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.

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

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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?

Should You Buy These Beaten-Down Growth Stocks After Earnings?

PTON stock is on the skids but the long-term fundamental story is still on solid ground. Patience will reward the investors long run.

Peloton Stock Has Downside Risk But Will Prevail in the End

Peloton has been sinking like a stone, bringing opportunity to bears. Here's a smart PTON stock options trade to use now.

Bears Dominate the Peloton Stock Chart

Philadelphia, Pennsylvania--(Newsfile Corp. - May 12, 2021) - Berger Montague announces its investigation into 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"). According to a recently filed lawsuit, throughout the Class Period, Peloton and senior management misled investors about the serious safety risks posed to...

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

The selloff in PTON stock is a grave overreaction. Now is a great time to dive into Peloton while shares remain depressed.

The Recent Peloton Recall Is a Buying Opportunity

Peloton delivered yet another blowout quarter for Q3. The media and investors are overreacting to the recent treadmill incidents and the subsequent product recalls.

Peloton: Growth Story Still Intact, But Valuations And Technicals Do Not Look Good

SAN FRANCISCO, May 11, 2021 /PRNewswire/ -- Hagens Berman urges Peloton Interactive, Inc. (NASDAQ: PTON) investors with significant losses to submit your losses now.    Class Period: Sept.

HAGENS BERMAN Alerts Peloton Interactive (PTON) Investors to EXPANDED FRAUDULENT PERIOD in Securities Fraud Action: Investors Should Secure Counsel

The third-quarter numbers were better than expected across the board, but much of the focus at Peloton lately is on the recall.

Peloton Earnings: Recall of the Tread+ Will Cost $165 Million

Peloton registered astounding growth for the last three fiscal years, even though the growth is expected to slow with tougher comps. Tread+ recall issue should be resolved by the company as the treadmills market presents an extremely huge opportunity.

Peloton Looks Even More Attractive Now

Philadelphia, Pennsylvania--(Newsfile Corp. - May 11, 2021) - Berger Montague is investigating potential securities fraud claims against Peloton Interactive, Inc. ("Peloton" or the "Company") 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, have questions concerning your rights or interests, or would like to discuss Berger Montague's investigation, please contact attorneys Andrew Abramowitz at...

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

NEW YORK--(BUSINESS WIRE)-- #Action--Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, reminds investors that a class action lawsuit has been filed in the United States District Court for the Eastern District of New York on behalf of investors that purchased Peloton Interactive, Inc. (NASDAQ: PTON) securities between September 11, 2020 to May 5, 2021, inclusive (the “Class Period”). Investors have until June 28, 2021 to apply to the Court to be appointed as lead plaint

PELOTON ALERT: Bragar Eagel & Squire, P.C. Reminds Investors That a Class Action Lawsuit Has Been Filed Against Peloton Interactive, Inc. and Encourages Investors to Contact the Firm

Peloton's stock is now down around 48% from its all-time high of $171.09 in January 2021.

Peloton: A Unique Buying Opportunity Amid Major Treadmill Safety Concerns

BERWYN, Pa., May 10, 2021 /PRNewswire/ --  RM LAW, P.C.

RM LAW Announces Class Action Lawsuit Against Peloton Interactive, Inc.

Peloton Interactive Inc (NASDAQ: PTON) shares have received a price target decrease from $180 to $135 by JMP Securities. These are the details.

PTON Stock: $135 Target (Down From $180) By JMP Securities

RADNOR, Pa., May 9, 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").

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

The connected fitness company still faces a murky post-pandemic future.

If You Own Peloton Stock, It's Time to Sell

This is an excerpt from Friday's (5/7) Point of Sale retail supply chain newsletter sponsored by ArcBest. What happened?

The logistical cost of Peloton's recall

San Francisco, California--(Newsfile Corp. - May 7, 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 (

HAGENS BERMAN, NATIONAL TRIAL ATTORNEYS, Alerts Peloton Interactive (PTON) Investors to EXPANDED FRAUDULENT PERIOD in Securities Fraud Action: Investors Should Secure Counsel

Peloton Interactive Inc (NASDAQ: PTON) shares rebounded by 2.6% on Friday after the company reported impressive fiscal third-quarter sales growth and assured investors it's working quickly to resolve safety issues with its treadmills. For the fiscal third quarter, Peloton reported a 3-cent EPS loss, beating the 12-cent loss analysts had expected.

News for Peloton Stock (PTON)