Owlet, Inc. Q3 2025 Earnings Recap

Owlet, Inc. delivered record-breaking Q3 2025 results with a 45% revenue increase year-over-year, marking its first quarterly operating profit, driven by strong demand for its new DreamSight camera and continued market momentum.

Key Takeaways

• Q3 revenue reached $32 million, a record high, fueled by the successful launch of the DreamSight camera.
• Gross profit improved to $16.2 million, achieving a gross margin of 50.6%, despite tariff impacts.
• Owlet reported its first-ever operating income of $1.2 million, highlighting sustained profitability with six consecutive quarters of adjusted EBITDA profits.
• DreamSock demand in the U.S. soared, with domestic sell-through growing 42% year-over-year and contributing to a 40% market share in baby monitors.
• International revenue surged by 171% year-over-year, bolstered by the launch of DreamSight and expansion in global sales channels.