OUST
Ouster, Inc.22.50
+0.41+1.86%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Customers demand unified platform now.
Q&A spotlighted robust customer demand for Ouster's unified lidar-camera platform post-StereoLabs buy, with calls already flowing for immediate combined-system orders. Management detailed accelerating AI iteration from 1,200+ Gemini/BlueCity sites, eyeing an order-of-magnitude speedup extended to industrial via the deal. Smart infrastructure leads growth, but robotics inflects next; defense and humanoids lag years behind R&D cycles. Royalties confirmed one-time. Customers love the one-stop shop. Ouster stays bullish on 30%-50% growth path—watch multimodal fusion progress.
Key Stats
Market Cap
1.35BP/E (TTM)
-Basic EPS (TTM)
-1.63Dividend Yield
0%Recent Filings
8-K
Ouster's record Q4 revenue
Ouster crushed Q4 2025 with $62M revenue, up 107% year-over-year on $21M one-time royalties and record 8,100 lidar shipments; full-year revenue hit $169M, up 52%, flipping to GAAP net income of $4M. Gross margins soared to 60% GAAP. Q1 2026 outlook: $45-48M revenue. Stereolabs buy bolsters path to profitability.
10-K
FY2025 results
Ouster narrowed its FY2025 net loss to $60.4M from $97.0M in FY2024, driven by revenue surging 52% to $169.4M on stronger sensor demand and $22.8M in long-term IP royalties—$16.1M of which cleared prior uncertainty in Q4. Product revenue hit $146.6M (up from $111.1M), with gross margins expanding to 49% from 36% as REV7 sales gained traction amid cost efficiencies. Q4 momentum shone through resolved IP recognition and REV7 ramp, yet operating expenses rose 9% to $157.4M on R&D investments. Cash reserves stood at $211.2M post-$95.6M ATM raise, with debt cleared. Limited operating history clouds lidar adoption paths.
8-K
Ouster closes StereoLabs deal
Ouster closed its acquisition of StereoLabs on February 4, 2026, for $35 million cash and 1.8 million shares. The deal adds AI vision, ZED cameras shipped to 10,000+ customers, and $16 million 2025 revenue from an EBITDA-positive business. Ouster gains a unified lidar-vision platform. Integration risks loom.
8-K
HQ lease extended to 2034
Ouster locked in its San Francisco HQ lease through August 31, 2034, via a fourth amendment signed December 17, 2025. Base rent drops to $50 per square foot starting January 1, 2026, with $435,416.72 abated through August 2026 and annual escalations to $63.34. Letter of credit shrinks to $300,000. Rent relief eases near-term cash burn.
8-K
Eyler joins Ouster board
Ouster's board elected Phillip Eyler as a director on December 8, 2025, effective immediately, and appointed him to the Compensation Committee. Eyler will receive pay under the Third Amended and Restated Non-Employee Director Compensation Program. Board adds comp expertise. Standard indemnification expected.
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