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.

Hyatt Hotels

CHICAGO--(BUSINESS WIRE)--World of Hyatt is teaming up with Peloton to become the first loyalty program with plans to reward its members for doing more of what they love.

World of Hyatt and Peloton Team Up with Plans to Reward Members for Wellbeing

GameStop

Stitch Fix

In the era of Amazon (NASDAQ: AMZN ), many retailers have gone bankrupt because they could not compete with the e-commerce juggernaut. And of course, the pandemic-era lockdowns causing many retailers to become saddled with gargantuan debt did not help.

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Advanced Micro Devices

General Motors

Walmart

State of Michigan Retirement System bought more AMD stock, quintupled a Peloton stake, tripled its Walmart stake, and sold GM shares.

Large Pension Bets Big on AMD, Walmart, Peloton Stock. It Sold GM.

Peloton's stock has plunged 98% from its all-time high. The company is struggling to stabilize and right-size its business.

Peloton Stock Is Beaten Down Now, but It Could 10X

Tesla

The CE 100 Index gave up 3.5% for the week as earnings season began in full swing. Stock market gains were few and far between.

CE 100 Index Slips 3.5%, Led by Tesla and Peloton

Declining sales and ongoing net losses continue to crush Peloton. Not only will Peloton's need to drastically improve its core business, but it will also need to penetrate new and larger end markets.

Can This Beaten-Down Growth Stock Become a Trillion-Dollar Company by 2050?

NEW YORK, April 18, 2024 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (NASDAQ: PTON) will release its third quarter fiscal 2024 results before the U.S. stock market opens on Thursday, May 2, 2024. The company will host a conference call and live audio webcast to discuss the results at 8:30 a.m. (Eastern Time) that day.

Peloton Interactive, Inc. Announces Third Quarter Fiscal 2024 Earnings Release Date, Conference Call, and Webcast

Peloton rose to fame during the height of the coronavirus pandemic when people were stuck at home and couldn't go to the gym.  Once the world had learned to live with COVID, Peloton shifted toward a subscription model and away from the gym gear that had made it famous.

1 Stock I Wouldn't Touch With a 10-Foot Pole -- And Here's Why

Connected fitness company Peloton has stopped offering an unlimited free-membership tier that was once a key part of its growth strategy.

Peloton Drops Free-Membership Tier After Less-Than-Expected Results

Peloton debuted an unlimited free membership option for its app last year in a bid to win over new customers, but the company quietly ended the initiative.

Peloton quietly drops unlimited free app membership because it failed to bring in paid subscribers

Peloton is still trying to find its footing after its major missteps during the height of the pandemic. Some of its new initiatives are working, but they're not enough to fully offset the company's problems.

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Ernesta, the direct-to-consumer rug brand launched last year by John Foley and two other Peloton founders, has entered a new stage in its journey to disrupt rug sales with the opening of its first showroom.

Rug Startup Ernesta, Created By Peloton Founders, Opens First Showroom

BARK

Vornado Realty Trust

Bears have faced a challenging few years, feeling like an eternity since the 2019 flash crash had pessimists forecasting a financial downturn akin to the 2008 crisis. Similarly, the early stages of the pandemic painted a grim economic picture — until unexpected monetary policies propelled stocks to unprecedented heights, even as reasonable assessments made them clear stocks to sell immediately.

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Netflix

The S&P 500 fell 1.1% last week, and while not huge, it was the steepest weekly decline since December. In a bull market, sell-offs are both a buying opportunity and a chance to trim underperforming stocks.

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Both Apple and Peloton sell hardware products differentiated by their own software. Apple's success speaks for itself, while Peloton's ongoing financial woes are hard to ignore.

What Can Apple's Success Teach Investors About Peloton's Struggles?

Over the last year, Peloton, Saks, Express and Bath & Body Works have often failed to pay vendors on time, a sign they could be struggling to manage cash flows.

Retailers like Peloton and Saks keep paying vendors late, signaling possible 'financial distress'

Peloton's business model is night and day different from four years ago.

Fallen Pandemic Darling: The Peloton of Today Is Almost Unrecognizable

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Wish

A few months ago most consumers and investors were expecting rate cuts perhaps as early as February or March. Today, it looks like June is the more likely scenario.

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Ongoing business struggles have made Peloton's stock trade at a bargain-basement valuation. Its management team is trying different strategies to boost demand.

Can This Ridiculously Cheap Stock's Price Skyrocket by 2030?

Canopy Growth

Investors will always continue to chase weak stocks that are poorly rated for the chance at contrarian success. Yet, most times it is best to follow the herd when Wall Street repeatedly raises the warning flag on a given stock.

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Vail Resorts

YETI

March 20 is the first day of spring. Not only does the spring equinox usher in longer days, it also signals the start of the 162-game Major League baseball season.

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Confluent

The Nasdaq-100 technology index is up 25% since the end of October 2023. The index appears to be taking a breather, and one once-popular technology stock is also wobbling.

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Boeing

Stock investing is a game of knowing when to buy winners and when to sell losers. In theory it's easy, in practice it is often much more difficult.

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Peloton reported a huge sequential increase in the sale of its exercise devices in the fiscal second quarter. Although a big sales increase is good news, investors need to look at that strong performance in the larger context.

Was Peloton's Big Win Really a Whiff? 3 Things Investors Need to Know

Peloton Interactive, Inc. (PTON) Morgan Stanley Technology, Media & Telecom Conference Call Transcript

News for Peloton Stock (PTON)