PTON
Peloton Interactive, Inc.6.19
-0.06-0.96%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
2.59BP/E (TTM)
-Basic EPS (TTM)
-0.27Dividend Yield
0%Recent Filings
8-K
10-Q
8-K
8-K
Peloton redesigns exec pay
Peloton Interactive's Compensation Committee approved a redesigned executive compensation program on September 14, 2025, to bolster pay-for-performance alignment with peer practices. Leadership team members will transition over two years to base salaries of $850,000 in fiscal 2026 and $635,000 in 2027, paired with cash bonuses targeting 20% and 60% of base, respectively, based on operational and strategic metrics. Long-term incentives shift to 70% time-based RSUs and 30% performance-based PSUs. New stock ownership guidelines mandate minimum holdings for executives and directors over five years.
10-K
FY2025 results
Peloton Interactive's FY2025 results showed revenue declining 7.8% y/y to $2.49B, with Connected Fitness Products dropping 17.6% to $817M amid softer demand, yet Subscription revenue held steady at $1.67B, down just 2.1% as Paid Connected Fitness Subscriptions fell to 2.8M from 3.0M. Q4 momentum improved sequentially, with gross margins expanding to 13.6% for hardware (up from 4.9% annually) driven by higher-margin Precor sales and lower inventory write-downs, while Subscription margins ticked up to 69.1% on reduced content costs. Restructuring efforts, including headcount cuts and retail exits, yielded $200M+ in run-rate savings, boosting Adjusted EBITDA to $404M from a near-breakeven $3.5M, and free cash flow swung positive to $324M. Year-end liquidity stood strong at $1.0B cash, with $1.5B debt; no dividends or buybacks, but capex dipped to $9M. Still, subscriber churn edged up to 1.6%, signaling retention risks from economic pressures.
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