38.57
+10.83%
Close of 9 Nov 2026, in USD
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About Ouster
From its filings with the US Securities and Exchange Commission
Ouster is based in San Francisco, California and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker OUST. The SEC classifies its business as general industrial machinery & equipment, nec. In the fiscal year to 31 December 2025, it reported revenue of $169.4m and a net loss of $60.4m. At that date it held total assets of $349.5m and shareholders' equity of $261.7m. By business, Product revenue brought in 86.5% of revenue, followed by Royalties at 13.5%. By region, Americas accounted for 54.4%, followed by Asia and Pacific at 32.0% and Europe, Middle East and Africa at 13.6%.
Ouster, Inc. is a leader in sensing and perception for Physical Artificial Intelligence (Physical AI). Ouster enables machines to “Sense, Think, Act, and Learn” and independently execute tasks without human intervention. Physical AI allows machines to move beyond fixed, preprogrammed behavior into adaptive, intelligent action by focusing on perception, understanding, and learning from the physical world. As a pioneer in Physical AI, Ouster offers a unified sensing and perception platform that combines high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and cutting-edge AI models to our customers.
We anticipate that 3D vision technologies, coupled with artificial intelligence, will power autonomy that in turn will fundamentally disrupt business models across many existing industries and enable entirely new industries and capabilities. We believe that our digital lidar sensors are one of the highest performing, lowest cost solutions available today, which we believe positions us at the center of a global revolution in autonomy.
We envision a future where our technology that combines sensing, compute, applications and artificial intelligence will become universal for empowering 3D perception capabilities within robots, cars, trucks, and drones, as well as factories, warehouses, roads, sidewalks, public spaces, retail stores, stadiums, docks, and airport terminals. We believe our patents and ongoing development of perception, analytics, mapping, and localization software will better position us in this evolutionary environment.
Quoted from its 10-K, filed 2 Mar 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Information Technology
- Industry
- Electronic Equipment, Instruments & Components
- Listed since
- 9 Oct 2020
- Employees
- 204
- Website
- ouster.com ↗
- Head office
- 350 TREAT AVENUE, SAN FRANCISCO, CA, 94110
- Incorporated in
- DE
- Classification
- General Industrial Machinery & Equipment, NEC
- Filer status
- Non-accelerated filer
Leadership
Pay as last reported
- Dr. Theodore TewksburyIndependent Chairman of the Board, since 2023$256,973
- Mr. Angus PacalaChief Executive Officer, Co-Founder, Director, since 2015$1.9m
- Ms. Susan HeysteeIndependent Vice Chairman of the Board, since 2018$298,311
- Mr. Mark FrichtlCo-Founder, Chief Technology Officer$1.3m
- Mr. Kenneth GianellaChief Financial Officer
- Mr. Darien SpencerChief Operating Officer$1.6m
- Mr. Chen GengSenior Vice President - Strategic Finance, Treasurer
- Ms. Megan ChungGeneral Counsel, Secretary$1.1m
- Mr. Phillip EylerDirector
- Ms. Virginia BouletIndependent Director$204,989
- Ms. Christina CorreiaIndependent Director$417,711
- Mr. Ernest MaddockIndependent Director$220,989
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 25
- Environment
- 7
- Social
- 26
- Governance
- 43
- Carbon reduction policy
- No
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Ouster Inc provides high-resolution digital lidar sensors for machinery, vehicles, and robots in 50 countries.
- Ouster's OS series sensors, including OS0, OS1, and OS2, offer advanced 3D vision capabilities.
- Ouster supports over 850 customers with customizable hardware and software solutions across multiple industries.
Weaknesses
- Ouster's employee count of 204 is lower than the industry average for Information Technology companies.
- Ouster's headquarters in San Francisco may face high operational costs compared to other US cities.
- Ouster's IPO on 9 October 2020 has limited its market presence to just four years.
Opportunities
- Ouster can expand its product line to include more solid-state lidar sensors like DF for broader market reach.
- Ouster can leverage its 850+ customer base to enter new markets in the European Union and Asia-Pacific regions.
- Ouster can develop new applications for its lidar sensors in the growing autonomous vehicle industry.
Threats
- Ouster faces competition from established lidar sensor providers in the Information Technology sector.
- Ouster's reliance on semiconductor chips may lead to supply chain disruptions in the Electrical Equipment industry.
- Ouster's limited employee count of 204 may hinder its ability to scale operations rapidly.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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