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

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Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Year over year growth in Revenue and Operating Expenses.

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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

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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.

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Cost of revenue

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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.

The company's long-term story might not be what you thought.

What the Market Is Missing About Peloton

Peloton (PTON) closed at $118.05 in the latest trading session, marking a -0.04% move from the prior day.

Peloton (PTON) Stock Moves -0.04%: What You Should Know

UnitedHealth Group

The deal will be beneficial for both companies and their customers.

Why the Recent UnitedHealth Group and Peloton Announcement Is a Win-Win

FedEx

Diving into two stocks trading at discounts that are prepared to grow within larger economic trends.

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The company was growing rapidly even before the onset of the pandemic.

Peloton Is 1 Stock That Can Buck Reopening Trends

It's time to think about adding shares of this fast-growing consumer brand.

2 Reasons It's Not Too Late to Buy Peloton Stock

Netflix

Increasing the odds of positively surprising shareholders with new developments warrants a premium.

These 2 Brand-Name Stocks Have What Every Investor Wants -- Optionality

The latest company to jump on the video game streaming bandwagon may be the most surprising yet.

Peloton Is Launching a Video Game. Is This a Smart Move?

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Each one has huge growth potential, but investors will need to be patient.

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Bruin Capital has acquired a controlling interest in leading golf simulator company Full Swing and has designs on creating a peloton-like network for golf through Full Swing's performance and technology platform, which counts pro golfers Tiger Woods, Jordan Spieth and Jon Rahm among its ambassadors.

Bruin Capital Acquires Full Swing Simulators And Envisions Peloton-Like Platform For Golf

This move will provide more optionality for this exercise-just-about-anywhere company.

Peloton Is Making Moves Into Corporate Wellness

Lululemon Athletica

The at-home fitness trend is undeniable, but is this soon-to-be-public company a good way to invest?

Is This Fitness IPO Worth a Look?

DoorDash

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iStar Inc

Companies are incented to present themselves in the best possible light. Sometimes this means pretending to be something more than what they are. These 5 companies are just regular businesses that have successfully convinced the market that they are innovators.

5 Words That Should Tell Investors To Run For The Hills

A couple of big announcements could have dramatic long-term implications for the connected exercise equipment company.

Why Peloton Interactive Stock Is Up 9% So Far This Week

Peloton Interactive Inc (NASDAQ:PTON) shares are trading lower Thursday afternoon. Weakness appears to be a pullback after the stock gained in recent sessions following a recent partnership with UnitedHealthcare.

What's Up With Peloton's Stock Today?

Stay-at-home orders during the pandemic naturally boosted sales of Peloton's machines. Everyone had to stay home, so it's no wonder at-home workouts became all the rage.

Buy Peloton Stock Now Because the Return to Gyms Will Be Short-Lived

Add Peloton to the list of companies experimenting with a move into video games.

Fitness company Peloton is making its own video game, called Lanebreak

Exercise equipment and media company Peloton Interactive (NASDAQ: PTON) has two new company developments that could help boost shares that are down 22% year-to-date. Video Games Coming: Peloton monthly subscribers have access to instructor-led classes and a library of content.

Why Peloton Stock Could Get A Boost From Video Games, UnitedHealth Partnership

Nearly four million UnitedHealthcare members are eligible for free Peloton classes for a year starting in September.

Peloton Stock Climbs on Fitness Agreement With UnitedHealthcare

The fitness company has made its first move into interactive gaming.

Here's Why Peloton Stock Popped Today

Peloton (PTON) stock is pushing higher today thanks to a deal with UnitedHealth Group (UNH) that will have the two working together. The post PTON Stock: The UNH Deal Giving Peloton Shares a Jump Today appeared first on InvestorPlace.

PTON Stock: The UNH Deal Giving Peloton Shares a Jump Today

Interactive fitness equipment maker Peloton Interactive Inc said on Tuesday it would provide UnitedHealth Group's millions of fully insured members access to its live and on-demand fitness classes for a year at no additional cost.

Peloton to offer fitness classes to UnitedHealth's members

Shares of Peloton Interactive Inc. shot up 4.6% in morning trading Tuesday, after the at-home-fitness company said it will work with UnitedHealth Group Inc. to provide UnitedHealthcare members with access to Peloton classes, at not additional cost. UnitedHealth shares tacked on 0.5%.

Peloton's stock jumps on UnitedHealth's plan to provide fitness classes to members for free

MINNETONKA, Minn. & NEW YORK--(BUSINESS WIRE)--UnitedHealthcare, part of UnitedHealth Group (NYSE:UNH), and Peloton (Nasdaq: PTON) are working together to provide millions of Americans with access — at no additional cost — to classes that can help improve their overall fitness and well-being, the first such relationship between Peloton and a health plan. As of Sept. 1, as part of their plan benefits, millions of fully insured UnitedHealthcare members can enroll with Peloton to obtain access to

UnitedHealthcare to Provide Millions of Members with Year-Long Access to the Peloton App

Peloton will be entering the video game industry with a new game called "Lanebreak," which will have to do with riders changing their cadence and resistance to complete various goals, a report from The Verge says. The game will be available in Peloton's app.

News for Peloton Stock (PTON)