Peloton Interactive, Inc. PTON Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Segment Adjusted Gross profit by Business | ||||||
| Connected Fitness Products | $22.9M-32.6% | $34M+224% | $10.5M— | —— | $21.7M-27.2% | |
| Subscription | $304.3M+2.4% | $297.3M+8.8% | $273.2M— | —— | $284.4M+1.3% | |
| Revenue by Business | ||||||
| Connected Fitness Products | $202.9M-16.8% | $243.9M+60.0% | $152.4M-23.3% | $198.6M-3.4% | $205.5M-18.9% | |
| Subscription | $428M+3.7% | $412.6M+3.6% | $398.4M-2.4% | $408.3M-2.4% | $418.5M-0.5% | |
| Adjusted Cost of revenue by Business | ||||||
| Connected Fitness Products | $180M-14.2% | $209.9M+47.9% | $141.9M— | —— | $183.8M-17.8% | |
| Subscription | $123.6M+7.2% | $115.3M-7.9% | $125.2M— | —— | $134.1M-4.1% | |
| Total Revenue by Geography | ||||||
| International | $58.7M-9.4% | $64.8M+14.7% | $56.5M-1.2% | $57.2M+10.0% | $52M-9.2% | |
| North America | $572.2M-3.3% | $591.7M+19.7% | $494.4M-10.1% | $549.7M-3.9% | $572.1M-7.2% | |
| United States | $548.2M-3.2% | $566.4M+19.2% | $475.3M-10.1% | $528.6M-3.8% | $549.5M-7.2% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Peloton Interactive, Inc. break its business down?
- Peloton Interactive, Inc. (PTON) reports segment adjusted gross profit by business across 2 parts — Connected Fitness Products and Subscription. Each is extracted from the segment footnotes and tracked over time.
- Where does Peloton Interactive, Inc.'s segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Peloton Interactive, Inc.'s SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.