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Ouster
(OUST ↗)
ouster.com ↗
Ouster makes lidar — the spinning and solid-state sensors that let machines see in 3D, the way self-driving cars and robots perceive the world. Revenue is growing nicely and the losses are small. It survived a brutal industry shakeout by merging with a rival. The bet: autonomy and robotics keep expanding, and Ouster stays one of the survivors selling them their eyes.
Updated · Q1 2026 · March 2026
6
Chapters
~13
Min read
$185M / yr revenue · public since 2021
🌶️🌶️🌶️🌶️
Spice: Ghost (5/5)
More filled = spicier (more aggressive), not "better." Tap a row to see what it means.
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0 of 6
1
Growth
~3 min
Selling Machines Their Eyes
Every robot, drone, and self-driving vehicle needs to see in 3D. Ouster makes the sensor that does it — and its sales are climbing across a lot of markets at once.
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2
Financial Health
~2 min
Small Losses, Real Discipline
Ouster lost only $74M last year and the gap keeps shrinking. After a near-death industry shakeout, this is a company that learned to manage cash.
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3
Moat
~2 min
Patents, Chips, and a Rival's Library
By absorbing Velodyne, Ouster scooped up a huge lidar patent library — and it builds its sensors around its own custom chip. That's its edge.
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4
Management
~2 min
Survived by Consolidating
The defining management decision wasn't a product — it was merging with a rival to outlast a bust. That instinct still guides Ouster.
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5
Behind the Numbers
~2 min
The Story Behind the Numbers
The income statement says *what* happened. The company's own write-up says *why*.
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6
Risk
~2 min
A Survivor in a Price War
Ouster is one of the healthiest spicy names — diversified, disciplined, near breakeven. Its risk isn't blowing up; it's getting ground down by cheaper competition.
↻ Next update · Aug 5
est. Aug 5, 2026 · Q2 2026 · Ouster Investor Relations ↗
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