Financial Performance - Peloton reported revenue of $673.9 million for the quarter ended December 2024, reflecting a year-over-year decline of 9.4% [1] - The EPS for the same period was -$0.24, an improvement from -$0.54 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $655.23 million by 2.85%, while the EPS fell short of the consensus estimate of -$0.19 by 26.32% [1] Key Metrics - Ending Connected Fitness Subscriptions were 2,879, slightly above the average estimate of 2,854 [4] - Ending Paid App Subscriptions totaled 579,000, slightly below the average estimate of 580,260 [4] - Average Net Monthly Connected Fitness Churn was 1.4%, better than the average estimate of 1.7% [4] Revenue Breakdown - Subscription revenues reached $420.60 million, surpassing the estimated $417.01 million, but showing a year-over-year decline of 0.9% [4] - Revenues from Connected Fitness Products were $253.40 million, exceeding the average estimate of $239.43 million, with a year-over-year decline of 20.6% [4] - Gross profit from Subscription was $285.60 million, above the estimated $280.93 million, while Gross profit from Connected Fitness Products was $32.80 million, exceeding the estimate of $23.96 million [4] Stock Performance - Peloton's shares have returned -12.2% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

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 Interactive generated strong cash flows and exceeded revenue expectations, yet faced challenges with subscriber growth and equipment sales in its Q2 FY2025 earnings report.Peloton Interactive (PTON 3.69%), a leader in connected fitness product offerings, released its Q2 FY2025 earnings report on February 6, 2025.The firm demonstrated a boost in revenue, reaching $673.9 million, which was above analyst expectations of $652 million. However, it recorded an EPS of ($0.24), up from ($0.54) in the year-a ...

NEW YORK, Feb. 06, 2025 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (Nasdaq: PTON) has announced its financial results for the second quarter fiscal 2025. Please visit the Peloton investor relations website to view the shareholder letter. Today, the company will host a conference call and live audio webcast to discuss the results at 8:30 a.m. ET. Call Details:Event: Peloton Second Quarter Fiscal 2025 Earnings Conference CallDate: Thursday, February 6, 2025Time: 8:30 a.m. ET Live Call Registration (link) L ...

Dear Shareholders, We are grateful to Karen Boone and Chris Bruzzo for their leadership over the past few quarters. With their support, we delivered results that exceeded our guidance on key metrics in Q2. Upon Peter joining as CEO and President on January 1, Karen and Chris have now returned their focus to Board duties. We hope they feel the satisfaction that comes from a hard, important job well done and look forward to their contributions as Board Members. Peloton is a category-defining brand that is bel ...

Analysts on Wall Street project that Peloton (PTON) will announce quarterly loss of $0.20 per share in its forthcoming report, representing an increase of 63% year over year. Revenues are projected to reach $655.23 million, declining 11.9% from the same quarter last year.The current level reflects a downward revision of 1.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over t ...

Core Viewpoint - Peloton Interactive, Inc. is set to report its second-quarter fiscal 2025 results on February 6, with expectations of a loss per share and declining revenues compared to the previous year [1][3]. Financial Performance - In the last reported quarter, Peloton achieved breakeven earnings per share, surpassing the Zacks Consensus Estimate of a loss of 15 cents [2]. - The Zacks Consensus Estimate for the upcoming quarter indicates a loss per share of 20 cents, widening from 19 cents, but represents a 63% improvement from a loss of 54 cents in the same quarter last year [3]. - Revenue expectations for the second quarter are approximately $655.2 million, reflecting an 11.9% decline from the previous year's figure [3]. Subscription Trends - Peloton anticipates a sequential decline of 50,000 in paid Connected Fitness subscriptions, bringing the total to between 2.84 million and 2.86 million [5]. - App subscriptions are projected to decrease by 12,000 due to reduced app media spending [5]. Revenue and EBITDA Projections - The company expects second-quarter revenues to range from $640 million to $660 million [5]. - Adjusted EBITDA is forecasted to be between $20 million and $30 million, a sequential decline of $91 million at the midpoint, primarily due to increased sales and marketing costs [6]. Gross Margin and Economic Factors - Peloton projects a total gross margin of 46.5%, indicating a sequential decline of 534 basis points, attributed to a shift towards lower-margin Connected Fitness Products during the holiday period [7]. - Macroeconomic factors such as inflation and higher interest rates are expected to negatively impact the company's performance [7]. Innovation and Strategic Focus - The company is focusing on product innovations, including app enhancements and personalized plans, which are likely to support performance in the fiscal second quarter [8]. - Investments in innovation across hardware, software, and content, along with optimizing retail footprint and reducing marketing expenses, are expected to aid earnings growth [8]. Earnings Prediction Model - The current model does not predict an earnings beat for Peloton, as it lacks a positive Earnings ESP and a favorable Zacks Rank [9][10].

