PTON PELOTON INTERACTIVE, INC.

FY2025 10-K
Filed: Aug 7, 2025
Consumer Discretionary
Sporting & Athletic Goods, NECSEC EDGAR

PELOTON INTERACTIVE, INC. (PTON) filed its fiscal year 2025 10-K annual report with the SEC on Aug 7, 2025. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Core business: global fitness and wellness platform integrating premium hardware, software, instructor-led content, and community with 6 million Members across six countries as of June 30, 2025
  • New emphasis on Peloton Row with proprietary form guidance tech and personalized pace targets, and discontinuation of Peloton Guide sales in July 2025
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Management Discussion & Analysis

  • No revenue or profitability data disclosed; focus on macroeconomic, inflation, foreign currency risks impacting costs and sales
  • Currency exchange exposure present; use of derivatives for hedging but may not fully offset risks or financial impact
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Risk Factors

  • Regulatory risk from potential Bike+ seat post safety investigation by governmental authorities, with current replacement plan costs expected immaterial but uncertain
  • Macroeconomic threat from declines in Connected Fitness product demand, causing 17.6% revenue drop to $817.1M in fiscal 2025
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Financial Summary
XBRL

Revenue

$2.5B

Net Income

-$119M

Gross Margin

50.9%

Operating Margin

-1.5%

Net Margin

-4.8%

ROE

28.7%

Total Assets

$2.1B

EPS (Diluted)

$-0.30

Operating Cash Flow

$333M

Source: XBRL data from PELOTON INTERACTIVE, INC. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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