Logotype for Peloton Interactive Inc

Peloton (PTON) investor relations material

Peloton Citi’s 2025 Global Technology, Media and Telecommunications Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Peloton Interactive Inc
Citi’s 2025 Global Technology, Media and Telecommunications Conference summary3 Sep, 2025

Strategic evolution and leadership changes

  • Executed a three-phase turnaround: cost alignment, sustainable operations, and a focus on returning to growth with a derisked balance sheet.

  • Multiple rounds of restructuring and a shift to a variable cost model enabled successful debt refinancing in May 2024.

  • New executive team members, including CMO, COO, and CIO, are driving branding, communications, and operational rigor.

  • Fit for Growth initiative aims for ongoing cost optimization and strategic reinvestment.

Product innovation and personalization

  • Launched personalized plans feature in January, with 700,000 members enrolled by June, leading to higher engagement.

  • Plans for deeper personalization include holistic onboarding, third-party device integration, and actionable insights.

  • AI and machine learning are being prioritized to enhance member experience and operational efficiency.

Expansion into new wellness verticals

  • Focused on four key categories: strength, mental well-being, sleep and recovery, and nutrition and hydration.

  • Strength is the largest new category, with 2 million engaged members and science-backed benefits.

  • Sleep and recovery, and mental well-being content have seen significant member engagement; nutrition strategy is in early stages.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Peloton earnings date

Logotype for Peloton Interactive Inc
Q1 2026
LIVE
30 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Peloton earnings date

Logotype for Peloton Interactive Inc
Q1 2026
LIVE
30 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Revolutionizing the home workout

Peloton is a fitness technology company offering a unique at-home workout experience. With state-of-the-art stationary bikes and treadmills, combined with live and on-demand fitness classes, users can engage in personalized workouts led by experienced instructors. Peloton has become a prominent player in the fitness industry, providing convenient access to immersive workouts and fostering a global community of individuals through their built-in software.

The vision

Peloton was founded in 2012 with the objective of bringing immersive and engaging workout experiences to people's homes. The company aimed to revolutionize the fitness industry by combining technology and fitness classes with stationary bikes and treadmills. By offering live and on-demand workouts led by top instructors through their connected equipment, Peloton provides convenient access to high-quality fitness experiences. Their foundation was built on the vision of making fitness accessible, personalized, and engaging for individuals seeking to achieve their health and wellness goals in the comfort of their own homes.

The bikes

Pelotons bikes are designed with a sleek and modern aesthetic, featuring a durable frame and high-quality construction. They are equipped with a touchscreen display that allows users to access a variety of live and on-demand fitness classes. The bikes offer adjustable features, such as seat height and handlebar position, to accommodate different user preferences. Peloton also manufactures and sells treadmills, even if they’re mostly known and recognized for their bikes.

Engaging workout plans and skilled instructors

Peloton offers a robust software platform that is integral to its workout experience. The platform provides access to a vast library of live and on-demand fitness classes led by expert instructors. Users can choose from various workout plans tailored to different fitness levels, goals, and preferences, including cycling, running, strength training, yoga, and more. The software allows users to track their performance metrics, set goals, and join virtual communities for added motivation. With its emphasis on personalization and convenience, Peloton's software enhances the workout experience by providing a diverse range of classes and the flexibility to exercise at one's own pace and schedule.

What makes Peloton different from competitors like Technogym, Nautilus, and Brunswick is not only their focus on modern design and sleek looking products, but also their dedication to incorporating technology and accessible workout plans directly into their products.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage