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
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