Silicon Investor - Ouster (OUST)

[Smart_Asset] The Estonian Foreign Intelligent Service has it right. balticsentinel.eu Lidar...

Smart_Asset — 6/8/2026 10:11:13 AM

The Estonian Foreign Intelligent Service has it right.

balticsentinel.eu

Lidar Scanner - Intelligence Device?
While Bolt plans to bring new technology to Europe, Estonia’s Foreign Intelligence Service clearly warned in its 2024 threat assessment about the spread of Chinese technology. Lidar systems, which are also actively used by self-driving cars, represent a new phase of the threat. A lidar system continuously scans the entire surrounding environment so the device can operate independently, and can even illuminate through objects to identify potential threats behind them.

The Estonian Foreign Intelligence Service’s annual report warned of vulnerabilities arising from the widespread deployment of Chinese radar technology. PHOTO: SANDER ILVEST
According to Estonia’s Foreign Intelligence Service, it is certain of one Chinese company developing lidar systems for self-driving cars whose clear goal is to scan the entire area around the vehicle and send absolutely all data to a data center in China.

The agency emphasizes that this turns self-driving cars equipped with Chinese technology into effective intelligence-gathering tools that can very easily be exploited for surveillance.

The situation is made especially dangerous by the fact that China’s national intelligence laws require all Chinese companies to cooperate unconditionally with the government and intelligence agencies and to give the state access to collected data.

[Smart_Asset] Gigacool...Ouster's new partner. fieldai.com

Smart_Asset — 6/7/2026 12:57:00 PM

[Smart_Asset] An expansion of the Amazon/Ouster relationship....per Gemini.. << News More...

Smart_Asset — 6/5/2026 2:55:22 PM

An expansion of the Amazon/Ouster relationship....per Gemini..

<<

News

More

does the next generation proteus launched last thursday have a Ouster sensor

Yes, the next-generation Proteus autonomous mobile robot unveiled by Amazon utilizes an Ouster LiDAR sensor for its perception and navigation.

The next-generation Proteus robot, launched during Amazon’s "Delivering the Future" event, features several key details:
About Amazon +1

Conversational AI: The most prominent upgrade is the integration of AI, allowing workers to direct the robot using natural language rather than technical commands.
heise online
Expanded Operation: Unlike the original model, which was strictly confined to loading dock areas, the new version can navigate across the entire warehouse floor to transport containers and assist employees.
About Amazon
Sensors: The robot's sensing and precision navigation stack—which it uses to avoid human workers and accurately tunnel under and lift heavy carts—is powered by Ouster digital LiDAR technology.
The Robot Report +1

Deployment for the new Proteus is currently in lab pilots, with official integration into Amazon's European fulfillment and delivery sites slated for the first half of 2027.
Yahoo Finance

If you are interested in the broader ecosystem, I can provide more details on Amazon's other newly showcased robots, like Vulcan (a robot with a sense of touch) or STARK (a tote-handling system). Let me know what you'd like to explore next!
About Amazon

[Smart_Asset] I'd probably hire this guy. linkedin.com Feed detail update Feed post [grap...

Smart_Asset — 6/2/2026 9:03:53 AM

I'd probably hire this guy.

linkedin.com

Feed detail update

Feed post

Richard Peterson, MBA, CFM, FMP, SFPRichard Peterson, MBA, CFM, FMP, SFP • 3rd+Verified • 3rd+Global Facilities Manager | Award-Winning IFMA Member | Corporate Real Estate ExpertGlobal Facilities Manager | Award-Winning IFMA Member | Corporate Real Estate Expert23h • 23 hours ago • Visible to anyone on or off LinkedIn

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?? A New Chapter at Ouster!

I have joined Ouster as their new Global Facilities Manager!

Ouster is at the absolute frontier of Physical AI, driven by a mission to build a safer and more sustainable future. By creating a unified sensing and perception platform through digital lidar, edge compute, and advanced vision, they are changing how autonomous machines and smart infrastructure see and understand the world. ??

In this role, I look forward to partnering with leadership to align our workplace and real estate strategy with corporate growth, drive operational excellence, and scale the infrastructure needed to support the mass adoption of robotics and autonomy technologies.

?? A huge thank you to the colleagues, mentors, and partners who have supported my career journey so far. I look forward to embarking on this next chapter and building the future alongside my new Ouster colleagues!

hashtag#CareerUpdate hashtag#FacilitiesManagement hashtag#RealEstateStrategy hashtag#PhysicalAI hashtag#Lidar hashtag#Robotics hashtag#SmartInfrastructure hashtag#Ouster

[Smart_Asset] The Ouster sensors are visible throughout the vid. Seems a can't decline tool f...

