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

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Supplier settlements

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue 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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Operating expenses

SG&A

Other

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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.

Peloton's (PTON) fiscal third-quarter performance is likely to reflect increased production and expedited transportation of its Bike and Bike+ products.

Peloton (PTON) to Report Q3 Earnings: What's in the Cards?

The exercise equipment maker will report third-quarter results on Thursday, May 6.

Peloton Q3 Earnings Preview: 1 Key Metric You'll Want to Know

Ocugen, Inc.

These businesses could be in trouble once the pandemic is over.

2 Expensive Stocks I'd Definitely Avoid

Radnor, Pennsylvania--(Newsfile Corp. - May 3, 2021) - The law firm of Kessler Topaz Meltzer & Check, LLP announces that a securities fraud class action lawsuit has been filed in the United States District Court for the Eastern District of New York 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: ...

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

Apple

Garmin

Lululemon Athletica

NIKE

Nautilus

Under Armour

Let's look at a handful of fitness stocks, as companies adapt to the new world of working out due to the pandemic. Here are seven of them.

7 Fitness Stocks for the New Normal in Exercise

New York, New York--(Newsfile Corp. - May 2, 2021) -  Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of the securities of Peloton Interactive, Inc. (NASDAQ: PTON) between September 11, 2020 and April 16, 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...

Rosen, Trusted Investor Counsel, First Files Securities Class Action Lawsuit Against Peloton Interactive, Inc. - PTON

RADNOR, PA--(BUSINESS WIRE)---- $PTON #classaction--Kessler Topaz Meltzer & Check, LLP Reminds Investors of Deadline for Securities Fraud Class Action Lawsuit Filed Against Peloton Interactive, Inc.

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

RADNOR, Pa., May 1, 2021 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP announces that a securities fraud class action lawsuit has been filed in the United States District Court for the Eastern District of New York 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").

PTON CLASS ACTION ALERT: Kessler Topaz Meltzer & Check, LLP Announces a Securities Fraud Class Action Lawsuit Filed Against Peloton Interactive, Inc.

SAN DIEGO & NEW YORK--(BUSINESS WIRE)---- $PTON #ClassAction--Shareholder rights law firm Robbins LLP announces that a purchaser of Peloton Interactive, Inc. (NASDAQ: PTON) filed a class action complaint against the Company and its officers and directors for alleged violations of the Securities Exchange Act of 1934 between September 11, 2020 and April 16, 2021. Peloton provides interactive fitness products, including the Tread+ treadmill, which it launched in 2018. If you suffered a loss due to Peloton Interactive In

SHAREHOLDER ALERT: Robbins LLP Announces That Peloton Interactive, Inc. (PTON) is Being Sued for Misleading Shareholders

Peloton has found its polish slightly fading this year after a prosperous 2020 that catapulted the fitness company into a new stratosphere of popularity. This weekend, it's engaging in some self-care to reinvigorate itself.

Peloton is rolling out fans' most-requested features

NEW YORK, April 30, 2021 /PRNewswire/ -- Bernstein Liebhard, a nationally acclaimed investor rights law firm, announces that a securities class action lawsuit has been filed on behalf of investors who purchased or acquired the securities of Peloton Interactive, Inc. ("Peloton" or the "Company") (NASDAQ: PTON) from September 11, 2020 through April 16, 2021 (the "Class Period"). The lawsuit filed in the United States District Court for the Eastern District of New York alleges violations of the Securities Exchange Act of 1934.

PTON INVESTOR ALERT: Bernstein Liebhard LLP Announces that a Securities Class Action Lawsuit Has Been Filed Against Peloton Interactive, Inc.

NEW YORK, April 29, 2021 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of the securities of Peloton Interactive, Inc. (NASDAQ: PTON) between September 11, 2020 and April 16, 2021, inclusive (the "Class Period"). The lawsuit seeks to recover damages for Peloton investors under the federal securities laws.

PTON EQUITY ALERT: ROSEN, RESPECTED AND LEADING LAW FIRM, Files Securities Class Action Lawsuit Against Peloton Interactive, Inc.; Encourages Investors with Losses Exceeding $100K to Contact Firm - PTON

The stock price of Peloton Interactive, Inc. (Nasdaq: PTON) fell 4.19% as it went from $103.22 to $98.90. This is why it happened.

