{"schema_version":"secwatch.filing_event.v1","accession":"0001639825-23-000128","form_type":"8-K","ticker":"PTON","cik":"0001639825","company_name":"PELOTON INTERACTIVE, INC.","filed_at":"2023-08-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:34.649257+00:00","generated_at":"2026-06-11T04:51:23.269546+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Peloton Q4 FY23 revenue $642M, net loss $242M, subscriber churn rises, recall costs weigh","bullets":["FY Q4 revenue $642.1M, down 5% YoY; 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."],"urls":{"canonical":"https://secwatch.observer/filing/0001639825-23-000128","json":"https://secwatch.observer/filing/0001639825-23-000128.json","markdown":"https://secwatch.observer/filing/0001639825-23-000128.md","text":"https://secwatch.observer/filing/0001639825-23-000128.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1639825/000163982523000128/0001639825-23-000128-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1639825/000163982523000128/pton-20230823.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-11T04:51:23.269546+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":[{"claim_id":"1982646e655d322d88ca949ce493433a808caad0","claim":"PELOTON INTERACTIVE, INC. reported financial results for the fiscal year ended June 30, 2023.","evidence_excerpt":"On August 23, 2023, Peloton Interactive, Inc. (“Peloton” or the “Company”) will hold a conference call regarding its financial results for the fiscal year ended June 30, 2023. Peloton also issued a letter to its stockholders announcing its financial results for the fiscal year ended June 30, 2023 (the “Shareholder Letter”).","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1639825/000163982523000128/0001639825-23-000128-index.htm","confidence":0.7,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal year ended June 30, 2023"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}