PELOTON INTERACTIVE, INC. 8-K

What Happened

• Peloton Interactive, Inc. filed an 8‑K on Feb 5, 2026 announcing it will report financial results for the quarter ended December 31, 2025, and will host a conference call the same day to discuss those results. The company furnished a press release with those results (Exhibit 99.1) and noted it uses non‑GAAP measures with a GAAP-to-non‑GAAP reconciliation included in the press release.
• The company also announced that Chief Financial Officer Liz Coddington will step down, effective March 27, 2026, to pursue an external opportunity. Peloton stated her departure is not due to any disagreement relating to financial disclosures or accounting matters, and she will not receive severance under the Company’s Severance and Change in Control Plan (press release attached as Exhibit 99.2).

Key Details

• Quarter covered: period ended December 31, 2025; results announced via press release and conference call on Feb 5, 2026.
• Non‑GAAP information: Peloton provided a reconciliation of GAAP to non‑GAAP results in the press release.
• CFO change: Liz Coddington to leave effective March 27, 2026; departure described as voluntary and not related to accounting/disclosure disputes.
• Succession: Company has begun a comprehensive search for a successor; no severance will be paid to Ms. Coddington under the referenced plan.

Why It Matters

• The earnings release and conference call will provide investors updated quarterly results (earnings, revenue and other operating metrics) and management commentary; the company’s press release and investor site are official disclosure channels.
• The announced CFO departure is a material leadership change — investors should monitor updates about the successor and any commentary on financial strategy or guidance, since a new CFO can affect reporting, cost structure and investor communications.