Every material Form 8-K Peloton Interactive filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Peloton reported results for the quarter ended September 30, 2026, with total revenue of $559 million, up 2% year over year, and GAAP net income of $96.2 million, compared with $13.9 million a year earlier. The company guided second-quarter revenue to $625 million to $650 million, down 3% at the midpoint, and left its full-year revenue outlook of $2.30 billion to $2.40 billion unchanged.
Q1 total revenue was $559.2 million, up 2% year over year; ending paid connected fitness subscriptions were 2.475 million, down 9%.
GAAP net income was $96.2 million versus $13.9 million a year earlier; diluted EPS was $0.19 versus $0.03.
Q2 FY27 revenue is expected at $625 million to $650 million, down 3% at the midpoint; full-year FY27 revenue outlook is unchanged at $2.30 billion to $2.40 billion.
After the quarter closed, Peloton voluntarily paid down $280 million of its Term Loan, bringing gross principal debt outstanding to $1.048 billion.
Peloton's Chief Accounting Officer and principal accounting officer, Saqib Baig, notified the company on October 8, 2026, that he will step down to pursue an external opportunity, and he will remain in the role until November 27, 2026. The company has started searching for a replacement, and the filing says the departure is not related to any disagreements or issues about financial disclosures or accounting matters.
Saqib Baig will remain Chief Accounting Officer until November 27, 2026
Notice of departure was given to the company on October 8, 2026
The company has started a search for candidates to fill the role
Baig will receive no severance or benefits under the company's Severance and Change in Control Plan
Peloton reported fiscal 2026 results for the year ended June 30, 2026, with full-year GAAP net income of $63 million, its first full year of net profitability. It also guided fiscal 2027 total revenue to $2.3 billion to $2.4 billion, a 3.9% decline at the midpoint, while Adjusted EBITDA is expected to rise to $475 million to $525 million.
FY26 total revenue was $2.446 billion, and Q4 revenue of $607.7 million was up $1 million year-over-year.
FY26 GAAP net income was $63 million, and Adjusted EBITDA was $468 million, up 16% year-over-year.
FY27 outlook: total revenue $2.3 billion to $2.4 billion and Adjusted EBITDA $475 million to $525 million; free cash flow of at least $350 million.
Q1 FY27 total revenue outlook is $545 million to $565 million, and ending paid connected fitness subscriptions are expected at 2.455 million to 2.475 million.
Peloton announced that Sid Thacker, former CFO of Rent the Runway, will become Chief Financial Officer effective June 22, 2026, succeeding interim CFO Saqib Baig, who will remain Chief Accounting Officer. The filing sets Thacker's annual base salary at $635,000, a 60% target cash bonus, and initial equity awards valued at $8,000,000 that are subject to board approval.
Sid Thacker becomes CFO effective June 22, 2026, and will report to CEO Peter Stern.
Thacker served as CFO of Rent the Runway from May 2023, after prior roles there and at investment firms.
Offer letter terms: $635,000 base salary, annual cash bonus of 60% of base salary, prorated for fiscal 2026, and equity initially valued at $8,000,000.
Saqib Baig steps down as interim CFO on June 22, 2026, and remains Chief Accounting Officer.
Peloton reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with revenue up 1% year-over-year and GAAP net income of $26 million, compared with a net loss of $47.7 million a year earlier. The company raised the midpoint of its full-year revenue outlook and its expected free cash flow, but lowered its full-year gross margin outlook by 50 basis points.
Q3 total revenue was $631 million, up $7 million or 1% year-over-year; GAAP net income was $26 million versus a $47.7 million loss a year earlier.
Adjusted EBITDA was $126 million, up 41% year-over-year; free cash flow was $151 million, up 59%.
FY26 revenue outlook is $2.42 billion to $2.44 billion, with the midpoint raised; free cash flow is expected to be about $350 million, up $75 million from the prior minimum target.
FY26 total gross margin outlook of about 52.5% is 50 basis points lower than the prior outlook; Q3 gross margin of 51.9% was 210 basis points below guidance due to promotional activity.
Peloton said Jen Cotter will move from Chief Content Officer to a non-executive advisory role effective March 31, 2026, and will advise the company through August 16, 2026. Sarah Robb O'Hagan, former CEO of EXOS, will join April 1, 2026 as Chief Content and Member Development Officer, reporting to CEO Peter Stern. The filing gives no financial results, but it sets out the leadership change and Cotter's severance-related payments.
Jen Cotter's advisory role takes effect at the close of business on March 31, 2026, and her advisory services run through August 16, 2026.
Sarah Robb O'Hagan, 53, starts April 1, 2026 and reports to CEO Peter Stern.
O'Hagan previously served as CEO of EXOS from 2020 to 2024 and as president of Gatorade and Equinox.
Cotter's transition agreement provides 12 months of base salary continuation and COBRA coverage of up to 18 months, subject to a release of claims.
Peloton said its Chief Financial Officer, Liz Coddington, will step down effective March 27, 2026, to pursue an external opportunity. Saqib Baig, the company's Chief Accounting Officer since November 2022, will serve as interim CFO from the same date. The filing does not state a permanent successor or any change to financial results.
Liz Coddington steps down as CFO effective March 27, 2026, to pursue an external opportunity.
Saqib Baig, age 48, becomes interim CFO effective March 27, 2026.
Baig has been Chief Accounting Officer since November 2022 and CFO of the Commercial Business Unit since August 2025.
Baig previously served as Controller of Accounting Risk, Valuation, and Financial Reporting at Meta Platforms, Inc., from July 2019 to November 2022.
Peloton reported fiscal second-quarter 2026 revenue of $657 million, down 3% year-over-year and $8 million below its guidance range, while Adjusted EBITDA rose 39% to $81 million and the net loss narrowed to $39 million. The company raised its full-year Adjusted EBITDA outlook to $450 million to $500 million but lowered its full-year revenue outlook, and CFO Liz Coddington will leave on March 27, 2026, for an external opportunity.
Total revenue $657 million, down $17 million or 3% year-over-year and $8 million below the guidance range
Adjusted EBITDA $81 million, up $23 million or 39% year-over-year; GAAP net loss $39 million
FY2026 Adjusted EBITDA outlook raised to $450 million to $500 million; revenue outlook lowered to $2.40 billion to $2.44 billion
CFO Liz Coddington steps down effective March 27, 2026; no severance under the company's plan
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