Earnings Releases·Nov 3, 2026, 4:08 PM ET

Ouster — Third Quarter 2026 Earnings Summary

Total revenue reached $59 million, a 50% year-over-year and 9% sequential increase, driven by 15 consecutive quarters of growth and record Stereolabs camera shipments.
GAAP net loss improved to $14 million (down $8 million year-over-year), while Adjusted EBITDA loss narrowed to $3 million; however, GAAP gross margin declined 600 basis points sequentially to 43%.
Q4 2026 revenue guidance is set between $61 million and $64 million, with management expecting Rev8 delivery cadence to accelerate into 2027.
The company maintains a strong liquidity position with $421 million in cash and investments, having raised $289.9 million via public and at-the-market offerings in the first nine months of 2026.
Strategic focus remains on the Rev8 as a key differentiator and the integration of Stereolabs, though inventory and accounts receivable increased significantly from year-end 2025 levels.