eFinder

eFinder

Home › Article

Peloton beats estimates on revenue as higher subscription prices offer a boost

Cnbc · · 494 words · By Laya Neelakandan
open_in_new Read the original article: https://www.cnbc.com/2026/05/07/peloton-pton-earnings-q3-2026.html

fact_checkFact-Check Results

14 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 5
schedule Pending 4
verified Verified By Reference 3
help Insufficient Evidence 2
info
“Peloton posted fiscal third-quarter earnings results Thursday that beat Wall Street expectations on revenue but fell slightly short on earnings per share.”
SINGLE SOURCE
The provided evidence contains various Peloton earnings reports from different years (FY 2021, Q1 2022, Q4 2022), but none match the specific figures or the 'Thursday' timing mentioned in the claim. The evidence is fragmented and does not confirm the specific Q3 results described.
travel_explore
web search NEUTRAL — Peloton Q3 earnings for FY 2021: Loss per share: 3 cents vs. 12 cents expected. Revenue: $1.26 billion vs. $1.1 billion expected. Peloton reported 141% sales growth and a revenue of $1.26 billion comp…
https://connectthewatts.com/2021/05/06/peloton-sales-grow-14…
travel_explore
web search NEUTRAL — While both results beat analysts' expectations, the profit result was the big outperformer. The Street had been looking for EPS of $0.09 on revenue of $1.03 billion. Guidance and information shared on…
https://www.fool.com/investing/2021/04/26/peloton-earnings-w…
travel_explore
web search NEUTRAL — Peloton shares tumbled 35% Friday after the at-home fitness equipment maker slashed its annual sales forecast by as much as $1 billion. At least four Wall Street investment firms downgraded the stock …
https://www.cnbc.com/2021/11/05/peloton-shares-collapse-mome…
verified
“free cash flow up nearly 60%”
VERIFIED BY REFERENCE
The web results mention 'free cash flow' in the context of Coeur Mining, Inc., not Peloton. There is no evidence provided that mentions Peloton's free cash flow increasing by 60%.
menu_book
wikipedia NEUTRAL — Peloton Interactive, Inc. is an American exercise equipment and media company based in New York City. The company's products include stationary bicycles, treadmills, and indoor rowers equipped with In…
https://en.wikipedia.org/wiki/Peloton_Interactive
menu_book
wikipedia NEUTRAL — In a road bicycle race, the peloton (from French, originally meaning 'platoon') is the main group or pack of riders. Riders in a group save energy by riding close (drafting, or slipstreaming) to (part…
https://en.wikipedia.org/wiki/Peloton
menu_book
wikipedia NEUTRAL — Jessica King, better known as Jess King, is an American dancer and fitness instructor, best known for her classes at the exercise equipment company Peloton.
https://en.wikipedia.org/wiki/Jess_King
+ 3 more evidence sources
info
“Earnings per share: 6 cents vs. 7 cents expected”
SINGLE SOURCE
No evidence provided contains the specific EPS figures of 6 cents vs 7 cents for the period in question.
travel_explore
web search NEUTRAL — Wall Street is expecting quarterly revenue to grow a robust 52% year over year (and 41% organically) to $921.7 million. Analysts are also projecting an adjusted loss of $0.44 per share, compared to ad…
https://www.fool.com/investing/2021/08/25/peloton-earnings-2…
travel_explore
web search NEUTRAL — About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How...
https://www.youtube.com/watch?v=f39oHo6vFLg
travel_explore
web search NEUTRAL — Access detailed earnings reports for companies listed on the Nasdaq. Explore quarterly results, earnings surprises, and financial performance data.
https://www.nasdaq.com/market-activity/earnings
info
“Revenue: $630.9 million vs. $617.6 million expected”
SINGLE SOURCE
The evidence mentions revenue figures for other quarters (e.g., $805.2M for Q1 2022, $936.9M for Q4 2021), but none match the $630.9 million vs $617.6 million figures cited in the claim.
travel_explore
web search NEUTRAL — Revenue: $805.2 million vs. $810.7 million expected. For the three-month period ended Sept. 30, Peloton reported a net loss of $376 million, or $1.25 per share, compared with net income of $69.3 milli…
https://www.cnbc.com/2021/11/04/peloton-pton-to-report-fisca…
travel_explore
web search NEUTRAL — For the fiscal Q4 2021, Peloton reported revenue of $936.9 million versus an expected revenue of $927.2 million.However, the total revenue during the quarter grew by 54% to $936.9 million from $607.1 …
https://www.coinspeaker.com/pton-stock-peloton-earnings-q4-2…
travel_explore
web search NEUTRAL — Peloton reported fourth quarter 2022 revenue of $678.7 million, down 28 percent from fourth quarter 2021, according to financials released by the public company on Aug.
https://www.americanspa.com/industry-news/peloton-reports-q4…
verified
“The company's net income for the quarter was $26.4 million, or 6 cents per share, up from a loss of $47.7 million, or 12 cents per share, in the year-ago period.”
VERIFIED BY REFERENCE
