Ouster : May 2026 Investor Presentation PDF

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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 17 18 21 Embarcadero, San Francisco. Captured by REV8 Investor Presentation May 2026 4 Customers 1 Lidar Sensors Shipped 1 150,000+ 10,000+ Investment Highlights Unified sensing and perception platform for Physical AI Diversified market approach with hundreds of use-cases Cash Balance 1 $175M Cameras Shipped 1 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 •• • • 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 1 2030E 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 Attention : This is an excerpt of the original content. To continue reading it, access the original document here .

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