Owlet Reports Record 2025 Results, Outlines 2026 Priorities

Connected baby monitor company sees strong growth in revenue, gross margin, and subscriptions

Published on Mar. 6, 2026

Owlet (NYSE:OWLT) executives said 2025 marked the strongest year in the company's history, citing record revenue, gross margin, and Adjusted EBITDA alongside continued momentum in its connected hardware and subscription strategy. Management also outlined updated priorities for 2026 that emphasize global Dream Sock adoption, expansion of the Owlet360 subscription platform, growth in healthcare channels, and the planned launch of an Owlet-branded pediatric telehealth service.

Why it matters

Owlet's strong 2025 performance and ambitious 2026 plans demonstrate the company's ability to capitalize on the growing demand for connected baby monitoring solutions and subscription-based healthcare services. As the baby tech market continues to evolve, Owlet's focus on product innovation, international expansion, and healthcare partnerships positions it to solidify its market leadership.

The details

For the fourth quarter of 2025, Owlet reported revenue of $26.6 million, up 29.6% from the prior-year period. Full-year 2025 revenue totaled $105.7 million, up 35.4% versus 2024. Gross margin in Q4 was 47.6%, including a 510 basis point impact from tariffs, while full-year 2025 gross margin was a record 50.6%. Adjusted EBITDA was $0.1 million in Q4, compared with $0.5 million in Q4 2024, with tariff costs described as the primary driver of the year-over-year decline. Full-year 2025 Adjusted EBITDA was a record $2.0 million, a $3.8 million improvement over 2024.

  • Owlet launched its Owlet360 subscription service in January 2025.
  • Owlet introduced its Dream Sight camera in September 2025.

The players

Owlet

An American consumer health technology company specializing in the design and manufacture of smart baby monitoring products, including the Owlet Smart Sock, Owlet Cam, and Dream Sock.

Jonathan Harris

The President and CEO of Owlet.

Amanda Twede Crawford

The Chief Financial Officer of Owlet.

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What they’re saying

“2025 was a 'monumental and transformative year' for Owlet, pointing to growth across the company's Dream product suite and the early success of its subscription model.”

— Jonathan Harris, President and CEO (Owlet earnings call)

“Tariffs reduced 2025 gross margin by 270 basis points for the year.”

— Amanda Twede Crawford, Chief Financial Officer (Owlet earnings call)

What’s next

Owlet plans to launch its Owlet OnCall Telehealth platform in the first half of 2026, allowing parents to share Dream Sock vitals during telehealth visits. The company also expects to receive regulatory clearance for Dream Sock sales in India in the first half of 2026 and in Israel in the back half of 2026.

The takeaway

Owlet's strong 2025 performance and ambitious 2026 plans demonstrate the company's ability to innovate and adapt in the rapidly evolving baby tech market. By focusing on product development, international expansion, and healthcare partnerships, Owlet is positioning itself as a leader in the connected baby monitoring and pediatric telehealth space.