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 Q2 2021

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

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.

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.

After releasing disappointing earnings in November, recent IPO Peloton may have more significant issues than the public relations debacle from the controversial ad that has now become a meme. Short-seller Citron Research said in a report Tuesday that it anticipates the stock will plummet roughly 85% to just $5 a share.

Peloton Stock Suffers on Heels of Viral Ad, Analyst Reports

Peloton shares continued to slide Wednesday following a critical short-seller note claiming the company is vastly overvalued.

Peloton shares slip more than 5%, extending two-day losses

Shares of popular home exercise company Peloton are off 7% in regular trading today as the company continues to reel in the wake of an advertisement it released that went viral for the wrong reasons.

Peleton’s stock sinks 7% as the ad saga continues to weigh on the company

Tesla

Netflix

Options trading was buzzing in Peloton, Netflix and Tesla stock on Tuesday. Here are the metrics that matter moving forward.

Wednesday’s Vital Data: Peloton, Netflix and Tesla

Citron Research feels that the recent high-end fitness IPO is going down. It probably won't happen.

Will Peloton Stock Hit $5 in 2020?

Canopy Growth

GameStop

MongoDB

Dave & Buster's

Canopy Growth, Dave & Buster's, MongoDB, Peloton and GameStop are our top stock trades for Wednesday. Let's look at the charts.

5 Top Stock Trades for Wednesday: CGC, PLAY, MDB

Peloton Interactive Inc (NASDAQ: PTON) shares hit the skids on Tuesday after Citron Research editor and notorious short seller Andrew Left bashed the stock and said its share price is heading to $5 by the end of 2020.

Citron Thinks Peloton's Stock Is Going To $5, Compares It To GoPro

Peloton may have bigger problems than the public relations fallout from the controversial ad that became a meme. Short-seller Citron Research said Tuesday it expects the stock to plunge nearly 85% to just $5 a share.

Peloton plunges after investor says the stock is worth only $5

Shares of Peloton Interactive  tumbled over 6% on Tuesday after noted short seller Andrew Left valued the seller of stationary exercise bicycles at about one seventh of its recent stock price.

Peloton tumbles over 6% after short seller warns of competition

Despite making a holiday video ad criticized as sexist and tone deaf, Peloton is likely to maintain its momentum as a popular, high-end fitness brand, two Wall Street analysts said Tuesday.

Peloton Looks To Ride Out Much-Criticized Holiday Ad

Competitors are starting to catch up and create similar products that are more affordable, Citron Research warns, including spin bikes with swivel screens, open platforms and iPad attachments.

Peloton shares plunge 6% after short-seller note warns of more-affordable competition

How many people are really going to spend $2,200 or more on an exercise bike -- plus a monthly subscription?

The Biggest Problem With Peloton's Bull Thesis

Peloton Interactive Inc. (NASDAQ:PTON) has taken the exercise world by storm, selling its proprietary exercise bikes and treadmills to high-end customers and keeping them hooked with extensive interactive and on-demand workout content.

Peloton: Racing to Nowhere

A controversial TV ad which was aired by Peloton Interactive PTON[NGS] – $32.6 after Thanksgiving has resulted in the valuation of the company declining by $1.6 billion and its share price declining by 16%. The ad has been labeled as sexist and classist by social media and the press.

Peloton’s Controversial Ad Creates Quick Opportunity for Traders to Make 15 Percent

Planet Fitness

Weightwatchers International Inc.

Exercise your investing prowess by buying top fitness stocks in the home exercise, gym chain, and dieting niches.

3 Fitness Stocks To Whip Your Portfolio Into Shape in 2020

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

SPDR Bloomberg High Yield Bond ETF

Lyft

SPDR S&P 500 ETF Trust

Uber

Vanguard Real Estate ETF

We discuss some smart tax moves investors should consider before the end of the year.

Tax Loss Harvesting & Capital Gains: What ETF Investors Should Know

Investors got their first look under the hood and liked what they saw.

Why Peloton Interactive Stock Soared 48% in November

Peloton owners are sticking up for the ad everyone is talking about.

Here's why some Peloton users love that ad so many have criticized

Peloton (PTON) was down over 9% at one point in Tuesday's trading after it faced scrutiny over its new holiday commercial.

Peloton (PTON) Stock Tries to Rebound After Commercial Backlash

Peloton Interactive Inc (NASDAQ: PTON) shares are down another 3.3% on Thursday and are now down 13.6% since Monday after a holiday TV commercial went viral on social media.

Everybody Hates The Peloton Ad, But Stock Is Doing Just Fine Since The IPO

Peloton Interactive Inc (NASDAQ: PTON) shares traded lower by another 5% on Wednesday after the company responded to a holiday ad that began airing last month that recently went viral on Twitter for what some critics claim is sexist and classist content.

Peloton Responds To Backlash Over Its Bike Ad

Pelotons Christmas ad has been accused of being sexist and dystopian - impacting it's share price in the process.

The Christmas Ad That Rode Off with 9% Of Pelotons Share Value

Peloton has responded to criticism over one of its holiday ads.

Peloton responds to ad criticism, says it's 'disappointed in how some have misinterpreted'

Exercise bike and treadmill maker Peloton Interactive Inc's  latest Christmas advertisement was widely criticized on social media as being "sexist" and "dystopian".

Peloton Christmas ad tagged 'sexist' on social media

Peloton (NASDAQ: PTON), a company that sells fitness equipment and related subscription services, has seen its stock rally by close to 50% over the last month, despite posting declines post its late-September IPO debut.

News for Peloton Stock (PTON)