Ouster reports Q4 revenue $62M (+107% YoY), GAAP net income $4M, first profitable quarter

Ouster, Inc.

Q4 2025 revenue $62M (incl. $21M one-time IP royalties); product revenue $41M (+36% YoY); shipped >8,100 lidar units.
GAAP net income $4M vs. ($24M) YoY; adjusted EBITDA $11M; non-GAAP gross margin 62% (up 1,800 bps YoY).
FY 2025 revenue $169M (+52%); product revenue $147M (+32%); GAAP net loss $60M, improved $37M YoY.
Full-year lidar shipments exceeded 25,000 units; product book-to-bill 1.2x with $177M bookings.
CEO highlights Stereolabs acquisition as positioning Ouster for Physical AI sensing platform.

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