Peloton is the leading interactive fitness platform in the world with a loyal community of more than 3.6 million Members. The company pioneered connected, technology-enabled fitness, and the streaming of immersive, instructor-led boutique classes for its Members anytime, anywhere. Peloton makes fitness entertaining, approachable, effective, and convenient, while fostering social connections that encourage its Members to be the best versions of themselves. An innovator at the nexus of fitness, technology, and media, Peloton has reinvented the fitness industry by developing a first- of-its-kind subscription platform that seamlessly combines the best equipment, proprietary networked software, and world-class streaming digital fitness and wellness content, creating a product that its Members love. The brand's immersive content is accessible through the Peloton Bike, Peloton Tread, Peloton Bike+, Peloton Tread+, and Peloton App, which allows access to a full slate of fitness classes across disciplines, on any iOS or Android device, Apple TV, Fire TV, Roku TVs, and Chromecast and Android TV. Founded in 2012 and headquartered in New York City, Peloton has a growing number of retail showrooms across the US, UK, Canada and Germany.

Company profile
Ticker
PTON, 0A46
Exchange
Website
CEO
John Foley
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Acushnet • Topgolf Callaway Brands • Solo Brands • YETI • Johnson Outdoors • Clarus • American Outdoor Brands • Escalade • Nautilus • Jakroo ...
Former names
Peloton Interactive, Inc.
SEC CIK
PTON stock data
Analyst ratings and price targets
Latest filings (excl ownership)
SD
Conflict minerals disclosure
31 May 23
8-K
Other Events
11 May 23
10-Q
2023 Q3
Quarterly report
4 May 23
8-K
Results of Operations and Financial Condition
4 May 23
8-K
Entry into a Material Definitive Agreement
4 May 23
10-Q
2023 Q2
Quarterly report
1 Feb 23
8-K
Results of Operations and Financial Condition
1 Feb 23
8-K
Submission of Matters to a Vote of Security Holders
8 Dec 22
10-Q
2023 Q1
Quarterly report
3 Nov 22
8-K
Results of Operations and Financial Condition
3 Nov 22
Transcripts
PTON
Earnings call transcript
2023 Q3
4 May 23
PTON
Earnings call transcript
2023 Q1
3 Nov 22
PTON
Earnings call transcript
2022 Q4
25 Aug 22
PTON
Earnings call transcript
2022 Q3
10 May 22
PTON
Earnings call transcript
2022 Q2
8 Feb 22
PTON
Earnings call transcript
2022 Q1
5 Nov 21
PTON
Earnings call transcript
2021 Q4
27 Aug 21
PTON
Earnings call transcript
2021 Q3
7 May 21
PTON
Earnings call transcript
2021 Q2
5 Feb 21
PTON
Earnings call transcript
2021 Q1
6 Nov 20
Latest ownership filings
4
Thomas Cortese
22 May 23
4
Jennifer Cunningham Cotter
22 May 23
4
ANDREW S RENDICH
22 May 23
144
Notice of proposed sale of securities
18 May 23
144
Notice of proposed sale of securities
18 May 23
144
Notice of proposed sale of securities
18 May 23
4
Jennifer Cunningham Cotter
17 May 23
4
ANDREW S RENDICH
17 May 23
4
Thomas Cortese
17 May 23
144
Notice of proposed sale of securities
16 May 23
Financial summary
Quarter (USD) | Mar 23 | Dec 22 | Sep 22 | Jun 22 | |
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Change in cash | |||||
Diluted EPS |
Annual (USD) | Jun 22 | Jun 21 | Jun 20 | |
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Revenue | ||||
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Operating income | ||||
Operating margin | ||||
Net income | ||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 952.90 mm | 952.90 mm | 952.90 mm | 952.90 mm | 952.90 mm | 952.90 mm |
