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

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Short term debt

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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

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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.

Today, investors in PTON stock are seeing gains of 6% as the company announced its move into the video game space. The post PTON Stock: Why Peloton Stock Is Riding Higher Today appeared first on InvestorPlace.

PTON Stock: Why Peloton Stock Is Riding Higher Today

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Keeping up with market shifts has been difficult, but there are some names that investors should avoid at all costs right now as they are likely to continue falling over the short and medium term. The post 7 Stocks to Avoid… Unless You Like Losing Money appeared first on InvestorPlace.

7 Stocks to Avoid… Unless You Like Losing Money

Peloton is looking to enter the video game scene.

Peloton launching in-app fitness video game called Lanebreak

Chevron

Goldman Sachs

Moderna

The Dow was down more than 750 points Monday morning.

Is This the Long-Awaited Stock Market Crash?

Peloton is about to debut an in-app video game called Lanebreak, according to a report in The Verge.

Peloton reportedly preparing to enter the video game business

Peloton stock has declined by about 10% over the last week (five trading days), compared to the S&P 500 which was up marginally over the same period. The recent decline comes on the back of downgrades by brokerage analysts, including a long-time Peloton bull, who have cited mounting competition.

Why Peloton Stock Is Poised To Recover From The Sell Off

Penn Entertainment

Skillz

These three growth stocks are each down more than 20% in 2021.

3 Beaten-Down Growth Stocks to Consider

Peloton Interactive has been among the biggest beneficiaries of the pandemic, as shelter-in-place forced gyms around the USA to close and people began gravitating to in-home exercise solutions. There is a strong possibility that growth could slow for Peloton as people are now returning to gyms and outdoor activities as the pandemic wanes.

Peloton Interactive: A Long-Term Buy

Peloton (PTON) closed at $110.54 in the latest trading session, marking a -0.58% move from the prior day.

Peloton (PTON) Stock Moves -0.58%: What You Should Know

The shares of Peloton Interactive, Inc (Nasdaq: PTON) have received a price target decrease from $130 to $115 by Wedbush. These are the details.

PTON Stock: $115 Target By Wedbush

Peloton is still in the early innings of growth (just recently topping 1 million subscribers). The company has produced 100%-plus annual revenue growth for six years in a row with 100%-plus annualized subscription growth over the past three years.

Peloton: The Ultimate Income 'Cycle'

Peloton is more than just an iPad-on-a-bike company.

4 Things Peloton Needs to Do to Become a Multibagger

UBS forecasts blazing fast growth for Peloton -- but thinks it still costs too much.

Why Peloton Stock Dropped 5% This Morning

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Activewear and workout stocks are on the move. Two traders flag their favorites

In Turbulent Markets, Can This Beaten-Down Stock Get Itself Back in Shape?

A Wedbush analyst has downgraded Peloton's stock, noting that more people may opt to work out in physical gyms as the country reopens. Spinning is still on trend, but with gyms rebounding, more exercise bicyclists may opt to do it there rather than in their homes.

Gyms are rebounding. Sorry, Peloton

Wedbush cut its 12-month price target for the high-end equipment maker's stock to $115 from $130 per share.

Peloton drops as Wedbush downgrades the fitness company on concerns gym reopenings will boost competition

Shares of fitness equipment company Peloton Interactive, Inc. (NASDAQ:PTON) are pulling back Wednesday after a negative analyst action. The Peloton Analyst: Wedbush's James Hardiman downgraded Peloton from Outperform to Neutral and reduced the price target from $130 to $115.

Why This Peloton Analyst Is Pumping The Brakes

The home fitness guru finds itself winded trying to bring in more customers.

Why Peloton Interactive Is Falling Today While the Market's Rising

Peloton Interactive stock tumbled after Wedbush warned that the next leg of the company's growth will face considerable challenges.

Peloton's Hyper Growth Might Be Over, Analyst Says. The Stock Is Falling.

Peloton Interactive Inc (NASDAQ:PTON) is off 4.4% at $114.58 this morning, following a bear note from Wedbush.

PTON Slammed With Downgrade Amid Demand Concerns

Shares of Peloton Interactive Inc. were set up for a selloff Wednesday, after Wedbush analyst James Hardiman backed away from his long-time bullish stance, citing uncertainty over the at-home-fitness company's ability to navigate a more competitive post-pandemic world.

The Ratings Game: Peloton stock slumps after long-time bull says it ‘makes sense' to stop buying

Peloton Interactive (NASDAQ: PTON) has deservedly gained the title of the Netflix (NASDAQ: NFLX) of Wellness. It is a story of a bike company that became a global content brand.

Peloton- A Hollywood Story That Promises To Last

Peloton's platform is very sticky with a significant edge over traditional gyms. Peloton had a loyal following before COVID-19.

Peloton Has An Edge Over Traditional Gyms

Despite recent headwinds, Peloton remains the category leader in the connected fitness industry and is still in the early innings of disrupting the fitness industry. My estimated value per share of ~$258 offers >100% upside from today's price.

News for Peloton Stock (PTON)