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Did Peloton Get Bought?
Did Peloton Get Bought? No, Peloton Interactive, Inc. (NASDAQ: PTON) has not been acquired or bought out as of October 12, 2025; it operates independently with a $2.5 billion market cap, pursuing AI integrations and small acquisitions like Breathwrk, while fending off lingering private equity rumors amid Q1 FY2026 revenue of $577 million (down 2% YoY).
Peloton’s Ownership History and Current Status
Peloton, launched in 2012, IPO’d in 2019 at $8.1 billion valuation, peaking at $50 billion in 2021. Stock plunged 94% over five years, closing at $7.34 on October 9, 2025, per Yahoo Finance. As of Q1 FY2026 (ended September 2025), it remains public with no ownership shifts—2.98 million connected subscribers (down 2% YoY) and 652 million workouts.
CEO Peter Stern, since January 2025, reiterated in June: “Committed to standalone operations.” October 1, 2025, hardware relaunch (Cross Training Series) drove 55.5% YTD gains, but no buyout materialized. External: Monitor Peloton stock (PTON) for updates.
Persistent Buyout Rumors in 2025
2025 rumors echoed 2024 PE interest, sparked by $1.7 billion debt and 13 loss quarters—CNBC’s May 2024 report spiked shares 18%, but talks fizzled post-restructuring (400 layoffs, $200 million savings). Analysts like Seeking Alpha (September 2025) maintain sell ratings: “Core business not recovering; high churn, weak hardware.”
Apple speculation (Deepwater 2024) and Nike/Amazon whispers (2022) faded—Peloton’s $9 billion tag exceeds Apple’s Beats deal ($3 billion). Bloomberg: No active PE bids post-Q3 FY2025 free cash burn of $112 million.
| Rumor Period | Potential Buyers | Share Impact | Outcome |
|---|---|---|---|
| May 2024 | Private Equity | +18% surge | No bids; debt focus |
| Jan 2024 | Apple | Neutral | Services clash |
| Feb 2022 | Nike/Amazon | +10% | Dismissed |
Peloton’s Strategic Moves Amid Speculation
Rather than sell, Peloton acquired: Breathwrk (October 1, 2025, breathwork app), Aiqudo (AI voice), Atlas Wearables (smartwatches), Otari (interactive mats)—total 9 deals by October, per AI Business. October relaunch: Peloton IQ AI for form tracking, swivel screens, $1,695 Bike+ pricing.
Partnerships expanded: Hyatt class takeovers (October 23, 2025), Hilton (5,400 hotels). Stats: 6.4 million members; 40% cycling workouts, 2 million strength users. Verge: “Tariffs sidestepped via subscriptions.” External: Read Peloton investor relations Q1 FY2026 filings.
Financial Recovery Efforts Post-Rumors
Post-2024 cuts (15% staff, 17 U.S. showrooms), Peloton added $95 used-fee (August 2024) and rental buyouts ($1,595 after 12 months). Q1 FY2026: Subscriptions $419 million (+3% YoY), hardware $206 million (-27%). Debt term loan ($692 million) refinances ongoing.
Metrics:
- Churn: 3% rentals; 16% secondary growth.
- Engagement: 87% goal attainment; 65% mental health via Wellness.
- Valuation: 2/6 undervalued (Simply Wall St, October 2025).
Forbes: “Brand endures despite slump.”
Implications for Investors and Users
Independence avoids rebrands, preserving 50% cycling-led workouts (VO2 max +12%). Investors: PTON volatility persists, but AI yields 18% retention. Users: Seamless upgrades; Reddit: “Standalone means consistent classes.”
PeloBuddy: “Stern quells spin-off fears.”
FAQ
Q: Has Peloton been bought in 2025?
A: No—independent at $2.5 billion cap; acquired Breathwrk instead.
Q: What sparked 2025 buyout talk?
A: 2024 PE interest over debt; no 2025 deals.
Q: Current Peloton CEO?
A: Peter Stern (January 2025); prioritizes hardware.
Q: Subscribers October 2025?
A: 6.4 million total; 2.98 million connected.
Q: Peloton’s recent acquisitions?
A: 9 by October; Breathwrk latest for wellness.
Final Thoughts
Peloton stays unsold in October 2025, leveraging acquisitions and AI to navigate $50 billion echoes. Rumors underscore pressures, but autonomy sparks recovery—eye Q2 FY2026 for momentum.
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