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Peloton10-Q: Supplier concentration

Peloton flags reliance on a limited number of suppliers and contract manufacturers in Taiwan

What happened

The company explicitly states its reliance on a small group of suppliers and manufacturers, with manufacturing agreements in Taiwan.

Source

SEC EDGARMay 7, 2026

Quarterly report (Form 10-Q)

Peloton 10-Q

Filing excerpt

our reliance on a limited number of suppliers, contract manufacturers, and logistics partners for our Connected Fitness Products (as defined below);

sec.gov/Archives/edgar/data/1639825/000163982526000022/pton-20260331.htmRead the full source

Other signals in this filing (6)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 7, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1639825
Accession number
0001639825-26-000022
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Regions named

  • Taiwan

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/0d7509ab-b583-41ee-88f0-6ca2d48897c5 returns this record as JSON. POST /v1/companies/enrich returns every signal for onepeloton.com.

{
  "signal_id": "0d7509ab-b583-41ee-88f0-6ca2d48897c5",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-05-12T09:24:56.451+00:00",
  "company": {
    "name": "Peloton",
    "domain": "onepeloton.com"
  },
  "data": {
    "detail": "The company explicitly states its reliance on a small group of suppliers and manufacturers, with manufacturing agreements in Taiwan. This dependency creates significant supply chain risk, opening opportunities for vendors offering supply chain visibility, risk mitigation, or diversification solutions.",
    "summary": "Peloton flags reliance on a limited number of suppliers and contract manufacturers in Taiwan",
    "excerpts": "our reliance on a limited number of suppliers, contract manufacturers, and logistics partners for our Connected Fitness Products (as defined below);",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1639825/000163982526000022/pton-20260331.htm",
    "filing_date": "2026-05-07",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "regions_mentioned": [
      "Taiwan"
    ]
  }
}

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