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.

Peloton has launched a “global refinancing” so it can buy back its debt and extend its loan maturities.

Peloton shares drop after it announces refinancing to stave off cash crunch

Peloton Interactive said on Monday it will sell $275 million of convertible notes due 2029 as the fitness equipment maker looks to refinance its debt and return to growth after 13 straight quarters of losses.

Peloton to sell $275 mln of convertible notes to refinance debt

Ailing Peloton Interactive Inc. said late Monday it will issue convertible bonds as part of a debt swap, sending the fitness company's stock 8% lower in the after-hours session.

Peloton unveils convertible-debt refinancing, and its stock falls 8%

NEW YORK , May 20, 2024 /PRNewswire/ -- Peloton Interactive, Inc. ("Peloton") (Nasdaq: PTON) today announced that it intends to launch a global refinancing, pursuant to which it will offer $275.0 million aggregate principal amount of convertible senior notes due 2029 (the "notes") in a private offering (the "offering") and enter into a $1.0 billion five-year term loan facility (the "new term loan facility") and a $100.0 million five-year revolving credit facility (together with the new term loan facility, the "new credit facilities"). Peloton also expects to grant the initial purchasers of the notes a 13-day option to purchase up to an additional $41.3 million aggregate principal amount of the notes.

PELOTON INTERACTIVE, INC. ANNOUNCES LAUNCH OF GLOBAL REFINANCING

Peloton provided shareholders with another disappointing financial update. There are rumors swirling about a potential buyout of the business.

Peloton Stock Is Making a Big Move: Is It a No-Brainer Buy With $100 Right Now?

NEW YORK, NY / ACCESSWIRE / May 16, 2024 / Levi & Korsinsky informs shareholders that a settlement has been reached in the pending class action lawsuit against Peloton Interactive, Inc. (NASDAQ:PTON). The settlement provides for a fund of $13,950,000 to benefit class members.

Levi & Korsinsky, LLP Notifies Shareholders of Peloton Interactive, Inc. (PTON) an Upcoming Claims Deadline in a Class Action Settlement

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Peloton Stock Is Now a Buyout Target, What's It Worth?

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Peloton became a household name due to the popularity of its digitally connected exercise equipment. The company has struggled to expand its business model in recent years.

Where Will Peloton Stock Be in 5 Years?

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The stock market has trended higher over the last month as this has proven to be one of the best earnings seasons in years. With over three-quarters of companies having now reported, earnings have grown around 5% in the last quarter.

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Private equity firms are reportedly eyeing Peloton as a takeover target. This may be a good outcome for everyone as Peloton's turnaround has stalled.

Why Peloton's Shares Jumped 31.5% This Week

Connected rowing company Hydrow is growing and Peloton is shrinking as fitness buffs move away from cardio in favor of weights.

Fitness startup that Peloton once tried to buy is growing as the pandemic darling shrinks

A buyout might be the best for everyone at Peloton.

Is Peloton a Perfect Buyout Target?

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Private equity firms have reportedly been considering a buyout of Peloton. At least one firm has talked with Peloton about going private, and a number of other firms have considered an acquisition but may or may not have talked with the company, CNBC reported Tuesday (May 7), citing unnamed sources.

Private Equity Firms Considering Buyout of Peloton

Peloton Interactive Inc (NASDAQ:PTON) stock is soaring today, after reports that private equity firms are circling the company for a potential buyout.

Options Traders Target Soaring Peloton Stock

CNBC said some private equity firms were interested in acquiring the exercise bike maker. The news comes after Peloton announced another round of layoffs and let go of its CEO.

Why Peloton Stock Surged Today

Shares in Peloton (PTON) kicked into a high gear Tuesday after news reports that a number of private equity firms may be considering a buyout.

Peloton Stock Races Higher After Reports Of Potential Private Equity Buyout

Peloton Interactive Inc (NASDAQ:PTON) shares jumped over 17% on news that it seems to have become a potential acquisition target for private equity firms. The digitally connected fitness company has engaged in discussions with at least one firm about going private, according to CNBC, which reported that the current interest level remains unclear.

Peloton shares step higher on reports of private equity interest

Peloton is in talks with at least one private equity firm about a potential buyout, according to a new report. The level of interest in the beleaguered company is unclear.

Peloton could be poached by private equity firms: report

Last week, Peloton CEO Barry McCarthy quit and the company announced job cuts to reduce costs after posting weak results.

Embattled Peloton shares soar as private equity firms reportedly consider buyout

Shares of at-home spin class company Peloton spiked 15% Tuesday morning, the company's best day on Wall Street in over four months, following a report that a group of private equity firms are mulling a buyout of the company, which has struggled with floundering sales, layoffs and recalls since a pandemic-era boom.

News for Peloton Stock (PTON)