SAN MATEO, Calif., Feb. 5, 2026 /PRNewswire/ -- GoPro, Inc. (NASDAQ: GPRO) today announced that it will release its financial results for the fourth quarter and year ended December 31, 2025, after the market closes on Thursday, March 5, 2026. GoPro management will host a conference call and live webcast following the release at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss the Company's financial results. A webcast link and management commentary will be posted on the "Events & Presentations" s ...

（来源：Runto洛图科技观研） 在户外探险热潮兴起、内容创作场景多元化的背景下，运动相机作为能够在高速运动、极限环境中稳定捕捉第一人称视角影像的专用设备，逐渐成为户外 爱好者与内容创作者的必备装备。 洛图科技（RUNTO）将运动相机定义为具备强防抖、高防护、小巧可穿戴特性，为户外活动场景设计，能够便捷记录多场景、多视角的专用影像摄像 机。其核心价值早已超越单纯的清晰记录，而是围绕场景适配、瞬间捕捉与创作效率提升展开，成为连接用户与多元场景的创作桥梁。 根据洛图科技（RUNTO）最新发布的《中国运动相机线上零售市场周度追踪（ChinaAction CameraOnline Retail Market Weekly Tracker）》报告显示，2026 年第1-2周（W1-W2，2025.12.29-2026.01.11），中国运动相机线上零售市场（包含天猫、京东、抖音）的销量为8.4万台，销额为1.9亿元，均价达到2316 元。其中，2000元以上产品的销量占比高达60.9%。 一、产品形态：传统类运动相机是市场主流 根据产品形态，运动相机划分为三大类型：传统类运动相机，防水防抖为核心优势，聚焦户外运动场景， ...

Group 1 - GoPro (GPRO) is currently ranked 2 (Buy) in the Zacks Rank system, indicating strong analyst sentiment and an improving earnings outlook, with a 55% increase in the consensus estimate for full-year earnings over the past quarter [3] - Year-to-date, GoPro has returned 3.6%, outperforming the Consumer Discretionary sector average return of 2.8% [4] - GoPro belongs to the Audio Video Production industry, which is ranked 25 in the Zacks Industry Rank, and has slightly underperformed its industry with an average gain of 16.1% so far this year [5] Group 2 - Lindblad Expeditions (LIND) is another stock in the Consumer Discretionary sector that has outperformed, with a year-to-date return of 4.3% and a 64.2% increase in its consensus EPS estimate [4][5] - The Leisure and Recreation Services industry, which includes Lindblad Expeditions, is ranked 63 and has seen a year-to-date increase of 10.5% [6]

Core Insights - The outdoor camera market is experiencing significant growth, particularly in 2025, with sales of action cameras reaching 4.76 million units, a year-on-year increase of over 252%, and sales revenue increasing by over 316% [2] - The popularity of outdoor cameras among young consumers is driven by their compactness, affordability, and social media appeal, leading to a trend where many own these devices [5][6] - DJI and Insta360 have emerged as the dominant players in the market, with DJI capturing 66% of the market share by Q3 2025, while Insta360 holds 13% and GoPro's share has decreased to 18% [6] Market Dynamics - The rise of outdoor cameras is linked to their association with social media and the "everyone is a content creator" phenomenon, making them a form of "social currency" [5][6] - The competitive landscape is intensifying, with DJI and Insta360 continuously adjusting their pricing and product offerings to capture market share, such as DJI's Osmo360 surpassing Insta360's X5 in sales shortly after launch [6][8] - New entrants, including brands like "光子跃迁" and major smartphone manufacturers, are expected to further disrupt the market by introducing new products [8] Consumer Sentiment - Despite the initial excitement, there is a growing sentiment among consumers that action cameras may not be as practical as anticipated, leading to a decline in enthusiasm [10][14] - Many users have reported issues with usability and functionality, such as difficulties in exporting videos and product quality concerns, which have led to a rise in "avoid" and "disappointment" posts on social media [10][11][14] - The emergence of a rental market for action cameras indicates a shift in consumer behavior, with many preferring to rent rather than buy, as it offers a more cost-effective solution for occasional use [14][16] Future Considerations - The industry faces the challenge of transforming action cameras from novelty items into essential tools for everyday use, requiring a deeper understanding of consumer needs and improvements in usability and integration [16]