Peloton (NASDAQ: PTON ) reports earnings this week, and while they will likely show improvements, the stock has enjoyed a run-up since October. After trading in the $3 range for much of 2024 (and after a 98% drop from euphoric COVID-era valuations) the stock priceConservative individual investor that tends toward value investing but not exclusively. Learning new strategies and look forward to sharing in dialogue with others here to learn. I taught a financial management for non-financial managers class as a ...

Core Viewpoint - Peloton Interactive, Inc. is set to release its second quarter 2025 financial results on February 6, 2025, before the U.S. stock market opens, followed by a conference call to discuss the results [1]. Group 1: Financial Results Announcement - The financial results will be released before the U.S. stock market opens on February 6, 2025 [1]. - A conference call and live audio webcast will take place at 8:30 a.m. (Eastern Time) on the same day to discuss the financial results [1]. Group 2: Conference Call Access - Participants can access the conference call by registering through a provided link to receive dial-in details [2]. - It is recommended that participants register a day in advance or at least 15 minutes before the call to avoid delays [2]. - A live audio webcast will also be available on the company's investor relations website [2]. Group 3: Replay Information - For those unable to attend the live conference call, a replay will be available on the investor relations page for 30 days [3]. Group 4: Company Overview - Peloton provides expert instruction and world-class content to create engaging workout experiences for users at any fitness level [4]. - The company combines innovative hardware, distinctive software, and exclusive content to enhance user experience [4]. - Founded in 2012 and headquartered in New York City, Peloton has millions of members across various countries including the US, UK, Canada, Germany, Australia, and Austria [4].

Core Insights - Peloton Interactive, Inc. (PTON) has seen a 45% increase in stock price over the past three months, significantly outperforming the industry growth of 7.4%, indicating positive momentum in its business strategy [1] - The company is focusing on sustainable growth through a robust subscription model, cost control, and market expansion, although macroeconomic uncertainties remain a concern [1][8] Growth Drivers for PTON Stock - The subscription business is thriving with over 6 million members and annualized revenues of $1.7 billion, achieving gross margins of 68%, showcasing high profitability [2] - Recent innovations, such as app enhancements and personalized plans, aim to increase user engagement and reduce churn, further solidifying the subscription revenue stream [2] - Peloton's commitment to innovation includes new features like game-inspired fitness experiences and Strength+ for gym-goers, expanding its addressable market [4] International and Retail Expansion - The shift to third-party distribution in Germany and new retail strategies, including partnerships with Costco, provide capital-efficient growth opportunities [5] - These strategies align with Peloton's goal to optimize unit economics and explore incremental opportunities in international markets [5] Strategic Cost Management - Peloton is on track with its May 2024 cost restructuring plan, expected to deliver over $200 million in annualized savings by the end of fiscal 2025 [6] - Sales and marketing expenses decreased by 44% year-over-year in the fiscal first quarter, aided by disciplined media spending, enhancing profitability amid economic challenges [6] Peloton's Concerns - Despite progress, Peloton faces challenges such as a modest decline in hardware sales due to changing consumer demand in the connected fitness market [7] - Macroeconomic factors like inflation and higher interest rates are leading to cautious consumer spending, alongside increased competition from traditional gyms and other fitness platforms [7] Overall Assessment - Peloton's strong subscription growth, innovative product development, and disciplined cost management reflect its commitment to long-term profitability [8] - While facing near-term challenges, the company's focus on international expansion and strategic retail partnerships positions it well for future growth [8]