Peloton Interactive Inc Q4 2022 Earnings Call Transcript - Thomson StreetEvents

Peloton Interactive Inc Q4 2022 Earnings Call Transcript

Peloton Interactive Inc Q4 2022 Earnings Call Transcript - Thomson StreetEvents
Peloton Interactive Inc Q4 2022 Earnings Call Transcript
Published Aug 25, 2022
14 pages (8624 words) — Published Aug 25, 2022
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About This Report

  
Abstract:

Edited Transcript of PTON.OQ earnings conference call or presentation 25-Aug-22 12:30pm GMT

  
Brief Excerpt:

...Operator (Operator Instructions) And our first question is from the line of Justin Post from Bank of America. Justin Post ...

  
Report Type:

Transcript

Source:
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 : I have one on the next quarter guide. So I think this was somewhat asked earlier, but I just want to get a little bit more clarification. If you exclude the Canadian members in the guide, organically, does that imply net adds decline because 85% of members actually did take the action. So could you please clarify that? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 25, 2022 / 12:30PM, PTON.OQ - Q4 2022 Peloton Interactive Inc Earnings Call Second is on gross margins, possible to get a little bit more color on the magnitude of impact from the price increases versus the cost-cutting actions that you took related to customer service and outsourcing third-party logistics? And then the final question is, Barry, as you think about growth next year, possible to give a sense of how fast, if at all, the connected fitness market is expected to grow. And in terms of the magnitude of the impact of all these initiatives, whether it is FaaS or international, or digital subscription, app initiatives. Which ones do you think in order of magnitude will be most impactful next year?


Question: Shweta R. Khajuria - Evercore ISI Institutional Equities, Research Division - Analyst : That's right. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 25, 2022 / 12:30PM, PTON.OQ - Q4 2022 Peloton Interactive Inc Earnings Call

Table Of Contents

Peloton Interactive Inc Q3 2023 Earnings Call Transcript – 2023-05-04 – US$ 54.00 – Edited Transcript of PTON.OQ earnings conference call or presentation 4-May-23 12:30pm GMT

Peloton Interactive Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript – 2023-03-07 – US$ 54.00 – Edited Transcript of PTON.OQ presentation 7-Mar-23 4:35pm GMT

Peloton Interactive Inc Q2 2023 Earnings Call Transcript – 2023-02-01 – US$ 54.00 – Edited Transcript of PTON.OQ earnings conference call or presentation 1-Feb-23 1:30pm GMT

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 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 Q3 2022 Earnings Call Transcript – 2022-05-10 – US$ 54.00 – Edited Transcript 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

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Thomson StreetEvents. "Peloton Interactive Inc Q4 2022 Earnings Call Transcript" Aug 25, 2022. Alacra Store. May 24, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2022-Peloton-Interactive-Inc-Earnings-Call-T15288826>
  
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Thomson StreetEvents. (2022). Peloton Interactive Inc Q4 2022 Earnings Call Transcript Aug 25, 2022. New York, NY: Alacra Store. Retrieved May 24, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2022-Peloton-Interactive-Inc-Earnings-Call-T15288826>
  
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