Owlet Smashes Records in Q4 2025: A Year of Transformation and Growth
Owlet, a leading provider of pediatric health monitoring solutions, has announced record-breaking results for its fourth quarter and full year ended December 31st, 2025. In a recent conference call, company executives highlighted the significance of this achievement, positioning Owlet for continued outperformance in 2026.
The launch of Owlet360 subscription service in January 2024 proved to be a resounding success, with over 110,000 paying subscribers by March, according to Jonathan Harris, Owlet's President and CEO. This marks a major milestone in the company's evolution into a comprehensive pediatric data platform, leveraging its massive dataset to deliver advanced and personalized health and wellness information.
The introduction of Owlet360 fundamentally reshaped the company's relationship with customers and long-term business strategy, expanding high-margin revenue streams and extending ecosystem benefits across borders. This move has laid the foundation for subscription growth in 2026, capitalizing on the momentum established in 2025.
Another significant achievement was the launch of Owlet's new Dream Sight camera in September 2024. This next-generation video monitor boasts greater reliability, security, and future-forward technologies, including onboard AI capabilities, all at a price point that makes sense. When paired with Dream Sock, it delivers a holistic view of a child's wellness unmatched by any other offering.
Dream Sight has seen outstanding momentum since its launch, with the company now rolling out new camera-specific subscription features in the coming quarters. This represents another opportunity to increase subscriber growth and further solidify Owlet's position as a leader in pediatric health monitoring.
In addition to these achievements, Owlet achieved record annual revenue, gross margin, and Adjusted EBITDA in 2025, showcasing new heights of financial performance and operational efficiency despite the impact of tariffs. The company also simplified its capital structure via warrant exchange, followed by a successful offering to strengthen its balance sheet and support a path to cash flow independence.
As Owlet looks to 2026, it is well-positioned to execute on its pediatric health growth opportunity and deliver long-term stakeholder value. With a strong foundation laid in 2025, the company is poised for continued success and further expansion of its leadership position in the market."
