earnings
confidence high
sentiment positive
materiality 0.80
Peloton Q2 FY2025 beats guidance, raises full-year Adjusted EBITDA forecast by $60M
PELOTON INTERACTIVE, INC.
2025-Q2 EPS
reported -$0.24
vs consensus -$0.06
▼ miss
(-291.5%)
- Operating expenses down 25% YoY; generated over $100M in operating cash flow and free cash flow.
- Net Promoter Scores improved across all Bike and Tread products (above 70); MSAT reached 4.3 from 3.1.
- Men accounted for 42% of Paid Connected Fitness Subscription gross additions, up 280 bps QoQ and 240 bps YoY.
- Total Debt decreased $190.1M YoY; Net Debt down $281.4M or 30% YoY.
- Raised FY25 Adjusted EBITDA guidance to $300-$350M and Free Cash Flow target to at least $200M.