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Owlet (OWLT) investor relations material
Owlet Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue reached $26.1M, up 25.9% year-over-year, driven by strong Dream Sock and Dream Duo sales and the launch of the Owlet360 subscription service.
Gross margin expanded for the ninth consecutive quarter to 51.3%, up 180 basis points year-over-year, reflecting favorable product mix and cost efficiencies.
Adjusted EBITDA was $0.3M, positive for the fifth consecutive quarter and a $0.2M improvement year-over-year.
CEO transition announced: Jonathan Harris to become CEO effective October 1, 2025; Kurt Workman to transition to Executive Chairman.
Owlet360 subscription surpassed 66,000 paying subscribers, with strong growth in recurring revenue, attach, and retention rates.
Financial highlights
Q2 net loss was $37.6M, including a $34.8M non-cash warrant liability adjustment; operating loss improved to $1.9M from $2.2M in Q2 2024.
Q2 gross profit: $13.4M; gross margin: 51.3% (up from 49.5%); operating expenses: $15.3M (58.7% of revenue), down from 60.4% in Q2 2024.
Cash and equivalents at June 30, 2025: $21.8M, up from $16.3M in Q1, aided by increased line of credit draw.
Net cash used in operating activities for the first half of 2025 was $8.2M.
Weighted-average shares outstanding: 15.7M in Q2 2025.
Outlook and guidance
Full-year 2025 revenue guidance raised to $97M–$100M (24%–28% growth year-over-year); gross margin guidance reaffirmed at 46%–50%, factoring in increased tariffs.
Expectation to achieve full-year adjusted EBITDA profitability.
Tariff increases expected to impact gross margin by 5% in Q4; Q3 will see a blended impact.
Management expresses substantial doubt about ability to continue as a going concern within one year due to recurring losses, negative cash flows, and low cash relative to obligations.
Additional financing may be required to fund operations and strategic initiatives; failure to secure funding could materially impact business objectives.
What specific areas will Kurt focus on as Exec Chair?
Owlet's strategy to mitigate tariff impact?
Process for onboarding new hospitals via Owlet Connect?
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Q3 202512 Nov, 2025
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Frequently asked questions
Owlet Inc develops smart baby monitoring products and digital health platforms for infants and parents. The company offers wearable devices and mobile applications that track vital signs, sleep patterns, and wellness data. It markets its products through direct-to-consumer channels and retail partners. The company is headquartered in Lehi, Utah, and its shares are listed on the NYSE.
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