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.

Etsy

Rocket Companies, Inc.

This is the season to find stocks to buy on dips especially on headlines. Often investors make mistake in the heat of the moment.

3 Stocks to Buy on Dips This Earnings Season

Peloton will report its third-quarter earnings on Thursday when the market closes following the company voluntarily recalling both of its treadmill products, which sank shares to the lowest levels since September.

How Peloton's treadmill recall may impact future demand, consumer trust

Peloton recalled more than 125,000 treadmills on Wednesday, sending the company's stock price plummeting. On Thursday, executives will face questions from analysts and investors who will likely be looking to assess the long-term ramifications of the recall and its impact on Peloton's bottom line.

Peloton will face investors one day after it recalled thousands of treadmills. Here are the top questions executives will face.

NEW YORK--(BUSINESS WIRE)--Attorney Advertising--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 April 16, 2021, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's

PTON Shareholder Alert: Bronstein, Gewirtz & Grossman, LLC Notifies Peloton Interactive, Inc. Investors of Class Action and Encourages Shareholders to Contact the Firm

Buy the dip in Peloton's shares as future sales will be "delayed, not lost" due to treadmill recalls, says Credit Suisse.  On Wednesday, Peloton shares plummeted as much as 15% after the company announced it would voluntarily recall two versions of its treadmills (the Tread and the Tread+) amid reports of injuries and one death. More than $84 million of Peloton changed hands Wednesday, the second highest trading volume on record for the stock according to Yahoo Finance data.

Peloton's 15% sell-off amid treadmill woes has created a ripe buying opportunity, Credit Suisse says (PTON)

Peloton Interactive Inc. (NASDAQ: PTON) stock was absolutely crushed on Wednesday after the company announced that it would be recalling its treadmills following multiple injuries and the death of a child.

Why BofA Securities Thinks There Is Still Upside in Peloton Stock

Radnor, Pennsylvania--(Newsfile Corp. - May 6, 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 April 16, 2021, inclusive (the "Class Period").Investor Deadline Reminder: Investors who purchased or acquired Peloton securities during the Class Period may,...

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

Big 5 Sporting Goods

Garmin

Nautilus

Planet Fitness

Weightwatchers International Inc.

Town Sports International Holdings

With summer aligning with rising demand for social normalization, fitness stocks could enjoy a significant rebound. The post 7 Fitness Stocks to Buy Before We Enter Beach Season appeared first on InvestorPlace.

7 Fitness Stocks to Buy Before We Enter Beach Season

There's a chance the Peloton Interactive, Inc. (NASDAQ:PTON) sell-off ends soon, at least temporarily. The company faces significant challenges in the long run.

When Will The Peloton Sell-Off End?

Peloton is scheduled to report earnings after Thursday's close. Here's a closer look.

Earnings Preview: What To Expect From Peloton After The Close

After its Tread+ recall and people returning to the gym, one analyst thinks Peloton stock should drop 45% to reach fair value.

Why Peloton's Treadmill Recall Is Not A Buying Opportunity

The company finally admitted its treadmill products aren't safe.

Peloton Tarnishes Its Red-Hot Brand With Safety Missteps

Zillow

Markets were resilient, but these two stocks took some company-specific hits.

Why Peloton and Zillow Plunged Despite the Dow's Record Close

Britain has added to the woes of Peloton Interactive Inc (NASDAQ:PTON) which saw its stock tumble in New York amidst major problems with home treadmills. The stock fell 14.5% on Wall Street closing Wednesday at US$82.62 per share, before slipping further in out-of-hours deals.

Peloton Interactive stock falls on treadmill recall, Brits told to stop using the product

Skillz

Teladoc

Cathie Wood-led Ark Investment Management snapped up over 3 million shares, worth about $48.53 million, in Skillz Inc (NYSE: SKLZ) on Wednesday. SKLZ shares closed 9% lower at $15.48 on Wednesday and were down 1% in after-hours trading in the aftermath of the company reporting a wider quarterly loss alongside a surge in revenue.

Cathie Wood Loads Up More On Peloton, Skillz, Teladoc On The Dip

Peloton's treadmill recall is giving investors pause for this once-hot stay-at-home stock.

Peloton's treadmill recall erases $4B in value on eve of exercise company's earnings release

New York, New York--(Newsfile Corp. - May 5, 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 April 16, 2021, inclusive (the "Class Period"), of the important June 28, 2021 lead plaintiff deadline.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...

PTON Breaking Notice: Rosen, National Trial Lawyers, Encourages Peloton Interactive, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline - PTON

AMC Entertainment

Roku

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Wayfair

What will happen to these winning stocks in 2021?

5 Most Intriguing Earnings Charts This Week

New York, New York--(Newsfile Corp. - May 5, 2021) - Thomas J. McKenna, Esq. announces that a class action lawsuit has been filed against Peloton Interactive, Inc. ("Peloton" or the "Company") (NASDAQ: PTON) in the United States District Court for the Eastern District of New York on behalf of those who purchased or acquired the securities of Peloton between September 11, 2020 and April 16, 2021, inclusive (the "Class Period"). The lawsuit seeks...

Thomas J. McKenna, Esq. Announces A Class Action Lawsuit Has Been Filed Against Peloton Interactive, Inc. (PTON)

Lyft

NVIDIA

PayPal

Match Group

Peloton, Lyft, PayPal, Match Group and Nvidia were our top stock trades for Thursday. Now, let's look at the charts to see what's going on.

5 Top Stock Trades for Thursday: PTON, LYFT, PYPL, MTCH, NVDA

Peloton shares closed Wednesday down nearly 15%, wiping $4.1 billion off its market value in one day.

Peloton stock sheds $4 billion in market value in 1 day over its treadmill debacle

The stock price of Peloton Interactive Inc (NASDAQ: PTON) fell from $96.70 to $81.41 (down 15.81%) during intraday trading. This is why it happened.

PTON Stock: From $96.70 To $81.41 (15.81% Decrease) Intraday Explanation

The fast-growing maker of high-end stationary bikes has shed more than 40% of its value since peaking four months ago. There's a lot riding on a big earnings report come Thursday afternoon.

Peloton Stock Has a Lot to Prove This Week

Baidu

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Fidelity MSCI Consumer Discretionary ETF

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Innovator Loup Frontier Tech ETF

Microsoft

Here're top seven stock to buy that increasing depend on semiconductors The post 7 Stocks You May Not Know Depend on Semiconductors appeared first on InvestorPlace. More From InvestorPlace Why Everyone Is Investing in 5G All WRONG It doesn't matter if you have $500 in savings or $5 million.

7 Stocks You May Not Know Depend on Semiconductors

Peloton was slammed on social media Wednesday for taking so long to recall its upscale treadmills due to safety concerns.

News for Peloton Stock (PTON)