secwatch.observer — SEC 8-K summary
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Issuer:     PELOTON INTERACTIVE, INC. (PTON)
CIK:        0001639825
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0001639825-26-000005
Event type: earnings
Sentiment:  neutral
Materiality: 0.80
Item codes: 2.02, 5.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Peloton Q2 revenue $657M (-3% YoY), adj. EBITDA $81M (+39% YoY); CFO Coddington to exit March 27
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- GAAP net loss $39M; Adjusted EBITDA $81M, beating guidance and up 39% YoY. Revenue $657M, $8M below guidance.
- Ending paid connected fitness subs 2.661M, down 7% YoY; average workout time up 7% YoY.
- Total gross margin 50.5%, up 320 bps YoY and 150 bps above guidance.
- Raises FY2026 adjusted EBITDA guidance to $450-500M from prior $350-400M.
- CFO Liz Coddington to step down March 27, 2026; no severance; search for successor underway.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1639825/000163982526000005/0001639825-26-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1639825/000163982526000005/pton-20260205.htm
  HTML page:      https://secwatch.observer/filing/0001639825-26-000005

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