Sonos Results Presentation Deck

NEW: A Detailed Look at Customer Behavior and Install Base Monetization Over Time Consistent repurchase behavior across larger cohorts and greater monetization of products sold underscores our conviction to deliver our long term financial targets Cohorts behave similarly over time, regardless of when first purchased Average Registrations per Customer 3.0 2.5 2.0 1.5 1.0 1.7 1.6 Day 1 2.0 1.9 6 months % of customers who have repurchased 2017-2019 2020-2023 2.2 2.0 12 months 6 months 17% 16% 2.3 2.2 18 months 12 months 25% 22% 2017-2019 -2020-2023 2.4 24 months 2.3 18 months 29% 26% 2.6 2.4 30 months Steady repurchase participation: after 3 years, over one-third of customers have repurchased 24 months 33% 29% 30 months 36% 32% 2.7 Source: internal data Note: Unaudited. Cohort defined as average customer/household across respective fiscal year periods 2.4 36 months 36 months 38% 34% Cohort LTV amplified by higher average revenue per product $222 $265 Average revenue per product, FY17-19 Average revenue per product, FY20-23 1.48M Average net new HH, FY17-19 + 1.55M Average net new HH, FY20-23 Greater LTV per Cohort 31

View entire presentation