LimeSlime9
Nov 5, 4:59 PM
$PTON FINALLY SOME GREEN IN A SEA OF RED! 💚
While the broader market gets hammered over AI spending concerns, Peloton is showing signs that its turnaround is REAL!
Today’s earnings delivered:
-
$559M revenue, up 2% YoY
-
$96M net income
-Adjusted EBITDA +42% to
$168M
-Free cash flow +113% to
$143M
- Significant progress reducing debt
- Third consecutive quarter of revenue growth!
Subscriber declines remain a challenge, but the financial transformation is becoming impossible to ignore. Better margins, stronger cash flow, refreshed equipment, and improving profitability!
I’ve been bullish on Peloton’s long-term potential, and today’s results reinforce that conviction.
I’m holding
$7 calls expiring January 2028. Not looking for overnight riches. I’m betting on a sustained turnaround!
The next chapter is about returning to subscriber growth. 💪
Who else believes Peloton is just getting started?
$PTON #Bullish #Turnaround
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