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Peloton Interactive (GB:0A46)
:0A46
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.45Same Quarter Last Year
Based on 17 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 06, 2025
|% Change Since: 27.04%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Positive
Peloton's earnings call highlighted significant improvements in financial metrics, subscription retention, and cost savings. However, challenges in retail sales and hardware sales were noted. Overall, the positive developments in financial and operational performance suggest a strong recovery trajectory.Company Guidance
During the Peloton Interactive Q2 2025 earnings call, significant guidance was provided, showcasing the company's strategic focus and financial outlook. Peloton emphasized its commitment to achieving fiscal 2025 financial and operating goals, with a particular emphasis on innovation and improved member outcomes. The company reported 2.88 million paid connected fitness subscriptions, a 1.4% churn rate, and a net decrease of 21,000 in the quarter. Subscription revenue was $421 million, comprising 62% of total revenue, while Connected Fitness Products gross margin reached 12.9%, marking the first double-digit figure in over three years. The company achieved a total gross margin of 47.2% and adjusted EBITDA of $58 million. Peloton is on track to exceed $200 million in cost savings by the end of fiscal 2025. The guidance also included a raised target for fiscal 2025 free cash flow to at least $200 million, reflecting improvements in operating expense reductions and inventory-related efficiencies. The company's strategic initiatives include enhancing unit economics, expanding into new markets, and deepening member connections, with a long-term growth strategy set to be unveiled as the calendar year progresses.Improved Financial Metrics
Peloton achieved a 12.9% Connected Fitness Products gross margin, marking the first time in over 3 years it reached double digits. Adjusted EBITDA and free cash flow both increased roughly $140 million year-over-year.
Strength in Subscription Business
Net Promoter Scores for Peloton increased across all Bike and Tread products to over 70, with average net monthly paid connected fitness subscription churn at 1.4%, showcasing strong subscription retention.
Successful Marketing Campaigns
The 'Find Your Power' marketing campaign targeting men increased the proportion of male Connected Fitness subscription gross additions by 280 basis points quarter-over-quarter.
Progress in Cost Savings
Peloton is on track to exceed $200 million in run rate cost savings by the end of fiscal '25, with a significant reduction in operating expenses and media spend.
Free Cash Flow and Debt Reduction
Peloton generated $106 million of free cash flow in Q2, with net debt decreasing by $280 million or 30% year-over-year.
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GB:0A46 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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GB:0A46 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 06, 2025 | $7.53 | $8.28 | +9.99% |
| Oct 31, 2024 | $6.68 | $8.38 | +25.52% |
| Aug 22, 2024 | $3.32 | $4.63 | +39.31% |
| May 02, 2024 | $3.20 | $2.87 | -10.28% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Peloton Interactive (GB:0A46) report earnings?
Peloton Interactive (GB:0A46) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Peloton Interactive (GB:0A46) earnings time?
Peloton Interactive (GB:0A46) earnings time is at May 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Peloton Interactive stock?
The P/E ratio of Peloton Interactive is N/A.
What is GB:0A46 EPS forecast?
GB:0A46 EPS forecast for the fiscal quarter 2025 (Q3) is -0.07.
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