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    Is Owlet (OWLT) Quietly Redefining Its Model With Australia–New Zealand Subscription Expansion?

    Simply Wall St·12/10/2025 09:23:54
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    • Owlet, Inc. recently expanded its Dream Sock™ medical-grade baby monitoring device to families across Australia and New Zealand following Therapeutic Goods Administration approval, alongside the regional launch of its Owlet360 subscription service and continued availability through ecommerce channels and select retailers.
    • This move not only broadens Owlet’s geographic footprint, but also advances its shift toward higher-margin, recurring subscription revenue by pairing Dream Sock with the new Owlet360 service and complementary hardware like Cam® 2 in these markets.
    • Next, we’ll examine how the Dream Sock and Owlet360 rollout in Australia and New Zealand influences Owlet’s investment narrative and outlook.

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    Owlet Investment Narrative Recap

    To own Owlet, you need to believe its connected baby monitoring ecosystem can convert device buyers into long term, high margin subscribers, while it manages regulatory and channel execution risks. The Australia and New Zealand Dream Sock and Owlet360 launch supports the most important near term catalyst of subscription growth, but does not materially change the key risk that healthcare and subscription channels could scale more slowly than expected.

    Among recent developments, the January 2025 launch of Owlet360 in the U.S. is especially relevant here, because Australia and New Zealand mark the first extension of that subscription model abroad. Together, these moves tie directly into the company’s effort to increase recurring revenue contribution and customer lifetime value, which sit at the heart of Owlet’s current investment story and short term catalysts.

    Yet against this subscription growth opportunity, investors should be aware that slower than expected rollout and adoption of new services such as Owlet360 and international subscriptions could...

    Read the full narrative on Owlet (it's free!)

    Owlet's narrative projects $167.1 million revenue and $4.4 million earnings by 2028.

    Uncover how Owlet's forecasts yield a $14.88 fair value, a 8% downside to its current price.

    Exploring Other Perspectives

    OWLT 1-Year Stock Price Chart
    OWLT 1-Year Stock Price Chart

    Four Simply Wall St Community members estimate Owlet’s fair value between US$14.88 and US$18.81, underscoring how far individual views can diverge. You should weigh these against the execution risk around global subscription expansion and consider how different outcomes there could influence the business over time.

    Explore 4 other fair value estimates on Owlet - why the stock might be worth as much as 16% more than the current price!

    Build Your Own Owlet Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.