Peloton Interactive Inc
PTON
$6.42 -2.13%
Exchange: NASDAQ | Sector: Consumer Cyclical | Industry: Leisure
Q2 2025
Published: Feb 6, 2025

Earnings Highlights

  • Revenue of $673.90M down 9.4% year-over-year
  • EPS of $-0.24 increased by 55.6% from previous year
  • Gross margin of 47.2%
  • Net income of -92.00M
  • ""A lot of research shows that engaging in multiple fitness disciplines improves member outcomes," said Peter Stern, CEO, highlighting the engagement benefits of their diversified fitness offerings." - Peter Stern, CEO
PTON
Peloton Interactive Inc

Executive Summary

Peloton Interactive Inc reported a mixed performance for Q2 2025, with total revenue of $673.9 million, slightly exceeding guidance of $640-$660 million, driven by better-than-expected performance in premium product sales and subscription revenues. However, net income continues to reflect losses at $92 million, albeit improved year-over-year, highlighting the ongoing strategic shift towards profitability amid challenges in subscriber growth. Management expressed optimism about future growth and member retention strategies, focusing on innovation and deeper engagement within their community. The emphasis remains on achieving financial and operational goals while navigating challenges in the cyclical consumer fitness market.

Key Performance Indicators

Revenue
Decreasing
673.90M
QoQ: 15.00% | YoY: -9.37%
Gross Profit
Increasing
318.40M
47.25% margin
QoQ: 4.81% | YoY: 11.95%
Operating Income
Increasing
-45.90M
QoQ: -467.20% | YoY: 72.58%
Net Income
Increasing
-92.00M
QoQ: -10 122.22% | YoY: 52.80%
EPS
Increasing
-0.24
QoQ: -9 900.00% | YoY: 55.56%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 673.90 -0.24 -9.4% View
Q1 2025 586.00 0.00 -1.6% View
Q4 2024 643.60 -0.08 +0.2% View
Q3 2024 717.70 -0.45 -4.2% View
Q2 2024 743.60 -0.54 -6.2% View