Ouster reported financial results for the fourth quarter after the closing bell on Monday. Here’s a look at the key details from the report.

Ouster Tops Estimates In Q4

Ouster reported fourth-quarter revenue of $62.18 million, beating analyst estimates of $41.1 million, according to Benzinga Pro. The company reported a fourth-quarter loss of six cents per share, beating estimates for a loss of 35 cents per share.

Total revenue increased 107% year-over-year as product revenue increased 36% to $41 million, primarily driven by customers in industrial and robotics verticals for use in warehouse automation, robotaxis and mapping. The company reported total shipments of 8,100 lidar (light detection and ranging) sensors during the quarter.

The company ended the quarter with $211 million in cash, cash equivalents, restricted cash and short-term investments.

“2025 was a year of exceptional execution for Ouster. Our strong revenue growth and gross margin performance are a testament to our disciplined focus as we pioneer the technologies driving the secular shift towards Physical AI, delivering record results,” said Angus Pacala, CEO of Ouster.

“As we look forward, the strength of our digital lidar business, combined with the acquisition of Stereolabs, positions Ouster as the foundational sensing and perception platform for Physical AI.”

Ouster said it expects first-quarter revenue to be in the range of $45 million to $48 million versus estimates of $42.93 million.

Ouster executives will further discuss the quarter on an earnings call set for 5 p.m. ET. The company will also participate in the Cantor Global Technology & Industrial Growth Conference on March 10, as well as the 38th Annual ROTH Conference on March 24.

OUST Shares Surge After Hours

OUST Price Action: Ouster shares were up 20.87% in after-hours, trading at $24.48 at the time of publication on Monday, according to Benzinga Pro.