Sonos Results Presentation Deck slide image

Sonos Results Presentation Deck

Overview of Key Metrics Fiscal year Sonos households (M) New HHs Products registered (M) Change in registrations Products/households Increase Registrations to existing households Products sold (K) Households with 1 product Products per >1 household Total listening hours (B) 2018 7.4 21.0 2.82 36% 5,165 38% 3.94 5.9 2019 9.1 1.7 26.1 5.1 2.87 0.04 36% 6,204 38% 4.01 7.7 2020 10.9 1.8 31.6 5.5 2.90 0.03 41% 5,806 39% 4.11 10.2 2021 12.6 1.7 37.1 5.5 2.95 0.05 46% 6,503 40% 4.25 12.1 2022 14.0 1.4 41.8 4.7 2.98 0.03 44% 6,281 40% 4.30 12.8 Added 1.4 million new households, total ending household base of 14.0 million, +11% y/y O New household acquisition and product registrations adversely impacted by product availability challenges and low promotional activity in 1Q22 holiday period. Registered products grew +13% y/y to 41.8 million registered products Registrations to existing households represented 44% of total Products per household continues to grow, reaching 2.98 in FY22 O Implied products per household with >1 product grew to 4.3 driven by strong repurchase activity Listening hours +6% to 12.8 billion Note: Unaudited. Products per household defined as total registrations divided by total households. Products per >1 household defined as products registered less single product households divided by households with >1 product Percentages have been calculated using actual, non-rounded figures and, therefore, may not recalculate precisely.
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