Q4 25 EPS
$-0.06
MISS 220.00%
Est. $0.05
Q4 25 Revenue
$287.9M
BEAT +4.38%
Est. $275.8M
vs S&P Since Q4 25
-29.6%
TRAILING MARKET
SONO -18.4% vs S&P +11.1%
Full Year 2025 Results
FY 25 EPS
$0.64
FY 25 Revenue
$1.44B
Market Reaction
Did SONO Beat Earnings? Q4 2025 Results
Sonos closed its fiscal fourth quarter with a revenue beat but a notable earnings miss, as ongoing restructuring costs clouded an otherwise improving top-line story. The premium audio company posted Q4 revenue of $287.90 million, up 12.7% year over y… Read more Sonos closed its fiscal fourth quarter with a revenue beat but a notable earnings miss, as ongoing restructuring costs clouded an otherwise improving top-line story. The premium audio company posted Q4 revenue of $287.90 million, up 12.7% year over year and near the high end of management's guidance, yet reported a non-GAAP loss per share of $0.06, falling well short of the $0.05 consensus estimate by 220.00%. The gap between operational progress and reported results traces directly to the transformation Sonos has been navigating, including a February 2025 restructuring that trimmed 12% of its workforce and generated $33.49 million in full-year charges. Speakers led the quarter with $206.48 million in category revenue, while the Americas contributed $191.90 million geographically. Despite the GAAP loss, adjusted EBITDA of $6.40 million exceeded guidance midpoint, signaling improving cost discipline. Looking ahead, Sonos guided fiscal Q1 2026 revenue between $510 million and $560 million, with CFO Saori Casey framing the path forward as a return to durable top-line growth balanced against continued profitability gains.
Key Takeaways
- • 13% year-over-year Q4 revenue growth near high end of guidance
- • Q4 Adjusted EBITDA of $6.4 million above midpoint of guidance
- • Sonos speakers drove Q4 revenue growth with $206.5 million
- • Transformation efforts yielding a leaner, more focused organization
- • Full-year Adjusted EBITDA grew significantly year over year to $132.3 million
- • Non-GAAP gross margin improved to 45.1% in Q4 from 41.0% a year ago
SONO YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
SONO Revenue by Segment
With YoY comparisons, source: SEC Filings
SONO Revenue by Geography
With YoY comparisons, source: SEC Filings
“Q4 marked a strong finish to a transitional year for Sonos. We restored the quality of our software, strengthened our leadership team, and refocused on the areas where we're truly differentiated. As we turn the page on a new chapter and lay the foundation for our next phase of growth, our strategy is clear: to unite every dimension of sound – through world-class hardware, software, and design – into one seamless platform for the home.”
— Tom Conrad, Q4 2025 Earnings Press Release
SONO Earnings Trends
SONO vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SONO EPS Trend
Earnings per share: estimate vs actual
SONO Revenue Trend
Quarterly revenue: estimate vs actual
SONO Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 MISS | $0.01 | $-0.02 | -300.00% | $281.5M | +5.16% |
| Q1 26 BEAT | $0.68 | $0.93 | +36.76% | $545.7M | +1.63% |
| Q4 25 MISS FY | $0.05 | $-0.06 | -220.00% | $287.9M | +4.38% |
| FY Full Year | — | $0.64 | — | $1.44B | — |
| Q3 25 BEAT | $0.15 | $0.19 | +26.67% | $344.8M | +6.13% |
| Q2 25 MISS | $-0.16 | $-0.18 | -12.50% | $259.8M | +2.23% |