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Peloton Interactive (PTON)
NASDAQ:PTON
Earnings Data
Report Date
Feb 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.24Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture for Peloton. On the positive side, the company showcased significant innovation with new product releases and AI-driven features, alongside strong financial performance and operational discipline. However, these achievements were overshadowed by the recall of a large number of Bike+ units and a decline in subscriptions and revenue in some areas. Despite these challenges, the company remains optimistic about its strategic initiatives. The highlights and lowlights were balanced, giving an overall neutral sentiment.Company Guidance
Product Innovation and Launch
Launched the Peloton Cross Training Series and Peloton Pro series, featuring advanced technology such as swivel screens and AI-powered features. Introduced Peloton IQ, an AI-driven personalized coaching system.
Strong Financial Performance
Exceeded the high end of guidance on most key metrics with total revenue of $551 million, comprising $152 million from Connected Fitness products and $398 million from subscription revenue.
Improved Churn Rates
Average net monthly Paid Connected Fitness Subscription churn was 1.6%, an improvement of 20 basis points year-over-year.
Free Cash Flow and Cash Position
Generated $67 million in free cash flow and ended the quarter with $1.104 billion in unrestricted cash, a $64 million increase from the previous quarter.
Operational Discipline
Achieved a $30 million decrease in operating expenses year-over-year and made progress towards a $100 million run-rate cost savings target.
PTON Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PTON Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | $6.71 | $7.66 | +14.16% |
Aug 08, 2025 | $7.11 | $7.84 | +10.27% |
May 08, 2025 | $6.98 | $6.51 | -6.73% |
Feb 06, 2025 | $7.58 | $8.49 | +12.01% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Peloton Interactive (PTON) report earnings?
Peloton Interactive (PTON) is schdueled to report earning on Feb 11, 2026, Before Open (Confirmed).
What is Peloton Interactive (PTON) earnings time?
Peloton Interactive (PTON) earnings time is at Feb 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PTON EPS forecast?
PTON EPS forecast for the fiscal quarter 2026 (Q2) is -0.05.
