The call demonstrated strong revenue growth and consistent profitability in key metrics, supported by successful product launches and strategic partnerships. However, challenges remain with international revenue declines, increased tariffs, and slow progress in healthcare partnerships.

Company Guidance -

Q3 2025

During the Owlet Q2 2025 Earnings Conference Call, the company reported a revenue of $26.1 million, marking a 25.9% increase compared to the same quarter in 2024, and achieving a gross margin of 51.3%, which expanded by 180 basis points year-over-year. This quarter represented the ninth consecutive quarter of year-over-year gross margin expansion and the fifth consecutive quarter of adjusted EBITDA profitability, which was $0.3 million. The company also raised its full-year 2025 revenue guidance to a range of $97 million to $100 million, indicating a 24% to 28% growth year-over-year, while maintaining a gross margin guidance of 46% to 50%, despite the impact of increased tariffs from Thailand and Vietnam. Additionally, the Owlet360 subscription service crossed 66,000 paying subscribers, showcasing significant growth and a focus on expanding its value.

Record Revenue Growth

Revenue reached $26.1 million in Q2, up 25.9% year-over-year, contributing to the largest first-half revenue in company history.

Consistent Gross Margin Expansion

Gross margins expanded for the ninth consecutive quarter, reaching 51.3%, an increase of 180 basis points from the prior year.

Adjusted EBITDA Profitability

Owlet recorded its fifth consecutive quarter of adjusted EBITDA profitability at $0.3 million.

Strong Domestic Adoption

Domestic sell-through growth for Dream Sock was 37% year-over-year in Q2.

Successful Owlet360 Subscription Launch

The subscription service reached over 66,000 paying subscribers with strong growth in metrics like monthly recurring revenue and retention rate.

Impressive Amazon Prime Day Performance

Owlet ranked as the #1 seller in baby monitor and safety categories, with unit sell-through up 72% year-over-year.

Leadership Transition

Kurt Workman will transition to Executive Chairman, and Jonathan Harris will become CEO, both of whom have significantly contributed to the company's success.

Owlet (OWLT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OWLT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 17, 2025	2025 (Q3)	-0.21 / -	0.03	―	―	―
Aug 07, 2025	2025 (Q2)	-0.23 / -2.37	0	―
May 08, 2025	2025 (Q1)	-0.27 / -0.07	-0.39	82.05% (+0.32)	―
Mar 04, 2025	2024 (Q4)	-0.52 / -0.07	-0.12	41.67% (+0.05)	―
Nov 13, 2024	2024 (Q3)	-0.24 / 0.03	-0.7	104.29% (+0.73)	―
Aug 12, 2024	2024 (Q2)	-0.19 / 0.00	-0.56	―	―
May 06, 2024	2024 (Q1)	-0.14 / -0.39	-1.12	65.18% (+0.73)	―
Mar 07, 2024	2023 (Q4)	-0.04 / -0.12	-1.96	93.88% (+1.84)	―
Nov 13, 2023	2023 (Q3)	-0.36 / -0.70	-2.38	70.59% (+1.68)	―
Aug 14, 2023	2023 (Q2)	-0.38 / -0.56	-2.24	75.00% (+1.68)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OWLT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$7.81	$9.30	+19.08%
May 08, 2025	$4.17	$4.84	+16.07%
Mar 04, 2025	$4.50	$4.92	+9.33%
Nov 13, 2024	$5.35	$4.79	-10.47%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Owlet Inc (OWLT) report earnings?

Owlet Inc (OWLT) is schdueled to report earning on Nov 17, 2025, After Close (Confirmed).

What is Owlet Inc (OWLT) earnings time?

Owlet Inc (OWLT) earnings time is at Nov 17, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is OWLT EPS forecast?

OWLT EPS forecast for the fiscal quarter 2025 (Q3) is -0.21.

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