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Owlet (OWLT)
NYSE:OWLT
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.17Last Year’s EPS
-0.07Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple material achievements — record annual revenue, record full-year gross margin and adjusted EBITDA, strong product launches (Dream Sight) and subscription momentum (110k+ paying subscribers), significant market share gains and international regulatory progress — and management provided a confident 2026 growth outlook. Near-term headwinds include meaningful tariff-related margin pressure, Q4 adjusted EBITDA softness relative to the prior year, a light Q1 guide due to seasonality and tough comps, and ongoing external uncertainties (tariffs, geopolitical risk, regulatory). On balance, the positive operating and financial momentum (record full-year results, subscription and market-share traction, improved operating efficiency and strengthened liquidity) outweigh the near-term challenges and risks.Company Guidance
Record Revenue and Strong Top-Line Growth
Q4 2025 revenue of $26.6M, up 29.6% year-over-year; full year 2025 revenue of $105.7M, up 35.4% versus 2024 and at the high end of guidance.
Subscription Momentum — Owlet360
Crossed over 110,000 paying Owlet360 subscribers (begin March); four consecutive quarters of sequential growth across paying subscribers, MRR, attach rate and retention; company expects subscription to become a larger portion of revenue throughout 2026.
Record Gross Margin and Adjusted EBITDA for Full Year
Full year 2025 gross margin was a record 50.6% (despite tariff headwinds); full year adjusted EBITDA was a record $2.0M, an improvement of $3.8M versus 2024.
Product Innovation and Commercial Momentum (Dream Sock, Dream Sight, Duo)
Launched Dream Sight camera (Sept 2025) with AI capabilities and new camera-specific subscription features planned; Dream Sock domestic sell-through +9% YoY and Duo sell-through +53% YoY; Dream Sock NPS = 77 and blended product NPS = 72.
Market Share and Channel Strength
Expanded share of total dollars spent on baby monitors to 41% in Q4 2025 (a 24% increase versus Q4 2024); registry additions for Dream Sock up 23% YoY across tracked registries (Amazon, Babylist, Target).
International Expansion and Regulatory Wins
Full year international revenue $19.2M, up 27% versus 2024; Q4 international sell-through strong with UK +58%, France +41%, Nordics +80% YoY; regulatory clearance secured for Dream Sock in India and approval for distribution in Israel; Dream Sock now sold in 31 countries with 7 regulatory clearances.
Improved Operating Efficiency and Unit Economics
Q4 operating expenses declined to $17.5M from $18.4M (improvement of $0.9M); operating expenses as a % of revenue improved to 66% from 90% in Q4 2024; revenue per FTE ~$1.0M; LTV to CAC ratio reported at 4.4 (company notes room to improve as subscription grows).
Stronger Balance Sheet and Liquidity
Cash and cash equivalents $35.5M (up from $23.8M in Q3 2025); paid down $12M on line of credit (balance $7M); $10M undrawn availability on LOC; total liquidity reported at $45.5M as of Dec 31, 2025.
2026 Financial Outlook
Full year 2026 guidance: revenue $126M–$130M (growth of 19%–23% over 2025), gross margin guidance 49%–52%, and adjusted EBITDA $3M–$5M (50%–150% growth over 2025); Q1 2026 guide: revenue $20M–$21M and gross margin 50%–52% (seasonally light quarter).
OWLT Earnings History
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 |
|---|---|---|---|
Mar 05, 2026 | $11.75 | $7.26 | -38.21% |
Nov 13, 2025 | $10.16 | $10.48 | +3.15% |
Aug 07, 2025 | $7.81 | $9.30 | +19.08% |
May 08, 2025 | $4.17 | $4.84 | +16.07% |
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 May 07, 2026, After Close (Confirmed).
What is Owlet (OWLT) earnings time?
Owlet (OWLT) earnings time is at May 07, 2026, 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 2026 (Q1) is -0.17.