PTON · Peloton Interactive, Inc.
$5.63
+0.07 (+1.26%)
At close · Aug 14
Market Cap
$2.38B
Shares
438.87M
Peloton Interactive, Inc. Earnings Call Transcripts
Every quarterly earnings call for Peloton Interactive, Inc. (PTON) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼23.4%
$616.50M
−$408.50M
'23 Q1
22-11-03
▼30.1%
$792.70M
−$335.40M
'23 Q2
23-02-01
▼22.3%
$748.90M
−$275.90M
'23 Q3
23-05-04
▼5.4%
$642.10M
−$241.90M
'23 Q4
23-08-23
▼3.4%
$595.50M
−$159.30M
'24 Q1
23-11-02
▼6.2%
$743.60M
−$194.90M
'24 Q2
24-02-01
▼4.2%
$717.70M
−$167.30M
'24 Q3
24-05-02
▲0.2%
$643.70M
−$30.40M
'24 Q4
24-08-22
▼1.6%
$586.00M
−$900,000
'25 Q1
24-10-31
▼9.4%
$673.90M
−$92.00M
'25 Q2
25-02-06
▼13.1%
$624.00M
−$47.70M
'25 Q3
25-05-08
▼5.7%
$606.90M
$21.70M
'25 Q4
25-08-07
▼6%
$550.80M
$13.90M
'26 Q1
25-11-06
▼2.6%
$656.50M
−$38.80M
'26 Q2
26-02-05
▲1.1%
$630.90M
$26.40M
'26 Q3
26-05-07
LATEST
▲0.1%
$607.80M
$61.70M
'26 Q4
26-08-06
Earnings call
FY26 · Q4
2026-08-06
Peloton Interactive 4Q26 Earnings Call
Confident tone
Member retention and churn
Commercial Business Unit expansion
Product innovation and Peloton IQ
Revenue
$607.80M*
▲ 0.1% YoY Gross margin
56.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-06-02
Baird 2026 Global Consumer, Technology & Services Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-05-07
Peloton Interactive, Inc. Q3 FY2026 Earnings Call
Confident tone
Strategic evolution to connected wellness
Path to growth is not linear / Q4 caution
Financial performance and profitability
Revenue
$630.90M
▲ 1.1% YoY Diluted EPS
$0.06
Gross margin
51.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-02-05
Peloton Interactive, Inc. Q2 FY2026 Earnings Call
Revenue
$656.50M
▼ 2.6% YoY Diluted EPS
$-0.09
Gross margin
50.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-11-06
Peloton Interactive, Inc. Q1 FY2026 Earnings Call
Revenue
$550.80M
▼ 6% YoY Diluted EPS
$0.03
Gross margin
51.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-08-07
Peloton Interactive, Inc. Q4 FY2025 Earnings Call
Confident tone
Subscriber growth and member engagement
Wellness strategy expansion beyond cardio
Cost transformation and profitability
Revenue
$606.90M*
▼ 5.7% YoY Gross margin
54.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-05-08
Peloton Interactive, Inc. Q3 FY2025 Earnings Call
Revenue
$624.00M
▼ 13.1% YoY Diluted EPS
$-0.12
Gross margin
51.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-02-06
Peloton Interactive, Inc. Q2 FY2025 Earnings Call
Positive tone
Member engagement and retention
Profitability and cash flow
Unit economics and gross margin
Revenue
$673.90M
▼ 9.4% YoY Diluted EPS
$-0.24
Gross margin
47.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-10-31
Peloton Interactive, Inc. Q1 FY2025 Earnings Call
Revenue
$586.00M
▼ 1.6% YoY Diluted EPS
$0.00
Gross margin
51.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-08-22
Peloton Interactive, Inc. Q4 FY2024 Earnings Call
Positive tone
Product innovation and growth initiatives
Marketing efficiency and LTV/CAC
Connected Fitness margins
Revenue
$643.70M*
▲ 0.2% YoY Gross margin
48.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-05-02
Peloton Interactive, Inc. Q3 FY2024 Earnings Call
Revenue
$717.70M
▼ 4.2% YoY Diluted EPS
$-0.45
Gross margin
43.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-02-01
Peloton Interactive, Inc. Q2 FY2024 Earnings Call
Positive tone
Connected Fitness subscriber growth
Tread and Tread+ demand
Content and personalization initiatives
Revenue
$743.60M
▼ 6.2% YoY Diluted EPS
$-0.54
Gross margin
40.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-11-02
Peloton Interactive, Inc. Q1 FY2024 Earnings Call
Revenue
$595.50M
▼ 3.4% YoY Diluted EPS
$-0.44
Gross margin
47.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-08-23
Peloton Interactive, Inc. Q4 FY2023 Earnings Call
Revenue
$642.10M*
▼ 5.4% YoY Gross margin
31.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-05-04
Peloton Interactive, Inc. Q3 FY2023 Earnings Call
Revenue
$748.90M
▼ 22.3% YoY Diluted EPS
$-0.79
Gross margin
36.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-02-01
Peloton Interactive, Inc. Q2 FY2023 Earnings Call
Revenue
$792.70M
▼ 30.1% YoY Diluted EPS
$-0.98
Gross margin
29.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-11-03
Peloton Interactive, Inc. Q1 FY2023 Earnings Call
Revenue
$616.50M
▼ 23.4% YoY Diluted EPS
$-1.20
Gross margin
35.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-08-25
Peloton Interactive, Inc. Q4 FY2022 Earnings Call
Revenue
$678.70M
▼ 27.6% YoY Diluted EPS
$-3.72
Gross margin
-4.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-05-10
Peloton Interactive, Inc. Q3 FY2022 Earnings Call
Revenue
$964.30M
▼ 23.6% YoY Diluted EPS
$-2.27
Gross margin
19.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-01-21
Peloton Interactive, Inc. Q2 FY2022 Earnings Call
Revenue
$1.13B
▲ 6.5% YoY Diluted EPS
$-1.39
▼ 872.2% YoY Gross margin
24.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-11-04
Peloton Interactive, Inc. Q1 FY2022 Earnings Call
Revenue
$805.20M
▲ 6.2% YoY Diluted EPS
$-1.25
▼ 725% YoY Gross margin
32.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-08-26
Peloton Interactive, Inc. Q4 FY2021 Earnings Call
Revenue
$936.90M
▲ 54.3% YoY Diluted EPS
$-1.05
▼ 488.9% YoY Gross margin
27.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-05-06
Peloton Interactive, Inc. Q3 FY2021 Earnings Call
Revenue
$1.26B
▲ 140.6% YoY Diluted EPS
$-0.03
Gross margin
35.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-02-04
Peloton Interactive, Inc. Q2 FY2021 Earnings Call
Revenue
$1.06B
▲ 128.4% YoY Diluted EPS
$0.18
Gross margin
39.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-11-05
Peloton Interactive, Inc. Q1 FY2021 Earnings Call
Revenue
$757.90M
▲ 232.4% YoY Diluted EPS
$0.20
Gross margin
43.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-09-10
Peloton Interactive, Inc. Q4 FY2020 Earnings Call
Revenue
$607.10M
▲ 171.9% YoY Diluted EPS
$0.27
Gross margin
47.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-05-06
Peloton Interactive, Inc. Q3 FY2020 Earnings Call
Revenue
$524.60M
▲ 65.6% YoY Diluted EPS
$-0.20
Gross margin
46.9%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-02-05
Peloton Interactive, Inc. Q2 FY2020 Earnings Call
Revenue
$466.30M
▲ 77.4% YoY Diluted EPS
$-0.20
Gross margin
42.3%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-09-30
Peloton Interactive, Inc. Q1 FY2020 Earnings Call
Revenue
$228.00M
▲ 103.4% YoY Diluted EPS
$-1.29
Gross margin
46.1%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Showing 1–29 of 29 earnings calls
Key facts
CIK
1639825
CUSIP
70614W100
13F (30d)
475 filings
442 filers
Visit website
Investor relations