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Peloton Interactive (PTON)
NASDAQ:PTON
Earnings Data
Report Date
Aug 21, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.08Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 0.00%
|Next Earnings Date:Aug 21, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted Peloton's success in exceeding guidance on key metrics, improving service quality, and achieving cost reductions. However, there were challenges in connected fitness product revenue and subscription growth, alongside concerns about macroeconomic impacts. Overall, the sentiment was positive, with significant achievements in profitability and strategic improvements outweighing the challenges.Company Guidance
During Peloton's third quarter fiscal year 2025 earnings call, the company shared its strong performance, exceeding guidance on key metrics. They slightly increased Paid Connected Fitness subscriptions and improved unit economics, achieving significantly positive adjusted EBITDA and free cash flow. Peloton reported a 5% year-over-year growth in running workouts and an 11% increase in walking workouts, with a noteworthy engagement of over 80% in Tread users utilizing the Pace Targets feature. The company also highlighted a 7% year-over-year increase in meditation class participation and the successful launch of new kettlebell content, with nearly 70,000 members completing kettlebell workouts by the end of the quarter. Peloton's Net Promoter Scores for all cardio hardware products were above 70, with Tread exceeding 80. Additionally, they observed improvements in service and repair member satisfaction scores, which rose by 5% quarter-over-quarter and 7% year-over-year. Peloton's financial performance was robust, with a total revenue of $624 million, and they raised their full-year guidance for fiscal year 2025, reflecting an increase in expected free cash flow to approximately $250 million.Exceeded Guidance on Key Metrics
Peloton performed at the high end of or above guidance on key metrics, including slightly growing Paid Connected Fitness subscriptions and delivering significantly positive adjusted EBITDA and free cash flow.
Strong Engagement and Innovation
Peloton reported Net Promoter Scores above 70 for all cardio hardware products, with Tread exceeding 80. Engagement metrics showed 5% YoY growth in running workouts and 11% growth in walking workouts.
Improvement in Service and Support
Service and repair MSAT improved by 5% QoQ and 7% YoY. Member support MSAT improved by 1% QoQ and 20% YoY.
Successful Cost Reduction
Peloton continues to track ahead of its $200 million cost restructuring plan, leading to meaningful profitability improvement.
Positive Free Cash Flow and EBITDA
Generated $95 million of free cash flow and $89 million in adjusted EBITDA in Q3, marking the fifth consecutive quarter of positive figures.
International and Retail Growth
International markets saw growth in paid connected fitness subscriptions. Positive results from micro-store tests and Amazon sales events.
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PTON 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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PTON Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 08, 2025 | $6.98 | $6.51 | -6.73% |
| Feb 06, 2025 | $7.58 | $8.49 | +12.01% |
| Oct 31, 2024 | $6.65 | $8.50 | +27.82% |
| Aug 22, 2024 | $3.36 | $4.55 | +35.42% |
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 (PTON) report earnings?
Peloton Interactive (PTON) is schdueled to report earning on Aug 21, 2025, TBA Not Confirmed.
What is Peloton Interactive (PTON) earnings time?
Peloton Interactive (PTON) earnings time is at Aug 21, 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 PTON EPS forecast?
PTON EPS forecast for the fiscal quarter 2025 (Q4) is -0.07.
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