secwatch.observer — SEC 8-K summary
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Issuer:     PELOTON INTERACTIVE, INC. (PTON)
CIK:        0001639825
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001639825-26-000018
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Peloton Q3 net income $26M; Adj EBITDA $126M (+41%); revenue $631M (+1%)
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- GAAP net income of $26M vs loss a year ago; Adjusted EBITDA $126M, up 41% YoY.
- Total revenue $631M (+1% YoY), beating guidance midpoint by $6M.
- Ending Paid Connected Fitness Subs 2.662M, down 7.6% YoY; gross margin 51.9% (+90bps).
- Net debt reduced 70% to $173M; Free cash flow $151M, up 59% YoY.
- FY2026 revenue guidance raised to $2.42-2.44B midpoint; Adj EBITDA outlook $470-480M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1639825/000163982526000018/0001639825-26-000018-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1639825/000163982526000018/pton-20260507.htm
  HTML page:      https://secwatch.observer/filing/0001639825-26-000018

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