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.

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Cost of revenue

Gross profit

Operating expenses

SG&A

Other

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EBITDA

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Earnings per share

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Net PPE

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Book value per share

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Change in working capital

Cash from investing

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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.

The company looks like it's finally steadied the ship.

Why Peloton Stock Surged to Its Highest Price Since May Today

Peloton Interactive, Inc. (NASDAQ:PTON ) Q2 2023 Earnings Conference Call February 1, 2023 8:30 AM ET Company Participants Peter Stabler - Head of IR Barry McCarthy - CEO Liz Coddington - CFO Conference Call Participants Doug Anmuth - JPMorgan Justin Post - Bank of America Merrill Lynch Eric Sheridan - Goldman Sachs Shweta Khajuria - Evercore ISI Ron Josey - Citi Brian Nagel - Oppenheimer Youssef Squali - Truist Edward Yruma - Piper Sandler Aneesha Sherman - Bernstein Kaumil Gajrawala - Credit Suisse Operator Good day, and thank you for standing by. Welcome to the Peloton Interactive Second Quarter 2023 Earnings Conference Call.

Peloton Interactive, Inc. (PTON) Q2 2023 Earnings Call Transcript

While the top- and bottom-line numbers for Peloton (PTON) give a sense of how the business performed in the quarter ended December 2022, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Peloton (PTON) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Peloton says its focus on subscriptions, fitness as a service and third-party partnerships with Amazon and Dick's are paying off. During its fiscal second quarter 2023 earnings call Wednesday (Feb.

Peloton CEO Says App Subscriptions Are ‘Path to the Promised Land'

Peloton Interactive Inc (NASDAQ: PTON) is up more than 20% this morning after reporting its second-quarter revenue that came in well above the Street estimates. Peloton stock up on encouraging guidance Shareholders are celebrating also because the connected fitness company offered upbeat future guidance.

Peloton stock shot up 20% on Wednesday: find out why

The pricey exercise machines posted a negative gross margin for the holiday quarter, but the fitness equipment maker's overall profit margin was positive.

Peloton CEO doesn't care that its equipment is losing money, sees path forward in the app

Peloton Interactive Inc (NASDAQ:PTON) has delivered second-quarter revenue that beat forecasts, sending its shares higher in early New York trading.  The maker of connected exercise equipment reported a 29% quarter-over-quarter (QoQ) rise in total revenue to $792.7 million for the three months ended December 31, while total gross profit improved by 8% QoQ to $235 million.

Peloton shares spin higher as 2Q revenue beats forecasts

The stock price even jumped 7% on the announcement of the Q4 net loss of $335.4 million.

Peloton Turnaround Gains Some Steam Despite Eighth Straight Quarterly Loss

Peloton's connected fitness products revenue for the fiscal second quarter was $381.4 million, while subscription revenue was $411.3 million.

Peloton Stock Climbs. Margins Are Improving.

The maker of connected fitness equipment reported a 30% drop in quarterly sales, though it reduced the amount of cash being burned by its operations.

Peloton Narrows Losses as Sales Fall Less Than Forecast

Peloton Interactive Inc. posted a $335.4 million loss Wednesdays for its latest quarter, a large sum but one that indicated continued progress from the connected-fitness company's cash-burning peaks.

Peloton CEO says ‘epic comeback' is underway as losses shrink, revenue beats

Peloton Sells Less for Hardware Than Subscriptions. That's a Good Thing.

Shares of Peloton Interactive Inc. PTON, +3.44% ran up 7.7% toward an 8-month high in premarket trading Wednesday, after the at-home fitness company reported a big revenue beat for the fiscal second quarter and provided an upbeat outlook. Net losses for the quarter to Dec. 31 narrowed to $335.4 million, or 98 cents a share, from $439.4 million, or $1.39 a share, in the year-ago period.

Peloton stock jumps toward 8-month high after big revenue beat

Peloton Interactive Inc on Wednesday forecast current-quarter revenue above expectations, in an early sign that its efforts to boost sales, including by selling on third-party platforms, were beginning to yield fruit.

Peloton forecasts third-quarter revenue above expectations; cash burn slows

Peloton beat Wall Street's revenue expectations but saw a 52% drop in connected fitness sales during its holiday quarter.

Peloton losses narrow as subscription revenue again outpaces equipment sales

NEW YORK, Feb. 01, 2023 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) has announced its financial results for second quarter fiscal 2023. Please visit the Peloton investor relations website https://investor.onepeloton.com/financial-information/quarterly-results to view the second quarter fiscal 2023 shareholder letter. Today the company will host a conference call and live audio webcast to discuss the results at 8:30 a.m. ET.

Peloton Interactive, Inc. Reports Second Quarter Fiscal 2023 Financial Results

Peloton Interactive Inc. has been spinning its wheels in recent quarters trying to turn its business around, and investors will be looking for signs of progress Wednesday morning.

Peloton earnings: What to expect

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Earnings Previews: Altria, Enterprise Products, Peloton, T-Mobile

In the last year, shares of exercise bike and rowing company Peloton have dropped 52%.

Peloton Battles Planet Fitness

Peloton is a U.S. company that operates in the fitness industry, offering a subscription-based model that allows users to access live streaming and on-demand fitness and wellness courses. The Italian company Technogym is a leading provider of fitness equipment and solutions for fitness centers and wellness clubs all over the world.

Peloton Vs. Technogym For The Title Of Best Fitness Stock

The struggling fitness business is trying desperately to turn things around.

Did Peloton's CEO Overpromise on This Key Metric?

The connected fitness company went through a major rough patch in 2022.

Up 44% in 2023, Is the Worst Over for Peloton Stock?

Peloton (PTON) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

News for Peloton Stock (PTON)