What is the revenue and EPS growth rate for Owlet year over year?

What factors drove the changes in Owlet's revenue and profit?

What does Owlet do and what are its main business segments?

What is the market's earnings forecast for Owlet next quarter?

What is Owlet's gross profit margin?

Did Owlet beat or miss consensus estimates last quarter?

What were the key takeaways from Owlet's earnings call?

What is Owlet's latest dividend and current dividend yield?

- **Revenue Growth**: 2025 revenue up 35.4% to $105.7M, with Q4 at $26.6M (29.6% YoY).
- **Subscription Success**: 110,000 Owlet360 subscribers, expanding to international markets.
- **AI & Telehealth**: Launching AI-driven features and telehealth platform in H2 2026.
- **2026 Outlook**: $126-130M revenue, 49-52% gross margin, and $3-5M EBITDA.
- **International Expansion**: Targeting India, Israel, and 31 countries with Dream Sock.


### CEO Summary Section
- **Record Year 2025**: Achieved $105.7M revenue (35.4% YoY growth), 41% market share in baby monitors, and 110,000 Owlet360 subscribers.
- **Product Success**: Dream Sight camera adoption drove 9% YoY sell-through, and Owlet360 expanded to international markets (UK, Australia, etc.).
- **Strategic Growth**: Focused on AI integration, telehealth platform launch in H2 2026, and international expansion (India, Israel).
- **Financial Highlights**: Q4 2025 revenue $26.6M (29.6% YoY), full year gross margin 50.6%, and $2M adjusted EBITDA.

### CFO Financial Commentary
- **Q4 2025 Results**: Revenue $26.6M, gross margin 47.6% (tariff impact 510bps), and adjusted EBITDA $0.1M.
- **2026 Guidance**: Revenue $126-130M (19-23% YoY growth), gross margin 49-52%, and adjusted EBITDA $3-5M.
- **Balance Sheet**: $35.5M cash, $45.5M liquidity, and $7M term loan repayment schedule.
- **Tariff Impact**: 2026 guidance includes 510bps tariff impact per quarter.

### Q&A Highlights
- **Q1 2026 Guidance**: $20-21M revenue (seasonal low), with H2 ramp driven by subscriptions and international sales.
- **AI Strategy**: AI-enabled features for Dream Sight, personalized sleep coaching, and real-time data insights.
- **Telehealth Rollout**: Pilot testing in Q1, full launch in H2 2026 with integration into Owlet360.
- **International Expansion**: Regulatory approvals in India and Israel, targeting 31 countries with Dream Sock.
- **Subscriber Growth**: 4Q sequential growth in subscribers, MRR, and retention; AI features to enhance LTV.


Owlet, Inc.(OWLT)-20260306-2025 Q4 Earnings call transcript

- **Revenue Record-Breaking**: Q3 2025 revenue up 44.6% to $32 million, driven by Dream Sight launch and 42% growth in Dream Sock. 
- **FDA Leadership**: 40% market share in baby monitors, solidifying competitive advantage. 
- **Subscription Growth**: Owlet360 subscribers hit 85,000, with 25% attach rate. 
- **Tariff Challenges**: Q4 2025 expects 500bp margin impact from Vietnam and Thailand tariffs. 
- **Healthcare Expansion**: First RPM partnership with CHKD, with potential for broader hospital integrations. 
- **International Momentum**: 171% YoY international growth, India clearance for 2026 launch. 
- **AI Innovation**: 2026 pilot of generative AI sleep coaching for parents. 


**【CEO Summary Section】**
- **Record Revenue Growth**: Q3 2025 revenue reached $32 million, up 44.6% YoY, driven by the launch of the new Dream Sight camera and ongoing momentum in the core Dream Sock business. 
- **Product Momentum**: Dream Sock domestic sell-through grew 42% YoY, with Amazon Prime Day units up 72% YoY. 
- **Strategic Growth Areas**: 
  - Owlet360 subscription subscribers surpassed 85,000, with a 25% subscription attach rate. 
  - International expansion includes FDA clearance in India for 2026 and 6 global regulatory clearances. 
- **FDA Differentiation**: Owlet is the only FDA-cleared infant monitor, with 40% market share in baby monitors. 
- **New Launches**: Dream Sight camera and Owlet Connect RPM integration with Rhapsody Health for healthcare partnerships. 

**【CFO Financial Commentary】**
- **Financial Highlights**: 
  - Gross profit $16.2 million (50.6% margin), offsetting 280bp tariff impacts. 
  - Operating income $1.2 million, first quarterly profit. 
  - 2025 guidance: Revenue $103-106 million (32-36% growth), gross margin 48-50%. 
- **Liquidity**: $23.8 million cash, with $32 million raised via equity offering. 
- **Tariff Impact**: Q4 2025 expects 500bp margin impact from Vietnam (20%) and Thailand (19%) tariffs. 

