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

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EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

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Net PPE

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Total equity

Stockholders equity

Minority interest

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Book value per share

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Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

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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.

We might finally have an answer to the question of how workplace health initiatives will get a tech-fueled overhaul: Peloton Corporate Wellness, which will bring Peloton content and connected fitness products to businesses and organizations in the U.S., U.K., Canada, Germany and Australia this year. "Over the years we've worked hard to help our members […]

Peloton Plans Content, Product Push In Workplaces With Corporate Wellness Program

Radnor, Pennsylvania--(Newsfile Corp. - June 22, 2021) - The law firm of Kessler Topaz Meltzer & Check, LLP reminds investors that a securities fraud class action lawsuit has been filed against Peloton Interactive, Inc. (NASDAQ: PTON) ("Peloton") on behalf of those who purchased or acquired Peloton securities between September 11, 2020 and May 5, 2021, inclusive (the "Class Period").Investor Deadline Reminder: Investors who purchased or acquired Peloton securities during the Class Period...

Investor Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Deadline in Securities Fraud Class Action Lawsuit Filed Against Peloton Interactive, Inc.

Peloton's pitch to companies is that its products will be good for team building. Inaugural corporate partners include Samsung, SAP, and Wayfair.

Peloton pops 8% as company announces corporate wellness program and pushes into wearables market

Peloton is venturing into the wearables market by working on a digital heart rate armband, according to a Bloomberg News report.

Peloton reportedly venturing into wearables market with digital heart rate armband

Peloton Interactive Inc. (NASDAQ: PTON) launched a corporate wellness program on Tuesday as the company seeks to reach more customers and expand its user base.  With the launch, businesses signing up will offer their employees subsidized Peloton digital fitness membership to access its treadmills and high-end cycles.

Peloton has a new program to keep employees fit as they return to offices

Philadelphia, Pennsylvania--(Newsfile Corp. - June 22, 2021) - Berger Montague reminds investors of the upcoming deadline of June 28, 2021 for investors to seek lead plaintiff status in a securities fraud class action against Peloton Interactive, Inc. (NASDAQ: PTON) ("Peloton" or the "Company") brought on behalf of Peloton investors who purchased the Company's securities between September 11, 2020 and May 5, 2021 (the "Class Period").If you purchased Peloton securities during the Class Period, have questions...

Berger Montague Reminds Investors of Approaching Deadline in Securities Fraud Class Action Against Peloton Interactive, Inc. (PTON); Lead Plaintiff Deadline is June 28, 2021

Peloton just went corporate -- and that's a good thing.

Why Peloton Interactive Stock Just Popped

Peloton Interactive Inc. said Tuesday that it was launching a corporate-wellness program that will let businesses offer subsidized memberships as well as "special offers" on the company's bikes. Corporations that choose to use Peloton as part of their wellness offerings will be able to tap "tailored enterprise features to help drive strong engagement, reduce administrative workload and measure impact," the company announced in a release.

Peloton announces corporate-wellness offering with subsidized access to its app

Peloton is launching a corporate wellness program as it aims to reach new users and grow its membership base.

Peloton sees the office as a new way to grow subscribers as people head back to their desks

Peloton Corporate Wellness provides access to Peloton's award-winning platform, connected fitness products NEW YORK, June 22, 2021 /PRNewswire/ -- Peloton (Nasdaq: PTON) today announced Peloton Corporate Wellness , a new way to bring Peloton content or connected fitness products to businesses and organizations operating in the United States, United Kingdom, Canada, and Germany, with Australia coming later this year. The same Peloton experience loved by more than 5.4 million Members is now available to organizations who are committed to providing employees access to innovative mental and physical health resources.

Peloton Announces Corporate Wellness Offering

People are returning to gyms as the pandemic fades away.

Peloton's Pandemic Bonanza Is Coming to an End

Philadelphia, Pennsylvania--(Newsfile Corp. - June 21, 2021) - Berger Montague reminds investors of the upcoming deadline of June 28, 2021 for investors to seek lead plaintiff status in a securities fraud class action against Peloton Interactive, Inc. ("Peloton" or the "Company") brought on behalf of Peloton investors who purchased the Company's securities (NASDAQ: PTON) between September 11, 2020 and May 5, 2021 (the "Class Period").If you purchased Peloton securities during the Class Period, would like...

Deadline Approaching for Peloton Interactive Investors: Berger Montague Reminds Investors of Approaching Deadline in Securities Fraud Class Action Against Peloton Interactive, Inc. (PTON); Lead Plaintiff Deadline is June 28, 2021

Etsy

JD.com

It's not just shoppers finding deals this week. Let's go over some fast-growing companies trading for at least 33% less than their recent highs.

