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.

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.

Long-Term Bull Case For Peloton

The total addressable market is about 14 times bigger than the current market share of Peloton. Valuation analysis indicates that the current price is a great entry point for investors.

Peloton: Terrific Business And Huge Growth Opportunities

The company has performed incredibly well over the past year, but is the growth sustainable?

1 Fitness Stock to Watch in 2021 and Beyond

Zoom Video

Both of these companies grew revenue by triple-digit rates in their most recent quarters. More importantly, their futures look bright.

2 Growth Stocks for the Next 10 Years

The post Peloton Stock Forecast 2025 appeared first on Millennial Money. The COVID-19 pandemic shuttered countless retail gyms last year, several of which went into bankruptcy and won't be reopening their doors. That was a boon for connected fitness leader Peloton (NASDAQ: PTON), which benefited from the surge in demand for home exercise offerings as people still needed to maintain their health during the crisis. Peloton

Peloton Stock Forecast 2025

The shares of Peloton Interactive Inc (NASDAQ: PTON) have received a price target increase from $125 to $140 by Truist. These are the details.

PTON Stock Price: $140 Target From Truist

Peloton is seen as a hardware company because its "big ticket" products drive the most revenue. However, the hardware is what gets people in the door. The secret sauce is the subscription that is captivating members once they get in.

Let's Discuss Peloton's 'Secret Sauce'

Disney

Six months into the year and The Walt Disney Company (NYSE: DIS) is still trading in the stock market around the same price at which it started 2021. But Loop Capital Markets' president Kourtney Gibson is confident that it's only a matter of time before Disney stock takes off.

Loop Capital Markets' president prefers Disney over Peloton: here's why

Celanese

Qorvo

Stocks were mixed halfway through the first trading day of July and the second half of 2021, as all eyes were focused on Friday and the June jobs report.

Celanese, Peloton, Qorvo and More Thursday Afternoon Analyst Calls

Apple

Halliburton

Intel

Trade Desk

Wells Fargo

Senators are free to buy and sell stocks, and these securities are among the most widely held and traded. Check them out for stocks to buy.

7 Stocks to Buy If You Want to Follow Our U.S. Senators

Digital Turbine

Snap

Each of these companies is riding a different -- and compelling -- revenue growth story to new stock price heights.

3 of the Highest-Growth Stocks in the Market Today

You may have paid a pretty penny for your connected treadmill, but the manufacturer can still change the rules about how you use it later.

Peloton Reveals the Dark Side of Connected Fitness

New York, New York--(Newsfile Corp. - June 28, 2021) - The Klein Law Firm announces that a class action complaint has been filed on behalf of shareholders of Peloton Interactive, Inc. (NASDAQ: PTON) alleging that the Company violated federal securities laws.Class Period: September 11, 2020 and May 5, 2021Lead Plaintiff Deadline: June 28, 2021No obligation or cost to you.Learn more about your recoverable losses in PTON:http://www.kleinstocklaw.com/pslra-1/peloton-interactive-inc-loss-submission-form?id=17208&from=5

PTON ALERT: The Klein Law Firm Announces a Lead Plaintiff Deadline of June 28, 2021 in the Class Action Filed on Behalf of Peloton Interactive, Inc. Limited Shareholders

New York, New York--(Newsfile Corp. - June 28, 2021) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of Peloton Interactive, Inc. (NASDAQ: PTON) between September 11, 2020 and May 5, 2021, inclusive (the "Class Period"), of the important June 28, 2021 lead plaintiff deadline in the securities class action commenced by the firm.SO WHAT: If you purchased Peloton securities during the Class Period you may be entitled to...

PTON Final Deadline Today: Rosen, Trusted National Trial Counsel, Reminds Peloton Interactive, Inc. Investors of the Important June 28 Deadline in Securities Class Action Commenced by the Firm - PTON

New York, New York--(Newsfile Corp. - June 28, 2021) - Bernstein Liebhard, a nationally acclaimed investor rights law firm, announces reminds investors of the deadline to file a lead plaintiff motion in a securities class action lawsuit that has been filed on behalf of investors who purchased or acquired the securities of Peloton Interactive, Inc. ("Peloton" or the "Company") (NASDAQ: PTON) from September 11, 2020 through April 16, 2021 (the "Class Period"). The lawsuit filed...

JUNE 28, 2021 PTON INVESTOR DEADLINE: Bernstein Liebhard LLP Reminds Investors of the Deadline to File a Lead Plaintiff Motion in a Securities Class Action Lawsuit Against Peloton Interactive, Inc.

Los Angeles, California--(Newsfile Corp. - June 28, 2021) - The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Peloton Interactive, Inc. ("Peloton" or "the Company") (NASDAQ: PTON) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.Investors who purchased the Company's securities between September 11, 2020 and April 16, 2021, inclusive...

DEADLINE TODAY: The Schall Law Firm Reminds Investors of a Class Action Lawsuit Against Peloton Interactive, Inc. and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm

New York, New York--(Newsfile Corp. - June 28, 2021) - The following statement is being issued by Levi & Korsinsky, LLP:To: All persons or entities who purchased or otherwise acquired securities of Peloton Interactive, Inc. (NASDAQ: PTON) ("Peloton") between September 11, 2020 and May 5, 2021. You are hereby notified that a securities class action lawsuit has been commenced in the United States District Court for the Eastern District of New York. To get more information go...

SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Shareholders of Peloton Interactive, Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of June 28, 2021 - PTON

New York, New York--(Newsfile Corp. - June 27, 2021) - Bronstein, Gewirtz & Grossman, LLC notifies investors that a class action lawsuit has been filed against Peloton Interactive, Inc. ("Peloton" or the "Company") (NASDAQ: PTON) and certain of its officers, on behalf of shareholders who purchased or otherwise acquired Peloton securities between September 11, 2020 and May 5, 2021, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by...

PTON Deadline: Bronstein, Gewirtz & Grossman, LLC Reminds Peloton Interactive, Inc. Shareholders With Losses Exceeding $200K of Class Action and Lead Plaintiff Deadline: June 28, 2021

Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $50,000 In Peloton To Contact Him Directly To Discuss Their OptionsNew York, New York--(Newsfile Corp. - June 26, 2021) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Peloton Interactive Inc. ("Peloton" or the "Company") (NASDAQ: PTON) and reminds investors of the June 28, 2021 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. If you suffered losses exceeding $50,000 investing in Peloton stock or options...

News for Peloton Stock (PTON)