2026-06-11T07:43:00-0400 / 哥伦比亚广播公司新闻
2026年6月11日 / 美国东部时间上午7:43 / 法新社
近25年来,GoPro相机曾潜入水底、随降落伞升空、沿滑雪坡道滑行,帮助冒险者记录下他们的体验瞬间。
但这家位于加州圣马特奥的公司如今正陷入生存之战,面临竞争加剧、电子产品需求疲软以及原材料成本上涨的多重困境。
其困境在一份措辞隐晦的证券备案文件中暴露无遗。
普华永道表示,GoPro“已出现运营亏损和负运营现金流”。
这家审计事务所补充称,若GoPro无法履行融资协议中的各项义务,“将对其持续经营能力产生重大疑虑”。
GoPro指出,此类措辞以及重新提交财务报表的行为,可能导致债权人根据协议认定“违约事件”。该公司称自己正与包括法拉龙资本管理公司和富国银行在内的 lenders 进行“积极磋商”。
GoPro在5月宣布,已聘请一家财务咨询公司“评估一系列战略备选方案,其中可能包括出售公司或进行合并”。
自那以来,尚未有买家浮出水面。GoPro未回应法新社的置评请求。
2002年,尼克·伍德曼为记录自己的冲浪冒险经历创立了GoPro,并于2014年在纳斯达克上市。
伍德曼曾在纳斯达克交易大厅敲响开市钟,当时该公司宣传其产品能够让“人们以此前从未有过的方式记录下人生中的热爱时刻”。
GoPro能够录制并分享精彩活动画面,这与社交媒体的发展浪潮高度契合,但来自智能手机的激烈竞争一直是其长期挑战。
今年5月,摩根士丹利的股票分析师对GoPro采取“谨慎态度”,理由是“消费电子市场持续存在不确定性,加之竞争压力加剧以及内存芯片成本逆风”。
该公司2025年营收为6.515亿美元,较四年前下降约44%。
今年4月,GoPro宣布已聘请管理咨询公司奥纬咨询,帮助其在国防和航空航天领域拓展技术应用的新机遇。
在5月的电话会议上,伍德曼告诉分析师,公司已收到“多方”利益相关方发出的“数项与并购相关的主动问询”,并补充道:“我完全支持评估公司的战略机遇,以为股东解锁价值。”
摩根士丹利认为GoPro的前景可能颇具潜力,但同时补充称,当前的战略重启“并非GoPro首次尝试转型”。
5月28日,GoPro宣布推出全新Mission 1系列产品,并称该系列是“全球最小、最轻、最坚固的8K及4K Open Gate电影摄影机”。
但该公司公布第一季度营收仅为9910万美元,同比下降26%,同时出现亏损。
GoPro还在4月宣布裁员23%,裁员前其员工总数为631人。
GoPro under intense pressure from rising costs and competition
2026-06-11T07:43:00-0400 / CBS News
June 11, 2026 / 7:43 AM EDT / AFP
For nearly 25 years, GoPro cameras have gone underwater, glided with parachutes and slipped down ski slopes, enabling the adventurous to record images of their experiences.
But the San Mateo, Calif.-based company now faces a battle for survival amid intensifying competition, questionable demand for electronics and rising materials costs.
Its plight is spelled out in securities filings containing cryptic language.
GoPro “has incurred operating losses and negative operating cash flows,” said PricewaterhouseCoopers.
Failure to meet GoPro’s commitments under financing arrangements will “raise substantial doubt about its ability to continue as a going concern,” the auditing firm added.
Such language, and the refiling of financial statements means creditors may assert an “event of default” under the agreements, said GoPro, which described itself as being “in active discussions” with lenders, including Farallon Capital Management and Wells Fargo.
The company has also engaged a financial advisory firm “to evaluate a range of strategic alternatives that could include a sale of the company or merger,” GoPro announced in May.
Since then, no buyer has emerged. GoPro didn’t respond to AFP requests for comment.
Launched in 2002 by Nick Woodman, who initially sought to capture images from his surfing ventures, GoPro went public in 2014.
Woodman rang the bell on the Nasdaq trading floor, and the company touted its products as a way to enable “people to capture their life’s passions in ways they could have never done before.”
GoPro’s ability to record and share vibrant images from activities fit well with the growth of social media, although heavy competition from smartphones has been a persistent challenge.
In May, Morgan Stanley equity analysts said they were taking a “cautious stance” on the company, citing “continued uncertainty within the consumer electronics market, as well as heightened competitive pressures and memory headwinds.”
The company’s revenues in 2025 came in at $651.5 million, down about 44 percent from four years earlier.
In April, GoPro announced it had engaged management consulting firm Oliver Wyman to help it pursue new opportunities for its technology in the defense and aerospace sectors.
In a May conference call, Woodman told analysts the company had received “several inbound inquiries related to” mergers and acquisitions from “various” interested parties, adding: “I am fully supportive of evaluating strategic opportunities for the company to unlock value for shareholders.”
Morgan Stanley described the prospects as potentially promising, but added that the current strategic reboot “is not GoPro’s first attempt at reinvention.”
On May 28, GoPro announced that its new Mission 1 line of products was available, describing the series as “the world’s smallest, lightest and most rugged 8K and 4K Open Gate cinema cameras.”
But the company reported a first-quarter loss on revenues of just $99.1 million, down 26 percent from the year-earlier period.
GoPro also announced in April that it was cutting 23 percent of its staff, which had been 631.