Smart_Asset — 6/1/2026 8:47:36 AM

The Ouster sensors are visible throughout the vid. Seems a can't decline tool for mining.

youtube.com

More mining and more Ouster....no vid.

stocktwits.com

[Smart_Asset] [graphic]

Smart_Asset — 5/29/2026 10:18:09 AM

[Smart_Asset] <<<<<<
Smart_Asset — 5/28/2026 10:57:32 AM
<<<<<<<Ouster employee count up to 313 from 300 earlier in the year. Here are some openings. Looks to me like a growing company.>>

Employee count now 324 and institutional ownership just short of 61%..two good signs.>>

Employee count now 328.>>

Now 330....3 days hence...some reason for this which for now is unknown for me. I might quietly speculate.>>

Employee count now 335...appears they are still hiring.>>

Now 339...I don't think this includes Stereolabs and a Gemini search has them with approximately 50 so the actual number may be approaching 400. Stereolabs is French based so Euro defense contractors, infrastructure, and industrial are all in play there. Ouster already had significant revenues from the Euro zone.>>

Employee count now 343...still hiring.>>

Employee count now 348 with 29 job openings...>>>

359 with 27 job openings.

[Smart_Asset] It's a coming out party. The company name and attendant sensor photos are crawl...

Smart_Asset — 5/26/2026 9:49:19 AM

It's a coming out party.

The company name and attendant sensor photos are crawling the net.

[Smart_Asset] Kind of interesting but I disagree with the 'existential' remark from Musk. imh...

Smart_Asset — 5/22/2026 1:00:05 PM

Kind of interesting but I disagree with the 'existential' remark from Musk. imho there is zero evidence that cameras alone will be successful wrt high level ADAS.

I've been tracking Kodiak for some months but they have yet to secure anything of significance.

smallcapsupremacy.com

<<These Three Small-Cap Trucking Stocks Stand to Benefit from SCOTUS Ruling Montgomery v. Caribe shifts trucking liability up the supply chain, pulling fleet monitoring, sensor, and autonomy small-caps along for the ride

May 22, 2026

Friday, May 22nd, 2026

ICYMI: The Supreme Court ruled unanimously on May 14 in Montgomery v. Caribe Transport II that freight brokers can be sued under state negligent-hiring law when the carriers they hire cause crashes after a string of high-profile incidents. The 9-0 ruling strips brokers of the federal preemption defense they've used for decades.

Brokers with direct exposure are now looking to route loads to carriers that can prove they're well-managed, making any technology that produces auditable evidence of safe operation a competitive asset rather than the compliance overhead or burdensome bit of red tape it’s been historically seen as.

In the near term, of course, some trucked goods may see price hikes, though attributing any specific increase to the ruling against the noise of oil shocks, inflation, and labor disruption will be tough. The more interesting question is what brokers, and the carriers competing for their loads ( phrasing), do next.

?? Top Small-Cap Trucking Stock: PowerFleet $AIOT ( ? 3.66% )
PowerFleet is a powerhouse (pun intended) in the small-cap telematics space. A 2024 merger with MiX Telematics gave AIOT global scale, while its $200M Fleet Complete acquisition in Q4 2024 gave it domestic distribution depth.

The new and improved, combined platform handles fleet management, AI video telematics, predictive maintenance, and ELD compliance under a single SaaS roof (i.e., exactly the package brokers will start demanding their carriers produce). Likewise, AIOT’s recent ticker change from PWFL reflects management’s strategic repositioning toward AI-driven fleet analytics rather than basic asset tracking, while its subscription-based suite helps smooth revenue and provide predictable cash flow, and increases its attraction considering the company’s sub-$500M market cap.

What’s the Risk?
PowerFleet competes against well-funded private players. Samsara (IOT) is the large-cap incumbent, and Motive and Netradyne are private unicorns with significant fleet penetration. Broker-driven demand may flow disproportionately to whoever has the largest installed base.

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?? The Pick-and-Shovels Play: Ouster $OUST ( ? 6.44% )
Ouster’s hardware offerings supply the trucking sector’s sensing infrastructure. Its digital LiDAR sensors feed into emergent autonomous vehicle stacks and the nascent smart-infrastructure layer — traffic management deployments in major US cities, including a wide-ranging Atlanta pilot, use Ouster-class sensors to monitor what's actually happening on the road. The dual exposure matters: a broker liability environment drives demand for both in-cab monitoring and external road monitoring infrastructure that can corroborate or contest claims.

