"Company† ) (NYSE: OWLT), the pioneer of smart infant monitoring, today announces that Dream Sockâ,,¢ is now available for families across Australia and New Zealand. Dream Sock recently received approval from Australia's Therapeutic Goods Administration (TGA), meeting rigorous medical device standards in the region. With this milestone achieved, families can now purchase Dream Sock through Owlet's local website and select retail partners. "Bringi. SYDNEY--(BUSINESS WIRE)---- $owlt #babymonitor--Owlet, Inc. ...

Core Insights - The article emphasizes the importance of efficiency levels in assessing a company's potential for profitability, suggesting that higher efficiency correlates with better price performance [1] Efficiency Ratios - Popular efficiency ratios are crucial for measuring a company's efficiency, including Receivables Turnover, Asset Utilization, Inventory Turnover, and Operating Margin [2][3][4][5] - Receivables Turnover indicates a company's ability to collect debts, with a higher ratio being more desirable [2] - Asset Utilization measures how effectively a company converts its assets into sales, with higher values indicating better efficiency [3] - Inventory Turnover assesses a company's ability to manage inventory relative to its cost of goods sold, where a high ratio suggests efficient inventory management [4] - Operating Margin reflects a company's control over operating expenses, with higher margins indicating better efficiency compared to peers [5] Screening Criteria - The screening process includes a favorable Zacks Rank of 1 (Strong Buy) alongside the efficiency ratios to enhance profitability [6] - The criteria narrowed down a universe of over 7,906 stocks to just 14, focusing on those with efficiency ratios above industry averages [7] Selected Stocks - The top three stocks identified for their efficiency ratios are Owlet (OWLT), Interface (TILE), and Equity Bancshares (EQBK) [8][9] - Owlet has an impressive average four-quarter earnings surprise of 87.8%, indicating strong performance [10] - Interface, known for its modular carpets, has a four-quarter earnings surprise of nearly 30.3% [11] - Equity Bancshares, providing financial services, has a four-quarter earnings surprise of 15.4% [12]

LEHI, Utah--(BUSINESS WIRE)---- $owlt #FCBrandAwards--Owlet, Inc. ("Owlet†or the "Company†) (NYSE: OWLT), the pioneer of smart infant monitoring, is proud to announce its inclusion in Fast Company's annual Brands That Matter list. This recognition celebrates brands that create deep emotional connection and cultural relevance, not just customer acquisition, through clear purpose, originality, and measurable business impact. "We're honored to be recognized by Fast Company as a brand that truly matters,†said ...

Owlet, Inc. (OWLT) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earni ...

Core Insights - Owlet has partnered with Locus Health to enhance infant health management by integrating data from Owlet's FDA-cleared device, BabySat, into Locus Health's remote patient monitoring platform, allowing healthcare providers secure access to vital infant health information post-hospital discharge [2][3][4] Company Overview - Owlet, Inc. is a pioneer in smart infant monitoring, having monitored over 2.5 million babies and providing parents with reliable tools to track key vitals [9][10] - Locus Health specializes in remote care management software, particularly for vulnerable pediatric patients, and has been recognized for its outcomes-based solutions [6][11] Partnership Details - The collaboration aims to bridge the gap between hospital and home care for nearly 500,000 babies transitioning from ICU each year in the U.S., particularly those with ongoing medical needs [5] - The integration will allow clinicians to monitor key vital signs such as oxygen saturation and pulse rate, facilitating early detection of concerning trends and timely interventions [6] Strategic Goals - The partnership reflects Owlet's commitment to providing accessible, high-quality care for infants and their families, marking a significant step in expanding its clinical partnerships in pediatric healthcare [8] - Owlet's integration with Locus Health is expected to enhance workflow efficiency for healthcare providers while minimizing the burden on parents during challenging times [6]

