Ouster : May 2026 Investor Presentation PDF

BY OUSTER

OUST

Investor Presentation

NASDAQ

?TFr

• Ouster, Inc. 2026 Potrero Avenue, San Francisco. Captured by REV8

  
  
  

  Investor Presentation May 2026 3

  Table of Contents

  Investment Highlights 4

  
  
  

  Unified Sensing & Perception Platform High Performance Hardware

  Physical AI Solutions Market Opportunity

  © Ouster, Inc. 2026

  2026 Strategic Priorities Financial Framework Appendix

  6

  8

  15

  16

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  21

  Embarcadero, San Francisco. Captured by REV8

  
  
  

  Investor Presentation May 2026 4

  Customers1

  Lidar Sensors Shipped1

  150,000+

  10,000+

  
  
  

  Investment Highlights

  Unified sensing and perception platform for Physical AI
  
  Diversified market approach with hundreds of use-cases
  
  

  Cash Balance1

  $175M

  
  
  

  Cameras Shipped1

  90,000+

  
  
  Portfolio simplifies and accelerates customer development
  
  Deep expertise in foundational AI model training
  
  Financial framework with a clear path to profitability
  
  

  1 Cash, cash equivalents, restricted cash, and short-term investments at 3/31/2026

• Ouster, Inc. 2026

  
  
  

  Investor Presentation May 2026 5

  Industrial

  
  
  

  Robotics

  
  
  

  Ouster brings Physical AI to life

  Automotive

  
  
  

  Smart Infrastructure

  
  
  

  Digital Lidar, Cameras, and AI Compute

  Physical AI Solutions

  Autonomy Across Industries

• Ouster, Inc. 2026

  
  
  

  Investor Presentation May 2026 6

  Physical AI's First Unified Sensing & Perception Platform

  Sensor data, software, and AI compute that works reliably, in real-time

  Short-range stereo camera data for maneuvering in narrow, dynamic aisles, distinguishing objects, and reading visual indicators

  Precision lidar data for mapping, localization, and safe obstacle avoidance at any speed

  OS Series

  ZED X cameras

  AI Compute

  AI Models

  
  
  
  
  

• Ouster, Inc. 2026

  
  
  

  Investor Presentation May 2026 7

  Formidable Technological Moat

  © Ouster, Inc. 2026

  Sense

  Think Act Learn
  
  

  OS Digital Lidar

  360° scanning digital lidar

  Hemispheric, short, mid, and

  long-range sensors

  ZED Cameras

  Complete portfolio of industrial

  monocular and stereo cameras

  Perception Software

  AI enabled object detection,

  classification, tracking,

  and navigation

  AI Compute

  Compact and powerful compute

  to unlock AI powered by NVIDIA® Jetson Orin™

  Applications

  Turnkey software solutions for verticalized use-cases

  Enable real-world autonomy across verticals

  AI Training & Models

  Real-world 3D data collection enables networked fleet learning

  Deep-learning models trained on millions of labeled objects

  STRAWBERRY: RIPE CERTAINTY: 98.3%

  
  
  
  
  

  Investor Presentation May 2026 8

  High-Performance Hardware

  Digital Lidar Cameras AI Compute

  
  
  

  Industry's highest-resolution 3D digital lidar in a compact, rugged design

  High-performance ZED cameras deliver best-in-class 2D and 3D color data

  AI compute powered by NVIDIA® Jetson Orin™ facilitates native, real-time sensor fusion

• Ouster, Inc. 2026

  Investor Presentation May 2026 9

  Maximized Colorized Ruggedized

• Ouster, Inc. 2026

  
  
  
  
  

  Investor Presentation May 2026 10

• Ouster, Inc. 2026

  The World's First Native Color Lidar

  Yosemite National Park, California. Captured by REV8

  
  
  

  Investor Presentation May 2026 11

  2X Range

  2X Resolution

  Auto-grade Cybersecure

  Designed for functional Safety

  ASIL-B to ISO 26262 SIL-2 to IEC 61508 PLd to ISO 13849

  OS1 MAX

• Ouster, Inc. 2026

  Investor Presentation May 2026 11

  © Ouster, Inc. 2026

  
  
  
  
  

  Epiroc

  CFieIdAI

  Google

  
  
  

  Investor Presentation May 2026

  12

  
  
  

  EIEEBHERR

  FERNRIGE

  S99GRID

  ROBOTICS

  
  
  

  constellis

  i›n M:R

  TERADYNE Robotics

  nertialLabs

  
  
  

  gecko

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  BEDf2OEK

  Sl‹qdio

  
  
  

• Ouster, Inc. 2026

  
  
  

  Investor Presentation May 2026 13

  PERFORMANCE - RANGE X POINTS PER SECOND

  L4 CHIP

  L3 CHIP

  L2X CHIP

  L2 CHIP

  L1 CHIP

  
  
  

  Ouster Silicon

  Riding the Wave of Moore's Law

  
  
  In Development: DF powered by Ouster CHRONOS
  
  

• Ouster, Inc. 2026

Investor Presentation May 2026 14

L4 MAX

256

Channels

2X

range and resolution

Native color on the silicon

42.9 GMACs

of processing power

10.4 million

points per second

• Ouster, Inc. 2026

  Investor Presentation May 2026 14

  © Ouster, Inc. 2026

  
  
  
  
  

  Investor Presentation May 2026 15

  
  
  

  Physical AI Solutions

  Cutting-Edge AI Models Ouster Gemini Ouster BlueCity

  
  
  
  
  

  • Proprietary AI models leverage real-world data to iterate, retrain, improve, and deliver value to customers

    • Perception platform for security, crowd analytics, logistics, and ITS

    • Detects, classifies, and tracks people and objects

  • Turnkey, real-time traffic management

  • Advanced cloud-based analytics

• Ouster, Inc. 2026

Investor Presentation May 2026 16

Diversified Strategy to Capture

Multi-Billion Market Opportunity 1

Robotics Industrial Smart Infrastructure Automotive

■

Last-mile delivery robots, humanoids, robotic arms, & manipulators

• Drones, mapping, inspection, and defense

Warehouse automation, inspection, and global supply chain

■

• Off-road vehicles for mining, construction, and agriculture

  Intelligent transportation systems (ITS), signal actuation, urban planning

  ■

• Perimeter security, crowd analytics, logistics, volumetric detection

  L2+, L3, L4 passenger & commercial Advanced Driver Assistance Systems (ADAS)

  ■

• L5 autonomous vehicles (AVs)

• Robotrucking and robotaxis

o Ouster, Inc. 2026

12030E TAM based on Ouster internal estimates or publicly available information.

Investor Presentation May 2026 17

OS0

ZED X

AI Compute

Perception Software

2026 Strategic Business Priorities

Revolutionize Our Camera, Lidar, and AI Compute Products

Extend Leadership in Physical AI Solutions

Execute Path to Profitability

o Ouster, Inc. 2026

Investor Presentation May 2026 18

Execute Path to Profitability

30% - 50%

annual revenue growth

o Ouster, Inc. 2026

35% - 40%

GAAP gross margin

< 5% increase in GAAP operating expenses year over year

Palm Drive, San Francisco. Captured by REV8

Investor Presentation May 2026 18

© Ouster, Inc. 2026

19

Investor Presentation May 2026

Ouster is positioned as the foundational end-to-end sensing and perception platform for Physical AI

Sense

Think Act Learn

• Ouster, Inc. 2026

  
  
  

  Sensing and Perception for Physical AI

  Thank You

• Ouster, Inc. 2026 Cable Car, captured by REV8

, San Francisco. Captured by REV8