GoPro Aims for $20M Adjusted EBITDA in H2 2025, Expands into AI Data Licensing and New Markets

GoPro has set a target of $20M adjusted EBITDA for H2 2025, while expanding into AI data licensing and new camera markets. In Q2 2025, the company reached the high end of its revenue guidance and launched new hardware and software products. GoPro is set to launch exciting new products in the coming months, with a focus on expanding into new camera markets and leveraging AI data licensing opportunities.

GoPro Inc. (NASDAQ: GPRO) reported its second-quarter (Q2) 2025 financial results, showing a decline in revenue but an improvement in gross margin and adjusted EBITDA. The company's stock gained in postmarket trading after the release of the report.

Revenue and Gross Margin
Revenue for Q2 2025 was $152.6 million, down 18.0% year-over-year (YoY), compared to $186.2 million in Q2 2024 [1]. The company's gross margin improved to 36.0% of sales from 30.7% in the prior year quarter, a 530 basis point increase [1].

Operating and Net Loss
The company's operating loss was $14.07 million, a 69.9% decrease from the prior year's $46.50 million [1]. The non-GAAP net loss was $11.96 million, down from $36.18 million in the prior year [1].

Adjusted EBITDA
Adjusted EBITDA improved to negative $5.7 million from negative $33.4 million in the prior year, an 83.0% improvement [1].

Management Comments
GoPro's CFO and COO, Brian McGee, highlighted the company's initiatives to reduce operating expenses and improve gross margin, noting that these efforts are beginning to deliver meaningful results. The company's founder and CEO, Nicholas Woodman, expressed excitement about the launch of a broader, more diversified suite of hardware and software products in the second half of 2025, which the company believes will restore revenue growth and profitability starting in Q4 2025 [1].

Future Growth Plans
GoPro has set a target of $20 million adjusted EBITDA for the second half of 2025 (H2 2025) [1]. The company is expanding into AI data licensing and new camera markets, with a focus on leveraging its vast subscriber community's data lake for AI training purposes. Additionally, GoPro is launching new hardware and software products, including a special edition of its flagship HERO13 Black camera and two new 360 editing tools [1].

Stock Performance
Shares of GoPro were up 0.8% in postmarket trading after falling 7.1% during the regular session [1].

References
[1] https://seekingalpha.com/news/4483458-gopro-sees-margin-improvement-in-q2-despite-revenue-decline
[2] https://investor.gopro.com/press-releases/press-release-details/2025/GoPro-Announces-Second-Quarter-Results/default.aspx