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Camera Units Shipped
Measures the volume of cameras sold, indicating market demand, brand popularity, and potential revenue growth from hardware sales.Units shipped have declined from earlier peak seasons and the seasonal Q4 bump has materially shrunk; recent quarters show only a modest sequential rebound and remain well below historic highs. Management’s 30% channel inventory reduction and the intentional decision not to launch a flagship explain weaker near‑term sell‑through, so unit volumes may stay muted even as revenue benefits from new, higher‑margin products and subscriber growth. The key risk/reward is whether upcoming GP3‑based launches sustainably restore unit demand or merely lift ASPs and margins.
Date | Camera Units Shipped |
|---|---|
Jun 30, 2026 | 197.00K |
Mar 31, 2026 | 267.00K |
Dec 31, 2025 | 574.00K |
Sep 30, 2025 | 459.00K |
Jun 30, 2025 | 408.00K |
Mar 31, 2025 | 385.00K |
Dec 31, 2024 | 581.00K |
Sep 30, 2024 | 881.00K |
Jun 30, 2024 | 576.00K |
Mar 31, 2024 | 393.00K |