**【Q&A Key Highlights】**
- **Healthcare Partnerships**: 
  - CHKD partnership live with RPM integration, neonatologists accessing real-time data. 
  - Early-stage conversations with other hospitals for similar partnerships. 
- **International Expansion**: 
  - 171% YoY international revenue growth, with India clearance for 2026 launch. 
  - Europe, UK, Australia, NZ, SA leading international growth. 
- **Owlet360 Engagement**: 
  - Strong retention and engagement, with camera features driving LTV. 
  - AI-powered sleep insights pilot in 2026. 


Owlet, Inc. (OWLT) Q3 2025 Earnings Call Transcript

- **Revenue Growth**: Q2 $26.1M (+26% YoY), full-year guidance raised to $97-100M.
- **Gross Margin Expansion**: 51.3% in Q2, targeting 46-50% for FY2025 despite tariff headwinds.
- **Subscription Momentum**: 66,000 subscribers with AI-driven insights planned for Q4.
- **Healthcare Progress**: Medicaid reimbursement in 29 states; Owlet Connect integration with CHKD.
- **Strategic Moves**: CEO transition, warrant simplification, and tariff mitigation strategies.

**【Management Opening Remarks】**
- Q2 2025 revenue reached $26.1 million, up 26% YoY, with the ninth consecutive quarter of gross margin expansion (51.3%).
- CEO Kurt Workman announced transition to Executive Chairman, with Jonathan Harris becoming CEO on October 1, 2025.
- Full-year 2025 guidance raised to $97-100 million revenue, 46-50% gross margin, and EBITDA profitability.

**【CEO Commentary】**
- **Core Business Growth**: U.S. Dream Sock sell-through up 37% YoY; international sell-through +33% YoY (UK Prime Day units +144%).
- **Subscription Expansion**: Owlet360 subscribers surpass 66,000, with features like Sleep Position and planned AI insights.
- **Healthcare Progress**: Owlet Connect integration with CHKD underway; Medicaid reimbursement now available in 29 states.
- **Prime Day Success**: Total units up 72% YoY, ranking #1 in baby monitor category.

**【CFO Financial Commentary】**
- Q2 gross margin 51.3% (+180bps YoY), offset by $500k tariff impact.
- Operating expenses $15.3 million (58.7% of revenue), down 1.7% YoY.
- Net loss $37.6 million due to $34.8 million warrant liability adjustment; adjusted EBITDA $0.3 million.
- Tariffs expected to reduce Q4 gross margin by ~5%, with 6-week inventory turnover.
- Warrant exchange to eliminate 90% of Series A and all Series B warrants, simplifying capital structure.

**【Q&A Highlights】**
- **Tariffs**: Q3/Q4 impact estimated at 5% on gross margin; exploring U.S. manufacturing diversification.
- **Healthcare Revenue**: Inconsequential but growing; 29 states now offer Medicaid reimbursement.
- **Telehealth**: Pilot launch by end-2025; pricing TBD.
- **Warrant Exchange**: 5,429 new shares issued to exchange $9 million in warrants.


Owlet, Inc.(OWLT) Q2 2025 Earnings Call Transcript

- **Revenue Growth Record**: Q1 2025 revenue up 43% YoY to $21.1M, driven by 40% US Dream Sock growth and 104% intl expansion.
- **Profitability Milestone**: 4th consecutive breakeven EBITDA, with $3.1M YoY improvement.
- **Subscription Surge**: Owlet 360 reaches 48,000+ subscribers in 3 months, avoiding 12,000+ ER visits.
- **Healthcare Breakthrough**: First hospital discharges babies with Owlet monitors, 12-state Medicaid coverage.
- **Tariff Resilience**: 0% China exposure; 10% Thailand/Vietnam tariffs factored into 2025 guidance.

**【CEO Summary Section】**
- Q1 2025 revenue reached $21.1 million, up 43% YoY, driven by 40% US Dream Sock sell-through growth and 104% international revenue expansion.
- Gross margin improved to 53.7% (up 930 bps YoY), with 8 consecutive quarters of margin expansion.
- Achieved breakeven adjusted EBITDA for the 4th straight quarter, up $3.1 million YoY.
- Launched Owlet 360 subscription with 48,000+ paying subscribers and signed a landmark healthcare partnership with Children's Hospital of the King's Daughters.
- Raised 2025 revenue guidance to $91-95 million (17-22% YoY growth) despite macro uncertainty.

**【CFO Financial Commentary】**
- Q1 net income: $3.0 million vs. $3.3 million YoY, with $6.7 million warrant mark-to-market gain.
- Cash balance: $16.3 million as of March 2025, with $8.5M line of credit draw.
- Updated 2025 guidance: 
  - Revenue: $91-95M (vs. prior $88-92M)
  - Gross margin: 46-50% (impacted by 10% Thailand/Vietnam tariffs)
  - Adjusted EBITDA target remains unchanged.

**【Q&A Key Takeaways】**
1. **Healthcare Channel Expansion**: 
 - Babies now discharged from hospital with Owlet monitors via consignment program.
 - 12-state Medicaid reimbursement through AdaptHealth partnership.
 - Plan to roll out Owlet Connect for clinical integration.

