{"schema_version":"secwatch.filing_event.v1","accession":"0001639825-22-000100","form_type":"8-K","ticker":"PTON","cik":"0001639825","company_name":"PELOTON INTERACTIVE, INC.","filed_at":"2022-08-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:56.492455+00:00","generated_at":"2026-06-23T21:21:43.667158+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Peloton Q4 revenue down 28%, net loss $1.24B, churn spikes to 1.41%","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001639825-22-000100","json":"https://secwatch.observer/filing/0001639825-22-000100.json","markdown":"https://secwatch.observer/filing/0001639825-22-000100.md","text":"https://secwatch.observer/filing/0001639825-22-000100.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1639825/000163982522000100/0001639825-22-000100-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1639825/000163982522000100/pton-20220825.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-23T21:21:43.667158+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}