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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Ouster
Ouster (OUST) investor relations material
Ouster Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Q3 revenue reached $59.3M, up 50% YoY; more than 27,000 sensors shipped, and product revenue grew for the 15th consecutive quarter.
Strategy combines lidar, cameras, AI compute and perception software for Physical AI, while progressing toward profitability.
Financial highlights
Product revenue was $56.0M, up 42% YoY; patent royalties were $3.3M versus $38K in Q3 2025.
GAAP gross margin was 43% versus 42% YoY; non-GAAP gross margin was 47%, unchanged YoY.
Net loss narrowed to $14.2M from $21.7M; operating loss narrowed to $19.3M from $24.3M.
Adjusted EBITDA loss improved to $3.4M from $8.4M YoY.
Nine-month revenue rose 52% to $162.5M; net loss narrowed to $49.7M from $64.4M.
Outlook and guidance
Q4 2026 revenue guidance is $61M–$64M, including estimated royalties of $3M.
FY 2026 revenue growth at the guidance midpoint is expected to be ~48% YoY, excluding royalties; operating expenses are expected to rise 5%–8% YoY, excluding specified items.
Rev8 production is expected to increase from hundreds of units in Q3 to thousands in Q4 and tens of thousands by FY 2027-end; delivery cadence is expected to accelerate into 2027.
Continued operating losses and negative operating cash flow are expected for the foreseeable future; liquidity was assessed as sufficient for at least 12 months from the filing date.
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Latest events from Ouster
- Rev8's launch and platform strategy drive growth, safety, and leadership in autonomy markets.OUST
Oppenheimer 29th Annual Technology, Internet & Communications Conference - Q2 2026 revenue up 56% to $55M, 17,000+ sensors shipped, margin at 49%, net loss $18M.OUSTQ2 2026
- Director elections, auditor ratification, and share increase approved; no shareholder questions.OUSTAGM 2026
- Proxy solicitation for the June 2026 Annual Meeting will be managed by Alliance Advisors, LLC.OUSTProxy filing
- Revenue up 49% to $49M, gross margin at 43%, and Stereolabs boosts growth.OUSTQ1 2026
- Virtual meeting to vote on directors, auditor, compensation, and key charter amendments.OUSTProxy filing
- Record Q4 revenue and margins, with Stereolabs acquisition boosting unified AI platform growth.OUSTQ4 2025
- Acquisition forms a unified AI sensing platform, expanding reach and accelerating growth.OUSTM&A announcement
- Record revenue, margin gains, and software growth drive strong 2025 outlook.OUSTQ4 2024
Next Ouster earnings date
Q4 202625 Mar, 2027
Ouster
Next Ouster earnings date
Q4 202625 Mar, 2027
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Frequently asked questions
Ouster, Inc. designs and manufactures high-resolution digital lidar sensors and enabling software that offers 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. Founded in 2015 by a team of robotics and sensor engineers, Ouster has developed a unique approach to building lidar sensors that combines proprietary silicon MEMS technology with advanced signal processing.