Disney Princess Pilates arrives with new 20-minute class. Aditi Shah leads Peloton's first class built around Disney princess storytelling. Peloton is rolling out Disney Princess Pilates this week, the first class on the platform built specifically around Disney princesses rather than heroes or villains. Instructor Aditi Shah leads the live session Thursday, August 20, tying the release to Disney's World Princess Week. Where the new class fits in the Peloton Disney Collection. Peloton has spent the past several years building out Disney branded content across nearly every discipline. Hannah Corbin, Leanne Hainsby-Alldis and Sam Yo have each led a Disney Villains Ride on the bike, and Sam Yo also taught a Disney Heroes Ride. Alex Karwoski brought the villains theme to rowing with Disney Villains Row, and Aditi Shah previously led a Disney Villains Yoga Flow. This is the first time the platform has used a princess label instead of heroes or villains for a themed class. All of that content lives inside the Peloton Disney Collection, a library that has grown to more than 125 classes across cycling, strength, yoga, running and rowing. Disney Princess Pilates adds a new branding lane to that collection rather than replacing the villains and heroes series that came before it. Members can browse the full lineup through the Disney Workouts Collection on Peloton's website. What to expect from Disney Princess Pilates. The class streams live Thursday, August 20 at 9 a.m. ET (6 a.m. PT), based on the class schedule Peloton shared ahead of release. The 20 minute session is listed at Intermediate difficulty and set to Disney songs tied to World Princess Week programming. Rather than build the format around one character, Aditi Shah centers the class on confidence and inner strength, using the storytelling behind the songs as the throughline for the workout. Peloton categorizes Pilates content under Strength on the app, alongside mat based routines that mix core work, controlled movement and light resistance. Positioning this release there keeps it consistent with the rest of Peloton's Pilates catalog, even as the class borrows its music and framing from World Princess Week. Once the live session wraps, the class will move into the On Demand library alongside the rest of the Peloton Disney Collection catalog, where members can revisit it on their own schedule. That pattern has held for every other Disney themed release on the platform, from the villains series to the heroes content that came before it. Part of a bigger World Princess Week push. The timing lines up with a broader slate of releases tied to World Princess Week, including new product collaborations and a Disney+ premiere of LEGO Disney Princess: Magical Mayhem the day after Disney Princess Pilates debuts. If member response mirrors what Peloton has seen from its Villains and Heroes series, this could be the start of a recurring princess lineup rather than a single themed release. The Clip Out is an independent Peloton news site with reporting, analysis, and community insights. The Clip Out deliver breaking updates, feature reporting, and expert context on the stories driving the community and the industry. Its weekly podcast offers deeper conversation and perspective, and you can find The Clip Out on Apple Podcasts, Spotify, iHeart, TuneIn, and YouTube Music. You can also follow The Clip Out on its socials on Facebook, Threads, Instagram, BlueSky, and YouTube. See something in the Peloton universe that you think The Clip Out should know? Visit The Clip Out at theclipout.com and submit a tip. Jen has been a Peloton member since early 2020 and is a travel-loving adventurer always on the hunt for the next vacation. In 2025, she ran her first marathon at the Berlin Marathon (thanks to many Peloton running programs that somehow turned her into a real runner.) Jen owns her own consulting company, where she works with behavioral health agencies to streamline their processes and go paperless. When she's not training or consulting, she's planning her next trip, enjoying a great glass of wine, or floating in her pool pretending she can't hear anyone call "mom." You can find her on the Peloton leaderboard, fueled by miles, memories, and #Reasons2Wine. Latest podcast. Subscribe. Keep up with all the Peloton news!

Peloton held its fourth quarter and fiscal year 2026 earnings call, with CEO Peter Stern and CFO Siddharth Thacker presenting results. Stern reflected on his first full fiscal year, highlighting product innovations, leadership additions, and a new company strategy. The company is positioning itself to evolve beyond connected fitness into a broader connected wellness ecosystem. Stern stated this shift aims to tap into what he described as a $7 trillion global market focused on longevity and health span. The earnings call included forward-looking statements and discussion of both GAAP and non-GAAP financial measures. Peloton noted that fiscal 2026 results include cost reassignments that began at the start of the fiscal year.

