Peloton (PTON) Earnings Call Presentation

Company Performance & Strategy - Peloton's global subscriptions reached 37 million[13] - The company's FY2018-FY2023 revenue CAGR was 45%[13] - Peloton aims to achieve $200 million in cost savings by the end of fiscal year 2025[56] - A 15% headcount reduction is expected to contribute ~$100 million to the cost savings[57, 58] - The company expects to achieve modest positive free cash flow in Q4[64] Market Position & User Engagement - Peloton holds 74% share of total connected fitness subscriptions[28] - Peloton accounts for 42% of connected fitness hardware revenue[28] - The average monthly workouts per paid connected fitness subscription is 13+[38] - Paid Connected Fitness Subscriptions grew from 245,000 in FY2018 to 3056,000 in 3FQ24[33] - Peloton App holds 17% share of App Store Revenue[28]