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.

Besides Wall Street's top -and-bottom-line estimates for Peloton (PTON), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2024.

Wall Street's Insights Into Key Metrics Ahead of Peloton (PTON) Q4 Earnings

This business was once a darling on Wall Street, as consumer demand was red-hot. Following the pandemic, revenue started declining, with rising net losses.

Down 98%, Here's Why You'll Regret Buying the Dip on This Nasdaq Stock

Birkenstock Holding Plc

Burlington Stores

Etsy

NIKE

Royal Caribbean Cruises

Walmart

The bank detailed its picks after solid retail sales data and Walmart's earnings beat underlined the strength of the U.S. consumer.

Big-Name Investors Are Betting on Consumers. Snap Up These 7 Stocks, J.P.

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.

Peloton (PTON) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release

Peloton (NASDAQ: PTON ) stock is making a rather surprising move lower today. At the time of this writing, PTON stock is down more than 4% despite the company announcing a rather intriguing partnership with Google and Fitbit parent Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) to bring Peloton classes to Fitbit smartwatches.

PTON Stock Alert: Why Are Peloton Shares Riding Lower Today

Alphabet

Fitbit Premium users will have access to a library of video workout classes from Peloton.

Peloton Stock Is Surging on Google Partnership

Peloton and Google Fitbit have formed a multi-year, multi-country partnership to promote their fitness-oriented offerings to each other's customers. Starting in September, Fitbit Premium members will have access to Peloton classes, while Fitbit users without a Premium subscription will have access to a select group of those classes, Peloton said in a Tuesday (Aug. 13) press release.

Google Fitbit Users to Gain Access to Peloton Classes

Google's Fitbit has partnered with Peloton Interactive to give its premium users access to the exercise equipment maker's fitness content, starting early September, the companies said on Tuesday.

Google Fitbit, Peloton announce fitness content partnership

NEW YORK, Aug. 08, 2024 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (NASDAQ: PTON) will release its fourth quarter fiscal 2024 results before the U.S. stock market opens on Thursday, August 22, 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 Fourth Quarter Fiscal 2024 Earnings Release Date, Conference Call, and Webcast

Lululemon Athletica

Peloton stock is cheap, but it's struggling too much to inspire confidence in a turnaround anytime soon. Lululemon has had some recent missteps, but it has a loyal customer base and is expecting double-digit sales growth.

I Wouldn't Touch This Stock With a 10-Foot Pole -- Here's What I'd Buy Instead

Peloton had a debt cliff approaching in 2026 when a convertible note was set to come due. The company managed to refinance its debts, including extending that convertible note out to 2029.

Is Peloton's Big Debt Refinancing 1 More Reason to Avoid the Stock?

Coinbase

Snap

As we approach the end of July, the allure of high-flying growth stocks may be wearing thin for some investors. While these stocks have been the darlings of Wall Street during periods of bullish market sentiments, not all growth narratives continue upward indefinitely.

Get Your Money Out of These 3 Growth Stocks Before the End of July

Since Dana White, the CEO of one of the biggest sports brands in the world, the Ultimate Fighting Championship (UFC), decided to throw out all Peloton bikes from his training facilities last year, Peloton (NASDAQ: PTON) stock has been struggling to return to its former glory.

Here's how much Peloton stock is down since Dana White's boycott

If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Peloton (PTON) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.

Peloton (PTON) Is Attractively Priced Despite Fast-paced Momentum

Fidelity National Information

Tesla

Overvalued stocks typically trade at a price higher than their intrinsic value due to factors like high growth. However, they can be more volatile if their prices are driven by market speculation and investor sentiment rather than fundamentals.

3 Overvalued Stocks Teetering on the Brink of Collapse

SentinelOne

The Nasdaq Composite index is trading at a record high on the back of its 25% year-to-date gain. Not every technology stock is participating in the rally at the moment.

Tech Bull Market: 1 No-Brainer Stock to Buy Hand Over Fist, and 1 to Sell

Peloton's stock is down 42% this year and off 98% from highs. The company is still losing money and just lost its new CEO.

Down 42%, Where Will Peloton Stock Land at the End of 2024?

Amazon

Chewy

eBay

Amazon.com Inc‘s AMZN 10th annual Prime Day is set to take place on July 16-17. It spans 24 countries, with India holding its Prime event later this summer.

Amazon Prime Day Could Benefit Rivals: Analyst Says Chewy, eBay, Peloton Are 'Key Companies To Keep An Eye On'

Nikola

SNDL Inc.

As the stock market navigates through 2024, certain stocks are showing signs that they might not be the best holdings for your portfolio. Here are three “ticking time bombs” that investors might consider as stocks to sell, to preserve capital and improve one's overall risk-adjusted returns.

3 Ticking Time Bombs to Dump from Your Portfolio Now

Luminar Technologies

Investing in individual stocks is not for the faint of heart, and can result in substantial losses for prospective investors. As Q3 2024 kicks off, now is a great time to consider the top toxic stocks to sell.

3 Toxic Stocks to Sell Before They Plunge to New Lows

Investors can contact the law firm at no cost to learn more about recovering their losses.

The Portnoy Law Firm Announces Investigation of Peloton Interactive Inc. (NASDAQ: PTON)

Udemy

Following the smart money can tip you off about good investment ideas and positions that you should trim from your portfolio. These investors have more time to research their investments and often have large teams doing their research.

3 Red-Flagged Stocks the Smart Money Is Dumping

Peloton was staring down hundreds of millions in loan payments by November 2025 that could've pushed the company into bankruptcy if it hadn't refinanced. Now that the connected fitness company has refinanced its debt, it has the breathing room to turn around its business and boost support among lenders and investors.

Peloton staved off the cash crunch that threatened its business. Where does it go now?

A low valuation and heightened pessimism might attract investors hoping for a successful turnaround. This business keeps reporting declining sales and ongoing net losses.

Can This Beaten-Down Stock Skyrocket More Than the "Magnificent Seven" Over the Next 5 Years?

Peloton is still struggling to stabilize its business after overextending itself during the pandemic. Fitness equipment sales and subscriber numbers are both declining.

News for Peloton Stock (PTON)