=Peloton (PTON) reported earnings on Tue 5 Nov 19 (b/o)

Peloton reports Q1 (Sep) results, beats on revs; guides Q2 revs above consensus; guides FY20 revs above consensus 

Reports Q1 (Sep) GAAP loss of $1.29 per share, may not be comparable to the S&P Capital IQ Consensus of ($0.40); revenues rose 103.4% year/year to $228 mln vs the $199.35 mln S&P Capital IQ Consensus. EBITDA ($21) mln vs. (83) mln est.

Connected fitness rev +102% to $158 mln; sub rev +112% to $67 mln. subs +103% to 562.8K

Co issues upside guidance for Q2, sees Q2 revs of $410-420 mn vs. $393.39 mln S&P Capital IQ Consensus; subs +88% to 680-685K; EBITDA ($70-65) mln

Co issues upside guidance for FY20, sees FY20 revs of $1.45-1.50 bln vs. $1.39 bln S&P Capital IQ Consensus; EBITDA ($170-150) mln.