Cash burn (monthly) | (no burn) | 1.11 mm | 91.73 mm | 188.29 mm | 13.63 mm | 56.20 mm |
Cash used (since last report) | n/a | 2.45 mm | 202.82 mm | 416.31 mm | 30.14 mm | 124.26 mm |
Cash remaining | n/a | 950.45 mm | 750.08 mm | 536.59 mm | 922.76 mm | 828.64 mm |
Runway (months of cash) | n/a | 857.5 | 8.2 | 2.8 | 67.7 | 14.7 |
Institutional ownership, Q1 2023
90.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 402 |
Opened positions | 66 |
Closed positions | 82 |
Increased positions | 96 |
Reduced positions | 114 |
13F shares | Current |
---|---|
Total value | 3.22 tn |
Total shares | 304.60 mm |
Total puts | 10.83 mm |
Total calls | 29.54 mm |
Total put/call ratio | 0.4 |
Largest owners | Shares | Value |
---|---|---|
T. Rowe Price | 40.45 mm | $457.98 bn |
MS Morgan Stanley | 30.97 mm | $351.21 bn |
Vanguard | 28.61 mm | $324.43 bn |
Capital World Investors | 22.32 mm | $253.14 bn |
TCV IX Cycle | 14.67 mm | $368.19 mm |
BLK Blackrock | 14.09 mm | $159.73 bn |
FMR | 12.32 mm | $139.72 bn |
Dragoneer Investment | 9.50 mm | $107.69 bn |
BK Bank Of New York Mellon | 7.78 mm | $88.25 bn |
Jackson Square Partners | 7.60 mm | $86.22 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
18 May 23 | Andrew S Rendich | Class A Common Stock | Sell | Dispose S | No | Yes | 7.2646 | 8,892 | 64.60 k | 55,260 |
18 May 23 | Jennifer Cunningham Cotter | Class A Common Stock | Sell | Dispose S | No | Yes | 7.2654 | 24,857 | 180.60 k | 37,793 |
18 May 23 | Cortese Thomas | Class A Common Stock | Sell | Dispose S | No | Yes | 7.2653 | 13,650 | 99.17 k | 7,212 |
16 May 23 | Jennifer Cunningham Cotter | Class A Common Stock | Sell | Dispose S | No | No | 7.1576 | 20,544 | 147.05 k | 62,650 |
16 May 23 | Andrew S Rendich | Class A Common Stock | Sell | Dispose S | No | No | 7.0501 | 29,559 | 208.39 k | 64,152 |
15 May 23 | Jennifer Cunningham Cotter | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 14,817 | 0.00 | 83,194 |
15 May 23 | Jennifer Cunningham Cotter | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 29,751 | 0.00 | 68,377 |
15 May 23 | Jennifer Cunningham Cotter | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 9,216 | 0.00 | 38,626 |
15 May 23 | Jennifer Cunningham Cotter | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 865 | 0.00 | 29,410 |
15 May 23 | Jennifer Cunningham Cotter | RSU Class A Common Stock | Option exercise | Dispose M | No | No | 0 | 14,817 | 0.00 | 222,247 |
News
Peloton's Bold Comeback Strategy - Embracing Universal Fitness As Shares Dive 95% From All-Time Highs
2 Jun 23
'Peloton Boosting Referral Rewards Amount To $200 From June 1-16, 2023' - PeloBuddy
1 Jun 23
'Peloton Sales Team Will No Longer Work On Commission (Both Retail Store Employees & Inside Sales)' - PeloBuddy
30 May 23
Where Peloton Interactive Stands With Analysts
24 May 23
JMP Securities Maintains Market Perform on Peloton Interactiveto Market Perform
24 May 23
Press releases
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Peloton Interactive, Inc. - PTON
5 Jun 23
Is FORME (Nasdaq: TRNR) The Next Generation of At-Home Fitness Tech, Combining The Best Personal Training With On-The-Go Fitness – At The Right Price?
1 Jun 23
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Peloton Interactive, Inc. - PTON
30 May 23
How This Digital Fitness Company (New IPO On Nasdaq) Is Differentiated Through Delivering The Industry's First At-Home Personal Training Offering
26 May 23
The Global Home Fitness Equipment Market Size Expected To Grow To $24.28 Billion In 2027
24 May 23