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Ouster (OUST) investor relations material

Ouster Rosenblatt's 5th Annual Technology Summit (Part II) summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Rosenblatt's 5th Annual Technology Summit (Part II) summary19 Aug, 2025

Business overview and technology strategy

  • Focuses on digital LiDAR and AI-driven software solutions for perception, sensing, and actuation across robotics, industrial, smart infrastructure, and automotive sectors.

  • Offers a perception SDK for real-time sensor fusion, enabling integration into diverse end-use cases.

  • Holds a $70B total addressable market, with over 1,000 customers and 100,000 sensors shipped globally.

  • Differentiates through Moore’s Law-driven chip advancements, with each new generation doubling addressable markets.

  • Maintains a diversified approach, not relying solely on automotive, but expanding across multiple verticals.

Market positioning and verticals

  • Leads in non-ADAS digital LiDAR, with strong positions in robotics, industrial, and smart infrastructure.

  • Smart infrastructure is highlighted as a fast-growing segment, leveraging BlueCity for intersection analytics and safety.

  • Robotics and industrial markets benefit from certifications and partnerships, including Blue UAS for defense and automation in logistics and mining.

  • Automotive focus is on robotaxi and shuttle applications, with a gradual move into commercial ADAS as technology matures.

  • Technology enables 360-degree perception and close-range detection, providing a competitive edge over single-beam solutions.

Hardware, software, and AI integration

  • Digital LiDAR architecture leverages Moore’s Law for cost reduction and performance gains.

  • Edge processing and firmware enable real-time analytics and actuation at the sensor level.

  • Software platforms like Gemini and BlueCity enhance customer value by providing actionable analytics and rapid deployment.

  • Software monetization is expected to grow as adoption matures, with initial focus on winning hardware nodes and expanding through upselling applications.

  • Ecosystem approach encourages third-party development and cross-vertical software portability.

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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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