Sonos Teases New AI-Focused Product Launch For September

Sonos will unveil a new product in September, with chief executive Tom Conrad strongly hinting the launch will centre on AI and smarter whole-home control.

Speaking during the premium audio company’s third-quarter earnings call, Conrad said “conversational computing and predictive intelligence” were moving into the home, creating a major opportunity for Sonos and its network of connected speakers.

He stopped short of confirming whether the announcement would involve a new speaker, upgraded voice assistant or wider software platform.

“The lasting value is going to be in what surrounds the model in a real home: the hardware that can converse with quality across every room, the system that already knows the shape of a home and the way a family lives in it,” Conrad (pictured) said.

Conrad said Sonos had spent two decades developing the sound, connectivity and multi-room systems needed to turn voice requests into coordinated actions across speakers, services and other devices.

Sonos already offers its own Voice Control platform, although its capabilities are largely limited to music and speaker commands. A more advanced AI system could allow users to control rooms, find content, manage connected devices and automate routines using natural speech.

The planned launch comes at a sensitive time for the company, which is still attempting to rebuild customer trust following its troubled app redesign in 2024.

The update introduced bugs and removed existing features, triggering customer backlash, executive departures and a lengthy effort to restore stability across the Sonos ecosystem.

Investors also remain unconvinced by the company’s recovery.

Sonos shares plunged almost 18% following its latest results, despite quarterly revenue rising 8.8% to US$375.3 million and adjusted earnings reaching US$0.27 per share.

Asia Pacific revenue increased from US$17.8 million to US$22.7 million, suggesting demand across Australia and the wider region is improving.

Analysts have since lifted their 2027 earnings forecasts, with consensus estimates pointing to revenue of US$1.62 billion and earnings of US$0.72 per share. However, the average price target remains unchanged at US$19.13.