OUSTER $OUST Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $59M (Est. $56.3M) 🟢; +50% YoY 🔹 EPS: -$0.20 (Est. -$0.24) 🟢 Q4 Guide: 🔹 Revenue: $61M-$64M (Est. $62M) 🟡 Announcements: 🔹 Product Revenue: $56M; +42% YoY; 15th straight quarter of growth 🔹 Rev8: Hundreds of customers have already chosen Rev8 Other Q3 Metrics: 🔹 Sensors Shipped: 27,000+ lidar and camera units 🔹 GAAP Gross Margin: 43%; flat YoY 🔹 Non-GAAP Gross Margin: 47%; -100 bps YoY 🔹 GAAP Net Loss: $14M; improved $8M YoY 🔹 Adjusted EBITDA Loss: $3M; improved $5M YoY 🔹 Cash & Investments: $421M Comments: 🔸 “Customer demand has been robust while we ramp initial production, and we expect our delivery cadence to accelerate into 2027.” — Ouster CEO Angus Pacala 🔸 “Our Stereolabs cameras had a record quarter of shipments, unlocked by our investments in capacity to meet surging growth in the robotics sector.” — Ouster CEO Angus Pacala