secwatch.observer — SEC 8-K summary
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Issuer:     Sonos Inc (SONO)
CIK:        0001314727
Form:       8-K
Filed at:   2026-11-10T21:23:42+00:00
Accession:  0001314727-26-000105
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Sonos FY2026 revenue rises 7% to $1.547B; Q4 revenue up 20%, adjusted EBITDA up 39%, new $150M buyback
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- FY2026 revenue $1,547M (+7% YoY); GAAP net income $90M, up $151M YoY; GAAP diluted EPS $0.73, up $1.24 YoY; Non-GAAP EPS $1.23 (+92%).
- Q4 revenue $344M (+20% YoY); GAAP net loss narrowed $33M to ($5)M, or ($0.04) per diluted share; Non-GAAP EPS $0.04; Adjusted EBITDA flat at $6M.
- FY2026 Adjusted EBITDA $184M (+39%) despite $56M higher memory costs; Non-GAAP operating expenses cut 3%; free cash flow $123M (+14%).
- Board authorized a new $150M repurchase program with no expiration, after completing the prior $150M program in Q4; FY2026 total returned $130M via 8.2M shares.
- CEO Tom Conrad cites growth in every region and five new products; CFO Saori Casey says guidance will be provided on the Nov. 10, 2026 earnings call.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1314727/000131472726000105/0001314727-26-000105-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1314727/000131472726000105/sono-20261110.htm
  HTML page:      https://secwatch.observer/filing/0001314727-26-000105

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