Q1 2026 revenue hit $49M, up 49% year-over-year, with record sensor shipments of 12,600 units and $175M cash on hand with zero debt. The recently launched REV8 native color LiDAR collapses what previously required separate LiDar and camera systems into a single stack, a huge value-add for fleet customers trying to simplify deployment.

Market cap sits around $2.2B, putting Ouster right at the upper edge of traditional small-cap ranges, but that’s due primarily to recent tailwinds pushing per-stock pricing to ~$35 – up 50% year-to-date compared to the wider market’s comparatively anemic 8.5% return .

What’s the Risk?
Ouster announced a $100M at-the-market offering earlier this month, signaling continued reliance on dilutive financing despite the cash position. The broader LiDAR small-cap space remains cash-burning across the board, with existential risk from advances in machine vision (just ask Elon his opinion on LiDAR’s long-term viability!)

?? The Long-Term Aspirational Play: Kodiak AI $KDK ( ? 1.13% )
The long tail of the SCOTUS decision could be removing the driver entirely, cutting off most of the negligent-hiring liability surface at the head. Kodiak AI is the cleanest pure-play public small-cap on that thesis with 28 customer-owned driverless trucks deployed as of Q1 2026, 23,500 cumulative hours of paid driverless operations, partnerships with Bosch for production-scale hardware, and active freight contracts with Roehl, Werner, and J.B. Hunt.

An honest caveat: autonomous trucking has been around the corner for a decade, and the corner keeps moving. Long-haul trucking automation initiatives benefit from highway monotony, but it also faces higher physics stakes than consumer autonomy, with longer stopping distances, larger blind spots, more demanding weather, rigorous and varied interstate inspection regimes, and a labor force already organized against displacement, with the problem space genuinely harder than what Waymo and Cybercab have been doing in geofenced urban grids.

What’s the Risk?
Kodiak’s financial picture reinforces caution. Q1 2026 revenue of $1.83M against an operating loss of $37.8M creates a burn rate roughly twenty times revenue, and a $100M PIPE raise priced at a steep discount sent shares down 37% on the day. Management says full driverless operation on public highways will arrive later in 2026, but that timeline has been the company's promise for some time. Kodiak is positioned for the right thesis at the right time, but the path to free cash flow is long and the dilution risk is real.

?? Small-Cap Trucking Stock Signals to Watch
Three things over the next six to twelve months will tell you whether the thesis is playing out:

1. Broker behavior: whether the largest brokers publicly update their carrier-vetting standards or begin publishing safety scoring methodology.

2. Insurance market signals: whether contingent automobile liability rates for brokers move materially, which they almost certainly will, and how aggressively that gets passed down.

3. Kodiak's promised driverless public-highway launch later this year.

Any of the three moving on schedule strengthens the broader thesis; delays mean the timeline stretches further than the market currently prices.

[Smart_Asset] linkedin.com <
Smart_Asset — 5/22/2026 9:50:27 AM
linkedin.com

<<Sensor fusion is brilliant… until it becomes the problem.

Traditionally, if you wanted 3D geometry and colour context in robotics or autonomous systems, you needed:

?? Camera
?? LiDAR
?? Calibration pipeline
?? Sensor fusion software

The challenge?

Every additional sensor adds complexity, calibration effort, latency, failure points, and compute overhead.

Ouster’s REV8 native-colour LiDAR changes that conversation by embedding colour directly into the point cloud at capture, reducing the dependency on traditional camera-LiDAR fusion stacks.

For robotics engineers, that could mean:

? Simpler perception architectures
? Reduced integration effort
? Better spatial alignment between geometry + colour
? Faster deployment to production

Read our breakdown here:
lnkd.in

hashtag#Robotics hashtag#AutonomousSystems hashtag#LiDAR hashtag#SensorFusion hashtag#PhysicalAI
…more

How Ouster Rev8 Native Colour LiDAR Simplifies Sensor Fusion in Robotics | Level Five Supplies
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Level Five SuppliesLevel Five Supplies1,275 followers1,275 followers2w • 2 weeks ago • Visible to anyone on or off LinkedIn

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Ouster just announced it's latest addition to the OS sensor family — and added native-color LiDAR to the mix.

The new Rev8 sensor lineup is a significant step forward. Ouster is claiming an industry first with native-color LiDAR capability, meaning the sensor natively captures color information alongside its 3D point cloud. That's a meaningful reduction in sensor fusion complexity for perception engineers.

Beyond color, the Rev8 generation delivers upto double the range and resolution compared to Rev7. For teams pushing the boundaries of detection distance and point cloud density, that's not an incremental upgrade — it's a generational leap.

The Rev8 sensors are available with ASIL-B functional safety certification, which is critical for anyone building safety-rated autonomous systems.
Whether you're developing autonomous vehicles, mobile robots, or smart infrastructure, functional safety compliance is increasingly non-negotiable.

