Owlet Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY Revenue (est.)
$120.3Mnext fiscal year
FY EPS (est.)
-$0.14next fiscal year
Monitoring Framework
Key Performance Indicators
Paying Subscribers (Owlet360) Quarterly115KTarget: Continued scaling of subscription engine to expand customer lifetime value (LTV)
Total Revenue Annually105.7MTarget: $118,000,000 to $122,000,000 for FY 2026
Gross Margin Annually5,060.0%Target: 50% to 52% for FY 2026
Adjusted EBITDA Annually2MTarget: $7,000,000 to $9,000,000 for FY 2026
Watch Items
- Tariff Cost ImpactsTrigger: Exceeding 510 basis points margin impact per quarterAction: Evaluate supply chain diversification, pricing adjustments, or cost-containment measures to protect gross margins.
- Global Dream Sock Adoption and Regulatory ApprovalsTrigger: Delays in international rollouts or failure to secure clearances in key expansion markets (e.g., India, Israel)Action: Reallocate marketing and regulatory resources to high-priority regions and adjust international growth forecasts.
- Owlet OnCall Telehealth Platform LaunchTrigger: Low user engagement or technical integration issues within the appAction: Refine software features, enhance marketing campaigns, and optimize pediatric consultation partnerships to drive adoption.
Research as of 19 Jun 2026