Ouster, Inc. · NASDAQ:OUST
Ouster — Q2 2025 Earnings Presentation
12 slides from Ouster's earnings presentation, Aug 7, 2025
Slide 1: Second Quarter 2025 Earnings Update
August 7, 2025 Second Quarter 2025 Earnings Update
Slide 2: Forward-Looking Statements
Second Quarter 2025 Earnings Update August 7, 2025 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 f
Slide 3: Ouster Brings Physical AI to Life
Second Quarter 2025 Earnings Update August 7, 2025 Ouster Brings Physical AI to Life Digital Lidar Technology AI Software Solutions Autonomy Across Industries 3
Slide 4: Message from the CEO
Second Quarter 2025 Earnings Update August 7, 2025 Message from the CEO Ouster delivered strong second quarter results with revenue over $35 million, gross margin of 45%, and a record 5,500 sensors shipped. This represents our 10th consecutive quarter of meeting or exceeding guidance. We finished wi
Slide 5: 2025 Strategic Business Priorities
Second Quarter 2025 Earnings Update August 7, 2025 2025 Strategic Business Priorities Scale the software- attached business Transform the product portfolio Execute towards profitability 5
Slide 6: SCALE the Software Attached Business
Second Quarter 2025 Earnings Update August 7, 2025 SCALE the Software Attached Business Capture potential $19B smart infrastructure opportunity $19B TAM1 INTELLIGENT TRANSPORTATION PERIMETER SECURITY SYSTEMS LOGISTICS CROWD ANALYTICS 1 Ouster internal estimates, 2030E. 6
Slide 7: TRANSFORM the Product Portfolio
July 19, 2024 Second Quarter 2025 Earnings Update August 7, 2025 TRANSFORM the Product Portfolio Innovations anticipated to more than double our current addressable market ● All new hardware powered by next-generation custom silicon ● Powerful new capabilities embedded in firmware ● New developer to
Slide 8: EXECUTE To Profitability
Second Quarter 2025 Earnings Update August 7, 2025 EXECUTE To Profitability Achieve 30-50% Maintain gross margin Keep operating expenses annual revenue growth at 35-40% at or below Q3 2023 levels ● Support customers moving into ● Drive value proposition with higher ● Expand use of lower cost locatio
Slide 9: Q2 2025 Results
Second Quarter 2025 Earnings Update August 7, 2025 Q2 2025 Results $35M 45% Revenue GAAP gross margin Up 30% vs. the second quarter of 2024 Up from 34% in the second quarter of 2024 52% 5,500+ Non-GAAP gross margin1 Sensors shipped Up from 40% in the second quarter of Up 33% vs. the second quarter o
Slide 10: Q3 2025 Revenue Guidance
Second Quarter 2025 Earnings Update August 7, 2025 Q3 2025 Revenue Guidance $35 to $38 Million 10
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Slide 12: GAAP to Non-GAAP Reconciliation
Second Quarter 2025 Earnings Update August 7, 2025 GAAP to Non-GAAP Reconciliation THREE MONTHS ENDED June 30 June 30 March GROSS PROFIT MARGIN ($K) 31 2025 2024 2025 Gross profit on GAAP basis 15,842 9,098 13,483 Stock-Based Compensation 1,799 1,210 1,137 Amortization of acquired intangible assets