3 Bargain Stocks Trading at Prime Day Sale Prices

RADNOR, Pa., June 20, 2021 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP reminds investors of Peloton Interactive, Inc. (NASDAQ: PTON) ("Peloton") that securities fraud class action lawsuit has been filed on behalf of those who purchased or acquired Peloton securities between September 11, 2020 and May 5, 2021 , inclusive (the "Class Period").

PTON DEADLINE: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Peloton Interactive, Inc. of Deadline in Securities Fraud Class Action Lawsuit

This fitness stock has been a big winner of the pandemic, but what happens now?

Can This Fitness Company Double Its Revenue in 2021?

Radnor, Pennsylvania--(Newsfile Corp. - June 19, 2021) - The law firm of Kessler Topaz Meltzer & Check, LLP reminds investors that a securities fraud class action lawsuit has been filed against Peloton Interactive, Inc. (NASDAQ: PTON) ("Peloton") on behalf of those who purchased or acquired Peloton securities between September 11, 2020 and May 5, 2021, inclusive (the "Class Period").Investor Deadline Reminder: Investors who purchased or acquired Peloton securities during the Class Period may,...

Class Action Lawsuit Deadline: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against Peloton Interactive, Inc.

NEW YORK--(BUSINESS WIRE)-- #PTON--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 compensation without payment of any out of pocket fees or

ROSEN, GLOBAL INVESTOR COUNSEL, Reminds Peloton Interactive, Inc. Investors With Losses in Excess of $100K of Important June 28 Deadline in Securities Class Action Commenced by the Firm – PTON

Brunswick

Jefferies Financial Group Inc

Nautilus

Planet Fitness

In light of people returning to the gym, five fitness stocks that investors can consider this summer are Brunswick Corp. ( BC , Financial), Planet Fitness Inc. ( PLNT , Financial), Peloton Interactive Inc. ( PTON , Financial), Nautilus Inc. ( NLS , Financial) and Technogym SpA ( MIL:TGYM , Financial) according to the GuruFocus All-in-One Screener, a Premium feature.

5 Gym and Fitness Stocks to Get Strong on This Summer

At-home fitness major Peloton (NASDAQ: PTON) has been one of the big winners through the Covid-19 pandemic, with its stock up by over 5x since the first set of Covid-19 lockdowns back in March 2020. The stock now trades at about $105 per share, or almost 6x projected FY'22 revenues.

What Will Peloton Stock Look Like In 2025?

As Covid restrictions ease across the country, more people are heading back to the gym, new research shows.

Americans are heading back to gyms as interest in at-home workouts wanes, Jefferies says

Peloton bikes are vulnerable to malware attacks that could enable creeps to spy on riders through their webcams, according to a report. Software security company McAfee said hackers could potentially spy on Peloton bikers by tricking them into installing “malicious apps disguised as Netflix and Spotify,” according to research the company released on Wednesday.

Peloton bikes are vulnerable to malware attacks: report

Boston, Massachusetts--(Newsfile Corp. - June 15, 2021) - The Thornton Law Firm alerts investors that a class action lawsuit has been filed on behalf of investors of Peloton Interactive, Inc. (NASDAQ: PTON). The case is currently in the lead plaintiff stage. Investors who purchased PTON stock or other securities between September 11, 2020 and May 5, 2021 may contact the Thornton Law Firm's investor protection team by visiting www.tenlaw.com/cases/Peloton to submit their information. Investors may...

PELOTON INVESTOR ALERT: Shareholder Lawsuit Filed

Radnor, Pennsylvania--(Newsfile Corp. - June 15, 2021) -  The law firm of Kessler Topaz Meltzer & Check, LLP reminds investors of Peloton Interactive, Inc. (NASDAQ: PTON) ("Peloton") that a securities fraud class action lawsuit has been filed on behalf of those who purchased or acquired Peloton securities between September 11, 2020 and May 5, 2021, inclusive (the "Class Period").Lead Plaintiff Deadline: June 28, 2021Website: https://www.ktmc.com/peloton-interactive-class-action-lawsuit?utm_source=PR&utm_medium=link&utm_campaign=pelotonContact: James Maro, Esq. (484) 270-1453 Adrienne Bell, Esq....

Kessler Topaz Meltzer & Check, LLP Reminds Shareholders of Peloton Interactive, Inc. of Deadline in Securities Fraud Class Action Lawsuit

Tesla

The Nasdaq 100 has recovered more than 100% since its low in March 2020. Despite the sharp growth, several notable stocks, including Tesla Inc (NASDAQ: TSLA), Zoom, Splunk, Baidu and Peloton Interactive Inc (NASDAQ: PTON), are still 30% to 50% down compared to their respective 52-week highs.

Two pros discuss which beaten up Nasdaq 100 stocks you should buy

Biogen

Ingersoll-Rand

YETI

Diageo

Squarespace

More than halfway through the trading day, stocks were mixed as the Dow Jones industrials and S&P 500 traded lower while the Nasdaq posted a gain.

News for Peloton Stock (PTON)