Feb. 19 at 5:49 PM
$GPRO Woodman emphasizes “diversity,” but the stock price is signaling something very different — a strategic misalignment with where real demand is moving.
In today’s market, the companies that best serve TikTok, YouTube, and Instagram creators are the ones that win. That trend is unambiguous.
We are no longer in the action‑camera era.
The creator economy represents the overwhelming majority of demand, while traditional action cameras account for only a small fraction.
Continuing to prioritize the 1% segment while ignoring the 99% is not a viable long‑term strategy.
Unless Woodman fundamentally shifts the company’s mindset toward creator‑centric products and platforms, GoPro’s ability to survive will be severely constrained.
