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

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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

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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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

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Purchase/sale of investments

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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.

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Vistra Energy

According to the Double Buys page, a Premium feature of GuruFocus, five stocks that had multiple guru and insider buys during the second quarter are PennyMac Financial Services inc. ( PFSI , Financial), Sensei Biotherapeutics Inc. ( SNSE , Financial), Hayward Holdings Inc. ( HAYW , Financial), Vistra Corp. ( VST , Financial) and Peloton Interactive Inc. ( PTON , Financial).

5 Stocks With High Guru and Insider Buys in the Past 3 Months

It's a sign of confidence for the at-home fitness market's prospects going forward.

This Must-See Comment from a Rival CEO Is Just What Peloton Investors Need to Hear

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RADNOR, Pa., June 8, 2021 /PRNewswire/ -- 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").

PTON INVESTOR REMINDER: Kessler Topaz Meltzer & Check, LLP Announces Deadline in Securities Fraud Class Action Lawsuit Filed Against Peloton Interactive, Inc.

Peloton Interactive, Inc. (PTON) Management Presents at Bank of America Merrill Lynch 2021 Global Technology Conference (Transcript)

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Stocks were mixed approaching the halfway mark in the trading day. The Nasdaq was higher and the Russell 2000 received a boost from the meme stocks.

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Loop Capital started its coverage of the connected exercise equipment company with a buy rating and a $140 price target.

Why Peloton Stock Climbed Today

Analysts have provided the following ratings for Peloton Interactive (NASDAQ:PTON) within the last quarter: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 1 1 2 0 Somewhat Bullish 0 0 1 1 Indifferent 0 0 1 2 Somewhat Bearish 0 0 0 0 Bearish 0 0 0 0 In the last 3 months, 11 analysts have offered 12-month price targets for Peloton Interactive. The company has an average price target of $135.36 with a high of $180.00 and a low of $100.00.

Where Peloton Interactive Stands With Analysts

Shares of exercise equipment company Peloton Interactive, Inc. (NASDAQ: PTON) have pulled back since the highs reached in January, making them attractive, according to an analyst at Loop Capital Markets. The Peloton Analyst: Analyst Daniel Adam initiated coverage of Peloton shares with a Buy rating and a $140 price target, roughly 36% upside from current levels.

Why This Peloton Analyst Sees Over 35% Upside In Shares

Investors are worried about the economy reopening and a major product recall.

Off Its Highs, Is It Time to Buy Peloton Stock?

NEW YORK, June 5, 2021 /PRNewswire/ -- 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 costs through a contingency fee arrangement.

ROSEN, LEADING INVESTOR COUNSEL, Reminds Peloton Interactive, Inc. Investors With Losses of Important June 28 Deadline in Securities Class Action Commenced by the Firm - PTON

New York, New York--(Newsfile Corp. - June 4, 2021) - WHY: New York, N.Y., June 4, 2021. 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...

Rosen, National Trial Lawyers, Reminds Peloton Interactive, Inc. Investors with Losses of Important June 28 Deadline in Securities Class Action - PTON

Radnor, Pennsylvania--(Newsfile Corp. - June 4, 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").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) 270-1453Adrienne Bell, Esq. (484)...

Shareholder Alert: Kessler Topaz Meltzer & Check, LLP Reminds Shareholders of Peloton Interactive, Inc. of Securities Class Action Lawsuit

Peloton's stock is up by almost 9% over the last week (five trading days) outperforming the S&P 500 which has remained roughly flat over the same period. The recent gains are driven by favorable views from brokerages, and also as investors likely see increasing value in the stock following its.

Peloton Stock Should Rally Further

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Peloton is introducing pricing tiers for its app — and students, health care workers and military members will receive major discounts.

Peloton's app is getting cheaper for millions of people

NEW YORK, June 2, 2021 /PRNewswire/ -- 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 May 5, 2021 (the "Class Period"). The lawsuit filed in the United States District Court for the Eastern District of New York alleges violations of the Securities Exchange Act of 1934.

PTON SHAREHOLDER 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.

This article shows 10 obvious opportunities for Peloton to expand its reach much more over the next few years. Peloton is only available in the US, some parts of Canada, the UK, and Germany for now. It will launch in Australia later this year.

10 Obvious Opportunities For Peloton

NEW YORK, June 01, 2021 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) today announced that the Company will be participating in the Bank of America Securities Global Technology Conference on Tuesday, June 8, 2021, at 2:30 PM ET. Attending for Peloton will be Jill Woodworth, Chief Financial Officer.

Peloton Interactive, Inc. Announces Participation in the Bank of America Securities Global Technology Conference

San Francisco, California--(Newsfile Corp. - June 1, 2021) -  Hagens Berman urges Peloton Interactive, Inc. (NASDAQ: PTON) investors with significant losses to submit your losses now. Class Period: Sept. 11, 2020 - May 5, 2021Lead Plaintiff Deadline: June 28, 2021Visit: www.hbsslaw.com/investor-fraud/PTON Contact An Attorney Now: PTON@hbsslaw.com 844-916-0895Peloton Interactive, Inc. (NASDAQ: PTON) Securities Fraud Class Action: The complaint alleges Peloton misled investors by misrepresenting and conceal

HAGENS BERMAN Encourages Peloton Interactive (PTON) Investors with Losses to Contact the Firm Now, Securities Class Action Filed

The answer will determine how successful the company is long term in two important areas.

1 Question Peloton Has to Answer

Radnor, Pennsylvania--(Newsfile Corp. - May 31, 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,...

Lead Plaintiff Deadline Approaching: Kessler Topaz Meltzer & Check, LLP Announces Deadline in Securities Fraud Class Action Lawsuit Filed Against Peloton Interactive, Inc.

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Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $50,000 In Peloton To Contact Him Directly To Discuss Their OptionsToronto, Ontario--(Newsfile Corp. - May 30, 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 between September...

Peloton Investor Alert

New York, New York--(Newsfile Corp. - May 29, 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...

PTON Investor Notice: Rosen, A Globally Recognized Law Firm, Reminds Peloton Interactive, Inc. Investors with Losses Exceeding $100K of Important Deadline in First Filed Securities Class Action Commenced by the Firm - PTON

News for Peloton Stock (PTON)