Скачать или смотреть GoPro Q3 2025 Earnings: Revenue Miss & 2026 Turnaround Hope

GoPro's Q3 2025 earnings reveal a tough quarter with revenue of $163 million missing Wall Street estimates by a wide margin, down 37% year-over-year. The company reported a non-GAAP EPS loss of $0.09, far worse than the expected $0.03 loss, signaling ongoing profitability challenges amidst tariff pressures and competitive smartphone alternatives. Despite these setbacks, GoPro is pivoting hard with three innovative product launches including the MAX2 360 camera, the compact LIT HERO, and the AI-powered Fluid Pro gimbal, aiming to expand their total addressable market beyond traditional action cameras.

CEO Nick Woodman emphasized accelerating innovation and diversification to grow GoPro's ecosystem, leveraging new hardware and software updates like advanced 360 editing and AI subject tracking. Notably, management disclosed a strategic delay of their flagship Hero camera, betting on a breakthrough 2026 launch powered by the new GP3 processor. This future product cycle is central to GoPro's turnaround story, though market skepticism remains high as evidenced by a 10% stock drop post-earnings.

Investors face a classic show-me scenario with GoPro: operational improvements and product diversification provide hope, but historic revenue misses, shrinking subscription revenues, and tariff headwinds pose risks. The Q4 guidance is cautiously optimistic, targeting $220 million revenue and a return to profitability. For those bullish on a 2026 turnaround, long-dated call options could offer leveraged exposure with defined risk. This deep dive into GoPro's Q3 2025 earnings unpacks the challenges and potential catalysts shaping the company's future.

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