Anand Balaji's questions to Ouster (OUST) leadership • Q2 2025
Question
Anand Balaji, on behalf of Andrew Shepard from Cantor Fitzgerald, inquired about the market opportunities stemming from the Blue UAS certification and Ouster's strategy for the increasingly popular autonomous vehicle market.
Answer
CEO Angus Pacala described the Blue UAS certification for the OS1 sensor as a significant milestone, making Ouster the first 3D LiDAR company to achieve it and opening up opportunities with the Department of Defense. Regarding autonomous vehicles, Pacala noted the renewed market interest and confirmed that automotive was Ouster's second-largest revenue vertical in Q2, positioning the company well to capitalize on the trend.