Every material Form 8-K Sonos has filed with the SEC since January 13, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Sonos expanded its board from ten to eleven members and appointed Chris Shackelton, a Co-Founder and Managing Partner of Coliseum Capital Management, as a director effective immediately. The company also said CFO Saori Casey intends to retire, and she will stay in the role until a successor is appointed, with an executive search firm engaged to find one.
Chris Shackelton appointed to the Board effective July 28, 2026, as a Class II director with a term expiring at the 2029 Annual Meeting; he has no committee roles yet and is deemed independent under Nasdaq standards
Saori Casey, Chief Financial Officer, informed the company of her intent to retire, announced July 29, 2026
Casey will remain CFO until a successor is appointed and through a subsequent transition period; the company says the retirement is not the result of any dispute or disagreement
Sonos reported third-quarter fiscal 2026 results with revenue up 9% year over year to $375 million and GAAP net income of $30 million, compared with a loss in the prior-year quarter. GAAP results include $23.2 million of non-recurring tariff refunds, and the release provides no new guidance, which the company says it will give on its earnings call.
Revenue of $375 million, up 9% from $345 million a year earlier
GAAP diluted EPS of $0.25 versus a loss of $0.03; non-GAAP diluted EPS of $0.27, up 52%
Includes $23.2 million of IEEPA tariff refunds, which the company excludes from non-GAAP results
No guidance in the release; company will provide guidance on its July 29, 2026 call at 4:30 p.m. Eastern Time
Sonos reported fiscal second-quarter 2026 results for the quarter ended March 28, 2026, with revenue up 8% year over year to $282 million and a GAAP net loss that narrowed to $29 million, or $0.24 per diluted share. The company did not provide guidance and said it will give guidance on its earnings call. The filing also discloses a new Chief Operating Officer, Frank Barbieri, effective May 4, 2026, and that Eddie Lazarus is leaving his Business Development Officer role while remaining Chief Legal Officer.
Q2 revenue rose 8% to $282 million; first-half revenue rose 2% to $827 million
GAAP net loss of $29 million ($0.24 per diluted share) compared with a $70 million loss a year earlier
Adjusted EBITDA of $2 million in Q2 versus a loss of $0.8 million a year earlier; no guidance provided in the release
Frank Barbieri appointed COO effective May 4, 2026, with a $500,000 base salary and grants of about $1.5 million in RSUs and $1.5 million in PSUs; Eddie Lazarus steps down as Business Development Officer
Sonos reported first fiscal quarter 2026 results for the period ended December 27, 2025. Revenue was $546 million, down from $551 million a year earlier, while GAAP net income rose to $94 million from $50 million and Adjusted EBITDA rose to $132 million from $91 million. The company did not provide guidance in this release and said it will give guidance on its earnings call.
Revenue of $546 million versus $551 million in the prior-year quarter
GAAP diluted EPS of $0.75 versus $0.40; non-GAAP diluted EPS of $0.93 versus $0.68
Adjusted EBITDA of $132 million versus $91 million, which the company says is up 45%
No guidance in the release; company will provide guidance on its February 3, 2026 earnings call
On January 12, 2026, Sonos increased its Board from eight to ten members and appointed Carmine Arabia, Mandy Fields and Joe Kennedy as directors, effective immediately. The filing discloses no committee roles, and the Board determined all three are independent under Nasdaq standards, so the change adds board capacity rather than altering management.
Board expanded from eight to ten members; Arabia (Class II, term to 2026 annual meeting), Fields (Class III, to 2027) and Kennedy (Class I, to 2028) appointed effective immediately
No committee appointments made at this time
Each new director is to receive standard non-employee director compensation and a standard indemnification agreement
Arabia is VP of Devices at Meta; Fields is CFO of e.l.f. Beauty; Kennedy is a former Pandora CEO and President
Sonos reported fourth-quarter and fiscal 2025 results for the period ended September 27, 2025. Q4 revenue rose 13% year over year to $287.9 million and Adjusted EBITDA was $6.4 million, compared with negative $22.6 million a year earlier, while full-year revenue fell to $1,443.3 million from $1,518.1 million and the GAAP net loss widened to $61.1 million. The company did not provide guidance in the release and said it will do so on its earnings call.
Q4 revenue of $287.9 million, up from $255.4 million in the prior-year quarter
Q4 GAAP net loss narrowed to $37.9 million from $53.1 million; Q4 non-GAAP net loss was $6.8 million
Fiscal 2025 revenue of $1,443.3 million, down from $1,518.1 million; non-GAAP diluted EPS of $0.64 versus $0.49
No forward guidance in the release; company will provide guidance on its November 5, 2025 earnings call
Sonos reported third-quarter fiscal 2025 results, with revenue of $344.8 million, down from $397.1 million a year earlier, and a GAAP net loss of $3.4 million, compared with net income of $3.7 million in the prior-year quarter. The company said revenue was above the high end of its guidance range, but the filing does not state that range, and it did not provide new guidance in the release.
Revenue of $344.8 million vs. $397.1 million in the quarter ended June 29, 2024
GAAP net loss of $3.4 million, or $0.03 per diluted share, vs. net income of $3.7 million, or $0.03 per diluted share, a year earlier
Non-GAAP diluted EPS of $0.19 vs. $0.23 a year earlier; Adjusted EBITDA of $35.6 million vs. $48.9 million
Company will provide guidance on its earnings call on August 6, 2025, at 4:30 p.m. Eastern Time
Sonos's board appointed Tom Conrad as Chief Executive Officer and President effective immediately, ending his tenure as interim CEO that began January 13, 2025. Conrad's offer letter sets a $850,000 base salary, a 100% target bonus, a $750,000 fiscal 2025 performance bonus, and initial CEO equity awards with a grant date fair value of about $7,000,000. The filing does not report financial results, so the appointment's effect on shareholders depends on the strategy Conrad sets.
