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

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Net PPE

Intangibles

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

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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

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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.

David Einhorn says Peloton Interactive Inc (NASDAQ: PTON) is “significantly undervalued” at current levels. Greenlight Capital – the hedge fund he founded in 1996 even loaded up on 6.8 million shares of the connected fitness company to reflect that sentiment in August.

David Einhorn calls Peloton undervalued—here's why I'm still not buying

Shares of Peloton Interactive (NASDAQ: PTON) have surged by 16% after David Einhorn, billionaire, and hedge fund manager, called the stock undervalued at Robinhood's (NASDAQ: HOOD) investor conference on October 23.

Peloton stock skyrockets 16% after billionaire calls it ‘undervalued'

Peloton bikes will be available at Costco this holiday season. But why?

Peloton's Shocking Partnership with Costco Explained

There was an after-hours boost for Peloton Interactive Inc (NASDAQ:PTON) shares, which jumped over 11% after David Einhorn of Greenlight Capital highlighted the company's potential at the Robin Hood Investors Conference. Einhorn, who revealed a $6.8 million stake in the exercise bike giant as of June 30, believes the stock is undervalued, though he didn't specify a target price.

Peloton shares receive Einhorn vote of confidence

Greenlight Capital's David Einhorn told investors that Peloton's stock is significantly undervalued. The hedge fund boss made the pitch while riding a Peloton, a source familiar with the comments told CNBC.

Shares of Peloton surge 11% after David Einhorn says stock is significantly undervalued

Costco

Peloton is now part of the Costco family, making it easier to buy its sought-after bikes.

Costco to Sell Exclusive Peloton Bike Plus Bundle This Holiday Season in New Partnership

COST is set to offer the Peloton Bike+ at 300 U.S. outlets, providing fitness enthusiasts an opportunity to purchase premium equipment at competitive prices.

Costco to Sell Peloton Bike+ at 300 U.S. Outlets This Holiday Season

Abercrombie & Fitch

EverBank Financial

Sezzle Inc

Investors can add these top-ranked liquid stocks, Abercrombie & Fitch, EverQuote, Sezzle and Peloton, to their portfolios to boost returns.

4 Top-Performing Liquid Stocks for Robust Portfolio Returns

I'm downgrading Peloton Interactive, Inc. stock to a sell rating ahead of its expected Q1 earnings release (due on October 31). Key ongoing concerns include declining subscriber numbers, near-zero hardware margins, and the potential negative impact of a new $95 initiation fee on secondary market sales. The company recently struck a deal to sell discounted Bike+ products through Costco, but this may hurt margins further and fail to bring in incremental buyers.

Peloton Interactive Stock: Sell Before Q1 Earnings (Rating Downgrade)

Distribution Solutions Group Inc

Enlivex Therapeutics Ltd

Greenland Technologies Holding Corporation

Rent the Runway

RENT, DSGR, PTON, ENLV and GTEC have been added to the Zacks Rank #1 (Strong Buy) List on October 23, 2024.

New Strong Buy Stocks for October 23rd

Peloton stock has received a mixed reaction from investors after announced a deal with Costco.

Peloton stock mixed after Costco deal, here's what the market is overlooking

The company also announced a new partnership with at-home equipment manufacturer Peloton Interactive.

Costco Gains Another Bull and a Peloton Partnership. Why the Stock Can Still Rise.

Peloton plans to sell its high-end exercise bikes at some of Costco's U.S. stores and on the retailer's website between Nov. 1 and Feb. 15, the companies said on Tuesday.

Peloton to sell high-end exercise bikes at certain Costco stores

NEW YORK--(BUSINESS WIRE)--Peloton Interactive, Inc. (NASDAQ: PTON) and Costco (NASDAQ: COST) today announced a partnership where Costco will sell the Peloton Bike+ in 300 of its US stores and on Costco.com this holiday season. Starting November 1, Costco members will be able to purchase an exclusive Bike+ bundle through February 15, 2025, or while supplies last. This partnership marks Peloton's first seasonal retail collaboration in the United States, partnering with a company dedicated to bri.

Peloton and Costco to Partner During Holiday Season to Offer Bike+ at 300 US Costco Stores and Nationwide on Costco.com

Peloton is partnering with Costco to sell its Bike+ in stores and online between Nov. 1 and Feb. 15. Costco will offer Peloton's Bike+ in 300 of its U.S. stores for $1,999, and on Costco.com for $2,199, compared to the typical price of $2,495.

Peloton partners with Costco to sell Bike+ as it looks to reach young, wealthy customers

Peloton (PTON) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Peloton (PTON) Surges 10.8%: Is This an Indication of Further Gains?

Peloton Interactive Inc (NASDAQ: PTON) has had a difficult time adjusting to the post-pandemic world – but it looks like things are finally starting to change for the better. Shares of the connected fitness company have more than doubled over the past two months as financials improved on the back of its turnaround efforts.

Peloton stock more than doubles in 2 months: is the growth sustainable?

The Shocking Stock Up 70% in Just 2 Months

NEW YORK, Oct. 17, 2024 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (NASDAQ: PTON) will release its first quarter fiscal 2025 results before the U.S. stock market opens on Thursday, October 31, 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 First Quarter Fiscal 2025 Earnings Release Date, Conference Call, and Webcast

Life Time Group Holdings

Planet Fitness

Xponential Fitness

The pandemic sent the personal fitness market on a roller coaster ride.

Buy, Sell or Hold: Planet Fitness, Peloton, Xponential Fitness, or Life Time

Hyatt Hotels

CHICAGO--(BUSINESS WIRE)--World of Hyatt and Peloton Members who link their World of Hyatt account to their Peloton account can earn 100 Bonus Points per completed workouts.

Move More, Earn More: World of Hyatt and Peloton Reward Members for Prioritizing Wellbeing

Peloton Interactive Inc PTON stock just hit a major technical milestone — the Golden Cross.

Peloton's Golden Cross: A Short-Term Sprint Or Long-Term Ride?

Capri Holdings Ltd

Noted short-seller David Einhorn rose to prominence betting against Allied Capital, a private equity firm that offered debt and equity capital to finance leveraged buyouts, acquisitions, and corporate restructurings.

David Einhorn's #1 New Buy That Is Paying Off Big: PTON vs. CPRI

American Well Corporation

American Well, Peloton Interactive and Planet Fitness are included in this Analyst Blog.

The Zacks Analyst Blog American Well, Peloton Interactive and Planet Fitness

These three Health and Fitness stocks have strong growth potential for the rest of 2024. These are: AMWL, PTON, PLNT.

News for Peloton Stock (PTON)