This release reinforces why Ouster continues to be one of the most watched LiDAR manufacturers in the autonomy space.

If you're evaluating LiDAR for your next project, reach out to our team — we can help you find the right Ouster Rev8 sensor for your application.

hashtag#LiDAR hashtag#AutonomousVehicles hashtag#Robotics hashtag#Ouster hashtag#SensorTechnology
…more

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[Smart_Asset] Worth a listen...LiDAR vs cameras. youtube.com

Smart_Asset — 5/17/2026 10:39:49 PM

[Smart_Asset] jalopnik.com

Smart_Asset — 5/16/2026 2:53:19 PM

[Smart_Asset] This is a very balanced look at the company, 'sector', and possibilities. reddi...

Smart_Asset — 5/14/2026 9:37:32 AM

This is a very balanced look at the company, 'sector', and possibilities.

reddit.com

8h ago

investorscompass

Is Ouster $OUST The Next Physical AI Trade?

Hey everyone, here's my DD on OUST, with everyone's eyes on it recently.

Rating: Speculative Buy

Market cap: $2.18B

Ouster ($OUST) jumped 26% after the market finally got the kind of setup it loves in this environment: a fresh NVIDIA-related catalyst, a clean Physical AI story, and a major breakout above the ~$30 level on heavy volume. The move was definitely helped by hype on X, but I don’t think this was just another random lidar spike.

Ouster now has a real catalyst, a stronger product cycle, accelerating revenue growth, and a stock chart that suddenly looks much more interesting.

Anyway, the key news came out yesterday: Ouster said its Rev8 OS digital lidar sensors are now compatible with NVIDIA DRIVE Hyperion, a platform used to help develop level 4 autonomous vehicles. After that headline hit, traders had more of a reason to care.

Ouster now has Rev8 tied to NVIDIA DRIVE Hyperion for autonomous vehicles, Rev8 integration across NVIDIA Jetson for robotics and edge AI, and a stronger Physical AI story after buying Stereolabs. In a speculative market where AI-adjacent names are working, that kind of setup can move fast.

Physical AI basically means AI moving from software into the real world. Instead of just chatbots or cloud software, think robots, self-driving vehicles, smart intersections, drones, industrial machines, warehouses, and equipment that needs to understand what’s around it before it can act. That’s where Ouster fits in.

The company makes lidar sensors, cameras, AI compute, and perception software. Lidar uses laser pulses to create a 3D map of the world, helping machines understand distance, shape, movement, and surroundings.

Ouster just reported strong Q1 growth, launched Rev8, expanded beyond lidar through Stereolabs, and now has two different NVIDIA-related angles investors can understand.

The numbers make the story more interesting. In Q1 2026, Ouster generated about $49 million of revenue, up 49% year over year. It shipped more than 12,600 sensors, including over 8,300 lidar sensors and over 4,300 camera sensors. GAAP gross margin was 43%, non-GAAP gross margin was 46%, and the company ended the quarter with $175 million in cash, cash equivalents, restricted cash, and short-term investments, with no debt.

Management also said this was Ouster’s 13th straight quarter of product revenue growth. Royalty revenue also wasn’t material in Q1, so the growth mostly came from selling actual products, not from a one-time licensing boost. That makes the quarter cleaner than it would be if the growth had been padded by unusual royalty revenue.

So the setup is pretty clear. Ouster isn’t a fake AI stock with no real business behind it. But it also isn’t cheap anymore. At a $34.17 share price and a $2.18 billion market cap, Ouster trades at about 10x 2026 consensus revenue estimate of $220.5 million. That multiple falls to about 7.4x 2027 revenue, and 5.4x 2028 revenue, if the company hits the estimates shown below.

Source: Seeking Alpha

Put simply, investors are already paying for a lot of future growth. The stock can still work if revenue keeps climbing quickly, but after this move, there isn’t much room for disappointment. If Rev8 adoption is slower than expected, if growth cools, or if profitability gets pushed further out, the valuation can become a problem fast.

That’s why I’d rate Ouster a Speculative Market Outperform (Buy rating), not a traditional medium or long-term Buy rating.

I think the stock can keep working in this market because the catalyst, chart, volume, and Physical AI story are all lined up. But this is still an unprofitable and cash-flow negative company, so I wouldn’t treat it like a proven long-term compounder yet.

I can change my mind quickly on this one if things start drying up.

