Ouster reported Q4 2025 total revenue of USD 62 million (up 107% YoY and 57% sequentially), including approximately USD 21 million of royalties that were primarily one-time and related to long-term IP license contracts; product revenue was USD 41 million (up 36% YoY and 4% sequentially). Q4 GAAP gross margin was 60% and GAAP net income was USD 4 million, while adjusted EBITDA was USD 11 million and non-GAAP gross margin was 62% (with royalties contributing approximately 19 points of non-GAAP gross margin). Ouster shipped more than 8,100 lidar sensors in Q4. For FY 2025, Ouster posted total revenue of USD 169 million (up 52% YoY), including approximately USD 23 million of royalties that were primarily one-time and related to long-term IP license contracts; product revenue was USD 147 million (up 32% YoY). FY 2025 GAAP gross margin was 49% and GAAP net loss was USD 60 million, with an adjusted EBITDA loss of USD 12 million; bookings were USD 177 million, representing a product book-to-bill of 1.2x, and shipments exceeded 25,000 lidar sensors. Ouster ended 2025 with USD 211 million in cash, cash equivalents, restricted cash, and short-term investments, and guided for Q1 2026 revenue of USD 45 million to USD 48 million, which includes approximately seven weeks of Stereolabs operations following its acquisition. CEO Angus Pacala said the Stereolabs deal, together with Ouster’s digital lidar business, positions the company as a sensing and perception platform for “Physical AI.”

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Ouster Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202603021610BIZWIRE_USPR_____20260302_BW613164) on March 02, 2026, and is solely responsible for the information contained therein.