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Ouster
Ouster (OUST) investor relations material
Ouster 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary15 Jan, 2026
Company Positioning, Strategic Vision, and Technology Platform
Transitioned from hardware-only to a perception solution platform integrating sensing, software, and AI, with a focus on digital lidar sensors and software for automotive, industrial, robotics, and smart infrastructure.
Serves over 1,000 customers globally, with over 100,000 sensors shipped and a decade of expertise.
Holds Blue UAS certification and a foundational patent portfolio, strengthening its IP and enabling defense and government use.
Emphasizes 'Physical AI' architecture and modular, camera-like solid-state design scalable for OEMs.
Eleven consecutive quarters of revenue growth and a strong balance sheet with $247M in cash and investments as of Q3 2025.
Product Innovation, Technology Advancements, and Software Solutions
Offers high-performance scanning and solid-state lidar sensors, including OS and DF Series, with patented digital lidar and CMOS architecture leveraging Moore's Law.
L3 chip currently serves the full addressable market; L4 chip and Chronos chip will further enhance automotive ADAS capabilities.
Proprietary AI software (Gemini and BlueCity) delivers advanced perception, analytics, and real-time detection for smart cities, security, and logistics.
Software and AI layers enable continuous learning, improved customer outcomes, and recurring revenue at accretive margins.
Modular design and software infrastructure enable faster market entry and are tailorable to OEM requirements.
Market Opportunities, Verticals, and Growth Drivers
Addresses a $70B market across automotive (ADAS, robotaxis, robotrucking), smart infrastructure, industrial logistics, and robotics, with specific TAMs: Robotics $14B, Industrial $18B, Smart Infrastructure $19B, Automotive $20B.
Blue City platform targets over 300,000 U.S. intersections for intelligent traffic management and analytics.
Provides crowd security for major events, supports logistics, warehouse automation, and has scaled robotics partnerships from tens to thousands of units.
Defense, drone, and mapping applications are significant and established business segments.
Consumer ADAS identified as a major upside catalyst for future growth.
DF series: How does it expand automotive TAM?
How do Gemini and Blue City offerings synergize?
Balance sheet strength: How does it secure partnerships?
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Next Ouster earnings date
Q4 202527 Mar, 2026
Ouster
Next Ouster earnings date
Q4 202527 Mar, 2026
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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.
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