Sonos, Inc. (SONO) is scheduled to report fourth-quarter fiscal 2024 results on Nov. 13.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.For the quarter, SONO anticipates revenues between $240 million and $260 million. The Zacks Consensus Estimate for revenues is pegged at $252.7 million, indicating a decrease of 17.2% from the year-ago reported number. The consensus estimate for the bottom line is pegged at a loss of 22 cents compared with a loss of 7 cents reported in the prior yea ...

The upcoming report from Sonos (SONO) is expected to reveal quarterly loss of $0.22 per share, indicating a decline of 214.3% compared to the year-ago period. Analysts forecast revenues of $252.67 million, representing a decrease of 17.2% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a company announces its earnings, it ...

Sonos, Inc. (SONO) has made seven new commitments based on an internal review of its May app release, ensuring it continues to deliver the best wireless audio systems and that customers enjoy the quality for which the brand is known. Many of these efforts are already in progress, with additional measures set to be rolled out over the rest of the year. The company introduced an extensive redesign for its Sonos app to improve streaming in May 2024. However, the launch didn't go as planned, as some bugs were n ...

文章核心观点 - 公司在推出新产品时,过度关注获取新客户而忽视了现有忠实用户,导致了软件版本存在大量bug,造成了收入损失和裁员 [1] - 公司随后推出了一系列措施来修复关系,包括任命质量监督员、成立客户咨询委员会、延长产品质保期等 [2][3][4] - 公司表示已经恢复了80%以上被移除的功能,未来几周内将完全恢复,并承诺将定期发布软件更新优化用户体验 [4][5] 公司相关 - 公司在5月份推出的应用程序更新存在大量bug,导致收入损失和裁员100多人,后续产品发布也受到延迟 [1] - 公司任命了一名"质量监督员",作为员工和管理层之间的联络人,向董事会汇报并每半年发布透明度报告 [2] - 公司成立了"客户咨询委员会",让用户就软件和产品提供反馈意见,以帮助公司在发布前改进 [3] - 公司延长了家庭影院产品和扬声器的制造商质保期一年,作为表示诚意的举措 [3] - 公司表示已经恢复了80%以上被移除的功能,未来几周内将完全恢复,并承诺将定期发布软件更新优化用户体验 [4][5] - 公司CEO表示,修复应用程序是当前的首要任务,并承诺要重新赢得用户的信任 [5] 行业相关 - 公司的这次应用程序重启将成为商学院的一个警示案例,说明了公司在推出新产品时不应过度关注获取新客户而忽视现有用户 [1]

A month has gone by since the last earnings report for Sonos (SONO) . Shares have added about 1.4% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Sonos due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Sonos Q3 Earnings & Revenues Beat Estimates Sonos reported t ...

Sonos, Inc. (SONO) , in collaboration with Sporty & Rich, has launched Sonos Ace x Sporty & Rich Limited Edition headphones. These headphones are exclusively available for $449 on the Sporty & Rich website and at their NYC flagship location. During the peak of the tenniscore trend, major tennis tournaments have evolved into cultural events where celebrities and influencers showcase the latest fashion, a shift fully embraced by luxury brands. Emily Oberg, founder of Sporty & Rich, was seen incorporating Sono ...

公司裁员情况 - Sonos已裁员100名员工这一裁员人数占公司的6%14个月前该公司曾削减1800名员工中的7%[1][2] 公司CEO表态 - 公司CEO称裁员是艰难但必要的举措以确保对产品路线图持续有意义的投资助力公司长期成功[2] - 公司CEO表示继续致力于应用恢复和取悦客户这一行动不会影响履行承诺目前专注于离职员工并确保他们得到所需支持[3] 公司应用问题 - 大约一周前公司CEO在财报电话会议上谈到公司移动应用的持续问题修复问题将花费公司约2000万到3000万美元[3] - 公司已确定关键漏洞有修复计划并在改进流程和人员配置以确保成功执行行动计划[4] - 公司应用重新设计饱受诟病这一情况给公司带来巨大麻烦导致公司CEO在5月向客户写公开信道歉[4] - 公开信中提到公司全体员工都因让客户失望而痛苦修复应用是公司的首要任务并列出了修复时间表直至今年10月[5]

- 11 11 I T I i P 1 1 I l 11 T I Lukasz Kochanek Amid plenty of pessimism this year, shares of Sonos (NASDAQ:SONO) have continued a relentless year-long tumble, and declines steepened after the premium audio company reported fiscal Q3 (June quarter) results. Q3 was supposed to feature the success of Sonos' new headphone product, Ace: but instead, the results were overshadowed by a guidance cut, prompted by severe glitches in the new and redesigned Sonos app. Year to date, shares of Sonos are now down nearly ...

文章核心观点 - 索诺斯(Sonos)公司下调了全年收入指引,并推迟了两款新产品的发布,原因是公司新推出的应用程序存在bug,需要全力解决这一问题 [1][2][3] - 公司第三季度业绩超预期,但被应用程序问题所掩盖 [2][4] 公司业绩 - 公司第三季度每股收益为0.03美元,去年同期为每股亏损0.18美元,收入为3.971亿美元,均超出预期 [4] - 公司下调了全年收入指引,预计全年收入将在15亿-15.2亿美元之间,此前指引为16亿-17亿美元 [3] 产品发展 - 公司推迟了两款原定在第四季度发布的重要新产品,将全力解决应用程序存在的问题 [3] - 公司新推出的Ace耳机销售表现良好,带动了第三季度业绩的超预期 [2]

盈利情况 - Sonos公司2024财年第三季度非GAAP每股收益为23美分上年同期为16美分GAAP基础上本季度收益为3美分上年同期亏损18美分Zacks共识估计为19美分[1] - 非GAAP调整后营业收入为3840万美元上年同期为2360万美元调整后EBITDA总计4890万美元上年为3430万美元[7] 营收情况 - 季度营收同比增长6%至3.971亿美元主要受益于本季度初Sonos Ace耳机的推出营收超出Zacks共识估计1%[2] - Sonos扬声器营收3.011亿美元同比增长3.9%共识估计为2.89亿美元Sonos系统产品营收7520万美元同比增长17.1%共识估计为5700万美元合作伙伴产品及其他营收2090万美元同比增长7.5%共识估计为4903万美元[4] - 美洲营收2.646亿美元同比增长5.2%欧洲中东和非洲营收1.109亿美元增长5.3%亚太地区营收2160万美元同比增长31.7%[5] - 公司预计2024财年第四季度营收在2.4亿至2.6亿美元之间全年营收预计在15.03亿至15.23亿美元之间[10][11] 其他运营情况 - 非GAAP毛利润为1.933亿美元同比增长11.6%非GAAP毛利率因库存管理改善提高230个基点至48.7%总运营费用为1.79亿美元低于上年同期的1.93亿美元[6] 现金流与流动性 - 2024财年第三季度运营使用现金6350万美元自由现金流出4030万美元截至6月29日现金及现金等价物为2.271亿美元较3月30日的2.916亿美元减少公司本季度通过股票回购向股东返还5250万美元当前2亿美元回购授权下还剩7100万美元股票可回购[8] 业务调整 - 4月推出的应用程序重新设计执行不力出现未检测到的漏洞影响客户体验并导致两个新产品发布延迟[3] - 由于新应用推出遇挑战公司修订2024财年第四季度预期营收受应用问题和产品推迟发布影响GAAP毛利率预计降至40% - 42%调整后EBITDA第四季度预计亏损1400万 - 3700万美元[9][10]