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

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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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Year over year growth in Revenue and Operating Expenses.

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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.

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Cost of revenue

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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.

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)

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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

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

Peloton slammed on social media for belated treadmill recall

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Earnings Previews: AMC, DraftKings, Nikola, Peloton, Square

SAN DIEGO, May 5, 2021 /PRNewswire/ -- Johnson Fistel, LLP announces that a class action lawsuit has commenced on behalf of shareholders of Peloton Interactive, Inc. (NASDAQ: PTON) ("Peloton" or the "Company) common stock.  The class action is on behalf of shareholders who purchased Peloton between September 11, 2020 and April 16, 2021, both dates inclusive (the "Class Period").

Peloton (PTON) Class Action Alert: Johnson Fistel Encourages Investors Suffering Losses to Contact Firm

Shares of Peloton Interactive Inc. plunged Wednesday, putting them on track to suffer the biggest one-day selloff in six months, after the at-home-fitness company said it was voluntarily recalling 125,000 Treat+ treadmills after more than 29 reports of injuries to children, and one death.

Peloton stock sinks toward 9-month low after 125,000 treadmills recalled for ‘risk of injury or death'

CEO John Foley issued an apology for the company's defiant response to concerns about product safety. The other pedal has dropped at Peloton.

Peloton Tread recall: What to do if you have a treadmill in your house right now

Peloton issued a voluntary recall of its treadmills on Wednesday following mounting pressure from US regulators to do so after a child died and several others were injured after becoming trapped under the machines.  The US Consumer Product Safety Commission (CPSC) issued a statement with Peloton on Wednesday announcing the news, advising customers to "immediately stop" using Tread and Tread+ machines and to contact Peloton for a full refund or other "qualified remedy." But as of Wednesday, Peloton's live treadmill classes were still running, leaving members confused as to what to do next.

Peloton is recalling its treadmills but its live classes for these machines are still running. Here's what your options are if you own a Tread or Tread+

Shares of home-exercise giant Peloton are falling today, off some 13.6% as of the time of writing. This comes after the company announced a recall of its treadmill product, and TechCrunch reported that the company failed to fix a security issue regarding user data.

Peloton stock crashes following recalls, security report

Shares of Peloton Interactive Inc (NASDAQ: PTON) plummeted Wednesday after the company issued a recall of its Tread and Tread+ treadmills. The use of Peloton's treadmills has resulted in multiple injuries and one child's death and the U.S. Consumer Product Safety Commission has advised customers to stop using the products.

Peloton Plummets On Treadmill Recall: How Does The Stock Chart Look?

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Its CEO calls its initial response to the safety concerns a "mistake."

Peloton Changes Stance on Treadmills and Issues Full Recall

Peloton announced Wednesday that it's recalling all of its treadmills after US regulators said about 70 people have been hurt using the machines and one child has died.

Peloton issues massive treadmill recall after injuries, death of child

Peloton CEO John Foley said the company should have acted sooner.

Peloton Finally Consents To Treadmill Recall After Child Death And Injuries

Peloton Interactive, Inc. (NASDAQ:PTON) shares are trading lower after the company announced a recall of the company's treadmills after reports of injuries and one death. Reports suggest the Consumer Product Safety Commission said about 1,005 tread units were affected in the U.S. and about 125,000 Tread+ unites were affected.

Why Is Peloton's Stock Trading Lower Today?

Peloton Interactive plunged as much as 10% on Wednesday after announcing it will voluntarily recall two versions of its treadmills. The decision comes in cooperation with the US Consumer Product Safety Commission following reports of injuries and one death.  Customers who have purchased either the Tread+ or the Tread treadmill are urged to stop using them and contact Peloton for a full refund, according to a joint statement issued by the company and the CPSC. Each machine costs about $4,300.

Peloton plunges 10% after recalling treadmills amid reports of injuries and the death of a child (PTON)

The viral video of a child being dragged under one of its treadmills is coming back to haunt the fitness equipment maker.

Why Peloton Interactive Was Falling 8% This Morning

Peloton stock tumbled Wednesday ahead of earnings Thursday after the high-end exercise equipment maker announced a recall of its treadmills. The post Peloton Stock Falls On Treadmill Recall, CEO Apologizes Ahead Of Q1 Earnings appeared first on Investor's Business Daily.

Peloton Stock Falls On Treadmill Recall, CEO Apologizes Ahead Of Q1 Earnings

Its CEO previously defended the treadmills after a child died in an accident linked to a Tread Plus.

Peloton recalls Tread Plus, Tread in major reversal

Peloton recalled its Tread+ and Tread treadmills Wednesday, and the company admitted it was wrong to fight the Consumer Product Safety Commission's request that it do so.

Peloton recalls all treadmills after a child's death and 70 injuries

Shares of Peloton Interactive Inc. took a 5.4% dive in morning trading Wednesday, reversing an earlier intraday gain of as much as 2.2%, after the at-home-fitness company said it was voluntarily recalling about 125,000 Tread+ treadmills, citing "risk of injury or death." The company is also recalling about 1,050 Tread treadmills, citing risk of injury.

News for Peloton Stock (PTON)