Peloton posts first annual profit, but subscriber declines continue. Peloton has restored profitability and strengthened cash flow. Now comes the harder part: stabilizing a subscriber base that continues to shrink. Peloton has reached a major milestone in its turnaround. For the first time, the company has posted a full fiscal year of GAAP net profitability. That's a meaningful achievement for a business that has spent the past several years cutting costs and working its way back from the pandemic-era boom. But there's another side to the results. Peloton is profitable again, while its core subscriber base is still getting smaller. For the fiscal fourth quarter ended June 30, Peloton reported revenue of $607.7 million, essentially flat from $606.9 million a year earlier. Net income rose to $61.6 million, or $0.13 per share, from $21.6 million, or $0.05 per share, a year earlier. For the full fiscal year, Peloton generated approximately $63 million in net income and $378 million in free cash flow, marking a major change from the losses that followed its pandemic-era boom. The subscriber numbers are where things get more interesting for subscription operators. Peloton ended fiscal 2026 with approximately 2.55 million Paid Connected Fitness subscriptions, down about 247,000, or 8.8%, year over year. And the company expects that decline to continue. For the first quarter of fiscal 2027, Peloton forecasts approximately 2.46 million to 2.49 million Paid Connected Fitness subscriptions, a decline of about 9.8% at the midpoint compared with the prior-year period. Peloton had already signaled that subscriber losses were coming. Three months earlier, the company forecast that fiscal 2026 would end with between 2.55 million and 2.57 million Paid Connected Fitness subscriptions. So the question has shifted. What will get Peloton growing again? A healthier business, but still a smaller one. Peloton has made real progress on the financial side of its turnaround. Margins have improved. The company is generating more cash and has reduced debt, even as equipment sales and subscriptions have come under pressure. Peloton expects those improvements to continue in fiscal 2027. The company is forecasting a total gross margin of approximately 54%, adjusted EBITDA of $475 million to $525 million, and at least $350 million in free cash flow. Revenue is another story. Peloton expects fiscal 2027 revenue of $2.3 billion to $2.4 billion, a decline of approximately 3.9% at the midpoint. If that forecast holds, it would be Peloton's sixth straight fiscal year of declining sales since its pandemic-era peak. Investors weren't convinced that profitability was enough. Peloton shares fell sharply after the results were released. Finding new paths to growth. Peloton is looking beyond the formula that originally built the company. CEO Peter Stern told investors that Peloton expects to introduce new products before the end of the calendar year, with the goal of improving equipment sales and revenue trends. The company also sees future product categories as part of its longer-term growth plans. Peloton has already been expanding its commercial business and looking for more ways to get its products and content in front of customers. That's important because the company can't assume its existing Connected Fitness subscriber base will return to growth on its own. A falling subscriber count can come from several places. Existing customers may leave, new subscriber additions may slow, or the business may simply fail to bring in enough new customers to replace those who cancel. The subscriber total alone doesn't tell Subscription Insider which pressure matters most. For Peloton, that distinction matters. So does the company's ability to find new sources of subscriber growth as its existing base gets smaller. Insider take. Peloton's turnaround is worth watching for a reason that goes beyond one company's earnings. The business is getting healthier while its subscriber base is getting smaller. Peloton has cut costs, improved margins and returned to profitability. At the same time, Paid Connected Fitness subscriptions continue to fall. There's an interesting tension in the numbers. In the third quarter, Subscription Revenue increased 2% year over year to $428 million, even though Paid Connected Fitness subscriptions declined 7.6% to 2.662 million. For subscription operators, that's worth paying attention to. A growing subscriber count has long been one of the easiest ways to judge the momentum of a subscription business. Peloton is a reminder that the picture gets more complicated as a business matures. Pricing can support revenue. Better margins can improve the economics of the business. A company can become more profitable with fewer subscribers. But eventually, the subscriber trend matters. Peloton has answered one big question: Can the company become profitable again? Now the question is whether that stronger financial foundation can support a return to recurring revenue growth. Peloton won't be the only subscription business facing that test. Sources. Reported by: Subscription Insider Editorial Team News, market data, and regulatory updates to stay current on the companies, regulations, technology, and market shifts shaping subscription, memberships, and recurring revenue. Your Weekly Briefing Join over 10,000 subscription professionals who get the Subscription Signals newsletter each week. One clear market signal, the news behind it, and what to watch next. Explore a Subscription Insider Membership Make better subscription business decisions with operational guidance, tools, and resources.