secwatch.observer — SEC 8-K summary
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Issuer:     Ouster, Inc. (OUST)
CIK:        0001816581
Form:       8-K
Filed at:   2026-03-02T23:59:59+00:00
Accession:  0001193125-26-085444
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1816581/000119312526085444/0001193125-26-085444-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1816581/000119312526085444/d78060d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-085444

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer