Sonos, Inc.: Mixed — EPS $0.04, Revenue $344.44M
Mixed ResultQ4 2026 · After-market
Did Sonos, Inc. (SONO) beat earnings today?
It was a mixed report for Q4 2026 — Sonos, Inc. (SONO) beat on revenue but missed on EPS.
Earnings Per Share-20.00% surprise
$0.04Actual
Expected: $0.05
vs. year ago +166.7%
Total Revenue+1.21% surprise
$344.44MActual
Expected: $340.33M
vs. year ago +19.6%
Released Nov 10 · 4:01 PM ET
Earning Report
| Metric | Q4 FY2026 | Q4 FY2025 | YoY Change % |
|---|---|---|---|
| Revenue | $344.44M | $287.90M | +20.0 |
| Revenue detail — reported lines | |||
| └─Sonos speakers | $247.54M | $206.48M | +19.9 |
| └─Sonos system products | $77.05M | $65.24M | +18.1 |
| └─Partner products and other revenue | $19.85M | $16.18M | +22.7 |
| └─Americas | $224.76M | $191.90M | +17.1 |
| └─Europe, Middle East and Africa | $95.86M | $77.53M | +23.6 |
| └─Asia Pacific | $23.83M | $18.47M | +29.0 |
| GAAP Basic EPS | $(0.04) | $(0.31) | - |
| GAAP Diluted EPS | $(0.04) | $(0.31) | - |
| Non-GAAP Diluted EPS | $0.04 | $(0.06) | - |
| Net Loss | $(5,164K) | $(37,858K) | - |
| Non-GAAP Net Income | $4.76M | $(6,785K) | - |
Business Highlights
- ➤Brought five new products to market during fiscal 2026.
- ➤Advanced the system strategy, with each product improving customers’ existing Sonos products.
- ➤Highlighted Sonos 27 as strengthening the connected system over time.
- ➤Completed the prior $150M common-stock repurchase program in Q4.
- ➤Board authorized a new common-stock repurchase program of up to $150M.
- ➤Repurchased 2.2 million shares during the fourth quarter.
- ➤Sonos serves more than 17 million households across over 60 countries.
- ➤Portfolio spans home-theater speakers, components, plug-in and portable speakers, and headphones.
Management Commentary
Tom Conrad, Chief Executive Officer of Sonos
“We said Fiscal 2026 would be the year Sonos returned to growth, and we delivered. We grew in every region, delivered meaningfully higher profitability, and brought five new products to market. Underneath it all, the system strategy is working - every product improves those our customers already own, and with Sonos 27, that will keep getting stronger every year.”
Saori Casey, Chief Financial Officer of Sonos
“Fiscal 2026 demonstrated how much the earning power of Sonos has structurally improved. We grew revenue 7%, reduced Non-GAAP operating expenses 3% and grew Adjusted EBITDA 39% to $184 million, all while absorbing $56 million of higher memory costs. That’s the foundation we’re building on, and we’re actively managing the levers available to us to optimize our financial performance.”