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In the Wake of Good Earnings, Sonos Stock Soars Wednesday; Then Sinks 17.6% on Thursday

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A cover image of a Sonos investor presentation

A Preliminary Look at Sonos’ Fiscal 2026, 3rd Quarter Results

On Wednesday, Sonos, Inc (Nasdaq: SONO) released the results for the third quarter of Fiscal 2026 and, on the face of it, things looked pretty good. The company reported revenues in the quarter increased by 9% and net income was $29.9 million versus a loss in the quarter last year of $3.4 million. Investors reacted strongly, driving up the value of the stock by, 8% at one point – and that was on a down day on Wall Street. Shares of SONO closed up 4.3% after flying higher earlier in the day.

Then on Thursday, the value of Sonos stock reversed course and sank by a startling 17.6%!

Read more on the latest twists and turns at Sonos…

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Judge Sets Final Judgment in Masimo v. Apple, Affirming Masimo’s $634 Million Win; It Appeals

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Masimo homepage. It wins against Apple in court

In a case filed back in January of 2020 in the United States District Court, Central District of California before the Honorable James V. Selna, Masimo accused Apple, Inc. of patent infringement, misappropriation of trade secrets, and more. After almost six years of wrangling, a jury found in Masimo’s favor in November 2025. Since that time, Apple has used every means possible to try and convince the court to dismiss the jury’s findings, or otherwise order a new trial.

Now we have the court’s final judgment, finding for Masimo on four patent infringement claims. Yet even though an apparent win for Masimo, it has appealed the judge’s ruling. Read on to see why.

See more on this latest twist of events in Masimo v. Apple…

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Exposé Reveals Big Tech is Hiding From Investors the True Amount of Debt Taken On to Fund AI

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A Meta data center in Georgia Meta, like all Big Tech, uses hidden debt to finance its AI expansion
A large Meta data center complex in the state of Georgia. [Photo: AP]

In a surprising exposé resulting from a deep investigation by the Nikkei, we have learned that Big Tech is engaged in questionable practices in order to conceal from investors the true amount of debt they are taking on to pursue building out their AI infrastructure with more and bigger…and more expensive…data centers. How big of a deal is this? Huge! In the last four years, debt not reflected on five of the big AI tech companies’ balance sheets – known as “hidden debt” – totals an estimated $1.65 trillion. Yes…trillion, with a “t”.

See how Big Tech companies get around reporting the true level of AI-connected debt…

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Marantz Offers Two New Components Boasting Audio Cred & A More Modern Usability Design

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New Marantz, a Sound United brand, MODEL 70 integrated amp and CD 70 CD player
[Click to enlarge]

Marantz announced this week two new audio products that seek to advance its position in high-performance audio, along with modern usability designs to complement today’s user lifestyle. The new models include the Model 70 Integrated Amplifier (for international markets) and the CD 70 CD Player (for the U.S. market).

Learn about these new models from Marantz…

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Nice Announces It Has Pulled Out of CEDIA Expo 2026

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BREAKING NEWS

In a communication with dealers this week, Nice North America, the global holding company for many important custom integration brands, announced it has pulled out of the CEDIA Expo 2026. The company says this is a “strategic” move as it seeks to focus its marketing investments on “initiatives that deliver greater value…”

Learn all about Nice pulling out of CEDIA Expo 2026…

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UPDATE: New Changes Hit Audio Research & Acora Acoustics; CEO Cora is Out of Both

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Acora Acoustics displaying at an industry event

Back in 2023, Strata-gee did a series of stories on Audio Research Corporation, a high-end tube amplifier manufacturer widely respected in the high-end community, but then going through financial struggles. In fact, when we last visited the Minnesota-based company, they had entered into a legal/financial process known as Assignment for the Benefit of Creditors (ABC), a form of receivership that is an alternative to bankruptcy. We revisit them now for an update.

Learn all about the latest changes impacting Audio Research & Acora Acoustics…

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Dynaudio to Exit North America; Will Focus on Markets Offering Greater Opportunities

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Dynaudio Research & Development building in Skanderborg, Denmark

In an announcement that shocked dealers, Dynaudio announced today that it intends to exit the North American market and shift its priorities to other global markets offering “the strongest strategic opportunities.” With this decision, the company will be permanently closing its U.S. subsidiary sometime in the “fall of 2026.”

Learn more about Dynaudio exiting the North American market…

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ADI Reassures Control4 Dealers That When It Exits Resideo, Nothing Will Change

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copy of ADI email to Control4 dealers

This week, ADI Global Distribution, currently part of Resideo Technologies but soon to be split off as an independent company, has sent an email message to Control4 dealers reassuring them that nothing is going to change when the company goes independent from Resideo. The email to dealers, which has been viewed by Strata-gee, reassured dealers that ADI’s commitment to Contro4 is stronger than ever.

But, is it?

See more on ADI’s message to Control4 dealers…

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CEO Confidence in U.S. Economy Plunges in Q2 Survey

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A CEO addressing a group

In a surprising new survey of 141 of the Fortune Global 500 Chief Executive Officers, the leaders of some of the largest companies in the world, we learn that they are losing confidence in the U.S. economy. The survey, conducted by The Conference Board, a nonpartisan think tank, and The Business Council, an association of CEOs, showed a significant decline in CEO confidence in the second quarter of 2026 as compared to the first quarter.

How CEOs feel about the economy is important. When CEOs lose confidence, they tend to pull back on hiring and investment, further weighing down the economy, according to AXIOS reporter Emily Peck.

Read more on the dramatic drop in CEO confidence in the U.S. Economy…

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At The Last Minute, Samsung Averts a Major Strike That Could Have Crippled the Global Tech Industry

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Samsung logo at a facility
[Photo by Jung Yeon-je / AFP]

Word came out this week that Samsung Electronics and its union members have reached a deal that staves off a threatened strike that could have had a global impact. Samsung is the world’s largest manufacturer of memory chips, and as the chip manufacturing employees’ contract was up for renewal, negotiations were challenging. However, with 90 minutes left before the strike deadline, the parties reached an agreement that includes a bonus that will average $340,000 per employee in the chip manufacturing division.

Learn all about the narrowly averted Samsung chip division strike…

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