OUSTNasdaqGeneral Industrial Machinery & Equipment, NECUS GAAP · USD

Ouster, Inc.

Ouster, Inc. designs and sells digital lidar sensors and related perception software for machines and infrastructure applications. The company is based in the United States and serves customers globally through direct sales and a distribution network.

Kysy yhtiöstä
Liikevaihto169milj. USD
+52,5 %v/v
Liikevoitto (EBIT)−74,0milj. USD
+29,0 %v/v
EBIT-marginaali−43,7%
+50,1 %-yks.v/v
Nettotulos−60,4milj. USD
+37,8 %v/v
Vapaa kassavirta−64,8milj. USD
−73,2 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−400−2000200milj. USD2020: 19 milj. USD2020: EBIT −52 milj. USD20202021: 34 milj. USD2021: EBIT −100 milj. USD20212022: 41 milj. USD2022: EBIT −145 milj. USD20222023: 83 milj. USD2023: EBIT −373 milj. USD20232024: 111 milj. USD2024: EBIT −104 milj. USD20242025: 169 milj. USD2025: EBIT −74 milj. USD2025169−74
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Digital lidar sensors70 %

3D sensing hardware used to measure distance, detect objects, and support machine perception.

Perception software and AI stack10 %

Software and AI tools that combine sensor data into machine-readable perception outputs.

Camera and sensor fusion systems5 %

Integrated sensing solutions that combine lidar, cameras, and compute for autonomy use cases.

IP licenses and royalties10 %

Revenue from long-term intellectual property license agreements and related royalties.

Services and channel support5 %

Distribution, integration, installation, and customer support provided through partners and direct teams.

Tuotteet

Raportoitu · osuus liikevaihdosta
86,5%13,5%FY2025100 %
  • Products86,5 %
  • Royalty13,5 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Ouster sells to industrial and infrastructure customers that need 3D sensing for automation, safety, and tracking. Its end markets include ports, warehouses, mines, farms, factories, cities, security systems, and other applications where machines or fixed systems must perceive their surroundings. Some customers buy sensors directly, while others integrate Ouster technology into broader platforms that must be validated before commercial production.

Industrial

Buys lidar for material handling, off-highway vehicles, and factory automation to improve safety and autonomy.

Smart infrastructure

Buys lidar for city safety, traffic, sidewalks, and security applications that need spatial awareness.

Security and surveillance

Uses lidar to augment CCTV and improve intrusion detection and tracking.

Automotive and mobility platforms

Integrates sensors into vehicle platforms that require long validation cycles before production.

Channel partners and integrators

Buy sensors and software to package into broader solutions for end customers.

Strategia

Ouster is focused on expanding its digital lidar portfolio, improving its software capabilities, and broadening commercial reach through direct sales and distribution. The company also emphasizes partner ecosystems and international expansion to make lidar easier to adopt in complex end markets. Strategic transactions are part of its stated toolkit for scaling the business and strengthening market position.

Broaden the lidar and perception platformKeskipitkä aikaväli

A wider product stack helps Ouster sell into more autonomy and sensing use cases.

Scale distribution and channel partnershipsLyhyt aikaväli

Partners extend reach and reduce the friction of selling into fragmented end markets.

Expand international presenceKeskipitkä aikaväli

Global markets are a major source of future demand, but require local coverage and support.

Increase adoption in production programsKeskipitkä aikaväli

Revenue depends on customers moving from testing to commercial production and repeat orders.

Maantiede

Q1/2026

Ouster operates globally, with sales presence across the Americas, Europe, Middle East and Africa, and Asia and Pacific. In the reported quarter, the Americas and Asia and Pacific were the largest revenue regions, while Europe, Middle East and Africa contributed a smaller share. Manufacturing is largely outsourced, with key contract manufacturing partners primarily located in Thailand.

Americas68 %
Asia Pacific16 %
EMEA16 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

Ouster depends on customer adoption of a relatively young technology platform, so commercialization timing and production ramp-up are uncertain. The business is also exposed to supply-chain concentration, trade restrictions, and cybersecurity risks because it relies on outsourced manufacturing, global distribution, and connected software systems.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Customer adoption and production timing risk1Supply chain and contract manufacturing dependence2Trade and tariff exposure3Technology and market acceptance risk4Cybersecurity and IT systems risk5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Customer adoption and production timing riskVaikutus: KorkeaTodennäköisyys: Korkea

    Many customers must validate lidar inside larger systems before commercial production begins.

    KohdistuuIndustrialAutomotivePlatform customers
  2. Supply chain and contract manufacturing dependenceVaikutus: KorkeaTodennäköisyys: Korkea

    A large majority of manufacturing is outsourced, mainly to partners in Thailand.

    Kohdistuu: Benchmark and Fabrinet manufacturing partners

  3. Trade and tariff exposureVaikutus: KorkeaTodennäköisyys: Korkea

    International trade restrictions can raise costs or limit shipments across regions.

    Kohdistuu: Cross-border sales and Thailand-based production

  4. Technology and market acceptance riskVaikutus: KeskitasoTodennäköisyys: Korkea

    Lidar adoption depends on customer willingness to integrate a newer sensing stack.

    Kohdistuu: All target markets

  5. Cybersecurity and IT systems riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    The business relies on connected systems and third-party vendors that can be attacked or disrupted.

    KohdistuuInternal operationsCustomer dataSoftware systems

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition

The company recognizes revenue when control transfers, but license and royalty contracts can create timing differences.

Vaikutus: Can shift revenue between periods and affect quarterly comparability

Deferred royalties

Past royalties and long-term IP agreements may be recognized over time as obligations are met.

Vaikutus: Creates non-linear revenue recognition

Inventory valuation

Rapid product cycles and demand uncertainty can require write-downs for obsolete inventory.

Vaikutus: Can materially affect gross profit and working capital

Stock-based compensation

Equity awards are a meaningful operating expense item in the income statement.

Vaikutus: Affects reported operating loss and expense trends

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Päivitetty: 24.9.2026