GoPro announced that its AI Training program has accumulated more than 300,000 hours of subscriber‑contributed video, more than double the amount available since the program’s August 2025 launch. The milestone reflects participation from the company’s 2.42 million subscribers, who collectively store over 13 million hours of footage in GoPro’s cloud.
The expansion will open the program to a larger pool of subscribers as GoPro negotiates third‑party AI‑model licensing agreements. Management said the company will share 50 % of licensing revenue with participating subscribers, creating a new revenue stream that leverages its data lake while rewarding users.
While the milestone signals strong engagement, GoPro’s core business remains under pressure. Q3 2025 revenue fell 37 % YoY to $163 million, and the company reported a net loss of $16 million, a narrowing of the $48 million loss in Q2 2025. Gross margin improved to 36 % from 30.7 % in Q2 2024, driven by cost‑control initiatives and a higher mix of subscription services.
The AI program’s financial impact is still nascent. GoPro has not yet reported revenue from the program, but the company expects the licensing model to generate incremental income as third‑party agreements materialize. Management highlighted that the program’s growth is a key component of its broader diversification strategy, which also includes new product launches such as the MAX2 360 camera and the Fluid Pro AI gimbal.
CEO Nicholas Woodman emphasized that the AI initiative “provides a scalable way to monetize the vast amount of user‑generated content while giving back to our community.” CFO Brian McGee noted that the company is focusing on cost discipline and strategic investments in high‑return verticals, signaling confidence in restoring profitability in Q4 2025 and beyond.
Analysts view the milestone as a positive step toward expanding GoPro’s revenue mix, but they caution that the company’s core hardware sales continue to face competitive pressure from smartphones and other action‑camera makers. The company’s ongoing patent disputes and cash‑flow constraints remain headwinds that could temper the upside of the AI program.
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