Owlet, Inc. has extended its Owlet360 subscription service to families in the United Kingdom and Ireland, making the data‑driven infant‑health platform available to users of the FDA‑cleared Dream Sock, Dream Duo, and Owlet Cam 2. The service delivers personalized insights into babies’ sleep patterns and daily health trends by leveraging Owlet’s extensive real‑world infant data set of more than 2.5 million monitored babies and trillions of heartbeats.
The expansion marks a key step in Owlet’s transition from a hardware‑centric business to a recurring‑revenue‑driven pediatric health platform. Owlet360’s subscription model is designed to complement hardware sales, providing families with continuous, actionable insights that can improve sleep quality and early detection of health issues. The move also positions Owlet to capture a larger share of the projected $1.4 billion to $1.82 billion baby‑monitor market in 2025, while reinforcing its competitive advantage as the only FDA‑cleared over‑the‑counter infant monitor in the United States.
Owlet’s Q3 2025 results underscore the strategic value of the subscription expansion. The company reported record revenue of $32.0 million, a 44.6 % year‑over‑year increase, and its first operating profit of $1.2 million. The Owlet360 service already serves more than 90,000 U.S. subscribers, and the UK/Ireland launch is expected to accelerate recurring revenue growth and broaden the customer base in a mature market with strong demand for connected parenting solutions.
Owlet’s data advantage fuels the subscription’s appeal. The company’s platform is built on one of the world’s largest real‑world infant data sets, enabling machine‑learning models that generate personalized sleep and health insights. The FDA clearance of the Dream Sock, combined with the integration of the Dream Duo and Owlet Cam 2, gives Owlet a regulatory edge that competitors lack, especially amid growing scrutiny of unregulated baby‑monitor devices.
Jonathan Harris, Owlet’s President and CEO, said the launch “leverages our extensive data set to provide families in the UK and Ireland with the same personalized insights that have helped U.S. customers feel supported day to day.” He added that the expansion is part of Owlet’s broader strategy to become a comprehensive pediatric health platform, driven by data and digital services.
The market has responded positively to Owlet’s recurring‑revenue strategy and strong Q3 performance. Investors are noting the company’s ability to generate first‑time operating profit, the rapid growth of its subscription base, and the strategic advantage of its FDA‑cleared hardware and data‑driven insights.
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