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GoPro sees FY26 units and revenue up from FY25

The company states: “We expect to grow units and revenue in 2026 based on both our existing lineup of products as well as new products and services expected to be introduced next year. Our expectation is to grow units and revenue each quarter in 2026 on a year-over-year basis. * We expect full-year 2026 operating expenses to be $250 million, slightly down year-over-year. We expect to offset approximately half of our expected tariff costs of $45 million in 2026 with modest price increases and continued supply chain diversification. We expect subscription ARPU growth of 5% and to end 2026 up 2% to 2.4 million subscribers. We expect our liquidity position to be more than adequate entering 2026, and we expect to end 2026 with approximately $80 million +/-$5 million in cash along with an additional $50 million available under our ABL facility. We expect to experience some margin pressure year-over-year due to full year tariffs and increasing component prices, which we expect to partially offset with improvements in supply chain. We expect adjusted EBITDA to be greater than $40 million in 2026, an improvement from losses of $18 million in 2025 and $72 million in 2024.”

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