Peloton Interactive, Inc. (PTON) reported second-quarter fiscal 2024 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. Despite reporting better-than-expected results, the company’s shares tanked 24.3% on Feb 1, as the company’s guidance hurt investors’ sentiment.Earnings and RevenuesPTON reported adjusted loss per share of 54 cents, narrower than the Zacks Consensus Estimate of a loss of 55 cents. Revenues for the quarter under review came in at $743.6 million, beating the ...

财报表现 - Peloton (NASDAQ:PTON)最新季度财报表现不佳，股价暴跌超过20%[1] - 虽然收入超过预期，但每股亏损54美分，超出市场预期的53美分[2] - 公司预计未来第三季度营收将在7亿至7.25亿美元之间，低于华尔街分析师此前预期的7.54亿美元[3] - 调整后的EBITDA亏损预计在2,000万至3,000万美元之间，远高于分析师预期的200万美元亏损[4]

As Peloton sees its revenue fall, the connected fitness company is looking to capture businesses’ corporate wellness spending to drive subscription growth.The company reported in its second-quarter fiscal 2024 financial results, released Thursday (Feb. 1), that total revenue was down 6% year over year for the quarter, even as subscription revenue rose by 3%.On a call with analysts, Liz Coddington, the firm’s chief financial officer, noted that the quarter saw the company’s subscription business face new cha ...

Key TakeawaysShares of Peloton Interactive Inc. fell to an all-time low Thursday morning after missing fiscal second-quarter earnings estimates.The fitness company expects full-year revenue to decline 3% from the 2023 fiscal year.Peloton management said it would take the company longer than expected to reach its profitability goals.Shares of Peloton Interactive Inc. (PTON) tumbled to an all-time low Thursday morning after the fitness-equipment company missed quarterly earnings estimates and offered investor ...

财报表现 - Peloton Interactive发布了令人失望的季度财报，并下调了全年指引[1] - 公司第二季度营收下降6%，会员数量减少，销售预期也不乐观[2] - 订阅收入实际上增加了3%，但会员数量下降了4%[3] - 公司在季度底线上表现有所改善，但仍然报告了季度亏损[4] - Peloton每股亏损0.54美元，略逊于共识，但比去年同期的每股亏损0.98美元要好[5] 业务挑战 - 公司CEO表示，尽管在连接健身市场上表现优异，但公司最大的挑战仍然是规模化增长[6] - 公司预计第三季度营收将下降5%，全年营收预计将下降3%[7] - CEO领导公司近两年，但其扭转策略尚未奏效，公司前景令人失望[8]

Peloton Interactive trimmed its full-year revenue forecast amid its two-year-long efforts to turn around the business, sending the exercise equipment maker’s shares plunging about 23% on Thursday.The company now expects full-year 2024 revenue to be between $2.68 billion and $2.75 billion, down from its previous forecast of between $2.70 billion and $2.80 billion.“In lowering its guidance, Peloton is acknowledging that the pivot from a hardware-focused business to a subscription-based model is rocky,” said ...

产品展望 - Treadmill市场规模是Bike市场规模的两倍[10] - Tread和Tread+的需求强于预期[11] - Tread+的库存较多，但销售经验有限，对未来需求和现有库存的不确定性[11] - 公司计划加大Bike租赁业务的投入[12] - 公司与New York Road Runners合作，将推出马拉松训练内容，以及3D版纽约马拉松赛道[13] 用户数据 - 用户参与度同比增长6%[15] - 用户参与度增长了6%[19] - 连接健身产品的参与度同比增长4%，应用同比增长7%[19] - 个性化方面取得了一定进展，但仍有提升空间[19] - 用户参与度的提升对减少流失率有积极影响[19] 业绩展望 - 公司在第二季度取得了比预期更好的业绩，希望在当前季度能够保持类似的表现[15] - 自助购买服务的推出带来了11%的租赁会员在季度内的购买，对业绩表现有积极影响[20] - 供应链团队的高效交付提前了产品交付时间，对业绩有积极影响[20] - 新订阅数量较少，而从过去的订阅状态重新激活的数量较预期多，对整体留存率有积极影响[20] 市场扩张和并购 - 公司在中国市场取得了iPhone销售收入纪录[110] - FaaS业务现在是一个年销售额1亿美元的业务[49] - FaaS业务在上一季度增长了近300%[49] - 三方合作伙伴销售的增量性超过60%[61] - 三方合作伙伴销售的增量性一直保持在62%到63%之间[61]

For the quarter ended December 2023, Peloton (PTON) reported revenue of $743.6 million, down 6.2% over the same period last year. EPS came in at -$0.54, compared to -$0.98 in the year-ago quarter.The reported revenue represents a surprise of +0.38% over the Zacks Consensus Estimate of $740.82 million. With the consensus EPS estimate being -$0.55, the EPS surprise was +1.82%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

Peloton (PTON) came out with a quarterly loss of $0.54 per share versus the Zacks Consensus Estimate of a loss of $0.55. This compares to loss of $0.98 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.82%. A quarter ago, it was expected that this exercise bike and treadmill company would post a loss of $0.36 per share when it actually produced a loss of $0.44, delivering a surprise of -22.22%.Over the last four quarters, the ...

营收情况 - Peloton Interactive (NASDAQ:PTON)宣布营收好于预期，股价上涨2%[1] - 公司营收为7.436亿美元，超过华尔街预期的7.3349亿美元，每股亏损54美分，与预期相符[1] - 付费连接健身订阅增长1%[1] - 通过亚马逊（NASDAQ:AMZN）和迪克体育用品（NYSE:DKS）等第三方销售策略取得成功，Q2第三方销售单位增长74%[3] - 管理层预测自行车租赁服务将在FY24实现100%以上的年度营收增长[3] 公司表现 - Peloton股价波动较大，今年迄今下跌8.7%，表现不佳[2] - 公司去年不得不裁员5200多人，占员工总数的20%以上[2] - 与密歇根大学合作的高端联名自行车项目未达预期，计划关闭该硬件项目[2] CEO态度 - 虽然营收不及去年，但CEO仍对公司实现正面自由现金流和恢复营收增长持乐观态度[4]