secwatch.observer — SEC 8-K summary ====================================== Issuer: Owlet, Inc. (OWLT) CIK: 0001816708 Form: 8-K Filed at: 2026-08-11T20:16:29+00:00 Accession: 0001816708-26-000082 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Owlet Q2 2026: Record revenue $33.9M (+29.9%), net loss narrows to $0.6M, raises adjusted EBITDA guidance -------------------------------------------------------------------------------- - Q2 revenue $33.9M vs $26.1M YoY; subscription revenue $3.2M vs $0.9M YoY. - Net loss $0.6M vs $37.4M; GAAP gross margin 64.4%, ex-tariff 54.0% (+270bps). - Adjusted EBITDA $6.7M incl. $3.75M tariff refund; ex-refund $2.9M vs $0.5M. - Adjusted EPS $0.20 vs -$0.04; GAAP EPS -$0.05 vs -$2.35. - FY2026 guidance: revenue $118-122M; gross margin 53-55%; adjusted EBITDA $10.75-12.75M (both raised on tariff refund). Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1816708/000181670826000082/0001816708-26-000082-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1816708/000181670826000082/owlt-20260811.htm HTML page: https://secwatch.observer/filing/0001816708-26-000082 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer