PTON's Peloton IQ and Cross-Training Series boost personalized guidance and usage, signaling a shift toward a broader wellness ecosystem.
Peloton Interactive, Inc. (PTON) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Peloton enters fiscal 2026 with rising free cash flow momentum as margin gains, cost cuts and a stronger hardware mix lift confidence.
PTON jumps 15.4% in six months as stronger execution, high-margin products and new wellness tech fuel optimism despite ongoing revenue pressure.
Peloton boosts its EBITDA outlook on stronger cost controls and cash flow, but falling subscriptions test the strength of its recovery momentum.
Peloton Interactive, Inc. ( PTON ) Q1 2026 Earnings Call November 6, 2025 5:00 PM EST Company Participants James Marsh - Senior VP & Head of Investor Relations Peter Stern - CEO, President & Director Liz Coddington - Chief Financial Officer Conference Call Participants Andrew Boone - Citizens JMP Securities, LLC, Research Division Arpine Kocharyan - UBS Investment Bank, Research Division Marni Lysaght - Macquarie Research Shweta Khajuria - Wolfe Research, LLC Bryan Smilek - JPMorgan Chase & Co, Research Division Susan Anderson - Canaccord Genuity Corp., Research Division Presentation Operator Thank you for standing by. My name is Karen, and I will be your conference operator today.
Peloton Interactive Inc (NASDAQ:PTON) shares jumped nearly 5% on Friday afternoon after the company reported stronger-than-expected fiscal first quarter 2026 earnings and issued an upbeat outlook for the coming quarters. For the September quarter, Peloton posted revenue of $550.8 million, beating Wall Street estimates of $539.6 million.
A month into the launch of its latest product line, Peloton is dealing with a recall of some of its older bikes. The fitness company said in a Thursday (Nov.
Although the revenue and EPS for Peloton (PTON) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Peloton, which went public with an IPO in 2019, grew rapidly during the COVID-19 pandemic as customers when gyms were forced to close or operate at a limited capacity. The company reported revenue of $915 million in 2019, which then doubled to $1.82 billion in 2020.
Consumers have been urged to stop using the recalled bikes immediately and contact Peloton for a free repair.
Peloton is recalling around 833,000 of its original Bike+ machines following reports that some seat posts broke during use, according to the U.S. Consumer Product Safety Commission (CPSC).