Group 1 - The U.S. Supreme Court has not yet ruled on President Trump's global tariffs, with traders estimating a 75% chance of a favorable ruling for Trump [1] - Trump imposed tariffs under the International Emergency Economic Powers Act (IEEPA), citing trade deficits as a national emergency, and has faced lower court rulings that he exceeded his authority [3][4] - The administration is appealing these lower court rulings, leading to the current Supreme Court review [5] Group 2 - There is a potential for $150 billion in refunds for major companies if Trump loses the tariff case, with several companies already filing lawsuits to challenge the tariffs and seek refunds [6][7] - Companies involved in the lawsuits include Costco, Alcoa, EssilorLuxottica, Goodyear, BorgWarner, GoPro, and Revlon, among others [7][8] Group 3 - Crypto traders believe that a ruling against Trump's tariffs could positively impact Bitcoin and other risk assets, as it would provide market clarity and ease cost pressures for corporations [9] - Trump has acknowledged the significant implications of the Supreme Court ruling, stating that a decision against the tariffs would be detrimental to the U.S. [10] Group 4 - Even if the Supreme Court strikes down the tariffs, it is expected that any rollback will be partial and gradual, with other duties remaining in place [11] - The case represents a significant test of presidential powers and the court's willingness to limit Trump's assertions of authority, with potential implications for the global economy [11]

Core Insights - The sports camera market is expected to experience significant growth in 2025, with consumer interest continuing to rise [2][3] - Sales of sports cameras on traditional e-commerce platforms increased by 100% year-on-year from January to October, indicating a shift from niche to mainstream consumer products [2][3] Market Dynamics - DJI holds over 50% market share, leading the sales rankings significantly, with its sales accounting for more than 60% of total revenue [2][3] - Other brands in the ranking include Innosilicon in second place, followed by Suying in third, Shandog in fourth, and GoPro in fifth [2][3] Usage Trends - The market is evolving as the use cases for sports cameras expand from extreme sports to everyday life recording and short video shooting [2][3] - Continuous improvements in portability and image quality are enhancing the purchasing willingness of ordinary consumers [2][3] Competitive Landscape - DJI's dominant position is supported by its long-term technological accumulation and a well-established ecosystem [2][3] - While brands like Innosilicon are gradually enhancing their competitiveness through product innovation, DJI's market leadership is expected to remain stable in the foreseeable future [2][3]

Core Insights - GoPro, Inc. and ASUS have launched the ASUS ProArt GoPro Edition laptop, designed specifically for mobile content creators, enhancing the workflow from action capture to editing without changing tools or setup [1] - The laptop will be available globally in Q1 2026, with U.S. availability in Spring 2026 [1] Product Features - The ASUS ProArt GoPro Edition features a 13-inch touchscreen, a 360-degree convertible chassis, and weighs only 1.39 kg, making it ultra-portable and durable for travel [2] - The device is equipped with AI-powered performance for smooth editing of high-resolution and 360-degree GoPro footage, reducing rendering delays [3] - It includes StoryCube, a Windows application that integrates GoPro Cloud access with 360-degree video management, automating media sorting and providing quick access to GoPro Player [4] Strategic Direction - The collaboration between GoPro and ASUS aims to create a unified platform for creators, signaling a shift towards creator-centric computing [5] - GoPro plans to diversify its product lineup in 2026, introducing the new GP3 processor to enhance performance and set industry benchmarks [6] - The company anticipates year-over-year growth in units and revenues for 2026, with a projected 5% increase in subscription ARPU and an expected 2-2.4 million subscribers [7] Market Performance - GoPro's shares have increased by 34.5% over the past year, outperforming the Audio Video Production industry's growth of 21.5% [8]

