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.

Private equity firms have reportedly been considering a buyout of Peloton. At least one firm has talked with Peloton about going private, and a number of other firms have considered an acquisition but may or may not have talked with the company, CNBC reported Tuesday (May 7), citing unnamed sources.

Private Equity Firms Considering Buyout of Peloton

Peloton Interactive Inc (NASDAQ:PTON) stock is soaring today, after reports that private equity firms are circling the company for a potential buyout.

Options Traders Target Soaring Peloton Stock

CNBC said some private equity firms were interested in acquiring the exercise bike maker. The news comes after Peloton announced another round of layoffs and let go of its CEO.

Why Peloton Stock Surged Today

Shares in Peloton (PTON) kicked into a high gear Tuesday after news reports that a number of private equity firms may be considering a buyout.

Peloton Stock Races Higher After Reports Of Potential Private Equity Buyout

Peloton Interactive Inc (NASDAQ:PTON) shares jumped over 17% on news that it seems to have become a potential acquisition target for private equity firms. The digitally connected fitness company has engaged in discussions with at least one firm about going private, according to CNBC, which reported that the current interest level remains unclear.

Peloton shares step higher on reports of private equity interest

Peloton is in talks with at least one private equity firm about a potential buyout, according to a new report. The level of interest in the beleaguered company is unclear.

Peloton could be poached by private equity firms: report

Last week, Peloton CEO Barry McCarthy quit and the company announced job cuts to reduce costs after posting weak results.

Embattled Peloton shares soar as private equity firms reportedly consider buyout

Shares of at-home spin class company Peloton spiked 15% Tuesday morning, the company's best day on Wall Street in over four months, following a report that a group of private equity firms are mulling a buyout of the company, which has struggled with floundering sales, layoffs and recalls since a pandemic-era boom.

Peloton Shares Surge Over Private Equity Buyout Rumors—After Years-Long Slump

Peloton (NASDAQ: PTON ) stock is getting a boost on Tuesday after the fitness company allegedly attracted the attention of private equity firms interested in buying it. According to recent reports, Peloton has held discussions with at least one private equity firm about an acquisition.

PTON Stock Alert: Peloton Pops on Private Equity Interest

Peloton's Crisis: Another Shake-Up Hits the Troubled Company

Peloton stock surged Tuesday after CNBC reported that Peloton could go private and that several firms are looking at the struggling home-fitness outfit.

Peloton Stock Rallies 20% On Report Private Equity Firms Ponder Takeover

Several private-equity firms have been considering a buyout of Peloton, according to a report.

Peloton Stock Jumps on Report of a Potential Buyout

Peloton Interactive Inc is up 20% on Tuesday following a report that private equity firms have shown interest in buying the connected fitness company.  Anonymous sources told CNBC this morning that the exercise equipment manufacturer has held formal discussions with at least one firm.

Peloton receives takeover interest from private equity firms

Peloton Interactive Inc.'s stock PTON, +3.36% soared 20% early Tuesday, after a CNBC report that private equity firms are eyeing a potential buyout. Citing people familiar with the matter, the news site said talks have focused on how to make the connected fitness company more attractive by cutting costs.

Peloton's stock soars 20% on report private equity firms are considering a buyout

A number of private equity firms have been considering a buyout of Peloton as the connected fitness company looks to refinance its debt and return to growth after 13 straight quarters of losses, CNBC reported on Tuesday.

Private equity firms consider potential Peloton buyout, CNBC reports

Private equity firms have been circling Peloton for a potential buyout as it grapples with slowing sales and losses.

Private equity firms circle Peloton for potential buyout

Peloton announced the departure of its CEO along with layoffs and an earnings report. There has been improvement in profitability, but revenue is still declining.

The New CEO Is Out. Is This the End for Peloton?

Sales of Peloton's at-home exercise equipment peaked during the worst months of the COVID-19 pandemic, and they have consistently declined ever since. Peloton appointed Barry McCarthy as CEO in 2022, and he made sweeping changes to right the ship.

Peloton Stock Is Down 98%, and It Just Lost a Huge Asset. Is a Recovery Still Possible?

GoPro

Peloton makes internet connected exercise equipment and is trying to shift toward a subscription model. GoPro makes super tough camera equipment and is trying to sell add on services via subscriptions.

Best Stock to Buy Right Now: Peloton vs GoPro

Peloton reported smaller sales but better free cash flow last week. Management has a plan to lower costs and grow cash profits under a new CEO.

Peloton Stock Has 90% Upside, According to 1 Wall Street Analyst

Disney

Moderna

Verizon

Calpers slashed investments in Verizon, Disney, and Peloton stock, and doubled down on Moderna shares in the first quarter.

Largest U.S. Pension Sold Verizon, Disney, and Peloton Stock. It Bought Moderna.

Quarterly revenue at Peloton Interactive Inc. (NASDAQ: PTON) was so poor that the stock plunged and CEO Barry McCarthy was fired.

Peloton Could Go Out of Business

Barry McCarthy was tapped to lead Peloton in order to right the ship. The past two years have been filled with various cost-cutting measures and efforts to broaden is customer base.

A look at Peloton's rough ride post-pandemic

“Peloton needs someone who knows the industry,” Lou Lentine told The Post. “I'm running the same company but smaller and we are doing the same things every day but better with fewer employees and less debt.

Boss of Peloton rival taunts bike maker, says he could do better job than outgoing CEO Barry McCarthy

Peloton said its CEO was stepping down and it will cut 15% of its workforce. The company continues to struggle to grow revenue.

News for Peloton Stock (PTON)