Source: Finbox

Treating Ouster As A Trade FirstOuster may become a much better business over time, but right now, the stock is mostly a momentum setup. The NVIDIA DRIVE Hyperion headline gave traders a catalyst. The reaction to that news helped the stock break above $30. The attention on X brought more eyes to the name. And the fundamentals are good enough to make the story feel real instead of completely empty.

That’s the kind of setup that can keep running, especially in this market cycle.

People need to stop underestimating market cycles. Sometimes, certain types of stocks work better than others.

Speculation is working right now.

Smaller AI-related names, robotics plays, infrastructure-adjacent companies, and high-growth tech stocks can move quickly when the chart, volume, and story line up.

Sometimes the market rewards patience and valuation discipline. Other times, it rewards speed, momentum, and being early to a story that other traders are just starting to notice.

Ouster fits the second bucket right now.

For me, the fundamentals are not enough to make this a long-term core holding yet.

If you’re an OUST bull reading this, don’t shoot me please.

The company still has to prove that Rev8 adoption can turn into sustained revenue growth and real profitability.

Instead, the fundamentals are more useful for judging how much fuel the momentum story has.

If estimates start moving higher because Rev8 demand is stronger than expected, the story gets more fuel. If volume stays strong and the stock keeps holding the breakout, the trade can keep working. But I wouldn’t stubbornly hold a large position in an unprofitable company just because the long-term story sounds exciting.

I’ve been in the market for a long time, and I’ve heard many “exciting” stories that don’t play out.

3D printing, EVs, SPACs, weed stocks. You name it.

That’s why the prior breakout area is important. If the stock loses the high-$20s, near where it was before the breakout, the setup gets weaker. A stop-loss around that area (under $28 ish for now) can make sense for someone treating this as a momentum trade instead of a long-term investment.

Looking further out, the chart is interesting because it’s been consolidating for some time now and can make another swing high if momentum stays. The next target would be $50 if it breaks the most recent swing high of about $42.

Let’s Look More Into The CatalystsThe direct catalyst was the NVIDIA DRIVE Hyperion news. Ouster said its Rev8 OS sensors are qualified to run on NVIDIA DRIVE Hyperion, which is designed to help developers build and deploy level 4 autonomous vehicles.

Level 4 autonomy means a vehicle can drive itself in certain areas or conditions without needing a human to take over. It doesn’t mean every car can drive itself everywhere, but it’s still an advanced form of autonomy. Robotaxis, autonomous trucks, and self-driving shuttles are the types of markets investors usually think about when they hear level 4 autonomy.

That’s why investors reacted to the headline. Rev8 is now tied more directly to autonomous driving and robotaxi development. That gives the market a simple way to understand the story: if autonomous vehicles need better sensors, and Ouster’s sensors can work inside NVIDIA’s autonomous-driving development platform, Ouster could have a more relevant role in that ecosystem.

The key point is that Ouster isn’t just saying Rev8 is a better sensor by itself. The company says its sensors have optimized plugins for NVIDIA DriveWorks SDK. In plain English, that means developers can feed Ouster’s 3D sensor data directly into NVIDIA’s software tools more easily. Developers don’t just want good hardware. They want hardware that fits into the systems they’re already building with.

But this doesn’t mean NVIDIA has picked Ouster as the winner. It doesn’t guarantee huge revenue. What it does is make the autonomous vehicle angle more credible. Ouster is positioning Rev8 inside a development ecosystem used for level 4 autonomy, and the market clearly liked that.

Why The NVIDIA Story Goes Beyond Autonomous DrivingThe DRIVE Hyperion news was the more obvious reason for the recent move, but it isn’t the only NVIDIA-related angle. Ouster also announced Rev8 integration across NVIDIA Jetson, with support across NVIDIA JetPack, Isaac Sim, Jetson AGX Orin, and Thor.

Basically, NVIDIA Jetson is a family of computing platforms used in robots, drones, cameras, industrial machines, and other edge AI systems. Edge AI means the AI processing happens close to the machine itself instead of sending everything to a cloud data center. For example, a warehouse robot needs to react quickly. It can’t always wait for data to travel back and forth from the cloud.

So Jetson supports the robotics and edge AI side of the story. DRIVE Hyperion supports the autonomous vehicle side. Together, they give Ouster two different NVIDIA-related narratives. One is about robots and machines. The other is about autonomous vehicles.

This shouldn’t be overhyped. Ouster being compatible with NVIDIA platforms doesn’t just turn it into a massive winner. But it can reduce friction for developers and customers. It also gives investors a cleaner way to understand the company. Ouster isn’t just selling lidar sensors. It’s trying to become part of the perception stack for machines that need to sense and act in the real world.

What Rev8 Actually DoesRev8 is the center of the story. Ouster calls it the world’s first native color lidar. That basically means the sensor combines 3D lidar data and color directly on silicon.

