Sonos CEO sees ‘lull’ in new hardware releases over ‘next couple of quarters’

On the company’s earnings conference call, Sonos (SONO) President and CEO Thomas Conrad stated: “I continue to think that a cadence of 2 new products a year is an excellent outcome for Sonos and its customers. And so there’s really no change in our ambition in that regard. I will say, though, that we are, as you know, in the process of navigating tremendous reinvention here at Sonos and it takes time to drive change. And the beauty of software is that you have shorter lead times and the benefits of upgrades to the software platform can appear more quickly. Hardware, of course, has much longer cycles. And so while it’s true that today, I think we have the strongest product portfolio in our history across every room of the home and beyond. Our attention to software reliability and core experience over the last 15 months has created a kind of lull in new hardware releases coming over the next couple of quarters. So in the short term, you will see us work hard to drive differentiation and experience improvements to support the current portfolio through software upgrades. Having said all of that, we all here at Sonos remain incredibly excited about our product road map with great new product introductions that will pick up in the second half of 2026. So expect in terms of near-term execution, continuing to deliver excellence in core experience, driving new customer acquisition and repurchase, look to us to sharpen our ability to tell the Sonos story, as Saori described, expanding and promising new geographies, maturing our relationship with installer channels and driving success in the new categories we’ve entered recently like headphones.”