---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-085444"
form_type: "8-K"
ticker: "OUST"
cik: "0001816581"
company_name: "Ouster, Inc."
filed_at: "2026-03-02T23:59:59+00:00"
generated_at: "2026-05-15T22:44:45.809784+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-085444
- form_type: 8-K
- ticker: OUST
- cik: 0001816581
- company_name: Ouster, Inc.
- filed_at: 2026-03-02T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1816581/000119312526085444/0001193125-26-085444-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1816581/000119312526085444/d78060d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-085444
- JSON: https://secwatch.observer/filing/0001193125-26-085444.json
- Plain text: https://secwatch.observer/filing/0001193125-26-085444.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.