SONO at a glance
Sonos Inc (SONO, SEC CIK 1314727) filed its latest 10-K annual report on November 14, 2025, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 27, 2025 (FY2025), Sonos Inc (SONO) reported revenue of $1.4 billion (down 4.9% from FY2024) and a net loss of $61.1 million. Diluted EPS was -$0.51.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Sonos Inc (SONO) shares worth $762.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Boone Karen on September 25, 2026 of 31,766 shares at $18.12 per share.
- In the last 90 days, SONO insiders reported 0 open-market purchases ($0) and 5 open-market sales ($1.7M) on Form 4, a net sale of $1.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.4B
- −4.9% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$1.7M
- 13F holders
- 33 funds
- $762.4M · +1 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 27, 2025
Business Overview
- Core business: premium multi-room wireless audio platform integrating hardware, software, and streaming services across home sound systems
- New products introduced: Arc Ultra soundbar, Sub (Gen 4) subwoofer, Era 100 Pro speaker, and Ace headphones in fiscal 2025
- Strategic shift: leadership change in July 2025 with CEO Tom Conrad focusing on software improvements, operational efficiency, and premium customer experience
- Quantitative metrics: 17.1 million households served, 53.4 million products registered, average 3.13 products per household; workforce reduced by ~18% over two restructuring plans
- Noteworthy fact: Initiated exit of a contract manufacturing partnership in Q3 fiscal 2025 to consolidate supply chain, expected completion by Q2 fiscal 2026
Risk Factors
- Legal risk Patent infringement lawsuits vs Google including ITC complaints filed 2020, risk of counterclaims and costly litigation
- Macroeconomic risk Global recession and inflation pressures affecting discretionary spending on Sonos products considered non-essential
- Operational risk May 2024 Sonos app redesign caused missing features, customer complaints, delayed product launches, and hurt Q4 2024 sales
- Competitive risk Intense competition from Samsung, Apple, Amazon, Bose with aggressive pricing and AI tech incorporation pressure
- Financial risk Accumulated deficit $112.1M as of Sept 2025, with net losses increasing to $61.1M in fiscal 2025
Management Discussion & Analysis
- Revenue derived mainly from Sonos speakers and system products; no fiscal 2025 revenue or YoY change disclosed
- No operating margin or profitability figures provided in the section
- Best and worst performing segments not specified with financial data
- Management notes no material change in revenue recognition estimates or assumptions in fiscal 2025; full valuation allowance on U.S. deferred tax assets maintained
AI summary of the SONO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Risk Factors
- Equity concentration risk: $34.698 million remaining under the $150.0 million repurchase authorization
- Insider trading risk: Director Karen Boone’s Rule 10b5-1 plan covers up to 56,766 shares through June 7, 2027
AI summary of the SONO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Sonos reported fiscal Q3 2026 results for the quarter ended June 27, 2026
- Press release furnished as Exhibit 99.1 contains the financial results and management commentary
Item 7.01: Regulation FD Disclosure
- Sonos announced Mr. Shackelton’s appointment, signaling a leadership change investors should assess for strategic implications
- Exhibit 99.1 contains the substantive appointment details and is incorporated by reference
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from 10 to 11 directors with Chris Shackelton appointed to a Class II term through the 2029 annual meeting
- Coliseum Capital co-founder and multi-board director adds investor-oriented governance experience
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results covered quarter ended March 28, 2026
- Sonos furnished the earnings press release as Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Frank Barbieri appointed COO effective May 4, 2026, adding Walmart content, media, gaming, and direct-to-consumer leadership experience
- Base salary $500,000 with target annual cash incentive of 65% of base salary
AI summaries of SONO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SONO
Don't miss the next SONO filing
- Alerts as it files. A push when SONO files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SONO, by share count.
