Peloton Interactive, Inc. (PTON)
Peloton Interactive, Inc. (PTON) Q1 2026 Earnings Call Transcript
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 shares ride higher on Q1 earnings beat
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.
Peloton Promotes New Equipment Amid Recall of Old Bikes
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.
Compared to Estimates, Peloton (PTON) Q1 Earnings: A Look at Key Metrics
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 Stock Falls After 800,000 Bikes Recalled Over Seat Issue
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.
Peloton recalls 833K bikes after seat flaw causes injuries to riders
Consumers have been urged to stop using the recalled bikes immediately and contact Peloton for a free repair.
Peloton recalls 833,000 bikes after reports of injuries
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).
Peloton recalls 833,000 more bikes over seat post issue, two injuries reported
Peloton is recalling 833,000 of its original Bike+ model, every unit it ever sold, after receiving reports that the seat post broke and detached during use, leading to two injuries. The CPSC said consumers should immediately stop using the bikes, adding that Peloton is offering a free seat post that can be self-installed at home.
Should You Buy, Sell, or Hold PTON Stock Before Q1 Earnings Release?
Peloton's Q1 results are likely to reflect seasonal slowdowns, but its cost cuts, innovation and wellness expansion may power long-term growth.
Peloton: New Products Can Re-Energize This Brand
Peloton is positioned for a rebound with a refreshed product lineup targeting both home and commercial markets. PTON's new products, featuring swivel screens and AI-powered coaching, aim to attract new customers and encourage upgrades to higher-margin models. The commercial Tread+ Pro launch and expanded B2B focus could drive growth and serve as effective marketing for PTON.
Can PTON's Precor Integration & B2B Push Drive Its Next Growth Cycle?
Peloton pivots toward commercial and hospitality growth, using Precor and B2B partnerships to power its next growth cycle.
Peloton's Wellness Pivot: Can AI Coaching Redefine Its Growth Path?
PTON's AI-powered wellness overhaul, new pricing tiers and broader access moves position it for a smarter growth cycle ahead.