Core Insights - The ASUS ProArt GoPro Edition laptop is a collaboration between GoPro and ASUS, designed specifically for content creators, enhancing the workflow from capture to editing [1][3][6] Product Features - The laptop features a 13-inch touch-screen with a 360° convertible chassis, allowing for multiple modes such as tent, tablet, or laptop, and is ultra-portable at 15.8mm thick and 1.39 kg [2] - It includes a protective sleeve for durability and packaging that can be reused as a carrying case for GoPro cameras and accessories [2] Performance Enhancements - The laptop utilizes local AI acceleration for smooth previewing, editing, and enhancing high-resolution and 360° GoPro footage, reducing editing friction [4] - It supports generative video creation and fast-turnaround content, allowing creators to focus on storytelling rather than processing delays [4] Integrated Workflow - The introduction of StoryCube, a Windows app, unifies GoPro Cloud access with 360° video management, automating syncing and media organization [5] - A dedicated GoPro hotkey allows for instant access to GoPro Player for basic editing, creating a central hub that streamlines the shooting to publishing process [5] Future Initiatives - This collaboration aims to empower the creator community with new opportunities, promoting authentic storytelling across various mediums [7] - The ProArt GoPro Edition will be available globally starting in Q1 2026, with U.S. availability in Spring 2026 [7]

Group 1 - The article provides a market analysis covering major indices such as Nasdaq 100, S&P 500, and Dow Jones Industrial Average, along with Gold Spot in US Dollar [1] - It highlights the performance trends of these indices, indicating potential investment opportunities and market sentiment [1] - The analysis includes specific numerical data and percentage changes relevant to the indices, which can guide investment decisions [1] Group 2 - The report emphasizes the importance of monitoring these indices for understanding broader market movements and economic indicators [1] - It suggests that fluctuations in Gold Spot prices may reflect investor behavior and risk appetite in the current economic climate [1] - The analysis aims to equip investors with insights into market dynamics and potential future trends [1]

Core Insights - GoPro, Inc. (GPRO) has experienced a significant stock increase of 93.2% over the past six months, outperforming the Zacks Audio-Video Production industry's growth of 2% and the Consumer Discretionary market's decline of 7.9% [1] - The company's strategic shift towards being recognized as a technology and data platform rather than just a camera manufacturer has been a major factor in this stock rally [1][9] Financial Performance - GPRO has surpassed several competitors, including Sony Group Corporation (SONY), Dolby Laboratories (DLB), and Sonos Inc. (SONO), with SONY and SONO rising by 2.3% and 62.1%, respectively, while DLB saw a decline of 15% [2] - The stock reached a 52-week high of $3.05 [2] - GoPro's subscription business is expected to see a reacceleration in revenue growth in 2026, supported by higher camera sales and new features [6] Product Development - GoPro has launched three new hardware products: the MAX2 360 camera, the LIT HERO camera, and the Fluid Pro AI gimbal, aimed at expanding its total addressable market (TAM) and reducing reliance on its core HERO lineup [4][9] - The MAX2 360 camera offers True 8K video and durable, replaceable lenses, while the LIT HERO is a compact, waterproof lifestyle camera [4] - The company has enhanced its software ecosystem with new AI-powered features across various platforms, including DaVinci Resolve and the Quik app [5] Market Position and Challenges - Retail remains the dominant channel for GoPro, accounting for 75% of total revenue in the third quarter, although retail revenue fell by 41% year over year [7] - The company anticipates a decline in fourth-quarter sell-through by 18% year over year, impacting top-line growth [11] - GoPro faces intense competition from established brands like Canon and Nikon, as well as lower-cost alternatives from companies such as Sony and Xiaomi [12] Valuation - GPRO is currently trading at a price-to-sales ratio of 0.29, significantly lower than the industry average of 1.97, indicating a potential undervaluation [14] - Competitors like SONY, DLB, and SONO are trading at multiples of 1.98, 4.29, and 1.39, respectively [15] Strategic Outlook - Management has indicated progress towards restoring growth and profitability through new product launches and improved cash flow [16] - Despite reporting net losses, the company is focusing on improving margins and maintaining disciplined cost reduction strategies [16]