Peloton (PTON) Q4 FY26 earnings call

Peloton concluded FY26 with its first full year of positive net income and operating income, driven by significant cost structure improvements and strong free cash flow generation. The company is transitioning to a connected wellness ecosystem, expanding its product roadmap with new consumer and commercial offerings, and focusing on strategic partnerships and retail footprint expansion. Despite a projected near-term revenue decline for FY27, management anticipates revenue acceleration from new product categories launching in FY28, underpinned by a strong financial foundation and ongoing balanc