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Core Insights - Owlet, Inc. reported quarterly earnings of $0.03 per share, exceeding the Zacks Consensus Estimate of a loss of $0.23 per share, marking an earnings surprise of +113.04% [1] - The company generated revenues of $32 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 20.53% and showing an increase from $22.1 million year-over-year [2] - Owlet shares have appreciated approximately 147.2% year-to-date, significantly outperforming the S&P 500's gain of 16.5% [3] Earnings Performance - Over the last four quarters, Owlet has exceeded consensus EPS estimates three times [2] - The company had a previous expectation of a loss of $0.21 per share but reported a smaller loss of $0.05, resulting in a surprise of +76.19% [1] Future Outlook - The sustainability of Owlet's stock price movement will largely depend on management's commentary during the earnings call [3] - Current consensus EPS estimate for the upcoming quarter is -$0.26 on revenues of $24.58 million, and for the current fiscal year, it is -$5.38 on revenues of $98.33 million [7] Industry Context - The Technology Services industry, to which Owlet belongs, is currently ranked in the top 27% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Owlet's performance [5]

Financial Data and Key Metrics Changes - Q3 2025 revenue reached a record $32 million, representing a 45% increase compared to Q3 2024 [4][18] - Q3 gross profit was $16.2 million, resulting in gross margins of 50.6%, despite tariff impacts [4][19] - Q3 adjusted EBITDA was $1.6 million, marking the sixth consecutive quarter of adjusted EBITDA profitability [5][20] - Q3 operating income was $1.2 million, the first quarterly operating profit in company history [5][20] - Net income for Q3 was $4.1 million, compared to a net loss of $5.6 million in the same period last year [20] Business Line Data and Key Metrics Changes - DreamSock demand in the U.S. grew 42% year-over-year, with total sell-through units up 72% during Amazon Prime Day [8][9] - The subscription attach rate for DreamSock surpassed 25% by the end of Q3 [12][13] - Total paying subscribers for Owlet 360 exceeded 85,000, with strong trends in monthly recurring revenue and improved retention [12] Market Data and Key Metrics Changes - International revenue growth was up 171% year-over-year, driven by the launch of DreamSight and ongoing global momentum [11] - Owlet increased its share of total dollars spent on baby monitors to 40% in Q3 2025, a record high [9] Company Strategy and Development Direction - The company aims to transition into a service model through the Owlet 360 subscription, enhancing customer lifetime value [8][12] - Owlet is strategically positioned to capitalize on increased consumer awareness following the FDA's warning against unauthorized infant monitors [5][6] - The launch of the DreamSight camera is expected to enhance the product ecosystem and drive further growth [10][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's market position and ability to drive further share gains despite macroeconomic uncertainties [24] - The company raised its 2025 revenue guidance to a range of $103 million-$106 million, reflecting strong business momentum [24] - Management highlighted ongoing investments in R&D and AI capabilities to enhance product offerings and customer support [15][22] Other Important Information - The company completed a follow-on equity offering raising approximately $32 million, strengthening its balance sheet [23] - Owlet has received six international regulatory clearances for DreamSock, including new clearance in India [11] Q&A Session Summary Question: Partnership with health systems and early experiences - Management indicated that the integration with the Children's Hospital of the King's Daughters has been successful and is being used as a pilot for other healthcare systems [26][27] Question: International growth and future markets - Management noted strong performance in international markets, particularly in Europe, and highlighted ongoing momentum and new regulatory clearances [28] Question: Value proposition of Babysat and integration with Rapid City - The integration with Rapid City is expected to provide real-time access to data for clinicians, facilitating quicker implementation and engagement [29][30] Question: Subscriber retention rates for Owlet 360 - Management reported strong engagement from Owlet 360 customers and indicated plans for new features to enhance user experience [31]

