Peloton's Rebound Ride - Time To Hop Back On
Peloton's stock jumped 34% after Q4 FY24 earnings release, but remains down 27% year-to-date. Management expects $75 million in free cash flow for FY2025 through a $2 billion cost-cutting plan and aims for $200–250 million in EBITDA. The company's subscription revenue is three times greater than its closest competitor, Apple Fitness.
Peloton: Selling Treadmills On Their Race To Profits
Peloton's leadership change and focus on treadmills present a promising turnaround, with potential profitability driven by high-margin software upsells. Despite high risks and ongoing losses, Peloton's leaner operations and positive revenue growth signal a favorable risk/reward ratio. Analysts' bearish outlook contrasts with Peloton's improving fundamentals, suggesting a potential 25% upside if market sentiment shifts.
Peloton Interactive, Inc. (PTON) Goldman Sachs Communacopia + Technology Conference (Transcript)
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.
Has Peloton Turned Things Around and Become a Good Growth Stock to Buy Again?
Peloton achieved positive revenue growth for the first time in multiple years last quarter. The company also strengthened its margins and reduced its expenses.
Despite Peloton's 40% Stock Surge, Persistent Problems Still Cloud Its Future Prospects. Here's Why
Peloton's stock surged 40% after it reported fiscal fourth-quarter 2024 earnings. The company lost subscribers and continued to bleed red ink.
Peloton Interactive, Inc. (PTON) Citi Global TMT Conference (Transcript)
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.
Why Peloton Stock Jumped 31% in August
Peloton beat estimates on the top and bottom lines in its fiscal fourth-quarter report. Margins jumped after it closed a manufacturing facility.
This Stock Is Down 97% -- Time to Buy It Hand Over Fist
This stock was hot during the pandemic. It's time to rethink its future.
3 Must-Know Facts About Peloton Before You Buy the Stock
Peloton generates most of its revenue from subscriptions, not hardware. Peloton's income statement and balance sheet don't exemplify a financially sound enterprise.
CEO: Peloton Struggles to Shift Consumer Perception Despite Rebranding
Despite Peloton's rebranding effort launched in May 2023, executives acknowledged in the latest earnings call that the company's expanded offerings and new identity have yet to fully resonate with consumers. During last week's fourth-quarter earnings call, Interim Co-CEO Karen Boone addressed this topic.
Where Will Peloton Stock Be in 1 Year?
Peloton stock jumped around 40% following its fiscal fourth-quarter earnings report. The company's top line expanded by 0.2% and it lost $0.08 per share in the quarter.
Peloton: Just Sell It
Peloton's Q4 exceeded low expectations with increased revenue, higher subscription margins, and positive cash flow, but faced challenges like rising churn and high costs. The company struggles with a misaligned cost structure, excessive marketing spend, and questionable R&D expenses, despite some cost-cutting efforts. Peloton is still searching for a new CEO, but selling to a larger, more efficient company is recommended for maximizing shareholder value.
