Owlet Shifts to Subscription Growth | Business and Finance News

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Recorded19 Aug 2026

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Owlet is pivoting from hardware sales to a subscription powerhouse, targeting over a million subscribers by embedding value through sleep insights and telehealth—turning baby monitors into lifelong family tools. Q2 revenue hit $33.9M, up nearly 30% year-over-year, fueled by $4M in tariff refunds and strong margin growth—even without the one-time boost, adjusted EBITDA soared. Their FDA-cleared status gives them a rare edge as Amazon enforces vital sign regulations, while international sales exploded 200% and Owlet 360 expands globally with easier onboarding. Despite short-term dips from competitor discounts, Owlet remains market leader—and is raising full-year forecasts, betting big on subscriptions and global scale. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/160f540dc42c2b19

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