---
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"
generated_at: "2026-06-11T04:51:23.269546+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Peloton Q4 FY23 revenue $642M, net loss $242M, subscriber churn rises, recall costs weigh

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001639825-23-000128
- JSON: https://secwatch.observer/filing/0001639825-23-000128.json
- Plain text: https://secwatch.observer/filing/0001639825-23-000128.txt

## Key facts
- Earnings Releases
  PELOTON INTERACTIVE, INC. reported financial results for the fiscal year ended June 30, 2023.
  - Period: the fiscal year ended June 30, 2023
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1639825/000163982523000128/0001639825-23-000128-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.