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Compared to Estimates, Peloton (PTON) Q1 Earnings: A Look at Key Metrics

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For the quarter ended September 2025, Peloton (PTON - Free Report) reported revenue of $550.8 million, down 6% over the same period last year. EPS came in at $0.03, compared to $0 in the year-ago quarter.

The reported revenue represents a surprise of +1.8% over the Zacks Consensus Estimate of $541.05 million. With the consensus EPS estimate being $0, the company has not delivered EPS surprise.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Peloton performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Ending Connected Fitness Subscriptions: 2.73 million versus 2.72 million estimated by five analysts on average.
  • Ending Paid App Subscriptions: 542,000 compared to the 528,791 average estimate based on four analysts.
  • Average Net Monthly Connected Fitness Churn: 1.6% versus 1.8% estimated by four analysts on average.
  • Revenues- Subscription: $398.4 million versus the five-analyst average estimate of $402.54 million. The reported number represents a year-over-year change of -6.5%.
  • Revenues- Connected Fitness Products: $152.4 million compared to the $139.05 million average estimate based on five analysts. The reported number represents a change of -4.5% year over year.
  • Gross profit- Subscription: $273.2 million versus $272.23 million estimated by four analysts on average.
  • Gross profit- Connected Fitness Products: $10.5 million compared to the $10.71 million average estimate based on four analysts.

View all Key Company Metrics for Peloton here>>>

Shares of Peloton have returned -2.9% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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