Earnings summaries and quarterly performance for Ouster.
Executive leadership at Ouster.
Board of directors at Ouster.
Research analysts who have asked questions during Ouster earnings calls.
RS
Richard Shannon
Craig-Hallum Capital Group LLC
3 questions for OUST
Also covers: AEVA, ALAB, AMBA +21 more
CR
Casey Ryan
Analyst
2 questions for OUST
Also covers: BLIN, DAIO, INVZ +6 more
CR
Colin Rusch
Oppenheimer & Co. Inc.
2 questions for OUST
Also covers: AEVA, ALB, AMPX +24 more
KG
Kevin Garrigan
WestPark Capital
2 questions for OUST
Also covers: AIP, ASYS, CPTN +5 more
Tim Savageaux
Northland Capital Markets
2 questions for OUST
Also covers: AAOI, ADTN, AIRG +16 more
AB
Anand Balaji
Cantor Fitzgerald
1 question for OUST
Also covers: ACHR, VFS
AS
Andres Sheppard-Slinger
Cantor Fitzgerald
1 question for OUST
Also covers: ACHR, AUR, EVEX +10 more
Kevin Cassidy
Rosenblatt Securities
1 question for OUST
Also covers: ADEA, AMBA, BTDR +13 more
MD
Madison De Paola
Rosenblatt Securities
1 question for OUST
Also covers: ADEA, NVTS
Recent press releases and 8-K filings for OUST.
OUST Presents Strong Financial Position and Growth Outlook at Needham Conference
OUST
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Ouster reported a strong balance sheet with $247 million of cash equivalents and short-term investments as of September 30, 2025.
- The company has achieved eleven straight quarters of revenue growth and shipped over 100,000 sensors since inception.
- Ouster projects a total addressable market of $70 billion by 2030 across automotive, industrial, robotics, and smart infrastructure sectors.
- The long-term financial framework targets 30-50% annual revenue growth, maintaining gross margins at 35-40%, and keeping operating expenses at or below Q3 2023 levels.
Jan 15, 2026, 8:45 PM
Ouster Presents Growth Strategy and Financial Targets at Needham Conference
OUST
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Ouster describes itself as a perception solution platform for physical AI, not solely a hardware company, addressing a $70 billion market opportunity across automotive, smart infrastructure, industrial, and robotics verticals.
- The company projects 30%-50% growth and 35%-40% GAAP gross margins, with a target for profitability (cash flow and EBITDA) in late 2027 or early 2028.
- Ouster emphasizes its digital lidar technology, including the L3 chip and upcoming L4 chip, and its strong balance sheet providing over six years of runway, which supports long-term customer partnerships.
- Key offerings include the Gemini AI engine and the Blue City platform for intelligent transport systems, with the company noting its Blue UAS certification for defense applications and its patent IP from the Velodyne merger.
Jan 15, 2026, 8:45 PM
Ouster outlines market opportunity, financial targets, and technology roadmap at Needham Growth Conference
OUST
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Ouster positions itself as a perception solution platform and the number one provider for 3D digital lidar in its operating areas, addressing a $70 billion market opportunity across automotive, smart infrastructure, industrial, and robotics.
- The company targets 30%-50% long-term growth and GAAP gross margins of 35%-40%, aiming for profitability (cash flow and EBITDA) by late 2027 or early 2028.
- Ouster emphasizes its strong financial position, with over six years of balance sheet runway, making it the best-capitalized Western lidar company.
- The company's technology roadmap includes the current L3 chip capable of servicing the entire market, with the upcoming L4 chip and DF series (Chronos chip for ADAS) expected to further expand capabilities and market reach.
Jan 15, 2026, 8:45 PM
Ouster Discusses Perception Solution Platform, Market Opportunities, and Financial Outlook
OUST
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Ouster positions itself as a perception solution platform for physical AI, leveraging digital lidar sensors and software across a $70 billion market opportunity in automotive (robo trucking, robo taxis), smart infrastructure, industrial, and robotics.
- The company targets long-term growth of 30%-50% and GAAP gross margins of 35%-40%, with profitability (cash flow and EBITDA) projected for late 2027 or early 2028.
- Ouster highlights its technological leadership with digital lidar (L3 chip, L4 chip in development, DF series/Kronos chip for ADAS) and a diversified business model, having shipped over 100,000 sensors and maintaining a strong balance sheet with six years of runway.
Jan 15, 2026, 8:45 PM
Ouster reports Q3 2025 earnings
OUST
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Ouster reported revenue of $39.5 million for the third quarter of 2025, representing a 41% increase compared to the third quarter of 2024.
