The earnings call reflects a strong financial performance with record revenue growth and consistent profitability. Strategic initiatives are progressing well, with significant advancements in the subscription model and global market presence. However, challenges remain in the form of increased tariffs impacting margins, a decline in international revenue, and slow progress in healthcare integration.

Company Guidance

During the Owlet Q2 2025 Earnings Conference Call, the company reported a significant financial performance with revenue reaching $26.1 million, marking a 25.9% increase compared to Q2 2024. Gross margins improved by 180 basis points to 51.3%, despite the impact of tariffs, and the company achieved its fifth consecutive quarter of adjusted EBITDA profitability at $0.3 million. Owlet raised its full-year 2025 revenue guidance to between $97 million and $100 million, reflecting 24% to 28% growth year-over-year, while reaffirming its gross margin guidance of 46% to 50%, considering increased tariff costs. The company also highlighted strong progress with its Owlet360 subscription service, which reached over 66,000 subscribers, and continued strategic focus on expanding into healthcare channels with initiatives like Owlet Connect. Additionally, leadership changes were announced, with Jonathan Harris taking over as CEO from Kurt Workman, who will transition to Executive Chairman.

Record Revenue Growth

Revenue for Q2 2025 was $26.1 million, representing a 25.9% increase year-over-year, contributing to the largest first-half revenue performance in company history.

Consistent Profitability

Achieved the fifth consecutive quarter of adjusted EBITDA profitability with a positive adjusted EBITDA of $0.3 million.

Significant Increase in Gross Margins

Gross margins expanded 180 basis points to 51.3%, marking the ninth consecutive quarter of year-over-year gross margin expansion.

Successful Strategic Initiatives

Progress in strategic focus areas including global adoption of Dream Sock, Owlet360 subscription growth, and expansion of health care channels for insurance-reimbursed monitors.

Expansion and Innovation Recognition

Owlet had a record Amazon Prime Day and won multiple awards for innovation, including Baby Monitor Product of the Year at the 2025 Baby Innovation Awards.

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 (OWLT) report earnings?

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

What is Owlet (OWLT) earnings time?

Owlet (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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