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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.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.
How does Ouster's digital LiDAR differentiate from analog?
What's the timeline for Ouster's L4 chip release?
How does Ouster plan to monetize its software?
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Q3 20254 Nov, 2025
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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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