{"filings":[{"id":650357,"accession_number":"0001639825-26-000024","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2026-05-26T13:01:40+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Peloton appoints Sid Thacker as CFO effective June 22, 2026; Saqib Baig remains CAO","event_type":"leadership","confidence":"high","bullets":["Sid Thacker named CFO effective June 22, 2026; succeeds interim CFO Saqib Baig who stays CAO.","Thacker previously CFO of Rent the Runway (May 2023–June 2026); led financial transformation.","Compensation: $635k base salary, 60% bonus target, equity awards initially valued at $8M.","Thacker to oversee global finance and corporate strategy; report to CEO Peter Stern."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94308,"accession_number":"0001639825-26-000018","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton Q3 net income $26M; Adj EBITDA $126M (+41%); revenue $631M (+1%)","event_type":"earnings","confidence":"high","bullets":["GAAP net income of $26M vs loss a year ago; Adjusted EBITDA $126M, up 41% YoY.","Total revenue $631M (+1% YoY), beating guidance midpoint by $6M.","Ending Paid Connected Fitness Subs 2.662M, down 7.6% YoY; gross margin 51.9% (+90bps).","Net debt reduced 70% to $173M; Free cash flow $151M, up 59% YoY.","FY2026 revenue guidance raised to $2.42-2.44B midpoint; Adj EBITDA outlook $470-480M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":1838300000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106570,"accession_number":"0001639825-26-000014","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Peloton appoints Sarah Robb O'Hagan CCMDO; CCO Jen Cotter transitions to advisor","event_type":"leadership","confidence":"high","bullets":["Sarah Robb O'Hagan named CCMDO effective April 1, 2026, succeeding Jen Cotter as head of content and member development.","Jen Cotter transitions to non-executive advisor role from March 31 through August 16, 2026; departure not due to disagreement.","Cotter receives base salary continuation for 12 months, prorated FY2026-27 bonus, COBRA up to 18 months, and vested equity extension.","Robb O'Hagan previously CEO of EXOS, President of Gatorade and Equinox; will lead content innovation targeting $7 trillion global wellness market."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106569,"accession_number":"0001639825-26-000011","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2026-03-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Peloton CFO Liz Coddington to depart; CAO Saqib Baig named interim CFO","event_type":"leadership","confidence":"high","bullets":["Liz Coddington steps down as CFO effective March 27, 2026 to pursue external opportunity.","Saqib Baig, Chief Accounting Officer since Nov 2022, appointed as Interim CFO.","Baig also serves as CFO of Commercial Business Unit since Aug 2025; previously Controller at Meta.","He oversees financial reporting, SOX compliance, and finance operations.","No family relationships or material interest in transactions requiring disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106568,"accession_number":"0001639825-26-000005","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Peloton Q2 revenue $657M (-3% YoY), adj. EBITDA $81M (+39% YoY); CFO Coddington to exit March 27","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $39M; Adjusted EBITDA $81M, beating guidance and up 39% YoY. Revenue $657M, $8M below guidance.","Ending paid connected fitness subs 2.661M, down 7% YoY; average workout time up 7% YoY.","Total gross margin 50.5%, up 320 bps YoY and 150 bps above guidance.","Raises FY2026 adjusted EBITDA guidance to $450-500M from prior $350-400M.","CFO Liz Coddington to step down March 27, 2026; no severance; search for successor underway."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":1207300000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122903,"accession_number":"0001639825-25-000191","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Peloton shareholders elect three directors, ratify EY as FY2026 auditor","event_type":"other","confidence":"high","bullets":["Elected Karen Boone, Chris Bruzzo, Tara Comonte as Class III directors through 2028.","Boone 563.5M for, Bruzzo 446.6M for, Comonte 568.8M for; broker non-votes 60.0M.","Ratified Ernst & Young LLP as independent auditor: 632.6M for, 0.7M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122902,"accession_number":"0001639825-25-000183","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton Q1 net income $14M, Adj EBITDA $118M beats guidance; raises FY26 outlook","event_type":"earnings","confidence":"high","bullets":["GAAP net income $14M (vs -$1M YoY); Adjusted EBITDA $118M, $18M above guidance high end.","Revenue $551M, down 6% YoY but above guidance; gross margin 51.5% down 30bps.","Paid Connected Fitness Subs 2.732M, down 164K YoY; above guidance by 2K.","Free Cash Flow $67M, up $57M YoY.","Raises full-year FY2026 Adjusted EBITDA guidance; Q2 