{"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","summary_kind":"llm","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,"calibrated_materiality_score":0.7,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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%)","summary_kind":"llm","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,"calibrated_materiality_score":0.65,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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; 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CAO Saqib Baig named interim CFO","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.15,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.4,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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%","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.65,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175527,"accession_number":"0001639825-25-000008","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2025-01-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Peloton CEO Peter Stern appointed to Board of Directors as Class II director effective Jan 16, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Peter Stern, CEO since Jan 1, 2025, appointed as Class II director until 2027 annual meeting.","No additional compensation for board service; no material interest in any proposed transaction.","No arrangement or understanding with any person regarding his selection as director."],"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":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192485,"accession_number":"0001639825-24-000216","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Peloton stockholders elect director, ratify auditor, approve say-on-pay at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Jay Hoag elected as Class II director with 459M votes for, 65M withheld, 87M broker non-votes.","Ernst & Young ratified as independent auditor for FY2025: 609M for, 1.2M against, 0.9M abstain.","Non-binding advisory vote on executive compensation approved: 430M for, 92.7M against, 0.9M abstain.","All proposals passed as recommended by the board."],"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":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192484,"accession_number":"0001639825-24-000196","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2024-12-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Peloton appoints Tara Comonte to Board of Directors, effective Dec 3, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Comonte fills vacancy from Jon Callaghan's decision not to stand for re-election.","Appointed as Class III director with term expiring at 2025 annual meeting; joins Audit Committee.","Board determined she is independent and qualifies as an audit committee financial expert.","Comonte currently serves as Interim President and CEO of WW International since September 2024."],"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":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192483,"accession_number":"0001639825-24-000174","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Peloton settles derivative suit fee claim for $125K; court closes action","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Class action alleging breach of fiduciary duty over bylaws was dismissed with prejudice in April 2024 after bylaws amendment.","Parties agreed to resolve fee application: Peloton pays $125,000 to plaintiff’s counsel.","Court entered closing order on November 1, 2024, pending confirmation of this notice.","No admission of wrongdoing; court did not review reasonableness of fee payment."],"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":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192482,"accession_number":"0001639825-24-000164","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Peloton appoints Peter Stern as CEO and President effective January 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Peter Stern, formerly President of Ford Integrated Services and Apple VP of Services, becomes CEO effective Jan 1, 2025.","Compensation includes $1.25M base salary, 100% target bonus, $1M signing bonus, and $20M equity package.","Karen Boone becomes sole Interim CEO from Nov 1 to Dec 31, 2024; Chris Bruzzo steps down as interim co-CEO.","Both Boone and Bruzzo will remain on Peloton's board after Stern assumes the role.","Stern has been a Peloton Member since 2016 and co-founded Apple Fitness+."],"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,"calibrated_materiality_score":0.75,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192481,"accession_number":"0001639825-24-000155","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton Q1 FY25 net loss narrows to $1M; positive operating income and free cash flow","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $1M, improvement of $158M YoY; 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terms to be determined at pricing."],"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,"calibrated_materiality_score":0.7,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226775,"accession_number":"0001639825-24-000056","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Peloton CEO Barry McCarthy steps down; Boone and Bruzzo named Interim Co-CEOs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Barry McCarthy resigns as President, CEO and Board Director effective May 2, 2024; becomes strategic advisor through Dec 31, 2024.","McCarthy receives $50k/month for first 3 advisory months, then $5k/month, plus $3M stock option award and $1.25M separation cash.","Karen Boone (former Chairperson) and Chris Bruzzo (Board director) appointed Interim Co-CEOs effective May 2, 2024.","Jay Hoag named new Chairperson of Board; CEO search initiated.","Interim Co-CEOs Boone and Bruzzo each get $150k/month base salary and $450k RSUs vesting monthly over 3 months."],"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,"calibrated_materiality_score":0.7,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226774,"accession_number":"0001639825-24-000049","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Peloton Q3 revenue $717.7M, net loss $167.3M; restructuring to cut $200M in annual expenses","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $717.7M (-4% YoY); connected fitness products revenue $279.9M (-14% YoY); subscription revenue $437.8M (+3% YoY).","Net loss $167.3M, improved from $275.9M loss in Q3 FY23; Adjusted EBITDA $5.8M vs. -$18.7M YoY.","Free cash flow positive $8.6M, first time in over three years; subscription gross margin 68.1% (+30 bps YoY).","Restructuring plan targets >$200M annual run-rate cost reduction by end of FY2025, with ~15% headcount reduction (~400 team members).","Plans to reduce retail showroom footprint and reimagine international go-to-market; also working with JP Morgan/Goldman on refinancing."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":2056900000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226773,"accession_number":"0001639825-24-000041","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2024-04-08T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Peloton amends bylaws to update stockholder nomination requirements and align with Delaware law","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Revised disclosure and procedural requirements for stockholder nominations and proxy solicitation under Rule 14a-19 universal proxy rules.","Enabled householding of stockholder notices per Rule 14a-3(e) and Delaware General Corporation Law.","Updated virtual meeting adjournment procedures; eliminated requirement for stockholder list examination at meetings.","Added emergency bylaw provision allowing director actions without quorum during emergencies."],"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":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245737,"accession_number":"0001639825-24-000004","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2024-02-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton Q2: Revenue $743.6M (-6% YoY), net loss $194.9M; expects positive FCF in Q4 but not full year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $743.6M (-6% YoY); subscription revenue $424.5M (+3% YoY).","Net loss $194.9M (improved from $335.4M YoY); adjusted EBITDA -$81.7M.","Paid Connected Fitness subs 3.004M (+1% YoY); monthly churn 1.2% (flat YoY).","Guides for positive free cash flow in Q4 FY24; expects revenue growth in Q4.","Gross profit +27% YoY; total gross margin 40.3% vs 29.7% last year."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":1339200000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":263206,"accession_number":"0001639825-23-000206","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2023-12-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Peloton appoints Chris Bruzzo to its board; 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expects 2H revenue growth and positive free cash flow","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Ended Q1 with 54k Bike rental subscribers in US/Canada; targeting ~75k by year-end.","Rental revenue expected to grow ~90%+ YoY in FY2024; rentals accounted for >33% of Bike orders in Q1.","International revenue forecast to grow 20%+ in FY2024, led by UK and Germany.","Guides for return to revenue growth, positive adjusted EBITDA, and substantial positive free cash flow in 2H FY2024.","Announced partnerships with Liverpool FC, University of Michigan, lululemon, NYRR, NBA/WNBA to broaden brand awareness."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":595500000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":263202,"accession_number":"0001639825-23-000154","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K/A","filed_at":"2023-10-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Peloton CPO Tom Cortese to step down, Nick Caldwell appointed as successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Cortese transitions to non-executive advisor role effective Oct 31, 2023; Nick Caldwell appointed CPO effective Nov 1, 2023.","Cortese receives $1M base salary through advisory period ending May 16, 2024, with RSUs continuing to vest.","Cortese forfeits options on ~1.16M Class A shares; retains fully vested options on ~2.23M Class B shares.","Cortese eligible for severance benefits under Severance Plan if terminated without cause after advisory period.","Transition agreement includes non-disparagement and return of company property obligations."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":280397,"accession_number":"0001639825-23-000151","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2023-09-26T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Peloton appoints Nick Caldwell as CPO, replacing co-founder Tom Cortese effective Nov 1","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tom Cortese steps down as CPO and transitions to advisory role on November 1, 2023.","Nick Caldwell appointed CPO, reporting to CEO Barry McCarthy; 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net loss $241.8M vs $1.26B loss prior year.","Connected Fitness subscriptions 3.078M, down 29k Q/Q; churn 1.4% vs 1.1% prior quarter.","Seat post recall added $40M accrual in Q4; 750k requests, 340k fulfilled, 15-20k paused subscriptions.","Pro-forma free cash flow positive $1M; expect negative in H1 FY24; Tread+ relaunch holiday season at ~$6k.","New growth initiatives: bike frame colors, Germany rentals, Liverpool FC and Univ. of Michigan partnerships."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":2800200000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298947,"accession_number":"0001639825-23-000067","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2023-05-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Peloton recalls 2.2M original Bikes due to seat post break hazard; 13 injuries reported","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Recall covers model PL01 Bikes sold Jan 2018–May 2023 in U.S.; free replacement seat post offered.","CPSC reports 35 incidents of seat post breaking; 13 injuries including fractured wrist, lacerations, bruises.","Recall conducted with CPSC; consumers urged to stop using immediately and contact Peloton for repair.","Bikes sold at Peloton, Dick's Sporting Goods, Amazon for ~$1,400; about 2.2M units affected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298946,"accession_number":"0001639825-23-000061","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton Q3 subs up 5%, gross profit up 47%, settles DISH patent dispute for $75M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Connected fitness subscribers grew 5% YoY; gross profit increased 47% YoY; Adjusted EBITDA loss narrowed $175M YoY.","Free cash flow loss reduced $691M YoY; ending cash balance increased sequentially.","Settled DISH Technologies patent dispute for $75M, resolving ITC infringement finding; Q4 FCF to be pressured.","Brand relaunch with tiered Peloton App coming this month; FAAS rentals grew 70% Q/Q to 47k subscribers.","Sold 7k PCR bikes in Q3; expects seasonal Q4 subscriber decline."