Slide 1: Second Quarter 2026 Earnings Update
Second Quarter 2026 Earnings Update August 6, 2026 © Ouster, Inc. 2026 Yosemite National Park, captured by REV8
Slide 2: Forward-Looking Statements
Second Quarter 2026 Earnings Update August 6, 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 provision
Slide 3: Ouster brings Physical AI to life
Second Quarter 2026 Earnings Update 03 August 6, 2026 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
Second Quarter 2026 Earnings Update August 6, 2026 04 Message from the CEO We delivered an exceptional second quarter, with $55 million in revenue and more than 17,000 total sensors shipped. These results reflect the strength of our unified sensing and perception platform and the continued momentum
Slide 5: 2X Range 2X Resolution
August 6, 2026 05 Investor Presentation May 2026 5 Auto-grade Cybersecure 2X Range Designed for Functional Safety ASIL-B to ISO 26262 2X Resolution SIL-2 to IEC 61508 PLd to ISO 13849 OS1 MAX © Ouster, Inc. 2026
Slide 6: 2026 Strategic Business Priorities
Second Quarter 2026 Earnings Update August 6, 2026 06 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 7: REV8 Technology Partners
Second Quarter 2026 Earnings Update August 6, 2026 07 REV8 Technology Partners © Ouster, Inc. 2026.
Slide 8: Second Quarter 2026 Earnings Update © Ouster, Inc. 2026 August 6, 2026
Second Quarter 2026 Earnings Update August 6, 2026 08 © Ouster, Inc. 2026
Slide 9: Second Quarter 2026 Earnings Update August 6, 2026
Second Quarter 2026 Earnings Update August 6, 2026 02 09
Slide 10: Second Quarter 2026 Results
Second Quarter 2026 Earnings Update August 6, 2026 10 Second Quarter 2026 Results Revenue GAAP Gross Margin Non-GAAP Gross Margin ¹ Sensors Shipped $55M 49% 53% 17,000+ Up 56% vs. the second quarter of Compared with 45% in the Compared with 52% in the Compared with 5,500 in the 2025 second quarter o
Slide 11: Q3 2026 Revenue Guidance
August 6, 2026 11 Second Quarter 2026 Earnings Update Q3 2026 Revenue Guidance $54.5 Million to $57.5 Million © Ouster, Inc. 2026 20th St and S. Van Ness, captured by REV8
Slide 12: Execute Path to Profitability
Second Quarter 2026 Earnings Update August 6, 2026 12 Execute Path to Profitability < 5% increase in GAAP operating 30% - 50% annual revenue growth 35% - 40% GAAP gross margin expenses year over year © Ouster, Inc. 2026. Palm Drive, captured by REV8
Slide 13: Ouster is positioned as the foundational end-to-end sensing and perception platform
Second Quarter 2026 Earnings Update August 6, 2026 13 Ouster is positioned as the foundational end-to-end sensing and perception platform for Physical AI Sense Think Act Learn © Ouster, Inc. 2026
Slide 14: Thank You
Sensing and Perception for Physical AI Thank You © Ouster, Inc. 2026. Cable Car, captured by REV8
Slide 15: Appendix: GAAP to Non-GAAP Reconciliation
Second Quarter 2026 Earnings Update August 6, 2026 15 Appendix GAAP to Non-GAAP Reconciliation Three Months Ended June 30 June 30 GROSS PROFIT MARGIN ($K) 2026 2025 Gross profit on GAAP basis 26,685 15,842 Stock-Based Compensation 1,395 1,799 Amortization of acquired intangible assets 1,127 461 Gros