Normal lidar can tell a machine the shape and distance of objects around it. Rev8 is trying to add more visual context to that 3D data. That means it’s not just helping a machine know that something is in front of it. It can help the machine better understand what it’s looking at.

That could be useful because machines don’t just need to detect objects. They need context. They need to understand signs, brake lights, road surfaces, object boundaries, textures, distance, movement, and depth. A self-driving system doesn’t just need to know a car is nearby. It may also need to understand whether brake lights are on, where the lane markings are, or how far away a small object is.

That’s why native color lidar could be useful. It’s not just about prettier point clouds. A point cloud is basically a 3D map made up of millions of data points. If those data points include better color and depth information, machines may get richer data to train on and operate with.

The specs are strong enough to support the excitement. The flagship OS1 Max offers 256 channels of high-definition sensing, up to 500 meters of range, and a 45-degree vertical field of view. In simple terms, that means it can capture a lot of detail, see far, and cover a wider vertical area. Rev8 is also auto-grade, cybersecure, and designed for functional safety certifications like ASIL-B, SIL-2, and PLd.

Those safety certifications are important because Ouster is trying to sell into serious industrial and automotive markets. If a sensor is going to help a vehicle, robot, or machine make decisions in the real world, customers need reliability and safety standards. It can’t just be a cool demo product.

Ouster also says Rev8 was designed to be more affordable and more scalable than Rev7, with a planned 10-year production life. That’s a big part of the bull case. A breakthrough sensor isn’t enough if it’s too expensive, too hard to deploy, or too difficult to integrate. Ouster needs Rev8 to scale into real commercial programs.

Management also said dozens of companies across industrial, robotics, automotive, and smart infrastructure markets intend to adopt Rev8 OS sensors. The list included names like Google, Volvo Autonomous Solutions, Liebherr, Epiroc, Field AI, Skydio, PlusAI, Bedrock, Seegrid, Gecko Robotics, Cyngn, and others.

That doesn’t guarantee revenue from all of them. “Intend to adopt” is not the same as “signed massive contract.” But it does show Rev8 isn’t launching into silence. There’s already customer interest across multiple end markets.

Why Ouster Is No Longer Just A Lidar CompanyThe Stereolabs acquisition is another reason the story has changed. Ouster acquired Stereolabs in February, adding AI camera vision, stereo cameras, edge compute, and perception software. In Q1, Stereolabs contributed about seven weeks of revenue and helped push camera shipments above 4,300 units.

This doesn’t transform the company overnight, but it changes what Ouster is trying to become. The company isn’t trying to be just a lidar supplier anymore. It’s trying to offer a fuller perception stack that includes lidar, cameras, AI compute, sensor fusion, perception software, and AI models.

A perception stack just means the full set of tools a machine uses to understand the world around it. Lidar can provide depth and structure. Cameras can provide visual information. Compute can process the data. Software can turn that data into decisions or useful insights.

That’s a better story because pure hardware businesses can be fragile. If you only sell one type of sensor, customers may switch suppliers, competitors may copy features, and pricing can come under pressure. A broader platform can become more valuable if it reduces integration headaches and gives customers better unified data.

This is where the Physical AI thesis makes sense. Machines need multiple ways to understand the real world. Ouster is trying to combine those pieces instead of selling one piece in isolation.

That’s much more interesting than standalone lidar.

Where Ouster Is Already Seeing DemandThe commercial side is stronger than the typical lidar hype story. Ouster said its lidar business grew about 44% year over year, helped by industrial demand. The company pointed to several large industrial automation deals, including an expanded long-term relationship with a European industrial company for port automation and a deal with an autonomous earthmoving company tied to a U.S. Department of Defense project.

This shows Ouster isn’t only relying on future robotaxi dreams. Industrial automation is already happening. Port automation is already happening. Heavy equipment autonomy is already happening. These are markets where better sensing can solve real problems today.

For example, a port can use sensors to help automate the movement of containers and equipment. A construction or mining machine can use sensors to understand its surroundings. A smart traffic system can use sensors to detect vehicles, pedestrians, and traffic flow. These are practical uses, not just futuristic investor-deck ideas.

Smart infrastructure also deserves attention. Ouster BlueCity now has more than 700 contracted site deployments across intersections, mid-blocks, and highways. The company also expanded BlueCity with the Georgia Department of Transportation for more than 30 intersections across the Greater Atlanta area ahead of the FIFA World Cup. Ouster Gemini is operating at more than 550 sites globally.

