Q3 2025 Owlet Inc Earnings Call Transcript

Nov 13, 2025 / 09:30 PM GMT

Release Date Price: $10.16 (-7.64%)

Transcript 10-Q8-K

Key Points

Positve

Owlet Inc (OWLT) reported a record Q3 revenue of $32 million, marking a 45% increase compared to Q3 2024.
The company achieved its first quarterly operating profit in history with an operating income of $1.2 million.
Owlet Inc (OWLT) is the first to offer an FDA-cleared over-the-counter infant monitoring device, providing a significant competitive advantage.
International revenue growth was strong, with a 171% increase year-over-year, driven by new regulatory clearances and product launches.
The Owlet 360 subscription platform surpassed 85,000 paying subscribers, showing strong growth and engagement.

Negative

Tariff costs negatively impacted gross margins by 280 basis points in Q3, with further impacts expected in Q4.
The macroeconomic environment remains uncertain, with potential impacts from consumer behavior, government policies, and tariffs.
Despite strong revenue growth, the company still faces challenges in scaling its healthcare partnerships and integrations.
The company is in the early stages of its telehealth platform, Owlet on Call, with no immediate revenue impact expected.
Owlet Inc (OWLT) has drawn down on its line of credit, increasing its debt to $18.6 million, which may impact future financial flexibility.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OWLT.N - Owlet Inc
Q3 2025 Owlet Inc Earnings Call
Nov 13, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Perfect.

Good afternoon.

Thank you for attending the Olet Q325 earnings conference call. My name is Matt and I'll be the moderator for today's call. All lines will be muted during the presentation portion of the call for an opportunity for questions and answers at the end. If you would like to ask a question, please press 1 on your telephone keypad. I now have to pass the conference over to our host, Jay Ginzo Investor Relations. Jay, please go ahead.

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Unidentified_2 [2]
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Good afternoon, everyone, and thank you for joining us. Earlier today, OET released

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