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Peloton Stock Spins Higher On Q1 Earnings Beat
Benzinga· 2025-11-07 19:39
Shares of Peloton Interactive, Inc. (NASDAQ:PTON) climbed on Friday after the company posted better-than-expected Q1 results after Thursday's closing bell. PTON stock is up. Watch the price action here. Q1 Results:Peloton reported quarterly earnings of three cents per share, which beat the consensus estimate of one cent. Quarterly revenue came in at $550.8 million, beating the Street estimate of $539.81 million.Read Next: Nvidia, Palantir, AMD Stocks Had A Really Bad Week The company also raised its fiscal ...
Peloton Q1 Earnings & Revenues Surpass Estimates, Stock Up
ZACKS· 2025-11-07 18:31
Core Insights - Peloton Interactive, Inc. (PTON) reported first-quarter fiscal 2026 results, with earnings and revenues exceeding expectations, although revenues declined year over year while earnings increased [1][4][10] Financial Performance - Adjusted earnings per share (EPS) for Q1 was 3 cents, surpassing the Zacks Consensus Estimate of breakeven earnings, compared to breakeven EPS in the prior-year quarter [4][10] - Quarterly revenues reached $551 million, exceeding the consensus mark of $541 million by 1.8%, but reflecting a 6% decline year over year [4][10] - Connected Fitness segment revenues were $152.4 million, down from $159.6 million in the prior-year quarter, while subscription revenues were $398.4 million, down from $426.3 million [5] Operating Metrics - Peloton had 2.73 million Ending Paid Connected Fitness Subscriptions, a 6% decline year over year, with an average net monthly churn of 1.6% [6] - The company registered 542 thousand Peloton App subscribers, reflecting a net decrease of 8% year over year [6] Margin Performance - Operating expenses decreased by 17% year over year to $242.4 million, while gross profit totaled $283.7 million, down 7% year over year [7] - Gross margin contracted by 30 basis points to 51.5%, attributed to a $13.5 million inventory accrual related to Bike+ seat-post costs [7] - Subscription gross margin improved by 80 basis points to 68.6%, while Connected Fitness Products margin decreased by 230 basis points to 6.9% [7] Adjusted EBITDA - Adjusted EBITDA for the quarter was $118.3 million, up 2% year over year, exceeding management's guidance by $18 million due to lower operating costs and improved execution [8][10] Balance Sheet & Cash Flow - As of September 30, 2025, Peloton held $1.10 billion in cash and cash equivalents, an increase from $1.04 billion at the end of fiscal 2025 [11] - Net debt decreased to $395.1 million from $777.3 million in the prior-year period [11] - Net cash provided by operating activities was $71.9 million, up from $12.5 million in the prior-year quarter, while free cash flow was $67.4 million compared to $10.7 million previously [12][11] Outlook - For Q2 fiscal 2026, Peloton expects revenues between $665 million and $685 million, indicating a slight year-over-year growth at the midpoint, with paid connected fitness subscriptions projected to decline by 8% [13] - The company anticipates fiscal 2026 revenues between $2.4 billion and $2.5 billion, reflecting a 2% year-over-year decline at the midpoint, with adjusted EBITDA expected to rise by 12% year over year [15]
Peloton shares ride higher on Q1 earnings beat
Proactiveinvestors NA· 2025-11-07 17:21
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Peloton recalls over 800,000 exercise bikes
NBC News· 2025-11-07 12:07
Pelaton's recalling like 800,000 of its original bike model after two people were hurt. They say the seat broke and came off while they were using it. Officials are saying, "Hey, stop getting on the bike. Contact the company for a free replacement." It's not even the first time this has happened.Back in 2023, Pelaton had to recall two million bikes after 13 people were hurt for the same reason. Pelaton says the integrity of its products and its members well-being are its top priorities. ...
Peloton第一财季扭亏为盈 上调全年调整后EBITDA预期
Ge Long Hui A P P· 2025-11-07 02:06
格隆汇11月7日|室内健身器材商Peloton公布2026财年Q1业绩,营收同比下跌6%至5.51亿美元,但高于 市场预期的5.4亿美元;净利润1390万美元,而去年同期录得亏损90万美元;每股盈利3美分,超预期。 截至季末,付费订阅用户数为273.2万,同比减少16.4万或6%,但比指引范围的高端高出2000名。 Peloton上调全年调整后EBITDA预期,介于4.25亿至4.75亿美元之间,高于预期的4亿至4.5亿美元。 ...
Peloton Promotes New Equipment Amid Recall of Old Bikes
PYMNTS.com· 2025-11-07 01:48
Core Insights - Peloton is facing a recall of certain Original Series Bike+ models due to reports of seat post breakage, affecting 833,000 bikes in the U.S. and 44,800 in Canada [2][3] - The recall is expected to cost the company approximately $16.5 million [4] Product Launch and Strategy - Peloton launched a new product lineup on October 1, which includes the Cross Training Series bike, treadmill, rowing machine, and an AI-assisted feature called Peloton IQ [5] - The new products are designed to help members achieve their wellness goals and include features like a swivel screen for easier exercise transitions and advanced computer vision for real-time suggestions [6] Market Response and Engagement - Since the launch of the new series, Peloton has observed a favorable shift towards premium products, particularly in treadmill and Plus line sales, attributed to excitement around advanced features [7] - Recent additions to Peloton's offerings include the Breathwrk app, micro-stores, a retail partnership with Johnson Fitness & Wellness, and a loyalty program called Club Peloton, which has engaged 500,000 members [8]
Peloton(PTON) - 2026 Q1 - Earnings Call Transcript
2025-11-06 23:00
Peloton (NasdaqGS:PTON) Q1 2026 Earnings Call November 06, 2025 05:00 PM ET Speaker2Thank you for standing by. My name is Karen, and I will be your conference operator today. At this time, I would like to welcome everyone to the Peloton Interactive First Quarter Fiscal Year 2026 Earnings Call. All lines have been placed on mute to prevent any background noise. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star followed by the number one on your t ...
Peloton Stock Rallies After Q1 Earnings: Here's Why
Benzinga· 2025-11-06 22:48
Peloton Interactive, Inc. (NASDAQ:PTON) shares climbed after the company released its first-quarter earnings report after Thursday's closing bell, beating analyst estimates on the top and bottom lines. Here's a look at the details in the report. PTON stock is moving. See the real-time price action here.The Details: Peloton Interactive reported quarterly earnings of three cents per share, which beat the consensus estimate of one cent.Quarterly revenue came in at $550.8 million, which beat the Street estimat ...
Peloton(PTON) - 2026 Q1 - Quarterly Report
2025-11-06 22:11
UNITED STATES SECURITIES AND EXCHANGE COMMISSION FORM 10-Q Washington, D.C. 20549 (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39058 Peloton Interactive, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of inco ...
Peloton posts bullish holiday forecast, betting that shoppers will spend big on new product lineup
CNBC· 2025-11-06 21:33
Peloton on Thursday posted its second profitable quarter in a row as it released strong guidance for the crucial holiday shopping season, banking on its relaunched product assortment to drive growth. The connected fitness company posted a surprise net income of $13.9 million in the three months ended Sept. 30, compared with a loss of $900,000 a year earlier. For the current quarter, Peloton's strongest for hardware sales, the company is expecting revenue to be between $665 million and $685 million, a slight ...