- Ask anything. An AI agent that reads every SONO filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Boone Karen | M | Sep 25, 2026 | 31,766 | $13.56 |
| Boone Karen | Sell | Sep 25, 2026 | 31,766 | $18.12 |
| Boone Karen | Sell | Sep 25, 2026 | 15,000 | $18.13 |
| Boone Karen | M | Sep 25, 2026 | 31,766 | - |
| Boone Karen | Sell | Sep 1, 2026 | 10,000 | $15.39 |
| Casey Saori | M | Aug 14, 2026 | 24,875 | - |
| Casey Saori | M | Aug 14, 2026 | 46,565 | - |
| Casey Saori | M | Aug 14, 2026 | 21,690 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.7B | $1.5B | $1.4B |
| Gross Profit | - | $689.4M | $630.5M |
| Operating Income | - | -$48.0M | -$50.5M |
| Net Income | - | -$38.1M | -$61.1M |
| Gross Margin | - | 45.4% | 43.7% |
| Op. Margin | - | -3.2% | -3.5% |
| Net Margin | - | -2.5% | -4.2% |
| Balance Sheet | |||
| Total Assets | $1.0B | $916.3M | $823.3M |
| Equity | $518.7M | $428.6M | $355.2M |
| ROE | - | -8.9% | -17.2% |
| Per Share | |||
| EPS | - | $-0.31 | $-0.51 |
| Cash Flow | |||
| Operating CF | - | $189.9M | $136.9M |
| CapEx | $50.3M | - | - |
Source: XBRL data in Sonos Inc (SONO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SONO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $762.4M |
| Q1 2026 | 32 | $749.2M |
| Q4 2025 | 30 | $927.5M |
| Q3 2025 | 31 | $837.4M |
| Q2 2025 | 30 | $545.6M |
| Q1 2025 | 24 | $354.6M |
| Q4 2024 | 20 | $430.2M |
| Q3 2024 | 18 | $188.2M |
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- AQR Capital Management+410.8K (+39%)
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- Franklin Resources−1.02M (-75%)
- Renaissance Technologies LLC−878.7K (-51%)
- Millennium Management−514.2K (-81%)
- D.E. Shaw & Co−507.9K (-74%)
- Bank of America Corp−219.1K (-18%)
- Mangrove Partners+16.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 218 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SONO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| SC 13D | Aug 3, 2026 | - | - | |
| 4 | Jul 30, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 27, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 10-Q | May 5, 2026 | Mar 28, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Mar 17, 2026 | - | - | - |
| 8-K | Mar 11, 2026 | - | Analysis | - |
| 4 | Mar 11, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
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SONO SEC filings: frequently asked questions
Are SONO insiders buying or selling?
In the last 90 days, Sonos Inc (SONO) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $1.7 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SONO stock?
As of June 30, 2026, the largest Sonos Inc (SONO) holders among the 13F filers tracked by SignalX were BlackRock ($248.1 million), Vanguard Portfolio Management LLC ($124.3 million), Vanguard Capital Management LLC ($69.7 million), State Street Corp ($64.8 million), Dimensional Fund Advisors ($35.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SONO's revenue in fiscal year 2025?
For the fiscal year ended September 27, 2025 (FY2025), Sonos Inc (SONO) reported revenue of $1.4 billion (down 4.9% from FY2024) and a net loss of $61.1 million. Diluted EPS was -$0.51. The figures come from the XBRL data in the 10-K.
What are the main risks in SONO's latest 10-K?
In the 10-K filed November 14, 2025, Sonos Inc (SONO) flagged: Legal risk Patent infringement lawsuits vs Google including ITC complaints filed 2020, risk of counterclaims and costly litigation. Macroeconomic risk Global recession and inflation pressures affecting discretionary spending on Sonos products considered non-essential. (AI summary of the Risk Factors section.)
What did SONO report in its latest 8-K?
Sonos Inc (SONO) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Sonos reported fiscal Q3 2026 results for the quarter ended June 27, 2026.
What are the latest SONO SEC filings?
Sonos Inc (SONO) filed its latest 10-K annual report on November 14, 2025, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on September 28, 2026.
What is SONO's SEC CIK number?
Sonos Inc (SONO)'s SEC Central Index Key (CIK) is 1314727. EDGAR lists every SONO filing under that number.
Ask anything about SONO
The research agent reads SONO's filings, financials, insider trades and 13F holders, then answers with sources.