secwatch.observer — SEC 8-K summary
======================================

Issuer:     PELOTON INTERACTIVE, INC. (PTON)
CIK:        0001639825
Form:       8-K
Filed at:   2025-11-06T23:59:59+00:00
Accession:  0001639825-25-000183
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Peloton Q1 net income $14M, Adj EBITDA $118M beats guidance; raises FY26 outlook
--------------------------------------------------------------------------------

- GAAP net income $14M (vs -$1M YoY); Adjusted EBITDA $118M, $18M above guidance high end.
- Revenue $551M, down 6% YoY but above guidance; gross margin 51.5% down 30bps.
- Paid Connected Fitness Subs 2.732M, down 164K YoY; above guidance by 2K.
- Free Cash Flow $67M, up $57M YoY.
- Raises full-year FY2026 Adjusted EBITDA guidance; Q2 revenue guidance $665-685M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1639825/000163982525000183/0001639825-25-000183-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1639825/000163982525000183/pton-20251106.htm
  HTML page:      https://secwatch.observer/filing/0001639825-25-000183

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer