Sonos (SONO) reported fiscal fourth-quarter revenue of $344.4 million, up 20% from a year earlier, while its GAAP net loss narrowed to $5.2 million from $37.9 million. GAAP diluted loss per share was $0.04, compared with a $0.31 loss per share a year earlier.
For fiscal 2026, Sonos reported revenue of $1.547 billion, up 7%, and GAAP net income of $89.6 million, compared with a net loss of $61.1 million in fiscal 2025.
- Fourth-quarter GAAP gross margin was 46.1%, versus 43.7% a year earlier.
- Fiscal-year GAAP diluted EPS was $0.73, compared with a loss of $0.51 per share in fiscal 2025.
- The company repurchased $35 million of shares in the fourth quarter and $130 million during fiscal 2026.
- Sonos authorized a new common-stock repurchase program of up to $150 million.
- Fiscal 2026 operating cash flow was $144.7 million, while free cash flow was $122.9 million.
$SONO Insider Trading Activity
$SONO insiders have traded $SONO stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $SONO stock by insiders over the last 6 months:
- KAREN BOONE has made 0 purchases and 2 sales selling 46,766 shares for an estimated $847,636.
- JULIUS GENACHOWSKI has made 0 purchases and 2 sales selling 39,710 shares for an estimated $665,142.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$SONO Hedge Fund Activity
We have seen 153 institutional investors add shares of $SONO stock to their portfolio, and 148 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,952,909 shares (+inf%) to their portfolio in Q2 2026, for an estimated $26,422,858
- JPMORGAN CHASE & CO added 1,236,050 shares (+inf%) to their portfolio in Q2 2026, for an estimated $16,723,756
- FRANKLIN RESOURCES INC removed 1,016,891 shares (-75.1%) from their portfolio in Q2 2026, for an estimated $13,758,535
- RENAISSANCE TECHNOLOGIES LLC removed 878,701 shares (-51.5%) from their portfolio in Q2 2026, for an estimated $11,888,824
- TWO SEAS CAPITAL LP removed 710,612 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $12,712,848
- NORGES BANK removed 703,700 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $9,521,061
- BLACKROCK, INC. added 679,084 shares (+3.8%) to their portfolio in Q2 2026, for an estimated $9,188,006
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
