Peloton Q3 exceeds guidance; raises FY25 Adjusted EBITDA guidance to $330-350M

PELOTON INTERACTIVE, INC.

2025-Q3 EPS reported -$0.36 vs consensus $0.00 ▼ miss (-7446.9%)

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.

item 2.02 item 9.01

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