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":2158100000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298945,"accession_number":"0001639825-23-000060","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Peloton settles patent dispute with Dish for $75M, obtains ABR license","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Peloton pays $75M one-time settlement to Dish to resolve ITC and Texas patent litigation.","Dish will seek termination of ITC investigation, rescission of remedial orders, and dismissal of Texas litigation.","Peloton receives worldwide, fully paid-up, royalty-free license for Dish's ABR patents, including those asserted.","Agreement includes broad cross-releases and covenants not to sue between Peloton and Dish."],"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,"calibrated_materiality_score":0.75,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":319118,"accession_number":"0001639825-23-000010","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2023-02-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton Q2 FY2023 revenue $792.7M, net loss $335.4M; FCF improves to -$94M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $792.7M (-30% YoY); subscription revenue $411.3M (+22% YoY); hardware revenue $381.4M (-52% YoY).","Net loss $335.4M vs $439.4M loss a year ago; Adjusted EBITDA -$122.4M.","Free cash flow -$94.4M, improved from -$546.7M in Q2 FY22; positive ~$8M excluding supplier settlement costs.","Connected Fitness subscriptions 3.033M (+10% YoY); average net monthly churn 1.1% vs 0.8% a year ago.","Goal: reach free cash flow breakeven by year-end FY23; asset sales delayed (Ohio facility, Precor not sold at acceptable price)."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":1409200000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":337348,"accession_number":"0001639825-22-000154","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-12-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Peloton shareholders elect director and ratify auditor at 2022 Annual Meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Karen Boone elected as Class III director with 623.4M votes for, 10.5M against, 76.8M withheld; term expires 2025.","Ratification of Ernst & Young as independent auditor for FY 2023 passed with 769.0M for, 0.5M against, 0.2M abstentions.","Total shares present: 245.6M Class A and 26.2M Class B; Class B shares carry 20 votes per share."],"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":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":337347,"accession_number":"0001639825-22-000132","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton Q1 FY23 FCF improves to -$246M; gross margin turns positive 35.2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Free cash flow improved from -$747M in Q3'22 to -$246M in Q1'23; forecast near breakeven in H2 FY23.","Gross margin swung from -4.4% in Q4'22 to +35.2% in Q1'23 (adj. 38.3% ex recall items).","Adjusted EBITDA improved Q/Q from -$289M to -$33M in Q1'23.","Ended quarter with $938M cash and $500M unused revolver; monthly subscriber churn at 1.1%.","Highlights third-party distribution deals (Amazon, Dick's, Hilton) and FaaS rollout."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":616500000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354713,"accession_number":"0001193125-22-242932","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-09-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Peloton co-founders John Foley and Hisao Kushi step down; Karen Boone named Chair, Tammy Albarrán appointed CLO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Foley resigns as Executive Chair and Board member effective Sept 12, 2022; receives modified severance including option extension to June 2025.","Hisao Kushi steps down as Chief Legal Officer effective Oct 3, 2022; receives standard non-change-in-control severance.","Karen Boone elected Chairperson of the Board; previously Lead Independent Director and Audit Committee Chair.","Tammy Albarrán appointed Chief Legal Officer and Corporate Secretary effective Oct 3, 2022; most recently VP, Chief Deputy GC at Uber."],"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,"calibrated_materiality_score":0.75,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354712,"accession_number":"0001639825-22-000100","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-08-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton Q4 revenue down 28%, net loss $1.24B, churn spikes to 1.41%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $678.7M (-28% YoY); connected fitness product revenue $295.6M (-55%) with negative gross margin of 98.1%.","Net loss $1,244.4M vs $313.2M loss a year ago; includes $415M restructuring charges; adjusted EBITDA loss $288.7M.","Ending connected fitness subs 2.966M (flat QoQ); average monthly churn 1.41% (70 bps worse YoY and QoQ).","Appointed Liz Coddington as CFO (ex-AWS/Netflix); outsourced manufacturing, shut Taiwan ops; cut 760 roles for ~$45M annual savings.","Launched FAAS rental program (5,000 members, $89/mo); began selling first-gen Bike, Guide, apparel on Amazon.com."],"consensus_eps_estimate":null,"consensus_eps_actual":-8.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":3582100000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354711,"accession_number":"0001639825-22-000091","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-07-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Peloton exits owned-manufacturing, expands partnership with Rexon; suspends Tonic facility","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Peloton exits all owned-manufacturing, expands partnership with leading Taiwanese manufacturer Rexon Industrial Corp.","Rexon becomes primary manufacturer for Bike and Tread product lines; Tonic Fitness Technology facility suspended through rest of 2022.","Over 100 Peloton Taiwan team members to remain, focusing on engineering and manufacturing strategy.","CEO Barry McCarthy says this simplifies supply chain, variablizes cost structure, reduces cash burden."