2. **Owlet 360 Subscription Momentum**: 
 - 48,000+ subscribers in 3 months, 99% price realization.
 - Parents value pediatric health insights and avoid unnecessary ER visits.
 - International rollout planned for late 2025.

3. **Tariff Resilience**: 
 - 0% China manufacturing exposure; 10% Thailand/Vietnam tariffs factored into guidance.
 - Competitors with China manufacturing face 25-30% tariffs, creating share gain opportunity.

4. **Marketing Strategy**: 
 - Leverage FDA/CE clearance as unique differentiator.
 - Baby registry interest up 63% YoY, tracking as leading indicator.
 - In-app, email/SMS campaigns driving subscription awareness.


Owlet (OWLT)-8 May 25-2025 Q1 Earnings call transcript

- **Record Financial Performance**: 2024 revenue up 45% to $78.1M, gross margin 50.4%, and 3Q of positive adj. EBITDA.
- **Owlet360 Success**: 12% attach rate, 85% retention, and telehealth integration planned for Q2 2025.
- **2025 Growth Path**: $88-92M revenue target (+13-18%), 50-52% gross margin, and full year adj. EBITDA profitability.
- **Medical Channel Expansion**: 12 Medicaid states operational, targeting 570K high-risk infants annually.
- **International Momentum**: 45% YoY growth, Amazon U.K./Germany sales +72%/147%.

**【CEO Summary Section】**
- **2024 Financial Milestones**: Revenue of $78.1M (+45% YoY), gross margin of 50.4% (up 850bps), and positive adjusted EBITDA for the last 3 quarters. Q4 revenue was $20.5M (+37% YoY, adjusted for Amazon shift). 
- **Owlet360 Launch**: Subscription service achieved 12% attach rate in first month, 85% retention, and $5.99/month pricing. Targets expanding LTV through pediatric health data monetization.
- **Strategic Shifts**: Transitioning from hardware to health platform with telehealth integration planned for Q2 2025. 0.5M+ monthly app users provide unique dataset advantage.

**【CRO (Jonathan Harris) Strategic Focus】**
- **Dream Sock Growth**: U.S. sell-through +34% YoY, 10% adoption rate (vs. 16% in top states). International revenue +45% YoY, Amazon U.K./Germany sales +72%/147%.
- **Medical Channel Expansion**: 6 DME partners, 12 Medicaid states operational by mid-2025. BabySat targets 570K high-risk infants annually.
- **Owlet360 Metrics**: 25K+ subscribers, 60% daily active users, and reduced unnecessary healthcare visits.

**【CFO (Amanda Crawford) Financial Results】**
- **Q4 2024 Performance**: $20.5M revenue, 53.5% gross margin, $0.5M adj. EBITDA. Full year adj. EBITDA improved $14.3M to -$2M.
- **2025 Guidance**: $88-92M revenue (+13-18%), 50-52% gross margin, and full year adj. EBITDA profitability. Q4 will be highest revenue quarter due to Black Friday shift.
- **Legal Charges**: $6.2M Q4 charges for SPAC-related settlements, partially offset by insurance.

**【Q&A Highlights】**
- **Revenue Mix**: 2025 guidance excludes material BabySat/Owlet360 contributions. U.S./international growth split evenly, but intl. % growth higher.
- **Gross Margin Outlook**: 2025 margin expansion driven by scale, despite Q4 2024 being a promotional outlier.
- **Payor Progress**: 12 Medicaid states operational, Cigna coverage secured. Telehealth integration to enhance subscription value.
- **Large Market Strategy**: Digital marketing, influencer partnerships, and Owlet360 features to replicate small-state word-of-mouth success.


Actual	-4.2	-1.82	-4.06	-2.38	-2.24	-2.38	-1.96	-1.12	-0.56	-0.7	-0.12	-0.39	0	0.03	-0.07	-0.07	-2.37	0.03	-0.03
Forecast	-2.0199	-0.8287	-2.0147	-2.3246	-2.751	-1.9638	-2.17	-1.26	-0.375	-0.36	-0.04	-0.14	-0.19	-0.24	-0.515	-0.2733	-0.2325	-0.1875	-0.1397
Surprise	-107.93%	-119.62%	-101.52%	-2.38%	+18.58%	-21.19%	+9.68%	+11.11%	-49.33%	-94.44%	-200.00%	-178.57%	+100.00%	+112.50%	+86.41%	+74.39%	-919.35%	+116.00%	+78.53%

OWLT

OWLT fundamentals

OWLT Q4 2025 Earnings

Earnings Call

You can ask Aime

OWLT

OWLT fundamentals

OWLT Q4 2025 Earnings

Earnings Call

OWLT Earnings Call Summary for Q4/20254:30 PM on Mar 5, 2026

OWLT Earnings Call Summary for Q3/20254:30 PM on Nov 13, 2025

OWLT Earnings Call Summary for Q2/20254:30 PM on Aug 7, 2025

OWLT Earnings Call Summary for Q1/20254:30 PM on May 8, 2025

OWLT Earnings Call Summary for Q4/20244:30 PM on Mar 4, 2025

You can ask Aime