Peloton Interactive Inc Q3 2022 Earnings Call Transcript - Thomson StreetEvents

Peloton Interactive Inc Q3 2022 Earnings Call Transcript

Peloton Interactive Inc Q3 2022 Earnings Call Transcript - Thomson StreetEvents
Peloton Interactive Inc Q3 2022 Earnings Call Transcript
Published May 10, 2022
14 pages (8017 words) — Published May 10, 2022
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About This Report

  
Abstract:

Edited Transcript of PTON.OQ earnings conference call or presentation 10-May-22 12:30pm GMT

  
Brief Excerpt:

...Good morning, everyone, and thank you for joining today's call. Earlier this morning, we released the letter to shareholders, which discusses our strategy for growing Peloton's business and the Q3 performance. I'm not going to repeat what was said in the letter, except to thank our employees for their hard work and our 7 million members for giving our work meaning and purpose. Before we begin today's Q&A, I'd like to acknowledge the contributions of William Lynch to the growth of Peloton. As part of the leadership transition at Peloton, William's decided to resign from our Board to pursue other interests, and we wish him continued success in his next endeavor. Operator, let's turn to our first question....

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Peloton Interactive Inc
Ticker
PTON.OQ
Time
12:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Shweta R. Khajuria - Evercore ISI Institutional Equities, Research Division - Analyst : Let me try 2, please. You mentioned several growth drivers. One of them was third-party retailer partnerships. Possible to please provide a little bit more color on how the economics of those partnerships would work? Understood it may be very early, but how you're thinking about it, perhaps? And then the second question is, another growth driver you called was value prop -- adding value prop of digital app subscriptions. So as that subscription base grows, where do you think churn rates could shake out over the next, call it, a couple of years with growing digital app subscribers as well as Connected Fitness subscribers?

Table Of Contents

Peloton Interactive Inc Q1 2023 Earnings Call Transcript – 2022-11-03 – US$ 54.00 – Edited Transcript of PTON.OQ earnings conference call or presentation 3-Nov-22 12:30pm GMT

Peloton Interactive Inc at Goldman Sachs Communacopia + Technology Conference Transcript – 2022-09-12 – US$ 54.00 – Edited Transcript of PTON.OQ presentation 12-Sep-22 9:00pm GMT

Peloton Interactive Inc Q4 2022 Earnings Call Transcript – 2022-08-25 – US$ 54.00 – Edited Transcript of PTON.OQ earnings conference call or presentation 25-Aug-22 12:30pm GMT

Peloton Interactive Inc at JPMorgan Global Technology, Media & Communications Conference Transcript – 2022-05-24 – US$ 54.00 – Edited Transcript of PTON.OQ presentation 24-May-22 2:50pm GMT

Peloton Interactive Inc Q3 2022 Earnings Call Summary – 2022-05-10 – US$ 54.00 – Edited Brief of PTON.OQ earnings conference call or presentation 10-May-22 12:30pm GMT

Peloton Interactive Inc Q2 2022 Earnings Call Summary – 2022-02-08 – US$ 54.00 – Edited Brief of PTON.OQ earnings conference call or presentation 8-Feb-22 1:30pm GMT

Peloton Interactive Inc Q2 2022 Earnings Call Transcript – 2022-02-08 – US$ 54.00 – Edited Transcript of PTON.OQ earnings conference call or presentation 8-Feb-22 1:30pm GMT

Peloton Interactive Inc Q1 2022 Earnings Call Summary – 2021-11-04 – US$ 54.00 – Edited Brief of PTON.OQ earnings conference call or presentation 4-Nov-21 9:00pm GMT

Peloton Interactive Inc Q1 2022 Earnings Call Transcript – 2021-11-04 – US$ 54.00 – Edited Transcript of PTON.OQ earnings conference call or presentation 4-Nov-21 9:00pm GMT

Peloton Interactive Inc at Goldman Sachs Communacopia Conference (Virtual) Transcript – 2021-09-22 – US$ 54.00 – Edited Transcript of PTON.OQ presentation 22-Sep-21 4:25pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Peloton Interactive Inc Q3 2022 Earnings Call Transcript" May 10, 2022. Alacra Store. May 24, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2022-Peloton-Interactive-Inc-Earnings-Call-T15187191>
  
APA:
Thomson StreetEvents. (2022). Peloton Interactive Inc Q3 2022 Earnings Call Transcript May 10, 2022. New York, NY: Alacra Store. Retrieved May 24, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2022-Peloton-Interactive-Inc-Earnings-Call-T15187191>
  
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