revenue guidance $665-685M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":550800000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139600,"accession_number":"0001639825-25-000173","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2025-09-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Peloton redesigns executive compensation with new base salary and bonus targets for FY2026-2027","event_type":"other_material","confidence":"high","bullets":["Leadership team base salary set at $850k for remainder of FY2026 and $635k for FY2027.","Annual cash bonus target moves from 20% of base (FY2026) to 60% (FY2027); payout range 0%-200%.","Long-term incentive awards shift to 70% time-based RSUs and 30% performance-based PSUs beginning FY2026.","Stock Ownership Guidelines adopted for executive officers and non-employee directors; five-year compliance period.","Executives sign amendment waiving 'Good Reason' rights under Severance Plan due to compensation changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139599,"accession_number":"0001639825-25-000132","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton beats FY25 guidance, generates $320M+ free cash flow, reduces net debt 43%","event_type":"earnings","confidence":"high","bullets":["GAAP and non-GAAP Free Cash Flow each exceeded $320M in FY25.","Total Debt $1,499M, Cash $1,040M; Net Debt $459M, down 43% year-over-year.","Connected Fitness Products Gross Margin 13.6%, up 870 bps YoY.","Operating expenses decreased 25% year-over-year in FY25.","Average monthly workout time per Paid Connected Fitness Subscription up 4% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":2490800000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157183,"accession_number":"0001639825-25-000077","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton Q3 exceeds guidance; raises FY25 Adjusted EBITDA guidance to $330-350M","event_type":"earnings","confidence":"high","bullets":["Q3 Ending Paid Connected Fitness Subscriptions, Revenue, Gross Margin, and Adjusted EBITDA at or above high end of guidance.","Operating expenses down 23% YoY; generated over $90M in GAAP operating cash flow and Free Cash Flow.","Total Debt decreased $191.8M (11.3% YoY); Net Debt down $311.6M (34.8% YoY).","Member satisfaction improves: NPS above 70 for Cardio hardware, above 80 for Tread; MSAT up 1-5% QoQ.","Raising FY25 Adjusted EBITDA guidance to $330-$350M; expects Free Cash Flow ~$250M."],"consensus_eps_estimate":0.0049,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":1883900000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157182,"accession_number":"0001639825-25-000072","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2025-04-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Court grants preliminary approval of Peloton derivative litigation settlement","event_type":"litigation","confidence":"high","bullets":["U.S. District Court for the Eastern District of New York preliminarily approved settlement on April 7, 2025.","Settlement resolves consolidated derivative actions related to Tread+ treadmill safety issues.","Parties agreed to settlement-in-principle on July 29, 2024; motion for preliminary approval filed Nov 15, 2024.","Settlement includes corporate governance enhancements; no monetary amount disclosed.","Final approval hearing and judgment pending."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157181,"accession_number":"0001639825-25-000062","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Peloton appoints Charles Kirol as COO; Rendich transitions to advisor","event_type":"leadership","confidence":"high","bullets":["Charles Kirol appointed COO effective April 14, 2025; base salary $635K, equity valued at $5M.","Andy Rendich steps down as CSCO, remains advisor through June 30, 2025; receives Severance Plan benefits.","Dion Camp Sanders named Chief Commercial Officer, overseeing retail, international, B2B, Precor, M&A.","Peloton will search for a new Chief Information Officer reporting to the COO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175528,"accession_number":"0001639825-25-000023","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton Q2 FY2025 beats guidance, raises full-year Adjusted EBITDA forecast by $60M","event_type":"earnings","confidence":"high","bullets":["Operating expenses down 25% YoY; generated over $100M in operating cash flow and free cash flow.","Net Promoter Scores improved across all Bike and Tread products (above 70); MSAT reached 4.3 from 3.1.","Men accounted for 42% of Paid Connected Fitness Subscription gross additions, up 280 bps QoQ and 240 bps YoY.","Total Debt decreased $190.1M YoY; Net Debt down $281.4M or 30% YoY.","Raised FY25 Adjusted EBITDA guidance to $300-$350M and Free Cash Flow target to at least $200M."],"consensus_eps_estimate":-0.0613,"consensus_eps_actual":-0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":1259900000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}