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+5.5% | $34M+14.1% | $10.5M-16.7% | —— | $21.7M— | |
| Subscription | $304.3M+7.0% | $297.3M+5.9% | $273.2M-4.2% | —— | $284.4M— | |
| Revenue by Business | ||||||
| Connected Fitness Products | $202.9M-1.3% | $243.9M-3.7% | $152.4M-4.5% | $198.6M-6.4% | $205.5M-26.6% | |
| Subscription | $428M+2.3% | $412.6M-1.9% | $398.4M-6.5% | $408.3M-5.4% | $418.5M-4.4% | |
| Adjusted Cost of revenue by Business | ||||||
| Connected Fitness Products | $180M-2.1% | $209.9M-6.1% | $141.9M-3.5% | —— | $183.8M— | |
| Subscription | $123.6M-7.8% | $115.3M-17.5% | $125.2M-11.3% | —— | $134.1M— | |
| Total Revenue by Geography | ||||||
| International | $58.7M+12.9% | $64.8M+13.1% | $56.5M+12.8% | $57.2M+11.3% | $52M-10.3% | |
| North America | $572.2M0.0% | $591.7M-4.1% | $494.4M-7.7% | $549.7M-7.2% | $572.1M-13.3% | |
| United States | $548.2M-0.2% | $566.4M-4.4% | $475.3M-7.8% | $528.6M-7.4% | $549.5M-13.1% |
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.
