earnings
confidence high
sentiment positive
materiality 0.75
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.