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.

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Cost of revenue

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Change in stock

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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.

Analysts are mixed in how they feel about the home exercise company.

Peloton Recalls Loom Large. Why Now Might Be the Time to Buy—or Stay Away.

A lot happened at Peloton this week. We'll catch you up.

Why Peloton is both succeeding and flailing: Reflections on a most memorable week

You would think that federal safety regulators would have broad powers to order the recall of products they find dangerous or even deadly.

Peloton recall saga shows limits of safety regulators' powers

NEW YORK, May 7, 2021 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, announces it has amended its first-filed case to expand the case to include purchasers of the securities of Peloton Interactive, Inc. (NASDAQ: PTON) between September 11, 2020 and May 5, 2021, inclusive (the "Class Period"). The lawsuit seeks to recover damages for Peloton investors under the federal securities laws.

PTON INVESTOR ALERT: ADDITIONAL INVESTORS INCLUDED, ROSEN LAW FIRM EXPANDS CLASS PERIOD IN FIRST FILED SECURITIES CLASS ACTION AGAINST PELOTON INTERACTIVE, INC. - PTON

Peloton, the maker of upscale fitness equipment and workout programs, said Thursday (May 6) its connected fitness subscribers rose 135 percent to a record 2 million users despite being embroiled in an ongoing government-mandated safety recall of its two treadmill products. In his opening commentary on Peloton's latest earnings results, Co-Founder and CEO John Foley […]

Peloton Adds 400K New Fitness Subscribers, Will Invest To Restore ‘Pristine Brand'

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 1 1 Somewhat Bullish 1 0 1 0 Indifferent 0 1 2 0 Somewhat Bearish 0 0 0 0 Bearish 0 0 0 0 In the last 3 months, 23 analysts have offered 12-month price targets for Peloton Interactive. The company has an average price target of $151.43 with a high of $200.00 and a low of $45.00.

What 23 Analyst Ratings Have To Say About Peloton Interactive

The stock price of Peloton Interactive Inc (NASDAQ: PTON) increased by over 4% during intraday trading. This is why it happened.

PTON Stock: Over 4% Increase Intraday Explanation

Peloton Interactive Inc. (NASDAQ: PTON) reported its most recent quarterly results after the markets closed on Thursday.

Is Peloton Back on Track After Q3?

Peloton Interactive Inc (NASDAQ: PTON) made headlines this week after recalling its treadmills, resulting in a current-quarter hit of $165 million.

Analysts, Options Traders React to PTON's Earnings

The home exercise company reported strong fiscal Q3 results, but the full impact of the damage to its brand stemming from the Tread+ safety issue is a big unknown.

Peloton Stock Rises Despite $165 Million Hit to Q4 Revenue Guidance From Treadmill Safety Issues

Peloton Interactive Inc (NASDAQ:PTON) shares are trading higher by 5.65% at $88.5  after the company reported better-than-expected third-quarter earnings results. Peloton reported quarterly losses of 3 cents per share, which beat the analyst consensus estimate of a loss of 12 cents per share.

So What's Up With Peloton Stock Today?

Peloton shares climbed about 6% Friday as investors realized the financial hit from the company's treadmill recall isn't as bad as some had feared.

Peloton shares rise as treadmill recall impact not as bad as feared

Peloton's stock (NASDAQ: PTON) fell by almost 15% in Wednesday's trading, after the company said that it would be carrying out voluntary recalls of its treadmill machines – the Tread+ and Tread over safety issues, offering users a full refund. The Tread+ treadmills were reportedly responsible.

Is Peloton's Tread+ Recall An Opportunity To Buy The Stock?

Peloton Interactive Inc (NASDAQ: PTON) lowered the FY21 revenue guidance from $4.075 billion to $4 billion to reflect the short-term impact of the treadmill recall, Bloomberg reports. The sales stoppage of the Tread+ and Tread and the recall costs is estimated to reduce revenue by about $165 million.

Peloton Lowers FY21 Revenue Guidance Marginally To Reflect Treadmill Recall Impact: Bloomberg

Peloton Interactive, Inc. (PTON) CEO John Foley on Q3 2021 Results - Earnings Call Transcript

The revenue impact from the Tread and Tread+ recall is expected to be approximately $165 million, and the pause in Tread and Tread+ deliveries will negatively impact Peloton's revenue by approximately $105 million, according to chief financial officer Jill Woodworth.

Peloton CEO apologizes for Tread+ issues as company will temporarily halt treadmill sales

Peloton is estimating its treadmill recall will cost the company about $165 million in lost revenue during the the current quarter, and result in a $16 million hit to its profits.

Peloton recall to cost the company millions in lost revenue

Earnings season continues at a rapid clip, with many more companies posting quarterly figures at the end of the regular trading session. Here are highlights of just a few.

Big Afternoon for Earnings: PTON, SHAK, EXPE and More

Peloton said Thursday it expects its fiscal fourth-quarter sales to take a $165 million hit due to a treadmill recall.

Peloton says treadmill recall will lower fourth-quarter sales by $165 million

Peloton stock was a top performer in the coronavirus stock market rally. But is the fitness stock "on sale" now?

Is Peloton Stock A Buy After Earnings As It Runs Into Treadmill Troubles?

Peloton reported revenue growth of $1.26 billion in the quarter, up 141%, driven by strong demand for its Connected Fitness Products, an acceleration of deliveries and low churn levels.

Peloton's bike wait time back to pre-COVID-19 levels

What would have been a celebratory earnings call in just about any other quarter ended on a somber note today, as Peloton CEO John Foley kicked things off with an apology. “We are a members-first organization,” the executive stated.

Peloton projects $165M revenue impact from treadmill recalls

Peloton said it will delay the launch of its Tread machine in the United States, which had been scheduled for May 27, until new safety features are added.

Peloton delays May launch of its less expensive treadmill in the U.S. after recall

Peloton reported fiscal third-quarter sales growth of 141%, saying recent investments in its supply chain allowed it to improve deliveries.

Peloton's sales surge 141% as delivery pressures ease; no word on recall's financial hit

NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces it has amended its first-filed case to expand the case to include purchasers of the securities of Peloton Interactive, Inc. (NASDAQ: PTON) between September 11, 2020 and May 5, 2021, inclusive (the “Class Period”). The lawsuit seeks to recover damages for Peloton investors under the federal securities laws. To join the Peloton class action, go http://www.rosenlegal.com/cases-register-2079.html or call Philli

PTON Alert: More Investors Included, Rosen Law Firm Expands Class Period in First Filed Securities Class Action Against Peloton Interactive, Inc. – PTON

News for Peloton Stock (PTON)