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

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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

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Change in stock

Change in debt

Cash dividends paid

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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.

RADNOR, Pa., May 21, 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").

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

San Francisco, California--(Newsfile Corp. - May 21, 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/PTONContact An Attorney Now: PTON@hbsslaw.com844-916-0895Peloton Interactive, Inc. (NASDAQ: PTON) Securities Fraud Class Action: The complaint alleges Peloton misled investors by misrepresenting and concealing that (1) Peloton was focu

HAGENS BERMAN, NATIONAL TRIAL ATTORNEYS, Alerts Peloton Interactive (PTON) Investors to Securities Fraud Class Action, Encourages Investors with Losses to Contact the Firm

But he still thinks the home fitness leader is a long-term buy.

Analyst Slashes Peloton Price Target 33% Over Treadmill Recall

Nautilus

The two fitness equipment companies recently delivered their reports for the first calendar quarter of this year. Here's how they stacked up in a metric-to-metric comparison.

Peloton vs. Nautilus: Which Had the Better Quarterly Earnings Report?

New York, New York--(Newsfile Corp. - May 20, 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 visiting...

PTON Shareholder Announcement: Bronstein, Gewirtz & Grossman, LLC Reminds Peloton Interactive, Inc. Investors With Losses Exceeding $200K of Class Action and Encourages Shareholders to Contact the Firm

Disney

There's a right time to add more speculative picks. This isn't it.

Better Buy: Disney vs. Peloton

We're discussing the thesis behind Peloton and whether it's still a stock worth your watch list.

Should You Be Sweating Peloton Stock?

New York, New York--(Newsfile Corp. - May 19, 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 Breaking Alert: Rosen, Top Ranked National Investor Attorneys, Reminds Peloton Interactive, Inc. Investors of Important June 28 Deadline in First Filed Securities Class Action Commenced by the Firm - PTON

Peloton Interactive Inc (NASDAQ: PTON) shares traded slightly higher in a down day for the market on Wednesday after the company announced a software update for its recalled treadmills. What Happened?

Peloton Shares Rise On Treadmill Software Safety Fix

Shares of Peloton (NASDAQ: PTON) have been trading in a volatile manner recently as the bulls struggle to maintain positive momentum amid negative headlines surrounding the company. The Peloton stock has performed extremely well in 2020 as it went from about $29 per share at the year open to close above the $150 mark.

Peloton Stock Is The One To Watch In May, Here's Why

An uncertain future has caused Peloton's stock to fall 50% from all-time highs. The stock currently trades at similar levels to September 2020. Peloton's current-day business is stronger than Peloton of September 2020, presenting attractive valuations for long-term investors.

Peloton's Stock Is Broken, Its Business Is Not

Radnor, Pennsylvania--(Newsfile Corp. - May 18, 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,...

Kessler Topaz Meltzer & Check, LLP: Securities Fraud Class Action Filed Against Peloton Interactive, Inc.

New York, New York--(Newsfile Corp. - May 15, 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 Class Period Expanded: Rosen, A Top Ranked Law Firm, Reminds Peloton Interactive, Inc. Investors with Losses in Excess of $100K of Important June 28 Deadline in First Filed Securities Class Action Commenced by the Firm - PTON

RADNOR, Pa., May 15, 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").

Class Action Alert: Kessler Topaz Meltzer & Check, LLP Reminds PTON Investors for Securities Fraud Class Action Lawsuit

Radnor, Pennsylvania--(Newsfile Corp. - May 14, 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,...

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

NEW YORK--(BUSINESS WIRE)-- #Interactive--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 c

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

Maxar Technologies

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Coinbase

Done right, buying into a major trend shaping both society and economy can provide an excellent long-term investment opportunity. We discuss two major trends, connected fitness and cryptocurrencies, here.

2 Megatrends To Buy Into Right Now

Lululemon Athletica

The U.S. International Trade Commission said on Thursday it is launching a patent infringement investigation into several fitness companies, including Peloton Interactive Inc and Lululemon Athletica Inc, following complaints from subsidiaries of DISH Network Corp.

U.S. launches probe into fitness companies after complaint

San Francisco, California--(Newsfile Corp. - May 13, 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/PTONContact An Attorney Now: PTON@hbsslaw.com844-916-0895Peloton Interactive, Inc. (NASDAQ: PTON) Securities Fraud Class Action: The complaint alleges Peloton misled investors by misrepresenting and concealing that (1) Peloton was focused on

PTON INVESTORS ACT NOW: Contact Hagens Berman, National Trial Attorneys, to Recover Losses Due to Alleged Securities Fraud

Philadelphia, Pennsylvania--(Newsfile Corp. - May 13, 2021) - Berger Montague is investigating securities fraud claims against Peloton Interactive, Inc. ("Peloton" or the "Company"). The Firm is investigating these claims on behalf of investors who purchased Peloton 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 to discuss Berger Montague's investigation, or have questions concerning your rights or interests, please contact...

Peloton Interactive Stock: Berger Montague Investigates Securities Fraud Allegations Against Peloton Interactive, Inc. (PTON); Lead Plaintiff Deadline is June 28, 2021

New York, New York--(Newsfile Corp. - May 12, 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 securities class action commenced by the firm.SO WHAT: If you purchased Peloton securities during the Class Period you may be entitled to compensation...

ROSEN, RESPECTED INVESTOR COUNSEL, Reminds Peloton Interactive, Inc. Investors of Important June 28 Deadline in Securities Class Action With Expanded Class Period - PTON

HelloFresh SE

Teck Resources

Walgreens

Hedge fund managers on Wednesday recommended buying stocks of companies they believe will benefit from the movement of many services online, even though society is expected to return to more human contact after the global coronavirus pandemic ends.

Hedge funds bet on subscription-based businesses, pharmacy and copper

Peloton Interactive Inc (NASDAQ:PTON) has sold-off to a price where it is worth buying, Aureus Asset Management CEO Karen Firestone said Wednesday on CNBC's "Fast Money: Halftime Report." What Happened: On May 6, Peloton reported quarterly losses of 3 cents per share, which beat the estimate for a loss of 12 cents per share.

Why Karen Firestone Is Buying More Peloton Stock

Etsy

Peloton and Etsy have seen their share prices plummet in recent weeks. Is it time to buy?

News for Peloton Stock (PTON)