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01/11 03:08
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call presents a mixed outlook. While there are positives like proactive supply chain management and a share repurchase program, the EPS miss and vague guidance for 2025 introduce uncertainty. The Q&A further highlights concerns about declining subscribers and competition, with management avoiding precise revenue guidance. These factors balance each other out, leading to a neutral sentiment.
EPS Reported EPS is $-0.09, missing expectations of $-0.01.
Gross Margin Gross margin is expected to remain stable despite recent US tariff announcements due to proactive supply chain management.
Operating Expenses Operating expenses were right-sized during the quarter, although specific figures were not disclosed.
Operating Expenses: During the quarter, we took action to right-size operating expenses.
Supply Chain Management: We do not expect to materially impact our US consumer pricing or gross margin due to our proactive supply chain management.
Earnings Expectations: GoPro, Inc. reported an EPS of $-0.09, missing expectations of $-0.01.
Tariff Risks: Recent US tariff announcements on inbound goods may pose risks, but GoPro does not expect a material impact on US consumer pricing or gross margin due to proactive supply chain management.
Supply Chain Management: GoPro has diversified its manufacturing and sourcing, which mitigates potential risks from tariffs.
Operating Expenses: The company has taken action to right-size operating expenses, indicating a response to financial pressures.
Supply Chain Management: GoPro does not expect recent US tariff announcements to materially impact US consumer pricing or gross margin due to proactive supply chain management.
Operating Expenses: GoPro took action to right-size operating expenses during the quarter.
Q4 Results: Q4 results landed largely in line or slightly better than guidance.
Earnings Expectations: Reported EPS is $-0.09, missing expectations of $-0.01.
Share Repurchase Program: GoPro, Inc. announced a share repurchase program of $50 million, aimed at enhancing shareholder value.
The earnings call presents mixed signals. While there are positives like revenue growth, reduced operating expenses, and an optimistic 2026 outlook, there are concerns about tariff impacts, declining gross margins, and sell-through challenges. The Q&A reveals strategic decisions for future growth but lacks specific data, causing uncertainty. The absence of a new flagship product in Q4 2025 and competitive pressures add to the neutral sentiment. Overall, the near-term outlook is stable, but uncertainties prevent a strong positive or negative stance.
Despite some positive financial metrics, such as improved gross margins and reduced operating expenses, GoPro faces significant challenges. The expected revenue decline, increased tariff costs, and competition from China-based rivals present substantial risks. The Q&A reveals vague responses on consumer demand and competition, indicating uncertainties. The guidance for Q2 2025 shows a revenue decline and a net loss, which are likely to negatively impact the stock price. Given these factors, the sentiment is negative, with a potential stock price decrease between -2% to -8%.
The earnings call reveals several negative factors: a significant revenue guidance decline (22% YoY), ongoing competitive pressures, and macroeconomic challenges in Asia. Despite some positive aspects, like reduced operating expenses and increased gross margins, these are overshadowed by the EPS miss, legal issues, and lack of a share repurchase program. The Q&A section highlights management's vague responses and challenges in Asia. These factors, combined with the absence of a market cap for precise impact assessment, suggest a negative sentiment, predicting a stock price decline between -2% to -8%.
The earnings call presents a mixed outlook. While there are positives like proactive supply chain management and a share repurchase program, the EPS miss and vague guidance for 2025 introduce uncertainty. The Q&A further highlights concerns about declining subscribers and competition, with management avoiding precise revenue guidance. These factors balance each other out, leading to a neutral sentiment.
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