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SONO as of Oct 31 · 12:47 ET
SONONasdaqHousehold Audio & Video Equipment

Sonos Inc · Brief

Next report

4 days

Nov 4 · after closeest.Q4 FY26
Earnings

Expected move

Inputs

Implied vs realized

8 reportsHistory
1 of 8≥ implied
avg implied
±12.6%
avg realized
±6.1%
Nov 13 '24±14.5%▼−2.34%×0.16
Feb 6 '25±11.8%▲+5.19%×0.44
May 7 '25±13.5%▲+9.70%×0.72
Aug 6 '25±12.9%▼−0.63%×0.05
Nov 5 '25±13.4%▲+1.40%×0.10
Feb 3 '26±10.9%▲+6.36%×0.58
Q2 FY26±11.5%▼−5.78%×0.50
Q3 FY26±12.3%▼−17.64%×1.44
quarterimplied−20%0+20%realized×
Q3 FY26±12.3%▼−17.64%×1.44
Q2 FY26±11.5%▼−5.78%×0.50
Feb '26±10.9%▲+6.36%×0.58
Nov '25±13.4%▲+1.40%×0.10
Aug '25±12.9%▼−0.63%×0.05
May '25±13.5%▲+9.70%×0.72
2 older reports
Feb '25±11.8%▲+5.19%×0.44
Nov '24±14.5%▼−2.34%×0.16
Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 4 report · est.

Bull2 of 4

5disclosed supplier and customer ties in SEC filingsSEC filings
308managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

4 of 25of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26
14.00%of revenue from the largest disclosed customer, Best BuySEC filings
AI captions · Sep 28 '26once per report · top 2 per case

Linked exposure

SONO report session

Suppliers 3

SWKSSkyworks Solutions×0.30AMZNAmazon Web Services ("AWS")×0.22DLBDolby Laboratories×0.21

Customers 1

BBYBest Buy×0.33
× = co-movement · max 501dSource: SEC filings · market data

Latest changes

30 daysAll changes
Oct 21impliedImplied move: ±10.9% into Nov 4 earnings (Oct 21 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.