Peloton's Q2 ending Connected Fitness Subscriptions grew 66% to 2.77 million and paid Digital Subscriptions grew 38% to 862 thousand; total Members grew to over 6.6 million.
Peloton shares dropped over 8% in premarket trading.
• Q2 total revenue grew 6% to $1,133.9 million;
• Q2 Connected Fitness Subscription Workouts grew 26% to 123.2 million, averaging 15.5 Monthly Workouts per Connected Fitness Subscription, versus 21.1 in the yearago period ;
• Q2 Average Net Monthly Connected Fitness Churn was 0.79%; Q2 12-month retention rate was 92% ;
• Q2 Gross Margin was 24.7%; Connected Fitness Product Gross Margin was 6.4%, Subscription Gross Margin was 67.9%, and Subscription Contribution Margin was 71.4% ;
• Q2 Net Loss was $(439.4) million, $(1.39) per diluted share; Q2 Adjusted EBITDA was $(266.5) million, representing an Adjusted EBITDA Margin of (23.5)%.
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