Appointed CEO and President effective immediately; he remains on the Board of Directors
Base salary $850,000; target bonus 100% of base salary, pro-rated for July 22, 2025 to September 27, 2025
Initial equity awards of about $7,000,000 granted July 22, 2025, split between restricted stock units and performance share units
Severance includes 24 months of salary continuation and 18 months of COBRA premium payments, with enhanced terms after a change of control
Sonos reported second-quarter fiscal 2025 results for the period ended March 29, 2025, with revenue of $259.8 million, up from $252.7 million a year earlier. The GAAP net loss was $70.1 million, or $0.58 per diluted share, compared with a loss of $69.7 million, or $0.56 per share, a year earlier. The company did not give guidance in the release and said it will provide it on the earnings call.
Revenue of $259.8 million vs. $252.7 million in the second quarter of fiscal 2024
GAAP net loss of $70.1 million, or $0.58 per diluted share; non-GAAP net loss of $21.7 million, or $0.18 per share
Adjusted EBITDA loss of $0.8 million vs. a loss of $33.6 million a year earlier
No guidance in the release; company will provide guidance on the May 7, 2025 earnings call
Sonos added Hugo Barra as a director effective April 7, 2025, and Michelangelo Volpi resigned from the Board and its Nominating and Corporate Governance Committee the same day. The filing says Volpi's resignation involved no disagreements with the company on its operations, policies or practices, and Barra has not yet been named to any board committee.
Hugo Barra appointed Class III director, term expiring at the 2027 Annual Meeting of Stockholders
Board determined Barra is independent under Nasdaq Listing Standards
Michelangelo Volpi resigned from the Board and Nominating and Corporate Governance Committee effective April 7, 2025
Board Chair Julius Genachowski called Volpi, a director for 15 years, a long-serving contributor
Sonos said Chief Commercial Officer Deirdre Findlay is resigning for personal reasons, effective March 3, 2025, and that there were no disagreements with the company that led to her departure. Under a transition agreement dated February 20, 2025, she will provide consulting services, including advice on marketing strategy, until May 18, 2025. The filing discloses no financial figures, and the change affects a senior commercial leadership role.
Deirdre Findlay, Chief Commercial Officer, informed Sonos on February 19, 2025 of her resignation.
Resignation takes effect March 3, 2025; she cites personal reasons.
Transition agreement signed February 20, 2025 runs the consulting period until May 18, 2025.
During consulting, her stock awards continue to vest and she receives subsidized COBRA coverage.
Sonos reported first quarter fiscal 2025 revenue of $551 million, down from $613 million a year earlier, and GAAP net income of $50.2 million, down from $80.9 million. The company also disclosed a reorganization and reduction in force affecting about 12% of employees, with expected restructuring charges of $15 million to $18 million, mostly in the second quarter. Shareholders face lower reported profit and a restructuring charge, and the company will provide guidance only on its earnings call.
Revenue of $551 million versus $613 million in the prior-year quarter; Americas revenue was $325 million versus $392 million
GAAP diluted EPS of $0.40 versus $0.64 a year earlier; non-GAAP diluted EPS of $0.64 versus $0.84
Expected restructuring and related charges of $15 million to $18 million, substantially all for employee severance and benefits, mostly in fiscal Q2 2025
No numerical guidance in the release; the company will provide guidance on its first quarter earnings call
Sonos said it is reorganizing and reducing its workforce by about 12%, with its interim CEO Tom Conrad citing about 200 eliminated positions. The company expects $15 million to $18 million in restructuring charges, mostly employee severance and benefits, largely in the fiscal second quarter of 2025, and says the changes are meant to improve its operating model and cost structure.
Reduction in force covers approximately 12% of employees; the CEO's letter cites about 200 positions eliminated
Estimated restructuring and related charges of $15 million to $18 million, substantially all severance and benefits
Charges expected to be incurred substantially in fiscal Q2 2025; actual amounts may differ materially
First quarter fiscal 2025 results to be released before market open on February 6, 2025, with a call at 4:15 p.m. Eastern Time
Sonos said on January 13, 2025 that it is eliminating the Chief Product Officer role, effective immediately, and informed Maxime Bouvat-Merlin of the change. He will stay on as an advisor to the Interim Chief Executive Officer for a mutually agreed transition period. The filing gives no financial figures, and the company describes the change as an elimination of the role rather than a stated performance reason.
Chief Product Officer role eliminated effective immediately, as of January 13, 2025
Maxime Bouvat-Merlin remains employed as an advisor to the Interim CEO for a transition period
The filing does not state the length of the transition period or any compensation terms
Filing signed January 14, 2025 by Chief Legal and Strategy Officer Eddie Lazarus
Sonos said CEO Patrick Spence will step down as CEO and board member effective January 13, 2025, and director Tom Conrad was appointed interim CEO and president. The company said the change is unrelated to its fiscal first quarter results, which will be reported February 6, 2025, and that it has begun a search for a permanent CEO.
Spence stays employed as an advisor through June 30, 2025, and receives a $1,875,000 cash severance payment and accelerated vesting of certain RSUs at that date, subject to a release of claims.
Conrad receives a monthly base salary of $175,000 and restricted stock units with a grant date value of $2.65 million, vesting monthly over his interim service.
Conrad stepped down as chair of the Compensation, People and Diversity & Inclusion Committee; Karen Boone was named chair and Julius Genachowski joined the committee.
Sonos is providing no update on fiscal first quarter results ahead of the February 6, 2025 report.
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