Ouster, Inc. · NASDAQ:OUST
Ouster — Q3 2026 Earnings Presentation
13 slides from Ouster's earnings presentation, Nov 3, 2026
Slide 1: Third Quarter 2026 Earnings Update
Third Quarter 2026 Earnings Update November 3, 2026 © Ouster, Inc. 2026 Glen Canyon Park, captured by REV8
Slide 2: Forward-Looking Statements
Third Quarter 2026 Earnings Update November 3, 2026 02 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Ouster intends such forward-looking statements to be covered by the safe harbor provisio
Slide 3: Ouster brings Physical AI to life
Third Quarter 2026 Earnings Update November 3, 2026 03 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
Slide 4: Message from the CEO
Third Quarter 2026 Earnings Update November 3, 2026 04 Message from the CEO We delivered a strong third quarter, with $59 million in revenue and over 27,000 sensors shipped, both records for Ouster. We delivered over 7,000 lidar sensors and 20,000 cameras, cementing our evolution into the comprehens
Slide 5: 2026 Strategic Business Priorities
Third Quarter 2026 Earnings Update November 3, 2026 05 2026 Strategic Business Priorities OS0 ZED X Revolutionize our Camera, Lidar, and AI Compute Products Extend Leadership in Physical AI Solutions AI Compute Perception Software Execute Path to Profitability © Ouster, Inc. 2026
Slide 6: Third Quarter 2026 Earnings Update © Ouster, Inc. 2026 November 3, 2026
Third Quarter 2026 Earnings Update November 3, 2026 06 © Ouster, Inc. 2026
Slide 7: ZED Box 2 Series
Third Quarter 2026 Earnings Update November 3, 2026 06 07 ZED Box 2 Series Supercomputers for Physical AI and Robotics © Ouster, Inc. 2026
Slide 8: Third Quarter 2026 Earnings Update November 3, 2026
Third Quarter 2026 Earnings Update November 3, 2026 02 08
Slide 9: Third Quarter 2026 Results
Third Quarter 2026 Earnings Update November 3, 2026 09 Third Quarter 2026 Results Revenue GAAP Gross Margin Non-GAAP Gross Margin ¹ Total Sensors Shipped $59M 43% 47% 27,000+ Compared with 7,200+ lidar Up 50% vs. the third quarter of Compared with 42% in the third Compared with 47% in the third sens
Slide 10: Fourth Quarter 2026 Revenue Guidance
November 3, 2026 10 Third Quarter 2026 Earnings Update Fourth Quarter 2026 Revenue Guidance $61 Million to $64 Million © Ouster, Inc. 2026 Buena Vista Park, captured by REV8
Slide 11: Foundational end-to-end sensing and perception platform for Physical AI
November 3, 2026 11 Third Quarter 2026 Earnings Update Ouster is positioned as the foundational end-to-end sensing and perception platform for Physical AI Sense Think Act Learn © Ouster, Inc. 2026
Slide 12: Sensing and Perception for Physical AI
Sensing and Perception for Physical AI © Ouster, Inc. 2026. Catedral de Sevilla, captured by REV8
Slide 13: Appendix: GAAP to Non-GAAP Reconciliation
Third Quarter 2026 Earnings Update November 3, 2026 13 Appendix GAAP to Non-GAAP Reconciliation Three Months Ended Sept. 30 Sept. 30 GROSS PROFIT MARGIN ($K) 2026 2025 Gross profit on GAAP basis 25,259 16,659 Stock-Based Compensation 1,276 1,618 Amortization of acquired intangible assets 1,139 467 G