TLDR

MARKET RECAP → The S&P 500 (VOO) rose for the third consecutive session on Thursday as investors digested the latest round of corporate earnings reports.

PELOTON'S Q2 REVENUE BEATS EXPECTATIONS → 📊 Peloton (PTON) reported Q2 revenue of $673.9 million, exceeding forecasts, and raised its full-year adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) outlook to $300 million–$350 million.

ROBLOX FANS GAMING INDUSTRY GLOOM → Roblox’s (RBLX) weak 2025 outlook sent shares tumbling 26%, fueling concerns about a gaming industry slowdown. Despite projecting 20% growth, daily active users dipped, and bookings missed estimates. Regulatory challenges and inflation-weary consumers added pressure. 🎮

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TODAY’S TOP NEWS

Peloton's Q2 Revenue Beats Expectations

Financial Highlights: 📊 Peloton (PTON) reported a 9.4% year-over-year decline in Q2 revenue to $673.9 million, surpassing analyst expectations of $653.3 million. The company posted a loss of 24 cents per share, slightly below the anticipated 19 cents.

Strategic Partnerships and Initiatives: 🤝 A new partnership with Costco (COST) significantly boosted Bike+ sales, making Costco the top third-party retailer for Peloton this quarter. Under CEO Peter Stern, Peloton is focusing on cost-cutting and reducing subscription attrition.

Revised Outlook: 📈 Peloton raised its full-year adjusted EBITDA forecast to $300 million–$350 million, up from $240 million–$290 million. The company also narrowed its revenue guidance to $2.43 billion–$2.48 billion, with the midpoint slightly higher than previous estimates.

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TODAY’S TOP NEWS

Roblox Fans Gaming Industry Gloom

🎮 Roblox’s (RBLX) 2025 outlook disappointed investors, sending shares plummeting 26% in premarket trading. The company projected annual bookings between $5.2 billion and $5.3 billion, falling short of expectations. This fueled broader concerns about the gaming industry’s slowdown, following weak results from Electronic Arts (EA).

📉 Despite a projected third consecutive year of 20% growth, key engagement metrics slipped. Daily active users dropped to 85.3 million from 88.9 million in the prior quarter, while Q4 bookings of $1.36 billion narrowly missed estimates. Outgoing CFO Michael Guthrie cited tough year-over-year comparisons due to Roblox’s PlayStation launch in 2023.

🚨 Regulatory and market challenges added pressure. The platform’s suspension in Turkey over child safety concerns contributed to declining engagement, while inflation-weary consumers tightened gaming-related spending. Roblox continues expanding into older demographics and new revenue streams, but investor confidence remains shaky.

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