Sonos makes great hardware. Those little mini speaker voice assistant things aren’t even in the same ball park. If they stick to their target audience they’ll be fine.
The mismatch here is Sonos’ owners want Sonos’ shares’ returns to at least keep up with SP500, and Sonos’ “target” audience wants speakers that sound great. And I don’t know that that is possible, given the market for speakers.
> Those little mini speaker voice assistant things aren’t even in the same ball park. If they stick to their target audience they’ll be fine.
Sonos' product is convenience, experience, and decent audio, in that order. Mini speaker voice assistant things equal/beat them in 2 of those categories, and high-end audio brands beat them in the third, leaving them holding the bad in the middle.
