Accessibility StatementSkip Navigation New Advanced Editing Capabilities Expand GoPro's Powerful 360 Software Suite for Beginners and Pros Alike SAN MATEO, Calif., Sept. 25, 2025 /PRNewswire/ -- Today, GoPro (NASDAQ: GPRO) announced the public beta of the GoPro ReFrame plugin for DaVinci Resolve, adding another professional editing option to its robust software ecosystem of easy-to-use tools for viewing, editing and sharing 360 content. The plugin launches alongside the new MAX2 360 camera. MAX2 delivers ...

标普500指数 - 标普500指数下跌0.6% 收于5,123点[1] - 指数连续第二日下跌 市场情绪受挫[1] 科尔士百货公司 - 科尔士百货公司股价下跌23% 创2022年6月以来最大单日跌幅[1] - 公司第四季度营收下降7.2% 至62亿美元[1] - 可比销售额下降4.3% 业绩未达市场预期[1] GoPro公司 - GoPro公司股价上涨4.5% 表现优于大盘[1] - 公司宣布新的股票回购计划 规模达5,000万美元[1] Tilray公司 - Tilray公司股价下跌5.2% 延续近期跌势[1] - 公司大麻业务收入下降12% 至4,300万美元[1]

行业核心观点 - 音频视频制作行业受益于4K、8K和沉浸式音频格式等尖端技术投资，推动新设备需求增长 [1][4] - 行业面临全球宏观经济不确定性、贸易紧张和通胀压力，可能抑制消费者支出 [2][6] - 行业在过去一年表现强劲，价格涨幅达50.8%，超越标普500指数的18.8%和消费品行业的20.5% [11] 行业增长驱动力 - 流媒体或OTT平台的兴起推动了对高分辨率视觉和音频体验的需求，消费者和企业寻求在家中重现影院氛围 [4] - 来自唱片公司、电视制作商和广告商对高端娱乐的需求上升，以及更直接的面向消费者、以订阅为中心的模式促进盈利增长 [5] - 行业参与者通过增加对直接面向消费者销售渠道的关注而获益 [1] 行业挑战与风险 - 美国音频视频系统制造商面临来自中国、越南和墨西哥等国的低价设备进口商的激烈竞争，导致价格战和利润率收缩 [2][7] - 供应链中断导致关键硬件组件短缺，以及不同组件商品定价的波动影响近期收入 [6] - 在线获取录音设备和互联网分销渠道的便利性对行业参与者构成额外阻力 [2] 行业估值与排名 - 行业当前远期12个月市盈率为24.36倍，高于标普500指数的23.59倍和消费品行业的20.17倍 [14] - 行业Zacks排名为第103位，位列所有246个行业中的前42%，表明近期前景光明 [8][9] - 在过去五年中，行业市盈率交易区间为高位24.36倍，低位15.8倍，中位数为18.41倍 [14] 重点公司：Sonos - Sonos业绩受益于便携式和组件销售强于预期，以及在地理覆盖范围的扩大 [19] - 公司频繁进行产品创新，在2025财年第三季度推出了Arc Ultra的AI语音增强功能和Sonos Ace的先进自适应降噪功能 [19] - Sonos已将大部分美国市场产品的生产从中国转移到越南和马来西亚，以限制中国关税影响，并预计第四季度收入为2.6亿至2.9亿美元，同比增长2%至14% [20][21] 重点公司：Dolby Laboratories - Dolby在其Dolby Atmos和Dolby Vision技术的创作者、分销商和设备OEM生态系统中保持强劲参与度，并推出了下一代画质创新技术Dolby Vision 2 [23] - 公司正扩展汽车市场业务，全球30个领先汽车品牌已实施或宣布计划集成Dolby Atmos音响，数量是上一年的两倍 [24] - Dolby Atmos、Dolby Vision及其成像专利在过去四年以约20%的复合年增长率增长，公司目标未来增长区间为15%至25% [25] 重点公司：GoPro - GoPro通过产品发布、订阅收入扩张以及广泛的成本控制措施实现增长，预计2025年下半年推出的多样化硬件和软件产品将推动收入恢复增长和盈利 [29] - 公司预计2025年第三季度运营费用为6000万美元（±100万美元），同比下降34%，2025年全年运营费用预计在2.4亿至2.5亿美元之间，较2024年下降超过1亿美元或30% [29] - GoPro推出新计划，允许国内订阅者通过贡献其云端视频内容来训练第三方AI模型以实现变现，订阅者将获得GoPro代表其产生的许可收入的50% [31]

股价表现 - 周一交易日GoPro股价大幅上涨19% 远超标普500指数0.4%的涨幅 [1] - 股价上涨直接受入选权威企业名单的新闻驱动 [1] 企业荣誉 - GoPro入选《新闻周刊》2025年度全球最值得信赖公司千强榜单 [2] - 公司在"家电与电子"类别33家企业中排名第5 [2] - 这是GoPro连续第二年入选该权威榜单 [4] 评选机制 - 榜单基于对20个国家65,000人的独立调查 [4] - 共收集200,000份企业评估 涵盖客户/投资者/员工三个维度的信任度指标 [4] 公司表态 - 创始人兼CEO强调该荣誉体现对产品质量、创新和客户服务的承诺 [5] - 公司通过新闻稿主动宣传此项成就 [4] 行业背景 - GoPro被归类为迷因股 股价易受新闻事件影响出现剧烈波动 [5] - 媒体荣誉虽属积极进展 但投资者更应关注企业基本面表现 [5]

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Past performance is not an indicator of future performance. This post is illustrative and educational ...

SAN MATEO, Calif. , Sept. 22, 2025 /PRNewswire/ -- Today, GoPro (NASDAQ: GPRO) announced its inclusion in Newsweek's World's Most Trustworthy Companies list for the second year in a row. ...

Wearable video camera maker GoPro (NASDAQ:GPRO) enables adventurous content creators to capture exciting moments of their lives. ...

Key Points GoPro won a 2025 technical Emmy Award for its real-time 360-degree video stitching technology. Over 125,000 hours of video content were opted into GoPro's AI licensing program within its first month. GoPro issued 11.1 million new shares via warrants, raising approximately $29 million to boost its dwindling cash reserves. 10 stocks we like better than GoPro › GoPro (NASDAQ: GPRO) investors are having a great week. In the pre-market hours of Friday morning, the camera maker's stock was up ...

Accessibility StatementSkip Navigation Marks the Company's Third Emmy® Award Recognized for Innovation in 360 Hardware and Software at the 76 Annual Technology and Engineering Emmy® Awards GoPro Wins Emmy® Award for 360 Technology from the National Academy of Television Arts & Sciences. This is GoPro's third Emmy® Award win. "This Emmy® award recognizes GoPro's pioneering and ongoing commitment to innovation in 360 hardware and software," said Nicholas Woodman, GoPro's Founder and CEO. "I'm proud of the Go ...

I covered GoPro, Inc. (NASDAQ: GPRO ) on July 24, 2025 . The stock had been on a strong rally. To me, it seemed the rally was more due to being a meme stock than anything theAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business ...