Peloton is trying to find its way after a big demand spike during the peak of the pandemic. It isn't going very well.Peloton Interactive's (PTON 2.21%) stock has had a great month, with the shares gaining around 33%. Most of that came after the company announced fiscal fourth-quarter 2024 earnings. The problem is that the earnings announcement that sparked a roughly 40% rally in the company's shares wasn't really good, it was just less bad. Peloton has a lot to prove over the next year.Peloton is a broken f ...

kali9Peloton Fourth Quarter Review Peloton (NASDAQ:PTON) reported a fourth quarter that beat very low expectations. Seeking Alpha did a good job laying out the performance versus expectations for the quarter, as well as Q1 and full-year 2025 guidance. This chart is perhaps the most handy for comparison. Peloton Results versus Expectations (Seeking Alpha)People were definitely happy with an up total revenue quarter (the first in two years), higher subscription revenue (up 2.3% y/y), continued high subsc ...

NEW YORK, Aug. 28, 2024 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) today announced that the company will be participating in the Goldman Sachs Communacopia & Technology Conference on Wednesday, September 11, 2024, at 10:10 AM PDT (1:10 PM EDT). Attending for Peloton will be Liz Coddington, Chief Financial Officer. The live webcast and replay can be accessed in the Events section of the Company’s Investor Relations website: https://investor.onepeloton.com/news-and-events/events.  About Pelo ...

Another content distribution deal is moving Peloton in the right direction.Peloton's (PTON -1.63%) position as the leader in fitness classes has been established, and now it's expanding distribution of those classes to more platforms. We recently learned that Google will include some Peloton classes with its Fitbit subscriptions. In this video, Travis Hoium shows why this momentum is important to Peloton.*Stock prices used were end-of-day prices of Aug. 22, 2024. The video was published on Aug. 26, 2024. ...

Peloton delivered a great result for the fourth quarter of fiscal 2024, but it doesn't appear to have changed some of the company's structural issues.Peloton Interactive (PTON 1.24%) makes at-home exercise equipment fitted with digital screens, which can be used to stream everything from virtual classes to music. Its stock soared to an all-time high of $163 near the end of 2020 on the back of surging sales as consumers sought ways to remain active during lockdowns.But demand has plunged since then, and the ...

Peloton Interactive TodayPTONPeloton Interactive$4.90 +0.06 (+1.24%) 52-Week Range$2.70▼$7.24Price Target$4.57Add to WatchlistPeloton NASDAQ: PTON wowed the market with its FQ4 results, sending its shares up nearly 50% in two days. This indicates a dynamic shift that could increase its price over the coming quarters and years. However, details within the report also point to headwinds that may cap gains today; a sustained rally is unlikely this year. The takeaway is that investors wanting to initiate or add ...

The connected fitness company's efforts to get back in shape are paying off.Share prices of Peloton Interactive (PTON 1.24%) skyrocketed after the embattled company reported that it grew its revenue marginally in its fiscal 2024 fourth quarter and moved closer to profitability. The stock rose more than 35% during the trading session that followed its Q4 report's release, but the stock is still trading down more than 25% on the year.Could this be the right time for investors to hop on the stock and take a ri ...

Core Viewpoint - Peloton faces backlash for introducing a $95 "equipment activation fee" for used bike purchases, which many consumers perceive as an exploitative move given the existing $44 monthly subscription fee [1][2][4] Group 1: Financial Performance - Peloton's stock closed at $4.90, a significant decline from its peak of $162 in 2020 [4] - The company reported a slight quarterly sales increase of 0.2%, marking its first sales growth in two years [4] - Used bike sales contributed to a 16% increase in subscriptions for the quarter ending June 30 [4] Group 2: Customer Reaction - Consumers expressed frustration on social media, labeling the fee as a "money grab" and a "scam" [1][2] - A start-up, Trade My Spin, criticized the fee as a tax on the used Peloton market and is offering a $95 rebate to offset the cost [6] Group 3: Company Justification - Peloton stated that the activation fee is intended to provide a high-quality onboarding experience for new members [2][6] - The fee includes a "virtual custom fitting" and a history summary of the second-hand bikes [6] Group 4: Market Context - Trade My Spin sells used Peloton bikes for $500 to $700, significantly cheaper than new bikes priced between $1,200 and $3,000 [8] - Approximately 25% of the 4.5 million Peloton bikes and treadmills manufactured since 2019 are reportedly not in use, although Peloton disputes this claim [8]

Core Viewpoint - Peloton Interactive's stock surged 35% following its latest earnings report, marking its largest one-day increase since its IPO in 2019, indicating investor optimism about a potential recovery [1]. Financial Performance - In Q4 of fiscal 2024, Peloton reported revenue of $643.6 million, a 0.2% year-over-year increase, surpassing estimates of $630.5 million, ending a prolonged revenue decline [2]. - Subscription revenue grew by 2.3% year-over-year to $431 million, primarily due to price increases, despite a decrease in paid connected fitness subscriptions and a drop in total members from 6.5 million to 6.4 million [2]. - Sales of bikes and treadmills fell by 4% to $212.1 million, but the closure of the Precor manufacturing plant improved overall gross margin by over 17 percentage points, contributing to a narrowed GAAP net loss from $241.8 million to $30.5 million [3]. - Adjusted EBITDA turned from a loss of $34.7 million in Q4 2023 to a gain of $70.3 million in Q4 2024, indicating a significant operational improvement [3]. Future Guidance - For fiscal 2025, Peloton anticipates a 9% decline in paid connected fitness subscriptions, projecting a range of 2.68 million to 2.75 million, and a similar revenue decline to between $2.4 billion and $2.5 billion [4]. - The company expects adjusted EBITDA to rise to between $200 million and $250 million, a substantial increase from $3.5 million the previous year, aided by cost-cutting measures and a new activation fee for used equipment [4]. - Peloton is still searching for a full-time CEO, which may delay the implementation of a comprehensive recovery plan [5]. Investment Considerations - While the stock's recent performance is encouraging, concerns remain about the expected revenue and subscription declines, making it difficult to fully endorse Peloton as a buy until revenue growth is achieved [6]. - The potential for continued stock gains exists if the company can exceed its 2025 guidance and demonstrate operational improvements [7].

The tail end of Q2 earnings were good to several companies on the CE 100 this week. The Index ended the week of August 23 up 2.6%, led by the “Live” pillar up 3.7% and “Bank” at 2.7%. Many companies posted positive gains for the week, but none more than Peloton, which overcame a drop in subscription revenue announced in its quarterly earnings to go up more than 50% for the week. The companies who posted losses for the week were less dramatic, with Snowflake dropping 9.5%.Peloton was the story of the week. T ...