This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...

Peloton Interactive, Inc. (NASDAQ:PTON) Goldman Sachs Communacopia + Technology Conference September 11, 2024 1:10 PM ET Company Participants Liz Coddington - Chief Financial Officer Conference Call Participants Eric Sheridan - Goldman Sachs Eric Sheridan All right. I think in the interest of time, we're going to get going with our next fireside chat. It's my pleasure to welcome the team from Peloton Interactive here. I'm going to have a fireside chat with Liz Coddington, CFO. Liz, thanks so much for being ...

Peloton Interactive, Inc. (NASDAQ:PTON) Goldman Sachs Communacopia + Technology Conference September 11, 2024 1:10 PM ET Company Participants Liz Coddington - Chief Financial Officer Conference Call Participants Eric Sheridan - Goldman Sachs Eric Sheridan All right. I think in the interest of time, we're going to get going with our next fireside chat. It's my pleasure to welcome the team from Peloton Interactive here. I'm going to have a fireside chat with Liz Coddington, CFO. Liz, thanks so much for being ...

Peloton's financials showed improvement last quarter, but is it enough for the stock to win back investors?Shares of Peloton Interactive (PTON -5.03%) have been taking off of late. After reporting stronger-than-anticipated quarterly results, investors have suddenly turned bullish on the stock. In just the past month, Peloton's stock has rallied by more than 40%.Has the company given investors a reason to reconsider the stock as a growth investment, or is this likely to be nothing more than a short-lived ral ...

Peloton's stock rocketed higher after it reported fiscal fourth-quarter 2024 earnings. What's going on? Not as much as you'd think.Peloton Interactive (PTON -5.03%) had a heck of a price advance when it reported fiscal fourth-quarter 2024 earnings on August 22nd, with the shares rocketing higher by a huge 40% or so. On the surface that sounds exciting, but when you dig into the story a little bit more, the exercise equipment maker remains a troubled company. Here's why this stock is only appropriate for agg ...

Peloton Interactive, Inc. (NASDAQ:PTON) Citi Global TMT Conference September 5, 2024 10:00 AM ET Company Participants Liz Coddington - CFO Conference Call Participants Ron Josey - Citi Ron Josey All right. We got the thumbs up. So welcome, everybody. I'm Ron Josey. I cover [Internet] sector here at Citi. It's always so exciting to have with me, Liz Coddington, Peloton CFO. I think we all know what Peloton is, and show hands if anyone have a Peloton in the room. Yes, it's a good amount of them soon. Maybe we ...

The connected fitness stock showed a hint of turnaround.Shares of Peloton Interactive (PTON -0.11%) were soaring last month after the struggling connected-fitness company posted better-than-expected results in its fiscal fourth-quarter earnings report, showing investors that the business could finally be mounting a turnaround.According to data from S&P Global Market Intelligence, the stock finished last month up 31%. As you can see in the chart, all those gains came from the earnings report. In fact, the st ...

This stock was hot during the pandemic. It's time to rethink its future.Peloton (PTON 2.01%) was a market darling before losses mounted after the pandemic and the company ran into financial problems. But the company's turnaround is nearly complete, and it's time for a fresh look at Peloton. Travis Hoium covers the company's recent financial improvement and new financing in the video below.*Stock prices used were end-of-day prices of Aug. 30, 2024. The video was published on Sept. 3, 2024. ...

This is a high-risk stock, but daring investors might see the potential for rewards.Peloton Interactive (PTON 0.65%) made a splash recently when it reported its financial results for its fiscal 2024 fourth quarter (ended June 30). The market was ecstatic, sending shares 35% higher following the news that the business eked out a tiny revenue gain and continued to lower its net losses.Before you rush to buy this bike stock while it still trades well below its all-time high, here are three things you need to k ...

Core Insights - Peloton's rebranding efforts have not yet fully resonated with consumers, as many still perceive the company primarily as a bike and cardio provider rather than a comprehensive fitness platform [1][2] - The company has introduced new app membership tiers, including a free option and two paid tiers, to broaden its appeal and enhance user engagement [2] - Peloton's paid connected fitness subscriptions decreased by 75,000 to 2.98 million in the fourth quarter, alongside a drop in paid app subscriptions by 59,000, ending the quarter with 615,000 [2] Pricing Strategy - Currently, there are no plans to increase subscription prices, although the company is evaluating pricing across its business [3] - Hardware pricing may be adjusted in certain markets where third-party distribution is significant, as margins need to be higher to support those channels [3] - Subscription margins are reported to be strong, while hardware margins face challenges [3] Future Outlook - The company aims to change the perception that it is solely a bike company, emphasizing strength training and running as key components of its offerings [4] - Peloton is focusing on marketing strategies that build demand before promotions, indicating a long-term growth strategy [4] - The company acknowledges that developing new areas of growth will take time, but sees potential in expanding beyond traditional fitness offerings [4]