Every 10-Q that Owlet, Inc. (OWLT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow OWLT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OWLT filings page.
Owlet, Inc. reported strong top-line growth and sharply improved operating results for the quarter ended June 30, 2026. Total revenue rose to $33.9 million from $26.1 million a year earlier, driven by hardware sales of $30.6 million and rapidly expanding subscription revenue of $3.2 million. Gross profit increased to $21.8 million, and Owlet generated operating income of $1.7 million versus an operating loss in the prior year period.
Despite the operating profit, the company recorded a modest net loss of $0.6 million for the quarter and a $3.9 million net loss for the first half. Operating cash outflow was $5.1 million in the first six months. Owlet ended June with $30.9 million in cash and cash equivalents and $36.5 million including restricted cash. A new Wells Fargo asset-based revolving facility provides up to $25 million of borrowing capacity; $17.1 million was outstanding at quarter‑end and used to refinance prior debt that was extinguished, creating a $2.2 million loss on debt extinguishment.
Management cites a history of losses, customer concentration, and identified material weaknesses in internal control over financial reporting, but believes existing cash, cash flows, and revolver capacity will cover at least 12 months of needs. The period also reflects a $3.96 million tariff refund that reduced cost of goods sold and revisions to prior financial statements for immaterial stock‑based compensation errors.
Owlet, Inc. reported higher revenue but a net loss for the quarter ended March 31, 2026. Total revenue reached $22,456 thousand, up from $21,104 thousand a year earlier, driven by hardware sales of $19,779 thousand and fast-growing subscription revenue of $2,677 thousand.
Gross profit rose to $12,239 thousand, but operating expenses increased to $17,731 thousand, resulting in an operating loss of $5,492 thousand and a net loss of $3,336 thousand, compared with prior-year net income largely boosted by warrant remeasurement gains. Cash and cash equivalents were $35,459 thousand, with total cash, cash equivalents, and restricted cash of $41,009 thousand and negative operating cash flow of $5,049 thousand.
Owlet ended the period with total assets of $86,757 thousand, total liabilities of $50,911 thousand, mezzanine equity of $14,835 thousand, and stockholders’ equity of $21,011 thousand. Management notes a history of losses but believes existing cash, cash flows, and committed credit lines are sufficient for at least the next 12 months.
Owlet, Inc. filed its Q3 2025 10‑Q reporting stronger top‑line and improved profitability. Revenue reached $31,988 thousand versus $22,122 thousand a year ago, lifting gross profit to $16,200 thousand. Operating income was $1,216 thousand, compared with a loss last year, and net income totaled $4,134 thousand, aided by a common stock warrant liability adjustment.
Cash and cash equivalents were $23,760 thousand. The company reported $18,616 thousand outstanding under its asset‑based line of credit and $7,500 thousand drawn on its WTI term loan. Total liabilities were $113,464 thousand and stockholders’ deficit was $54,143 thousand as of September 30, 2025. As a subsequent event, the company completed an offering of 4,825,400 shares at $7.15 per share, yielding net proceeds of $32,109 thousand. Shares outstanding were 27,580,607 as of November 10, 2025.
The filing states conditions that raise substantial doubt about the company’s ability to continue as a going concern, despite a profitable quarter and the October equity raise.
Owlet, Inc. delivered revenue of $26.1 million for the quarter and $47.2 million for the six months, both increases versus the prior-year periods, and reported improved gross profit margins. Operating losses narrowed on a six-month basis to $(4.6) million from $(8.0) million a year earlier, reflecting higher sales and controlled operating expenses.
Despite revenue growth and a cash balance of $21.8 million, the company recorded a large non-cash $34.8 million common stock warrant liability adjustment in the quarter that drove a GAAP net loss of $(37.6) million for the three months. Total liabilities rose to $108.0 million and stockholders’ deficit widened to $(59.2) million. Management discloses substantial doubt about the company’s ability to continue as a going concern and relies on existing credit facilities (an ABL line and a term loan) and potential financings. Customer concentration is high: one customer accounted for 64% of quarter revenue and 68% of receivables.