Ouster, Inc. · NASDAQ:OUST
Ouster — Investor Presentation (August 2026)
26 slides from Ouster's investor presentation, August 2026
Slide 1: Investor Presentation
Investor Presentation August 2026 © Ouster, Inc. 2026 Potrero Avenue, San Francisco. Captured by REV8
Slide 2: Forward-Looking Statements
Investor Presentation August 2026 2 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 provisions for forward-look
Slide 3: Table of Contents
Investor Presentation August 2026 3 Table of Contents Investment Highlights 4 Unified Sensing & Perception Platform 6 High Performance Hardware 8 Physical AI Solutions 15 Market Opportunity 16 2026 Strategic Priorities 17 Financial Framework 18 Appendix 21 © Ouster, Inc. 2026 Yosemite National Park,
Slide 4: Investment Highlights
Investor Presentation August 2026 4 Investment Highlights 10,000+ 150,000+ Unified sensing and perception platform for Physical AI Diversified market approach with hundreds of use-cases Customers Lidar Sensors Shipped Portfolio simplifies and accelerates customer development 90,000+ $263M Deep expertis
Slide 5: Ouster brings Physical AI to life
Investor Presentation August 2026 5 Ouster brings Industrial Robotics Physical AI to life Digital Lidar, Cameras, and AI Compute Automotive Smart Infrastructure Physical AI Solutions Autonomy Across Industries © Ouster, Inc. 2026
Slide 6: Physical AI's First Unified Sensing & Perception Platform
Investor Presentation August 2026 6 Physical AI’s First Unified Short-range stereo camera data for maneuvering in narrow, dynamic aisles, distinguishing objects, and Precision lidar data for mapping, localization, and safe obstacle avoidance at any speed Sensing & Perception Platform reading visual i
Slide 7: Sense Think Act Learn
Investor Presentation August 2026 7 Sense Think Act Learn 360° scanning digital lidar AI enabled object detection, OS Digital OS Digital Lidar Lidar Perception Software Applications AI Training & Models Hemispheric, short, mid, and classification, tracking, long-range sensors and navigation Turnkey
Slide 8: High-Performance Hardware
Investor Presentation August 2026 8 High-Performance Hardware Digital Lidar Cameras AI Compute Industry’s highest-resolution 3D digital lidar High-performance ZED cameras deliver AI compute powered by NVIDIA® Jetson Orin™ in a compact, rugged design best-in-class 2D and 3D color data facilitates nat
Slide 9: Maximized, Colorized, Ruggedized
Investor Presentation August 2026 9 Maximized Colorized Ruggedized © Ouster, Inc. 2026
Slide 10: The world's First Native Color Lidar
Investor Presentation August 2026 10 The world’s First Native Color Lidar © Ouster, Inc. 2026
Slide 11: Maximized Range and Resolution
Investor Presentation August 2026 11 Maximized 2X 2X Range Resolution © Ouster, Inc. 2026
Slide 12: Designed for Functional Safety
Investor Presentation August 2026 12 Designed for Functional Safety ● Auto-grade ● Cybersecure ● ASIL-B to ISO 26262 ● SIL-2 to IEC 61508 ● Pld to ISO 13849 © Ouster, Inc. 2026
Slide 13: REV8 Technology Partners
Investor Presentation August 2026 13 REV8 Technology Partners © Ouster, Inc. 2026
Slide 14: Riding the Wave of Moore's Law
Investor Presentation August 2026 14 Ouster Silicon PERFORMANCE - RANGE X POINTS PER SECOND Riding the Wave L4 CHIP of Moore’s Law L3 CHIP L2X CHIP L2 CHIP L1 CHIP In Development: DF powered by Ouster CHRONOS © Ouster, Inc. 2026
Slide 15: L4 MAX
Investor Presentation August 2026 15 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
Slide 16: Physical AI Solutions
Investor Presentation August 2026 16 Physical AI Solutions Cutting-Edge AI Models Ouster Gemini Ouster BlueCity ■ Proprietary AI models leverage ■ Perception platform for security, ■ Turnkey, real-time traffic management real-world data to iterate, retrain, crowd analytics, logistics, and ITS improve
Slide 17: Diversified Strategy to Capture Multi-Billion Market Opportunity
Investor Presentation August 2026 17 Diversified Strategy to Capture Multi-Billion Market Opportunity 1 Robotics Industrial Smart Infrastructure Automotive Last-mile delivery robots, humanoids, robotic Warehouse automation, inspection, and global Intelligent transportation systems (ITS), signal L2+,
Slide 18: 2026 Strategic Business Priorities
Investor Presentation August 2026 18 2026 Strategic Business Priorities OS0 ZED X Revolutionize Our Camera, Lidar, and AI Compute Products Extend Leadership in Physical AI Solutions Execute Path to Profitability AI Compute Perception Software © Ouster, Inc. 2026
Slide 19: Execute Path to Profitability
Investor Presentation August 2026 19 Execute Path to Profitability 30-50% Annual revenue growth 35-40% GAAP gross margin <5% increase in GAAP operating expenses year over year © Ouster, Inc. 2026 Palm Drive, Stanford. Captured by REV8
Slide 20: Ouster is positioned as the foundational end-to-end sensing and perception platform
Investor Presentation August 2026 20 Ouster is positioned as the foundational end-to-end Sense Think Act Learn sensing and perception platform for Physical AI © Ouster, Inc. 2026
Slide 21: Thank you
Thank you August 2026 © Ouster, Inc. 2026 Potrero Avenue, San Francisco. Captured by REV8
Slide 22: Appendix
Investor Presentation August 2026 22 Appendix Flyability. REV7 OS1Vatnajokull © Ouster, Inc. 2026 Glacier, Iceland
Slide 23: Consistent Operational Execution
Investor Presentation August 2026 Appendix 23 Consistent Operational Execution Revenue ($mn) Gross Margin (GAAP) Adjusted EBITDA1 ($mn) 14 straight quarters of product revenue growth Record product revenue in 2Q26 1 Adjusted EBITDA is a non-GAAP financial metric. © Ouster, Inc. 2026 Q425*: Royalties
Slide 24: GAAP to Non-GAAP Reconciliation
Investor Presentation August 2026 Appendix 24 GAAP to Non-GAAP Reconciliation THREE MONTHS ENDED Mar 31, Jun 30, Sep 30, Dec 31, Mar 31, Jun 30, Sep 30, Dec 31, Mar 31, Jun 30, Sep 30, Dec 31, Mar 31, Jun 30, ($ THOUSANDS) 2023 2023 2023 2023 2024 2024 2024 2024 2025 2025 2025 2025 2026 2026 GAAP ne
Slide 25: Executive Leadership Team
Investor Presentation August 2026 Appendix 25 Executive Leadership Team Angus Pacala Cyrille Jacquemet Shaluinn Fullove Co-Founder, CEO CRO Chief People Officer Previously: Previously: Previously: Co-Founder/Director of SVP, Global Sales, Ouster Google, Lyft, Nest, and Engineering, Quanergy General M
Slide 26: Board of Directors
Investor Presentation August 2026 Appendix 26 Board of Directors Theodore L. Tewksbury Angus Pacala Susan Heystee Christina C. Correia Former CEO of Velodyne, Former Co-Founder, Former SVP Global GVP, Chief Accounting Officer and Eta Compute Director of Engineering, Quanergy Auto Business, Business