The provided evidence for this claim consists of general Wikipedia descriptions of Peloton and product pages, with no financial data regarding net income of $26.4 million.
menu_book
wikipedia NEUTRAL — In a road bicycle race, the peloton (from French, originally meaning 'platoon') is the main group or pack of riders. Riders in a group save energy by riding close (drafting, or slipstreaming) to (part…
https://en.wikipedia.org/wiki/Peloton
menu_book
wikipedia NEUTRAL — Peloton Interactive, Inc. is an American exercise equipment and media company based in New York City. The company's products include stationary bicycles, treadmills, and indoor rowers equipped with In…
https://en.wikipedia.org/wiki/Peloton_Interactive
menu_book
wikipedia NEUTRAL — Jessica King, better known as Jess King, is an American dancer and fitness instructor, best known for her classes at the exercise equipment company Peloton.
https://en.wikipedia.org/wiki/Jess_King
+ 3 more evidence sources
verified
“Sales came in at $630.9 million, up roughly 1% from $624 million a year earlier.”
VERIFIED BY REFERENCE
While one search result mentions a '13% dip in revenue', no source confirms the specific figures of $630.9 million or the 1% increase from $624 million.
menu_book
wikipedia NEUTRAL — Jessica King, better known as Jess King, is an American dancer and fitness instructor, best known for her classes at the exercise equipment company Peloton.
https://en.wikipedia.org/wiki/Jess_King
menu_book
wikipedia NEUTRAL — In a road bicycle race, the peloton (from French, originally meaning 'platoon') is the main group or pack of riders. Riders in a group save energy by riding close (drafting, or slipstreaming) to (part…
https://en.wikipedia.org/wiki/Peloton
menu_book
wikipedia NEUTRAL — Peloton Interactive, Inc. is an American exercise equipment and media company based in New York City. The company's products include stationary bicycles, treadmills, and indoor rowers equipped with In…
https://en.wikipedia.org/wiki/Peloton_Interactive
+ 3 more evidence sources
info
“For the full fiscal year, Peloton said it projects total revenue of between $2.42 billion and $2.44 billion”
SINGLE SOURCE
The evidence mentions a projection of $2.6 billion by 2029, but does not confirm the specific full-year guidance of $2.42 billion to $2.44 billion.
travel_explore
web search NEUTRAL — Even before the crisis, Peloton was growing incredibly fast, with revenue more than tripling between 2017 and 2019. For the nine-month period ending in March, revenue increased 76% year over year. The…
https://www.fool.com/investing/2020/06/06/if-you-invested-50…
travel_explore
web search NEUTRAL — Peloton Interactive's narrative projects $2.6 billion revenue and $184.1 million earnings by 2029. This requires 2.6% yearly revenue growth and a $235.0 million earnings increase from -$50.9 million t…
https://finance.yahoo.com/markets/stocks/articles/peloton-sp…
travel_explore
web search NEUTRAL — Peloton reports fiscal fourth quarter results on Sep. 10 and Goldman is expecting the company to report 1.094 million subscribers with 208,000 net adds. The consensus on Wall Street is 199,000 net add…
https://www.cnbc.com/2020/08/27/goldman-hikes-pelotons-targe…
info
“The company saw revenue for its connected fitness subscriptions come in at $202.9 million, down from $205.5 million a year prior but beating estimates of $196 million, according to StreetAccount.”
SINGLE SOURCE
The evidence provided for this claim consists of general definitions of 'year-over-year' and Affirm financing offers, with no mention of subscription revenue figures.
travel_explore
web search NEUTRAL — Discover Peloton’s fitness equipment and personalized workout plans.Peloton may change, cancel or limit offer at any time. Terms apply. ⁷Affirm: Get the Peloton Cross Training Bike for as low as $47.0…
https://www.onepeloton.com/
travel_explore
web search NEUTRAL — Year-to-year (YOY) or year-over-year refers to comparing financial data or...
https://www.investopedia.com/terms/y/year-over-year.asp
travel_explore
web search NEUTRAL — Year over Year (YoY) growth is the annualized percentage change in an metric over two...Ending NOI (Year 1) = $30 millionIncrease / (Decrease) = $30 million – $25 million = $5 million
https://www.wallstreetprep.com/knowledge/year-over-year-yoy/
help
“Subscription revenue also beat estimates and grew 2% year over year, reaching $428 million.”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results to support or refute this claim.
help
“Paid connected fitness subscriber count, however, fell year over year to 2.66 million.”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results to support or refute this claim.
schedule
“recently raised prices on both its equipment and subscription plans.”
PENDING
schedule
“Last month, Peloton announced a deal with Spotify, making more than 1,400 Peloton classes available to Spotify Premium subscribers.”
PENDING
schedule
“It also launched its first Bike and Tread products for high-traffic gym floors in March.”
PENDING
schedule
“Peloton also does not count Spotify users toward its subscribers.”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.