$SONO Sonos Tape Reports
Per Ticker.id: $SONO Sonos Tape Reports — 3 podcast mentions across 1 podcast (30 days), latest 2026-08-22 00:05 UTC.
Yeah, see, it's, this is literally just being like, and then we were children. We were sitting on the dock of the bay. All right. Uh, Sonos One.
Nilay Patel — The Vergecast · We play a brutal quiz of our gadget memories · 2026-08-24We've got Flickr, Kindle, Nexus One. We got two ones on here. Lenovo IdeaPad Yoga 13 and Snap Spectacles. Looking for the Sonos One.
Travis Larchuk — The Vergecast · We play a brutal quiz of our gadget memories · 2026-08-24Um, I'm just going to work this out. The Sonos One, we have them in our house. They have voice assistants in them, which means they're post Alexa. Alexa is 2013. That didn't come out that fast. So I'm going to go after 2016 at the end of the list.
Nilay Patel — The Vergecast · We play a brutal quiz of our gadget memories · 2026-08-24Yeah, Mark calling from San Diego. Unfortunately on the road, so I cannot double-check these symbols if they're common. The first one is Sonos, the speaker company. S-O-N-O, I believe, is the symbol. They're finally turning around. They're starting to make some money, but they had some big ups and downs over the last few years. And the second one is IMAX, the big IMAX theater, which IMAX has been doing quite well, sold out, and their profit sheet looks a lot better, a lot more stable. But the question is, for a small amount of money, Sonos would be kind of a speculative play going in, and IMAX would be a speculative player as well because I may have already missed the boat on that one. Anyway, just thought I Get your opinions on those two. I really appreciate listening on the podcast. Thanks.
Steve Peasley — InvestTalk · Financial innovation is now a Fed problem · 2026-08-22All right, this is a very interesting little battle between these two because I see the value in both of them. First off, I have some Sonos devices. I think they have great products in their kind of ecosystem where you can build a sound system throughout your house and run it on your Wi-Fi system, and it's just really easy to use. They have great sounding products. I think it's a great company with actually a pretty good value here. Enterprise value is only around 9. You have return equity around 14%. That's pretty good. Free cash flow continues to go higher. I'm sure they got a big refund check from the tariffs as well. But if you're looking at the earnings growth, it's been— it's exploded this year. They lost money the last 3 years. So it's to make 64 cents this year, but then only 26 cents next year. So So that's my kind of issue with it is that it's pretty up and down. The chart's kind of middling, but I, I do like the products. I think they're building something good long term. And once again, their free cash flow at $124 million on a $1.7 billion enterprise value, that's a 6, 7% free cash flow yield. That's pretty good. Now, IMAX on the other hand, That's historically also been a bit up and down, but it's up right now, mainly because something that I'm doing tonight, I am actually finally going to see The Odyssey with some friends in IMAX. I waited, they, I wait for, I bought them 3 weeks ago. It took a while to plan it out, but that's pushing their earnings up considerably to $1.77 this year, $2.02 next year. If you look at their profitability, they have an 11% return on equity. They have a similar free cash flow, about $122 million to Sonos, but their valuation is almost double. But they also have, I think, technology that's a little more defensible, right? Their IP, just the way I, all the IMAX theaters installed. And that's how a lot of people want to see movies now. They want the full experience, not just, not just a traditional movie theater. They're going to pay up for them. I think my ticket's worth $35 or something like that. So certainly expensive. The technicals are good for IMAX, definitely better than Sonos.
Justin Klein — InvestTalk · Financial innovation is now a Fed problem · 2026-08-22So I like what you're looking at. Both are interesting names, but I'm going to have to pick IMAX mainly because I think their moat is more defensible. You already have the install base in thousands of theaters throughout the country. Movie makers now have a lot of experience in shooting in IMAX films, creating IMAX films. So there's a built-in knowledge base there that I don't think is going away. And customers like it. People want to go see the biggest, best movies in IMAX. And so long-term, I just think that cash flow will continue to grow. I think they will continue to— Yeah, they're buying back shares. Their free cash flow right now is $122 million trailing 12 months, but that is near an all-time high and I think headed higher. I think short-term, there might be a cooling-off period because maybe the Odyssey was just a short-term boost to the business, but I think there's some long-term secular tailwinds to the IMAX format. So I'm picking IMAX over Sonos, but I kind of like both of them for their own reasons. Now we're heading into a break. It's Friday. Let's celebrate. I'd love to hear from you. We have one last segment on the show. So if you have anything on your mind, give us a call now at 888-99-CHART.
Justin Klein — InvestTalk · Financial innovation is now a Fed problem · 2026-08-22This is the same exact concept as any Echo Dot, any Sonos speaker with a voice light, like the HomePod, right? The phone's upside down on your table. You say, Hey, Big G. I'm trying to be polite to our audience. Hey, Big G. And then it, it boops at you and now you're talking to your robot girlfriend.
Nilay Patel — The Vergecast · Pixel 11 and Pixel Watch 5: Our first impressions | The Vergecast Livestream · 2026-08-12