PTON Stock: From $103.22 To $98.90 Explanation

The plucky upstart competitor uses games rather than live-streamed instructors for its workouts.

Peloton Stumbles as Rowing Machine Maker Ergatta Attracts Funding, Media Attention

A rowing machine specialist with a similar business model seems to be gaining on the company.

Why Peloton Dived by 4.2% on Thursday

NEW YORK--(BUSINESS WIRE)-- #Interactive--Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of the securities of Peloton Interactive, Inc. (NASDAQ: PTON) between September 11, 2020 and April 16, 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 Phillip Kim, Esq. to

EQUITY ALERT: Rosen Law Firm Files Securities Class Action Lawsuit Against Peloton Interactive, Inc. – PTON

Los Angeles, California--(Newsfile Corp. - April 29, 2021) - The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Peloton Interactive, Inc. ("Peloton" or "the Company") (NASDAQ: PTON) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Peloton is the subject of a press release issued by the...

SHAREHOLDER INVESTIGATION NOTICE: The Schall Law Firm Announces it is Investigating Claims Against Peloton Interactive, Inc. and Encourages Investors with Losses to Contact the Firm

Etsy

Many investors might want to consider some big growth names of the last year that are trading at discounts heading into their earnings releases.

Buy Growth Stocks ETSY and PTON on the Dip Before Earnings?

Peloton (PTON) closed at $103.22 in the latest trading session, marking a +0.86% move from the prior day.

Peloton (PTON) Gains As Market Dips: What You Should Know

Los Angeles, California--(Newsfile Corp. - April 28, 2021) - The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Peloton Interactive, Inc. (NASDAQ: PTON) ("Peloton" or "the Company") for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Peloton is the subject of a press release issued by the U.S....

SHAREHOLDER INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against Peloton Interactive, Inc. and Encourages Investors with Losses to Contact the Firm

Peloton's stock price is down almost 40% from its recent high. Although every accident is tragic on a personal level, I don't see this as a problem over the long term for Peloton. The CPSC warning was exaggerated.

Peloton: Moat And Valuation

NEW YORK--(BUSINESS WIRE)-- #Investigation--Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Peloton Interactive, Inc. (NASDAQ: PTON) on behalf of Peloton stockholders. Our investigation concerns whether Peloton has violated the federal securities laws and/or engaged in other unlawful business practices. Click here to participate in the action. On April 17, 2021, the U.S. Consumer Product Safety Commission (“CPSC” or the “Commission”

PELOTON ALERT: Bragar Eagel & Squire, P.C. is Investigating Peloton Interactive, Inc. on Behalf of Peloton Stockholders and Encourages Investors to Contact the Firm

RADNOR, Pa., April 27, 2021 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP is currently investigating potential violations of the federal securities laws on behalf of shareholders of Peloton Interactive, Inc. ("Peloton") (NASDAQ: PTON).

Kessler Topaz Meltzer & Check, LLP Announces Investigation of Securities Fraud Claims on Behalf of Peloton Interactive, Inc. Investors

Los Angeles, California--(Newsfile Corp. - April 27, 2021) - The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Peloton Interactive, Inc. ("Peloton" or "the Company") (NASDAQ: PTON) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Peloton is the subject of a press release issued by the...

SHAREHOLDER INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Peloton Interactive, Inc. and Encourages Investors with Losses to Contact the Firm

NEW YORK, April 26, 2021 /PRNewswire/ -- WHY: Rosen Law Firm, a global investor rights law firm, announces it is investigating potential securities claims on behalf of shareholders of Peloton Interactive, Inc. (NASDAQ: PTON) resulting from allegations that Peloton may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Peloton securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

PTON BREAKING ALERT: ROSEN, NATIONAL TRIAL LAWYERS, Encourages Peloton Interactive, Inc. Investors with Losses Exceeding $100K to Inquire About Class Action Investigation - PTON

News for Peloton Stock (PTON)