secwatch.observer — SEC 8-K summary
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Issuer:     PELOTON INTERACTIVE, INC. (PTON)
CIK:        0001639825
Form:       8-K
Filed at:   2026-08-06T10:59:19+00:00
Accession:  0001639825-26-000032
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Peloton reports first full-year net profit; FY26 revenue $2.446B, Adj. EBITDA $468M
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- Q4 revenue $608M (+$1M YoY); FY26 revenue $2.446B, $6M above guidance.
- GAAP net income $62M in Q4, $63M for FY26; first full year of net profitability.
- Adjusted EBITDA $142M in Q4, $468M for FY26 (+16% YoY); Free Cash Flow $378M.
- Ending paid connected fitness subs 2.553M, down 8.8% YoY; within guidance.
- Acquired Skōp (Connected Pilates); plans to double microstore fleet in FY27.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1639825/000163982526000032/0001639825-26-000032-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1639825/000163982526000032/pton-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001639825-26-000032

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