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

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

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EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

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Stockholders equity

Minority interest

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Change in stock

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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.

Beyond Meat

GameStop

Social media gave rise to so-called meme stocks and although the investment case was always practically non-existent, meme stocks to sell are those that have failed to make something out of their newfound celebrity. The argument for holding onto a meme stock, apart from participating in a social media trend, is that the company suddenly has enough interest to raise new capital and do something more with the business.

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This growth stock got ahead of itself following phenomenal sales during the pandemic.

1 Growth Stock Down 95% You'll Regret Not Buying on the Dip

According to The Wall Street Journal and the Securities and Exchange Commission, Peloton CEO Barry McCarthy made $168 million last year.

Did Peloton CEO Make $168 Million?

LOS ANGELES, CA / ACCESSWIRE / July 3, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Peloton Interactive, Inc. ("Peloton" or "the Company") (NASDAQ:PTON) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between May 10, 2022 and May 10, 2023, inclusive (the "Class Period"), are encouraged to contact the firm before August 8, 2023.

DEADLINE ACTION NOTICE: The Schall Law Firm Encourages Investors in Peloton Interactive, Inc. with Losses of $100,000 to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / June 29, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Peloton Interactive, Inc. ("Peloton" or "the Company") (NASDAQ:PTON) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between May 10, 2022 and May 10, 2023, inclusive (the "Class Period"), are encouraged to contact the firm before August 8, 2023.

SHAREHOLDER ACTION NOTICE: The Schall Law Firm Encourages Investors in Peloton Interactive, Inc. with Losses of $100,000 to Contact the Firm

Kohl's

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Amidst the tumultuous financial markets, one can't help but cast a wary eye on troubled businesses. These firms are making headlines for all the wrong reasons, keeping investors up at night and questioning their investment decisions.

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Remember when the biggest controversy facing Peloton Interactive Inc. NASDAQ: PTON was a holiday commercial? Those were good times for the company.

Is Peloton Stock a Buy After a Recent Downgrade?

Peloton recently noted that more than half of its members are regularly engaging in non-cycling workouts. As a result, the company plans to adjust its marketing strategy to broaden its addressable market.

Forget the Bike: Peloton Is Pedaling In a New Direction, but Should You Buy the Stock?

C3.ai

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Rumors of deal-making in the online grocery space were not enough to offset declines in shares tied to volatile sectors — including AI.  As a result, The CE 100 Index lost 2.82% last week, and only a single pillar gained ground, marked by the Shopping group's 0.4% muted positive performance.

CE 100 Index Loses 2.8% as iRobot and AI Names Slide

DISH Network

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Plug Power

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While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy.

5 Well-Known Buy-Rated Stocks Under $10 Could Explode Higher in July

Peloton has changed a lot since becoming a household name.

Why You Have Peloton All Wrong

Peloton Interactive's stock plunged 8.2% after a downgrade by Wolfe Research, with concerns over the company's profitability and growth opportunities. Subscription revenue increased by 14.8% YoY, but connected fitness product sales dropped significantly in the most recent quarter, and management forecasts a decline in connected fitness subscriptions moving forward. I agree with Wolfe Research's bearish assessment and maintain a 'sell' rating for PTON stock.

Peloton Interactive Stock Plunges On A Well-Deserved Downgrade

Despite an already-catastrophic loss of value from its peak valuation, home exercise equipment specialist Peloton (NASDAQ: PTON ) incurred another tough blow. This time around, an analyst cast doubt on PTON stock — which slipped about 8% on Wednesday — citing post-pandemic viability concerns.

Peloton (PTON) Stock Slides 8% Following Wolfe Research Downgrade

Shares of the exercise-equipment company were dropping on Wednesday after Wolfe Research lowered its rating to Underperform.

Peloton Stock Gets a Downgrade. Why One Analyst Expects Tough Times.

A torrid year has seen cost cuts and a major repositioning at Peloton, while the U.K. arm has reported deepening losses as the fitness brand looks to get back on track.

Peloton Struggles To Convince That It's Not On The Road To Nowhere

iStar Inc

Michael Dell (Trades, Portfolio)'s MSD Capital disclosed its trades for the first quarter earlier this month.

Michael Dell's Firm Buys Safehold, Adds to Peloton Stake

For investors, it's always difficult to know exactly when to say “enough is enough,” as struggling stocks lose value. It's always tempting to hold on to positions, in the hope that a miraculous turnaround will materialize.

Cut Your Losses: Say Goodbye to These 3 Struggling Stocks

Peloton announced multiple new subscription tiers for its digital app. This could expand the company's addressable market, but it puts Peloton in Apple's crosshairs.

Peloton Stock Is Up 20% Following Its Rebrand Announcement. Time to Buy?

DocuSign

Investing in growth stocks can exponentially increase your wealth over time.

Best Growth Stock to Buy: Peloton vs. DocuSign

NEW YORK--(BUSINESS WIRE)---- $PTON #classaction--Attorney Advertising--Bronstein, Gewirtz & Grossman, LLC notifies investors that a class action lawsuit has been filed against Peloton Interactive, Inc. (“Peloton” or the “Company”) (NASDAQ: PTON) and certain of its officers, on behalf of all persons and entities that purchased, or otherwise acquired Peloton securities between May 10, 2022, and May 10, 2023, inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm's site.

Peloton Interactive, Inc. (PTON) Investors: Please contact the Bronstein, Gewirtz & Grossman, LLC Law Firm to recover your losses; August 8, 2023 deadline

Peloton Interactive, Inc. (PTON) Investors: Please contact the Bronstein, Gewirtz & Grossman, LLC Law Firm to recover your losses; August 8, 2023 deadline

NEW YORK--(BUSINESS WIRE)-- #A--Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, 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 Eastern District of New York on behalf of all persons and entities who purchased or otherwise acquired Peloton securities between May 10, 2022 and May 10, 2023, both dates inclusive (the “Class Period”). Investors have.

PELOTON ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Peloton Interactive, Inc. and Encourages Investors to Contact the Firm

Luminar Technologies

NEW YORK, NY / ACCESSWIRE / June 13, 2023 / The Law Offices of Vincent Wong announce that class actions have commenced on behalf of certain shareholders in the following companies. If you suffered a loss you have until the lead plaintiff deadline to request that the court appoint you as lead plaintiff.

SHAREHOLDER ALERT: FRCB LAZR PTON: The Law Offices of Vincent Wong Reminds Investors of Important Class Action Deadlines

Telephone and Data Systems

SHAREHOLDER ALERT: TDS FRCB PTON: The Law Offices of Vincent Wong Reminds Investors of Important Class Action Deadlines

NEW YORK , June 13, 2023 /PRNewswire/ -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC notifies investors that a class action lawsuit has been filed against Peloton Interactive, Inc. ("Peleton" or the "Company") (NASDAQ: PTON) and certain of its officers, on behalf of all persons and entities that purchased, or otherwise acquired Peleton securities between May 10, 2022 and May 10, 2023, inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site:  www.bgandg.com/pton.

News for Peloton Stock (PTON)