BlueCity is Ouster’s traffic management solution. In simple terms, it helps cities use lidar and software to monitor and manage traffic more intelligently. Ouster Gemini is used for security, monitoring, and awareness across physical sites. These aren’t as exciting as robotaxis, but they may be more grounded.

Cities and transportation departments move slowly, but once they adopt a system and expand it, the revenue can become stickier than investors expect. That gives Ouster a practical base of demand instead of relying only on futuristic markets.

That’s one of the biggest reasons I don’t think the move is pure hype. Ouster has current revenue, current deployments, current customers, and real end markets. The future still has to be proven, but the company isn’t starting from zero.

The Valuation Already Prices In A Lot Of GrowthThe valuation is the main pushback. At $34.17 per share and a $2.18 billion market cap, Ouster trades at about 10x 2026 revenue. That’s not crazy for a fast-growing AI and robotics-adjacent company, but it’s not cheap either.

However, the stock doesn’t need to look cheap on current numbers if the company grows fast enough.

But that’s also the risk. Investors aren’t paying for Ouster as it exists today. They’re paying for Rev8 adoption, Stereolabs integration, continued smart infrastructure growth, industrial demand, NVIDIA ecosystem relevance, and a path to profitability. If any of those pieces disappoint, the multiple can contract quickly.

Earnings don’t help much yet either. Consensus expects Ouster to lose about $0.30 per share in 2026 and earn only around $0.03 per share in 2027. That means this is still a revenue growth and operating leverage story.

Ouster is also still cash-flow negative. Based on the data shown, its latest twelve-month free cash flow was about negative $69 million. The good news is that the company had $175 million of cash as of Q1 and no debt, so it has room to execute. It also launched a $100M ATM offering just a few days ago. It has a few years of runway at the current cash burn rate, but this is still not a self-funding compounder yet.

Management’s long-term framework is 30% to 50% annual revenue growth, 35% to 40% GAAP gross margin, and controlled operating expense growth. The company is also working toward positive operating free cash flow and profitability.

That gives us something to work with. But Ouster still has to prove it.

What Could Make The Bull Case WorkTo recap:

The bull case is that Ouster is moving from “lidar company” to “Physical AI perception platform.”

That’s a much better category. If machines are going to operate more intelligently in the physical world, they need better perception. Ouster now has lidar, cameras, AI compute, perception software, sensor fusion, smart infrastructure solutions, and NVIDIA ecosystem compatibility. That gives the company a much more complete story than it had before.

Rev8 is the product catalyst. Stereolabs broadens the platform. BlueCity and Gemini give the company real infrastructure traction. Industrial automation gives it practical enterprise demand. Jetson strengthens the robotics angle. DRIVE Hyperion strengthens the autonomous vehicle angle. The Q1 numbers show the company is already growing. The breakout shows the market finally cares.

That’s why the stock can keep working.

What Could Go WrongThe risk is that investors start treating a momentum trade like a guaranteed long-term investment.

Ouster doesn’t have a fortress moat (a durable competitive advantage that protects a company from competitors). Think network effects, high switching costs, patents that are hard to get around, or a brand that customers trust so much they won’t leave. Ouster has differentiated technology, a better product cycle, growing commercial traction, and a broader platform after Stereolabs. That’s good, but it’s not the same as being untouchable like a Visa or Mastercard.

Customers still have alternatives. Competitors still exist. Pricing still counts. Product launches still need to convert into volume. And the company still needs to prove that revenue growth can turn into durable profitability.

The lidar industry has also burned investors before. There have been too many huge TAM (total addressable market) stories, too many investor decks, and not enough profitable businesses. A big TAM sounds exciting, but it doesn’t automatically mean one company will capture it profitably.

Ouster looks better positioned than many of those old lidar names, but investors shouldn’t ignore the industry’s history.

The NVIDIA headlines are another risk if people overread them. Remember, Jetson integration and DRIVE Hyperion qualification don’t automatically mean massive revenue is coming. They improve Ouster’s ecosystem positioning. They don’t replace the need for actual customer adoption and financial execution.

The Takeaway On OUST StockI don’t think Ouster is just another lidar pump. The stock moved because the market had a real catalyst to grab onto: NVIDIA DRIVE Hyperion compatibility, Rev8 momentum, a cleaner Physical AI story, strong Q1 growth, and a breakout above a key technical level. X hype helped amplify the move, but the story wasn’t empty.

That said, I’m treating this as a speculative buy, not a traditional long-term Buy. Ouster is still unprofitable, cash-flow negative, and trading around 10x 2026 revenue, so the stock needs continued execution. If the chart, volume, catalyst, and story keep working together, the trade can keep working. If momentum dries up, I’d treat it very differently.

