 2021 /PRNewswire/ -- Peloton (NASDAQ: PTON) announced the all new Peloton Tread will be available in the United States, Canada, and the United Kingdom August 30, and will be available in Germany in fall 2021. The new Peloton Tread combines Peloton's award-winning content and quality design with safety features integrated into the experience to create an efficient and engaging total body workout experience.

Peloton Tread Will Be Available in the US, Canada, and UK August 30

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Diving into two stocks, Dollar General and Peloton, ahead of their upcoming financial releases to see if either stock might be worth buying as a longer-term play.

Buy These 2 Stocks Before Earnings and Hold?

Netflix

This might be an ongoing topic of debate, but seeking a deeper understanding of this competitive advantage should clear things up.

No, Netflix and Peloton Do Not Have Network Effects

9to5Google.com analyzed Peloton's latest app update and found rowing references. Experts say indoor rowing is the next big home-fitness opportunity.

News for Peloton Stock (PTON)