- The company achieved a GAAP gross margin of 42% and a Non-GAAP gross margin of 47% in Q3 2025, alongside shipping over 7,200 sensors, an 84% increase year-over-year.
- This marks Ouster's 11th consecutive quarter of meeting or exceeding guidance, and they finished Q3 2025 with $247 million of cash and equivalents and no debt.
- Ouster provided Q4 2025 revenue guidance in the range of $39.5 million to $42.5 million.
Nov 4, 2025, 10:00 PM
Ouster Announces Third Quarter 2025 Results
OUST
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Ouster reported $39.5 million in revenue for the third quarter of 2025, an increase of 41% year over year and 13% sequentially, marking its eleventh consecutive quarter of revenue growth.
- The company achieved record shipments of over 7,200 sensors in Q3 2025, contributing to a GAAP gross margin of 42% and a Non-GAAP gross margin of 47%.
- For Q3 2025, Ouster reported a net loss of $22 million and an Adjusted EBITDA loss of $10 million.
- As of September 30, 2025, Ouster held $247 million in cash, cash equivalents, restricted cash, and short-term investments.
- Ouster expects fourth quarter 2025 revenue to be between $39.5 million and $42.5 million.
Nov 4, 2025, 9:22 PM
Ouster Announces Third Quarter 2025 Results and Fourth Quarter 2025 Outlook
OUST
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Ouster reported $39.5 million in revenue for the third quarter of 2025, representing a 41% increase year-over-year and 13% sequential growth.
- The company achieved a GAAP gross margin of 42% and a non-GAAP gross margin of 47% in the third quarter of 2025.
- Net loss for the third quarter of 2025 was $22 million, an improvement of $4 million year-over-year.
- As of September 30, 2025, Ouster's cash, cash equivalents, restricted cash, and short-term investments totaled $247 million.
- For the fourth quarter of 2025, Ouster expects to achieve revenue between $39.5 million and $42.5 million.
Nov 4, 2025, 9:10 PM
Ouster Reports Q3 2025 Revenue Growth Amid Profitability Challenges
OUST
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Ouster, Inc. reported Q3 2025 revenue of $39.5 million, a 41% year-over-year increase, marking its 11th consecutive quarter of revenue growth and surpassing estimates by 7.55%.
- The company shipped over 7,200 lidar sensors, an 84% increase year-over-year, and improved its GAAP gross margin to 42%.
- Despite reducing its net loss by $4 million year-over-year and maintaining a strong cash position of $247 million, Ouster reported an earnings per share loss of $0.37, which was better than the Zacks Consensus Estimate of a loss of $0.43.
- Ouster's operating margin remains negative at -82.45%, and its stock experienced a 12.7% drop in after-hours trading, reflecting investor concerns about the path to profitability.
- Strategic priorities for 2025 include scaling software-attached sales, transforming the product portfolio, and driving profitability, with a focus on expanding in the smart infrastructure market.
Nov 4, 2025, 12:35 AM
Ouster Announces Strategic Partnership with Constellis
OUST
New Projects/Investments
- Ouster has announced a strategic partnership with Constellis, a global provider of advanced security and mission support services, to integrate Physical AI into advanced security operations.
- Through this partnership, Constellis will offer a unified security solution that combines its LEXSO AI-driven sensor fusion platform with Ouster Gemini and Ouster digital lidar to customers worldwide.
- Ouster Gemini will serve as the foundational intelligence layer for LEXSO, processing 3D digital lidar data for real-time analytics, threat classification, and automated response protocols.
- This collaboration aims to deliver advanced 3D situational awareness, reduce false alarms, enable autonomous threat assessment, and improve operational efficiency in demanding security environments.
Sep 15, 2025, 10:00 AM
Ouster discusses financial framework, technology, and diversified market strategy
OUST
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Ouster reported over $229 million of cash and equivalents as of June 30 and recently raised over $60 million through an ATM. The company aims for 30% to 50% annual revenue growth and 35% to 40% GAAP gross margins, having achieved 45% gross margins in the last quarter due to a tax refund tailwind. They shipped a record 5,500 sensors last quarter.
- The company is a global leader in digital LiDAR, leveraging Moore's Law with its l3 chip and an upcoming l4 chip expected to significantly expand its total addressable market. Ouster is the market leader in non-ADAS LiDAR.
- Ouster operates across robotics, industrials, smart infrastructure, and automotive, holding approximately 25% share in each non-ADAS sector at the end of FY24. Its strategy focuses on winning market share in these diversified verticals and monetizing through AI software solutions and perception SDKs.
Aug 19, 2025, 5:40 PM
Quarterly earnings call transcripts for Ouster.
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