Owlet Inc
NYSE:OWLT
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Owlet Inc
NYSE:OWLT
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US |
Owlet Inc
Owlet, Inc. is a digital parenting platform, which provides parents real-time data and insights of parenting. The company is headquartered in Los Angeles, California. The company went IPO on 2020-09-15. The firm's platform focuses on giving real-time data and insights to parents. Its products include owlet dream sock, an app to assist children with better sleep; owlet cam, a video streaming app to hear and see the baby from anywhere, and dream lab, an online and interactive sleep training program for babies. The firm offers sock monitor offerings, which include Smart Sock and Dream Sock and Dream Sock Plus; Cam; Monitor Duo/Dream Duo; Dream Lab, and accessories. Its monitoring pipeline includes Sock Versions, which includes Smart Sock Plus, Over-the-Counter (OTC) Smart Sock and BabySat, and Band. The Company’s products are available for purchase at global and national retail stores, as well as through online channels on Amazon.com and other online retail sites, as well as its direct-to-consumer channel on its country-specific Websites.
Owlet, Inc. is a digital parenting platform, which provides parents real-time data and insights of parenting. The company is headquartered in Los Angeles, California. The company went IPO on 2020-09-15. The firm's platform focuses on giving real-time data and insights to parents. Its products include owlet dream sock, an app to assist children with better sleep; owlet cam, a video streaming app to hear and see the baby from anywhere, and dream lab, an online and interactive sleep training program for babies. The firm offers sock monitor offerings, which include Smart Sock and Dream Sock and Dream Sock Plus; Cam; Monitor Duo/Dream Duo; Dream Lab, and accessories. Its monitoring pipeline includes Sock Versions, which includes Smart Sock Plus, Over-the-Counter (OTC) Smart Sock and BabySat, and Band. The Company’s products are available for purchase at global and national retail stores, as well as through online channels on Amazon.com and other online retail sites, as well as its direct-to-consumer channel on its country-specific Websites.
Revenue: Q4 revenue $26.6 million, up 29.6% YoY; full year 2025 revenue $105.7 million, up 35.4% and at the high end of guidance.
Profitability: Full year adjusted EBITDA was a record $2.0 million (improved $3.8 million vs 2024); Q4 adjusted EBITDA $0.1 million (impacted by tariffs).
Subscriptions: Owlet360 passed 110,000 paying subscribers as of early March and delivered four consecutive quarters of sequential growth in subscribers, MRR, attach rate and retention.
Products & AI: Launched Dream Sight camera and Dream Sock momentum drove sell-through; management plans camera-based AI features and Web AI partnership to deepen subscription value.
International & Regulatory: International revenue was $3.9 million in Q4 and $19.2 million for 2025 (up 27%); Dream Sock now sold in 31 countries with 7 regulatory clearances and recent approvals in India and Israel.
Guidance: Q1 2026: revenue $20.0–$21.0 million, gross margin ~52%, adjusted EBITDA (loss) $(2.5)M to $(1.5)M. Full year 2026: revenue $126.0–$130.0 million, gross margin 49%–52%, adjusted EBITDA $3.0–$5.0 million.
Headwinds: Tariffs materially pressured margins (510 bps impact cited for Q4 and modeled per-quarter into 2026); company included tariff impact in guidance.
