Redeye shares its view on Sleep Cycle ahead of the Q4 report, due on February 4. While the legacy consumer app segment faces persistent cyclical headwinds, we are encouraged by the accelerating momentum in the "Powered by Sleep Cycle" strategy. Management’s previous signals of "strong tracking" in connection with the Q3 report have successfully converted into three significant new partnerships, marking a substantial diversification of the business model. Although we have slightly adjusted our Q4 estimates to reflect the softness in the App Store, we believe the investment case is supported by this transition toward high-margin B2B licensing, with a financial inflexion point expected in H2 2026.
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