Sonos (NasdaqGS:SONO) Q4 2025 Earnings Call November 05, 2025 08:30 AM ET Speaker4Thank you for standing by. My name is Kayla and I will be your conference operator today. At this time I'd like to welcome everyone to this 60 minute Sonos fourth quarter and fiscal 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the Speaker's remarks, there will be a question and answer session. If you'd like to ask a question during this time, simply press STAR followe ...

The Power of the Sonos System Investor Presentation November 2025 The Power of the Sonos System Era 100 Era 300 Sonos Ace Arc Ultra Sub 4 Era 100 Roam 2 Move 2 Sonos and Sonance Amp Amp Sonos and Sonance Sonos and Sonance Forward-looking Statements This presentation contains forward-looking statements that involve risks and uncertainties. These forward-looking statements include statements regarding our outlook for the fiscal quarter ending December 27, 2025; our long-term outlook; our long-term focus, fina ...

公司业绩预告 - Sonos预计第三季度营收在3.1亿至3.4亿美元之间 环比增长19-31% 但同比下降14-22% [2] - 市场普遍预期营收为3.19亿美元 同比下降19.7% [2] - 每股收益预期为0.09美元 低于去年同期的0.23美元 [3][10] 业绩影响因素 - 便携式音频产品面临周期性压力和高度促销环境 [4] - 全球供应链受关税和监管压力影响 第三季度关税相关费用预计低于300万美元 [5] - 供应链中断 消费者信心不足 金融市场波动和可支配支出减少对业绩造成负面影响 [6] - 非GAAP运营费用预计1.35-1.4亿美元 同比下降10-13% [7] 积极因素 - Sonos Ace耳机推出进入高利润个人音频市场 [8] - Arc Ultra和Sub 4等旗舰产品需求持续强劲 [11] - Era 100 Pro进入商业音频市场 开辟新收入来源 [12] - Era 100音箱降价至200美元以下以吸引新用户 [12] - 直接面向消费者计划 扩大合作伙伴生态系统和亚洲市场扩张 [13] 财务指标 - GAAP毛利率预计43-45% 非GAAP毛利率45.2-47% [7] - 调整后EBITDA预计1200-3700万美元 [7] - 过去一年股价下跌13.8% 落后于行业44%的涨幅 [3] 其他公司业绩 - Emerson Electric预计第三季度每股收益1.51美元 同比增长5.6% [16] - Axon Enterprise预计第二季度营收6.43亿美元 每股收益1.54美元 [17] - Primoris Services预计第二季度营收16.8亿美元 同比增长7.7% [18]