Owlet (OWLT) Q2 FY26 earnings call

Owlet is transforming into a data and services platform, leveraging its FDA-cleared status to drive subscription growth and expand its market position. Despite near-term competitive discounting impacting Prime Day sales and Q3 outlook, the company achieved record Q2 revenue and adjusted EBITDA, fueled by strong international performance and continued subscription momentum, with a focus on extending customer lifetime value through new features and payment flexibility.