Financial Performance - Revenues for Q3 2025 reached $31,988,000, a 44.5% increase from $22,122,000 in Q3 2024[25] - Gross profit for Q3 2025 was $16,200,000, compared to $11,546,000 in Q3 2024, reflecting a 40.4% increase[25] - Operating income for Q3 2025 was $1,216,000, a significant improvement from an operating loss of $4,822,000 in Q3 2024[25] - Net income for Q3 2025 was $4,134,000, compared to a net loss of $5,611,000 in Q3 2024[25] - The company reported a basic net income per share of $0.20 for Q3 2025, compared to a loss of $0.57 per share in Q3 2024[25] - For the nine months ended September 30, 2025, the net loss was $30,488,000, compared to a net loss of $3,484,000 for the same period in 2024[32] - For the three months ended September 30, 2025, the company reported a net income attributable to common stockholders of $139,000, compared to $3,995,000 in the same period of 2024, reflecting a decrease of approximately 96.5%[148] - The diluted net income per share for the three months ended September 30, 2025, was $0.19, compared to a loss of $(0.06) in 2024[148] Assets and Liabilities - Total current assets increased to $71,638,000 as of September 30, 2025, up from $46,113,000 at the end of 2024, representing a 55.4% growth[23] - Total liabilities rose to $113,464,000 as of September 30, 2025, compared to $66,329,000 at the end of 2024, indicating a 71.1% increase[23] - The total stockholders' deficit increased to $54,143,000 as of September 30, 2025, from $29,751,000 at the end of 2024[23] - The Company reported an accumulated deficit of $298,683 as of September 30, 2025, with negative cash flows from operations of $10,340 and $14,215 for the nine months ended September 30, 2025 and 2024, respectively[42] - The total debt as of September 30, 2025 was $24,948,000, significantly higher than $11,697,000 as of December 31, 2024, marking an increase of 113.1%[74] Cash Flow and Financing - Cash flows from operating activities resulted in a net cash used of $10,340,000 for the nine months ended September 30, 2025, compared to $14,215,000 for the same period in 2024[32] - The total cash provided by financing activities was $14,223,000 for the nine months ended September 30, 2025, compared to $20,127,000 in 2024[32] - Proceeds from short-term borrowings amounted to $67,730,000 in 2025, compared to $28,479,000 in 2024[32] - The company completed an offering of 4,825,400 shares at $7.15 per share in October 2025, generating net proceeds of $32,109 for commercialization and R&D[42] - The Company has borrowings of $7,500 under the WTI Loan Facility and $18,616 under the ABL Line of Credit as of September 30, 2025[42] Expenses - Research and development expenses for Q3 2025 were $3,785,000, up from $2,559,000 in Q3 2024, marking a 47.9% increase[25] - General and administrative expenses decreased by $3,514, or 35.9%, to $6,273 for the three months ended September 30, 2025, compared to $9,787 for the same period in 2024[177] - The company reported stock-based compensation of $4,516,000 for the nine months ended September 30, 2025, down from $7,046,000 in 2024[32] - The company recognized a gain of $4,266 for the three months ended September 30, 2025, compared to a loss of $673 for the same period in the prior year[186] Stock and Equity - The company issued 9,250 shares of convertible preferred stock, raising $2,394 thousand during the reporting period[27] - The total shares of common stock outstanding as of September 30, 2024, were 15,393,881, with a total stockholders' deficit of $(21,459) thousand[27] - The Company issued 3,135,136 shares of common stock in September 2024, receiving net proceeds of $10,590[42] - The Company issued 3,135,136 shares of common stock at a public price of $3.70 per share on September 11, 2024, resulting in net proceeds of $10,590[109] - The Series A Warrants had 390,378 shares exercised, generating $1,822 in cash proceeds during the nine months ended September 30, 2025[119] Market and Revenue Sources - Revenue from the United States for the three months ended September 30, 2025, was $22,249,000, compared to $18,527,000 in 2024, an increase of 20.3%[155] - The Owlet360 subscription service contributed to revenue growth, having launched in January 2025[174] - During the three months ended September 30, 2025, three customers accounted for 37%, 10%, and 10% of total net revenues, with one customer representing 46% of total net revenues for the nine months ended September 30, 2025[47] Valuation and Fair Value - As of September 30, 2025, the total assets measured at fair value were $8,167,000, while total liabilities amounted to $47,386,000[131] - The Series A Warrants had a fair value of $38,802,000 as of September 30, 2025, reflecting a decrease of $2,824,000 in fair value for the three months ended[138] - The Series B Warrants had a fair value of $8,584,000 as of September 30, 2025, with a decrease of $1,442,000 recorded in fair value for the same period[141] Operational Insights - The company operates as a single operating segment, with all significant operating decisions made based on this structure[151] - The Titan Warrants are exercisable starting March 13, 2025, at an exercise price of $4.63, with 25,081 warrants exercised as of September 30, 2025[204] - Tariffs announced in 2025 have adversely impacted the company's cost of goods sold and gross margins[195]