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Sonos

includes Sonos App, Sonos Connect:Amp, Sonos S1 Controller, Sonos Play:3, Sonos Play:5

11 statements across 2 episodes · 3 bullish · 4 bearish · 2 people on the record · first statement Oct 14, 2024 by John Coogan · said 106 times in 8 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (61), Jordi Hays (39), Peter Steinberger (1)

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2026 1 mention in 1 episode
2025 101 mentions in 5 episodes 20 per episode
2024 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Sonos, oldest first

Oct 14, 2024
Insight
Coogan: Flawless Hardware-Software Integration Requires Trillion-Dollar Scale
“In order to do the absolute, like, top-tier software engineering where stuff just works, like, you actually have to be a trillion-dollar company, like Apple. A ten-billion-dollar company just can't do it. Especially if it's an older company.”
John Coogan Oct 14, 2024 ▶ 1:40:40 The "Switzerland of AI" is Crazy (ep3)
Jan 16, 2025 bullish
Opinion
Hays: Sonos can definitely remain a billion-dollar business if software improves
“I think if they just make smarter, smart speakers, continue to focus on design, actually get their software right. There's definitely a billion dollar revenue business here.”
Jordi Hays Jan 16, 2025 ▶ 35:45 What's Happening at SONOS (Total Disaster)
Jan 16, 2025 positive
Assertion Partly supported
Coogan: 93% of Sonos speakers sold over 13 years remain active
“93% of Sonos speakers that sold in the last 13 years are active today.”
John Coogan Jan 16, 2025 ▶ 15:35 What's Happening at SONOS (Total Disaster)
Jan 16, 2025 negative
Assertion Not yet assessed · timeframe Jan 2025
Coogan: Sonos Admitted It Missed the Smart Speaker Wave Until Mid-2016
“Sonos had never considered building its own voice assistant, and the smart speaker era took them by surprise. McFarlane later admitted that they were late to recognize the impact of voice in mid-twenty 16.”
John Coogan Jan 16, 2025 ▶ 25:50 What's Happening at SONOS (Total Disaster)
Jan 16, 2025 negative
Assertion Supported
Coogan: Sonos Split Its Platform into the Legacy S1 and New Apps
“They literally have the S one app And then the Sonos app and the S one app is for older systems.”
John Coogan Jan 16, 2025 ▶ 6:28 What's Happening at SONOS (Total Disaster)
Jan 16, 2025 neutral
What-if
Hays: Apple could have captured 10% to 20% of $100B audio market
“They probably, it's a hundred billion dollar annual revenue opportunity, and Apple could have probably gotten 20% of that, or 10, 10% of that at least, so it wouldn't have been as big as AirPods.”
Jordi Hays Jan 16, 2025 ▶ 23:11 What's Happening at SONOS (Total Disaster)
Jan 16, 2025 neutral
Assertion Supported
Coogan: Sonos does over $1 billion in annual revenue
“And now they do over a billion dollars a year in business.”
John Coogan Jan 16, 2025 ▶ 10:19 What's Happening at SONOS (Total Disaster)
Jan 16, 2025 negative
Opinion
Coogan: Sonos Mastered Hardware but Failed on Software Execution
“Sonos delivered on the hardware side. They did the hard part and then they just couldn't get the app to work, which is crazy.”
John Coogan Jan 16, 2025 ▶ 7:29 What's Happening at SONOS (Total Disaster)
Jan 16, 2025 positive
What-if
Hays: Apple acquiring Sonos would have been great for consumers
“It's funny because it would have been great for consumers in so many ways if Apple had acquired Sonos. Because Apple is the best in the world at making it seamless to set up a device.”
Jordi Hays Jan 16, 2025 ▶ 22:19 What's Happening at SONOS (Total Disaster)
Jan 16, 2025 neutral
Prediction Open · timeframe Jan 2028
Hays: Apple will not acquire Sonos
“I think they're not going to get bought by Apple because Apple could be like, well, why don't we spend a billion dollars developing a better speaker and sell it through our thousands of stores?”
Jordi Hays Jan 16, 2025 ▶ 34:20 What's Happening at SONOS (Total Disaster)
Jan 16, 2025 negative
Assertion Supported
Hays: Sonos suffered a 24% drop in revenue in May
“In May, their revenue, they had a 24% drop in revenue.”
Jordi Hays Jan 16, 2025 ▶ 33:32 What's Happening at SONOS (Total Disaster)
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