GoPro, Inc. (GPRO) Earnings
GoPro, Inc. is expected to report next earnings on November 5, 2026 (in NaN days), with a consensus EPS estimate of $-0.14. GPRO has beaten EPS estimates in 4 of its last 12 reported quarters (average surprise -641.7% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 10, 2026 | $0.02 | $-0.21 | -1150.0% | $105M | -30.7% |
| May 11, 2026 | $-0.03 | $-0.35 | -1066.7% | $99M | -28.0% |
| Mar 5, 2026 | $0.04 | $-0.02 | -150.0% | $202M | -17.6% |
| Nov 6, 2025 | $-0.03 | $-0.09 | -200.0% | $163M | -22.9% |
| Feb 6, 2025 | $-0.01 | $-0.09 | -800.0% | $201M | +2.2% |
| Nov 7, 2024 | $-0.02 | $-0.04 | -100.0% | $259M | +1.5% |
| Feb 7, 2024 | $0.02 | $0.02 | -13.0% | $295M | -9.4% |
| Aug 3, 2023 | $-0.07 | $-0.07 | +0.0% | $241M | +8.8% |
| Feb 2, 2023 | $0.09 | $0.12 | +33.3% | $321M | -2.3% |
| Nov 3, 2022 | $0.17 | $0.19 | +15.2% | $305M | +1.5% |
| Aug 4, 2022 | $0.06 | $0.08 | +33.3% | $251M | +3.6% |
| May 5, 2022 | $0.05 | $0.09 | +80.0% | $217M | -1.2% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q2 FY2026 · August 10, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Strategic Alternatives Process * GoPro's board authorized a strategic review process in May 2026 to evaluate a potential sale of the company and other alternatives to maximize shareholder value * Inquiries have been received from the defense, consumer, and financial sectors, and the process is currently in the later stages, with full support from CEO Nicholas Woodman - New Product Launches and Updates * The Mission 1 series compact cinema camera lineup debuted at the April NAB trade show, with pre-orders opening and shipments of the base Mission 1 and Mission 1 Pro models beginning in May 2026, available globally via GoPro.com and retail partners including Best Buy, Walmart, B&H, and Adorama, with entry pricing starting at $499 for GoPro subscribers * The Mission 1 series has received widespread critical acclaim, including multiple Editor's Choice awards from leading tech and imaging outlets * A new line of special editions and capability-expanding accessories for the Mission 1 series launched recently, including the Creator Edition and Ultimate Creator Edition, Fluid Pro AI gimbal, Wireless Mic Complete Kit, Light Mod 2, Mission 1 Series Media Mod, and Volta 2 battery grip, with global retail availability coming later this month, and a limited-time $100 discount on eligible Mission 1 models * The Mission 1 Pro ILS interchangeable lens model, which supports over 300 micro four-thirds lenses and includes GoPro's award-winning Hypersmooth stabilization in an 8K compact form factor, is scheduled to launch in September 2026. The accompanying Mission Monitor app for iPhone/iPad, offering live preview, professional monitoring tools, and remote camera control, will also launch in September on the Apple App Store * A major firmware update for the award-winning Max 2 360 camera was released in June 2026, adding professional 10-bit GP log color, 200 Mbps recording, and enhanced low-light controls. The Max 2 technology earned GoPro its third Emmy Award for Technology and Engineering * GoPro's full product portfolio now includes the entry-level/action Hero 13 line, Max 2 360 camera, and professional-grade Mission 1 series, covering adventure lifestyle capture up to cinema-grade professional creation - Subscription Business * The GoPro subscription offering includes unlimited automatic cloud storage, a cloud-connected mobile editing app that saves device storage, no-questions-asked camera replacement, and up to 50% off purchases on GoPro.com * The subscription generates high-margin recurring revenue, deepens customer relationships, and drives customer loyalty - Joint Development Project * GoPro is co-developing a tech-integrated motorcycle helmet with leading Italian brand AGV. Development remains on track, and the helmet has recently achieved ECE 22.06 safety standard compliance, one of the most rigorous global street helmet safety certifications
Guidance
GoPro withdrew its full-year forward-looking guidance prior to this quarter in connection with the ongoing strategic review process. Management declined to provide any updated directional guidance on margins, sell-through, or second half 2026 financial performance during this call, citing the active strategic alternatives process.
Segment performance
No detailed financial performance data for individual product segments, including absolute revenue figures and revenue contribution percentages, was disclosed in this earnings call transcript. All detailed performance metrics are referenced to be available in the published Q2 2026 earnings press release and upcoming 10-Q filing.
Risks & headwinds
All forward-looking statements made during the call are noted to be subject to material risks and uncertainties that could cause actual results to differ materially from projected outcomes. Management references listeners to GoPro's most recent Form 10-K for the full year ended December 31, 2025 and other SEC filings for a detailed listing of disclosed risks. No additional new risks or operational failures were discussed during this call.
Analyst Q&A
Q: With GoPro now having the broadest product lineup in its history spanning from entry-level Hero cameras to the new professional Mission 1 series, what does the company need to do to return to positive sell-through growth, and what is the biggest current impediment to this? /
A: Management says the top priority is driving consumer awareness of the new product lineup, which is already supported by strong critical acclaim and positive word-of-mouth from existing customers, who share their experiences via social media and build organic demand. The upcoming September launch of the Mission 1 Pro ILS interchangeable lens model has already generated high industry enthusiasm, as it positions GoPro to attract new pro and prosumer creators who previously did not consider the brand due to its lack of an interchangeable lens offering. Full global retail distribution of the new Mission 1 line is still being rolled out, and expanded distribution is also expected to drive higher sell-through going forward.
Q: Given that guidance was withdrawn last quarter during the strategic review process, can management provide any directional commentary on margins, sell-through, or the impact of new camera launches on second half results? /
A: The CFO confirmed that guidance remains withdrawn due to the ongoing strategic review process, and the company cannot provide any additional commentary or color beyond what is included in the prepared remarks for this call.