Peloton Interactive, Inc. filings document formal disclosures for an operating company built around connected fitness products, subscription content, software-enabled instruction and commercial fitness equipment. Recent 8-K reports furnish quarterly operating results and financial condition updates, including GAAP and non-GAAP reconciliations, subscription metrics, revenue by business drivers, margins, adjusted EBITDA, free cash flow and debt-related measures.
The company’s regulatory record also covers executive officer transitions, advisory and compensation arrangements, executive compensation program changes, Regulation FD disclosures and annual-meeting results. Proxy materials and voting reports describe board elections, auditor ratification and Peloton’s dual-class common stock structure, including Class A and Class B voting rights.
Peloton Interactive’s Chief Commercial Officer, Dion C. Sanders, reported multiple equity transactions involving the company’s Class A common stock. On November 15, 2025, several blocks of Restricted Stock Units (RSUs) vested and were settled into shares, including tranches of 5,990, 12,583, 17,150, 40,000, 54,945 and 104,415 shares, each RSU converting into one share of stock at an exercise price of $0.
Following these settlements, Sanders conducted an open-market sale on November 17, 2025 of 124,047 shares at a weighted average price of $7.2221 per share, with actual sale prices ranging from $7.1450 to $7.2800. The filing states this sale was solely to cover tax liabilities arising from the RSU settlements. After the reported transactions, Sanders directly owned 111,036 shares of Peloton Class A common stock.
Peloton Interactive, Inc. (PTON) executive Nick V. Caldwell, the company’s Chief Product Officer, reported RSU vesting and a related share sale. On 11/15/2025, 119,332 Restricted Stock Units were settled into shares of Class A common stock, increasing his directly held shares to 857,120. On 11/17/2025, he sold 68,262 Class A shares at a weighted average price of $7.2515 per share, solely to cover tax liabilities from the RSU settlement. After these transactions, he directly owned 788,858 Class A shares and 357,995 RSUs, which vest quarterly at 12.50% starting November 15, 2024, with full vesting expected by August 15, 2026, subject to continued service.
Peloton Interactive (PTON) Chief Content Officer Jennifer Cotter reported routine equity compensation activity and a related tax sale. On November 15, 2025, multiple tranches of restricted stock units (RSUs) vested and were settled into Peloton Class A common stock at an exercise price of $0, increasing her directly held shares through several conversions, including blocks of 9,216, 29,749, 14,817, 45,000, 61,813, and 119,332 shares tied to previously granted RSU awards.
On November 17, 2025, Cotter sold 148,432 shares of Class A common stock at a weighted average price of $7.2227 per share solely to cover tax liabilities arising from the RSU settlements. After these transactions, she directly beneficially owned 231,764 Peloton Class A shares. The RSU grants continue to vest quarterly at specified rates through dates ranging from August 15, 2026 to February 15, 2028, contingent on her ongoing service to the company.
Peloton Interactive (PTON) reported insider activity by its Chief Financial Officer, Elizabeth F. Coddington. On November 15, 2025, RSUs covering 50,000, 68,682, and 119,332 shares of Class A Common Stock were settled, increasing her directly held shares. On November 17, 2025, she sold 238,014 Class A shares at a weighted average price of $7.1824 per share, through multiple trades between $7.0800 and $7.3300. The sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on May 16, 2025. Following these transactions, she beneficially owned 346,535 Class A shares directly.
Peloton Interactive (PTON) President and CEO Peter C. Stern reported equity transactions related to his compensation. On November 15, 2025, 59,713 Restricted Stock Units (RSUs) converted into an equal number of Class A Common shares, increasing his directly held shares before subsequent activity to 189,934. RSUs are stock-based awards that convert into shares over time as service-based conditions are met.
On November 17, 2025, he sold 31,456 Class A Common shares at a weighted average price of $7.2697 per share, solely to cover tax obligations arising from the RSU settlement. After these transactions, he directly owned 158,478 Class A Common shares and continued to hold 895,702 RSUs, which are scheduled to vest gradually through August 15, 2029, as long as he continues providing services to Peloton.
Peloton Interactive (PTON) director Karen Boone reported an open-market sale of 25,000 shares of Class A Common Stock on 11/12/2025 (transaction code S). The sale was executed under a Rule 10b5-1 trading plan adopted on August 13, 2025.
The weighted average sale price was $7.4343 per share, with individual trades ranging from $7.2200 to $7.6700. Following the transaction, Boone beneficially owns 237,174 shares, held directly.
Peloton (PTON) reported Q1 FY26 results with total revenue of $550.8 million, down from $586.0 million a year ago. Gross profit was $283.7 million versus $303.8 million, and income from operations improved to $41.3 million from $12.5 million. Net income reached $13.9 million, or $0.03 per diluted share.
Subscription revenue was $398.4 million and Connected Fitness Products revenue was $152.4 million. Operating cash flow strengthened to $71.9 million, and cash and cash equivalents were $1,103.6 million as of September 30, 2025. The company’s stockholders’ deficit narrowed to $347.0 million from $413.8 million.
Peleton announced a 2025 Restructuring Plan with estimated additional cash charges of approximately $40.0 million and non-cash charges of approximately $5.0 million, expected to be substantially incurred by the end of fiscal 2026. The 5.50% Convertible Senior Notes due 2029 became convertible through December 31, 2025 after the stock exceeded the conversion-price threshold; the company’s current intention is to settle conversions before year-end in shares.
Peloton Interactive, Inc. (PTON) furnished its quarterly results update. The company announced it will hold a conference call regarding financial results for the quarter ended September 30, 2025, and issued a press release, furnished as Exhibit 99.1. The release includes references to non-GAAP financial measures, with GAAP-to-non-GAAP reconciliations provided in the press release.
Information furnished under Item 2.02, including Exhibit 99.1, is not deemed “filed” for Section 18 liability and is not incorporated by reference except as expressly set forth. Peloton also notes it uses its Investor Relations website and Press Newsroom for Reg FD disclosures.
Peloton Interactive, Inc. filed its 2025 proxy, setting a virtual annual meeting for December 9, 2025 at 11:00 a.m. ET. Stockholders will vote to elect three Class III directors for terms expiring in 2028 and to ratify Ernst & Young LLP as independent auditor for the fiscal year ending June 30, 2026.
The record date is October 15, 2025. Each share of Class A common stock carries one vote, and each share of Class B carries 20 votes. Shares outstanding as of the record date were 401,756,597 Class A and 15,836,724 Class B. The Board reports a majority of independent directors and separated Chair/CEO roles. Peloton highlights a $333 million net cash provided by operating activities and $323.7 million Free Cash Flow for fiscal 2025, and notes a comprehensive executive compensation redesign for fiscal 2026 to reinforce pay-for-performance.