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.

As Peloton deals with mounting criticism over its refusal to recall its Tread+, the fitness company now faces a class-action lawsuit from unhappy customers.  According to the suit filed on April 20, lead plaintiff Shannon Albright alleges Peloton violated consumer protection laws and that "Peloton has known, or should have known, of the defective nature of its Tread+ product." It further states the company "sold and marketed the device as safe and appropriate for use by families in the home, even though its design makes it inherently and uniquely dangerous to children."

Peloton slammed with class-action lawsuit that criticizes the fitness company for including a child in previous marketing for Tread Plus that has injured 39 so far

Los Angeles, California--(Newsfile Corp. - April 26, 2021) - The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Peloton Interactive, Inc. ("Peloton" or "the Company") (NASDAQ: PTON) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Peloton is the subject of a press release issued by the...

ONGOING INVESTIGATION NOTICE: The Schall Law Firm Announces it is Investigating Claims Against Peloton Interactive, Inc. and Encourages Investors with Losses to Contact the Firm

Investors in the connected home-exercise leader should focus on guidance, supply chain issues, and what management says about the Tread+ safety issue with the CPSC.

Peloton Earnings: Will the Stock Climb on a Strong Report Despite the Treadmill Safety Issue?

Their concerns are valid, but so are the counterarguments.

3 Great Reasons to Buy Peloton Stock Despite Investor Fears

Magnite

Zoom Video

Conventional wisdom has concocted reasons to abandon these investments, but in each case, the market is missing the bigger picture.

Wall Street Is Giving Up on These 3 Stocks, and That's a Huge Mistake

The red-hot ETF manager has added more than 300,000 shares so far this week, even in the face of negative headlines.

Cathie Wood Continues to Stockpile Peloton Stock

Opendoor

TuSimple Holdings

These three growth stocks are hitting different markets, and they're all down from their recent highs.

3 Growth Stocks That Can Keep Growing

CarLotz

Carlotz Inc. (NASDAQ:LOTZ) and Peloton Interactive Inc. (NASDAQ:PTON) both made big moves Wednesday. Carlotz closed up 7.23% at $7.05 and Peloton closed down 6.14% at $99.96.

2 Stocks Nearing The End Of A Pattern: Technicals To Watch For Next Week

NEW YORK, April 22, 2021 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) will release its third quarter fiscal 2021 results after the U.S. stock market closes on Thursday, May 6, 2021. The Company will hold a conference call to discuss results at 5:00 p.m. (Eastern Time) that day.

Peloton Interactive, Inc. Announces Third Quarter Fiscal 2021 Earnings Release Date, Conference Call and Webcast

LOS ANGELES, April 22, 2021 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Peloton Interactive, Inc. ("Peloton" or "the Company") (NASDAQ: PTON) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

ONGOING INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against Peloton Interactive, Inc. and Encourages Investors with Losses to Contact the Firm

Negative headlines around this fitness company have presented investors with a compelling opportunity.

Peloton: Buy the Dip?

Consumer Reports has pulled its recommendation for the Peloton “Tread+” treadmill after the Consumer Product Safety Commission issued a safety warning, the product testing nonprofit confirmed on Wednesday.

Consumer Reports no longer recommends Peloton as clash between tread company and feds boils over

An upsurge in the global pandemic is stoking fear.

Nasdaq Rises on CSX Strength, But Peloton Still Looks Winded

The at-home exercise equipment maker is in a growing spat with politicians and regulators over treadmill safety.

Why Peloton Stock Continues to Drop

The term “head and shoulders top” is often thrown around when a stock starts to show signs of distribution.  As the work-from-home stocks have struggled recently, charts like Peloton Interactive (PTON) have transitioned from an accumulation phase to a distribution phase causing investors to question their long-term prospects.

Peloton Stock (PTON) Threatens Head and Shoulders Top

Los Angeles, California--(Newsfile Corp. - April 21, 2021) - The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Peloton Interactive, Inc. ("Peloton" or "the Company") (NASDAQ: PTON) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Peloton is the subject of a press release issued by the...

ONGOING INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Peloton Interactive, Inc. and Encourages Investors with Losses to Contact the Firm

Apple

Tesla

Higher-end retailers are taking unprecedented steps to bring the consumer experience to homes, according to Loup Ventures' Gene Munster.

These stocks could emerge as big winners from premium retail's new frontier — your living room

Peloton's stock fell by over 7% on Monday and remains down by around 9% over the last week (five trading days) compared to the S&P 500 which is up by about 1% over the same period. The sell-off comes as the U.S. Consumer Product Safety Commission (CPSC) said that the company's Tread+ treadmills.

Peloton Stock Falls On Tread+ Safety Issues. Will It Recover?

Lululemon Athletica

If you're seeking exposure to the fitness sector, then look no further than these two companies.

Better Buy: Lululemon vs. Peloton

A public dispute with a federal agency over safety concerns threatens to tarnish the community that Peloton has built.

Peloton's clash with agency over treadmill safety threatens to tarnish brand

The odds of a child getting hurt on a Peloton machine are below 0.005%, so recent weakness in PTON stock is a buying opportunity. The post Pelotons Aren't Dangerous… So Buy PTON Before It Soars to $150 appeared first on InvestorPlace.

Pelotons Aren't Dangerous… So Buy PTON Before It Soars to $150

The company's products remain popular even as gyms reopen.

3 Reasons to Buy Peloton Stock

Shares of popular at-home exercise equipment maker Peloton Interactive (PTON) fell 7.3% today after the U.S. Consumer Product Safety Commission gave a warning about the company's Tread+.

Why Peloton Stock Fell Over 7% on Monday

The company's shares have taken a hit since a fatality was apparently caused by one of its products.

Peloton Is a Buy With Nearly 60% Upside After Controversy, Says Analyst

Harley-Davidson

Clean Energy Fuels

Bitcoin, Peloton, Harley-Davidson and Clean Energy were our top stock trades for Tuesday. Now, let's look at the charts to see the setup.

News for Peloton Stock (PTON)