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372716,"accession_number":"0001193125-22-168349","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-06-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Peloton appoints Liz Coddington as CFO effective June 13, succeeding Jill Woodworth","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Liz Coddington named CFO effective June 13, 2022, replacing Jill Woodworth who steps down.","Coddington previously VP of Finance at Amazon Web Services; brings 20+ years experience.","Compensation: $1M base salary, $9M equity award (option + RSUs), plus relocation and legal reimbursements.","Woodworth will serve as consultant through September 13, 2022, to support FY2022 financial reporting.","Coddington eligible for Tier 1 severance under Peloton's Severance and Change in Control Plan."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372715,"accession_number":"0001639825-22-000079","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-05-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Peloton enters $750M term loan, $500M revolver credit facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$750M term loan due May 2027; $500M revolver ($35M due 2024, $465M due 2026).","Interest: ABR+5.50% or SOFR+6.50%; margin up 0.50% if no public rating by Nov 2022.","Obligations secured by substantially all assets; subsidiary guarantees may be required.","Covenants include min liquidity $250M, min revenue $3B, replaced by debt/EBITDA ratio upon EBITDA threshold."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372714,"accession_number":"0001639825-22-000071","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-05-16T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Peloton to hold investor meetings for $750M term loan facility","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company participating in investor meetings on May 16, 2022 regarding previously announced $750M senior secured term loan.","Presentation materials are available on the Investor Relations page of Peloton's website.","No new financial or operational details disclosed; meetings are routine for the debt facility."],"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":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372713,"accession_number":"0001639825-22-000067","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton Q3 FY2022: net loss $757M, revenue down 24%, announces $750M debt financing","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $964.3M (-24% YoY); Connected Fitness gross margin -11.4% vs +28.4% last year.","Net loss $757.1M (vs $8.6M loss in Q3 FY2021); Adjusted EBITDA -$194.0M.","Ended quarter with $879M cash; signed $750M term debt commitment with JPMorgan and Goldman Sachs.","Cost reduction targets $800M annual run-rate savings by FY24; achieved $165M OpEx savings in 2H FY22.","Hardware price cuts drove 69% daily unit sales increase; All-Access subscription price increase adds ~$14M/month revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":2903400000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":391538,"accession_number":"0001639825-22-000014","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-02-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Peloton appoints Barry McCarthy as CEO; Foley becomes Executive Chair; two new directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Barry McCarthy (ex-Spotify/Netflix CFO) named CEO and President effective Feb 9, 2022; also joins Board.","Co-founder John Foley becomes Executive Chair; William Lynch transitions from President to non-executive director.","Board expands to nine; Angel L. Mendez (supply chain) and Jonathan Mildenhall (marketing) appointed; Erik Blachford resigns.","McCarthy receives 8M-share stock option award, $1M base salary, relocation and legal reimbursements.","Company cites need for sustainable growth and profitability; McCarthy's background in subscription business models."],"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,"calibrated_materiality_score":0.7,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":391537,"accession_number":"0001639825-22-000007","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-02-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Peloton Q2 net loss $439M; CEO replaced, 2,800 jobs cut, guidance slashed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $1.13B (+6% YoY), net loss $439.4M ($1.39 diluted EPS); Adjusted EBITDA loss $266.5M.","CEO John Foley becomes Executive Chair; Barry McCarthy (ex-Netflix, Spotify) named CEO.","Restructuring: cut ~2,800 jobs (~20% of corporate); target $800M annual run-rate cost savings.","Wind down Peloton Output Park plant; reduce 2022 capex by ~$150M.","Q3 guidance: rev $950M-$1B, Adj EBITDA loss $(140)M-$(125)M; FY rev $3.7B-$3.8B."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":1939100000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":391536,"accession_number":"0001639825-22-000005","cik":1639825,"company_name":"PELOTON INTERACTIVE, INC.","ticker":"PTON","form_type":"8-K","filed_at":"2022-01-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peloton prelim Q2 rev ~$1.14B; subs miss guidance at 2.77M; adj EBITDA loss narrows vs guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue approximately $1.14B, in line with guidance of $1.1B-$1.2B.","Ending Connected Fitness subscriptions ~2.77M, below guidance of 2.8M-2.85M.","Adjusted EBITDA loss of $(260-270)M, better than prior guidance of $(325-350)M.","Average net monthly connected fitness churn of 0.79%.","Full Q2 fiscal 2022 results and more details on corrective actions expected Feb 8."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":1939100000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2652075431.5426416,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-01-21T23:59:59+00:00|391536"}