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    Steve Frankel • Rosenblatt Securities

    Steve Frankel's questions to Sonos Inc (SONO) leadership

    Steve Frankel's questions to Sonos Inc (SONO) leadership • Q3 2025

    Question

    Steve Frankel from Rosenblatt Securities asked about Sonos's new product introduction cadence, the balance between hardware and software innovation, and whether the company's cost-cutting initiatives are nearing completion.

    Answer

    CEO Tom Conrad affirmed that a cadence of two new hardware products per year remains the goal, but noted a temporary 'lull' in hardware releases due to a focus on software. He stated that new hardware introductions would resume in fiscal 2026, with software enhancements driving near-term value. CFO Saori Casey added that the company's cost optimization efforts are an ongoing 'transformation' journey with more work to be done.

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    Steve Frankel's questions to Imax Corp (IMAX) leadership

    Steve Frankel's questions to Imax Corp (IMAX) leadership • Q2 2025

    Question

    Steve Frankel of Rosenblatt Securities requested an update on the network of theaters wired for live events, asking about its current size and future growth plans.

    Answer

    CEO Richard Gelfond explained that the company has shifted its strategy from physically wiring theaters to using a more cost-effective streaming technology acquired via SimWave. This allows for rapid deployment of live events without significant capital outlay. He confirmed the network will expand using this efficient streaming method.

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