Sizing Up Oura

Oura has sold millions of rings, generated significant revenue from both hardware and memberships, and pursued a company valuation of more than $15 billion.

It was supposed to go IPO…and then it didn’t.

The ring itself? It tracks your sleep, stress, recovery and activity. It’s a major business.

But the ring may be the least interesting part of this story.

In this episode of We Fixed It, You’re Welcome, our panelists Aaron, Melissa and Chino break down the business behind Oura, from its hardware-plus-subscription model to its growing customer base, brand awareness, and health-data strategy and challenge each other about whether an IPO was ever the right move to begin with.

The conversation explores why Oura has succeeded in a crowded wearable market, how it can continue growing, and what happens when a company becomes responsible for an increasingly valuable collection of deeply personal health data.

The central question is:

With all eyes on this company, how does Oura move on from here?

What You Will Learn

Why Oura is more than a ring

How Oura's hardware-plus-subscription business works

Why the subscription model is both an opportunity and a challenge