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Peloton sees FY26 revenue $2.4B-$2.5B, consensus $2.5B

Sees FY26 adjusted EBITDA outlook of $425M-$475M, representing an increase of $46M, or 12% year-over-year at the midpoint and an increase of $25M to the outlook provided last quarter. Sees FY26 total gross margin outlook of approximately 52.0%, reflecting an increase of 110 bps year-over-year and a 100 bps increase to the outlook provided last quarter.

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