earnings
confidence high
sentiment positive
materiality 0.75
Ouster Q2 revenue $55M (+56% YoY); GAAP net loss narrows to $18M
Ouster, Inc.
- Revenue of $55M, up 56% YoY and 12% sequentially; shipped >17,000 lidar and camera sensors.
- GAAP gross margin 49% (+400 bps YoY); non-GAAP gross margin 53% (+200 bps YoY).
- GAAP net loss $18M, improved $2M YoY; Adjusted EBITDA loss $4M, improved $1M YoY.
- Cash, equivalents, and short-term investments $263M as of June 30, 2026.
- CEO cites strong demand for Rev8 and ZED X Nano launches; 14th straight quarter of product revenue growth.