Disclosure: I have a small position in OUST stock from around $31.50, and this is just my personal opinion, not professional advice.

[George Statham] I originally saw a reddit post that seemed overhyped. If they were actually par...

George Statham — 5/12/2026 11:58:13 PM

I originally saw a reddit post that seemed overhyped. If they were actually partnering with Nvidia, I'd expect it to be up more than 1.50 in the aftermarket. Still, it all sounds good.

[waitwatchwander] That's a pretty extensive achievement and within a very short period of time. s...

waitwatchwander — 5/12/2026 11:24:37 PM

That's a pretty extensive achievement and within a very short period of time.

share.google

Trust it's not coming in a fake-it until you make-it manner. The Autonomy video posted by SA is paid promotion. That's a common element with Ouster.

I suspected SDK integration of Rev8 + Lidar came as separate components but Gemini says that was not the case. Hmmm

share.google

share.google

[George Statham] investors.ouster.com

George Statham — 5/12/2026 9:45:29 PM

[Smart_Asset] ..game changer.. roadtoautonomy.com

Smart_Asset — 5/12/2026 7:55:30 PM

[Smart_Asset] Interview with Angus. schwabnetwork.com/video/ous...

Smart_Asset — 5/8/2026 6:47:53 PM

[waitwatchwander] The deal here seems to mostly be the combining of these separate sensors into a ...

waitwatchwander — 5/8/2026 11:16:38 AM

The deal here seems to mostly be the combining of these separate sensors into a single unit which makes for calibration of the two sensors together expectantly simpler.

Given the need to have each camera appropriately spaced it is unlikely a wide baseline stereo camera could be incorporated into a single unit but getting human depth of field within a single lidar, stereo camera unit is most practical.

share.google

Step in the right direction and movement up in value-add.

[Smart_Asset] Interesting that this article is from a camera site. At some point most or all ...

Smart_Asset — 5/8/2026 10:52:26 AM

Interesting that this article is from a camera site. At some point most or all digital camera's will include LiDAR. Guessing the coloration aspects will be refined. Lot's of LiDAR use cases are already replacements or advances of camera uses.

The article has the look and vibe of 'mostly' AI generated but it still has value.

digitalcameraworld.com

CMOS camera sensors will become obsolete. Revolutionary color LiDAR threatens to rewrite EVERYTHING we know about photography – even the concept of a grid of pixels!

News
By Adam Juniper published 4 hours ago

All digital cameras face serious competition from a new kind of sensor chip – and this time it's not a minor upgrade, it's absolutely revolutionary.

(Image credit: Ouster)

Ouster's new REV8 Color LiDAR chip is being delivered now, and captures color and depth simultaneously without relying on a traditional pixel grid.

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The company's CEO, Angus Pacala, was not shy about the possibilities of the tech, either. "The goal is to obviate cameras," he told Tech Crunch. It’s early-stage tech aimed at robotics and self-driving systems, but the implications for imaging are enormous.

The chip is being supplied in small quantities to major partners, including Google and drone firm Skydio. Instead of collecting a flat image – a grid of pixels – as we are used to in photography, it collects a 'point cloud' – a pattern of points which represent distance from the sensor.

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In practice, it might be a little while before the tech is ready to replace cameras as we know them, and the point-cloud concept is nothing new in photography. It is a technology used by a lot of companies to build up an understanding of the area around the sensor.

Apple's iPhones, DJI's drones, and plenty more have LiDAR sensors near their cameras, which point in the same direction and collect distance information.

Apple uses this data as part of its computational photography, so it can accurately apply depth-of-field simulations because it knows roughly what areas of the overall image were near to the camera and which were far.

The 'computation' is the making sense of the data from a CMOS chip and a LiDAR camera, which imposes a lot of work that could be side-stepped by collecting it all in one go, which is exactly what is new here.

What is new, here, is that the sensor chip is the same one – the same lens and the same chip and lens is receiving the distance and color information.

Each point in the cloud recorded – and that's up to 10.4 million points per second in the new OS1 Max flagship variant – has color data as well as location.

Technology like this has uses outside traditional photography – indeed its development is more directly associated with robotic taxis.

The other day I was walking outside our London office and snapped a Waymo car passing by me. It was a bit of a surprise as – while fleets are already operational in San Francisco and LA – they're new and out learning in the UK.

A Waymo robot taxi car passing me on the streets of London and a close up of the LiDAR camera system on the top (Image credit: Adam Juniper)

The other day I was walking outside our London office and snapped a Waymo car passing by me. It was a bit of a surprise as – while fleets are already operational in San Francisco and LA – they're new and out learning in the UK.

These vehicles need a massive array of LiDAR cameras on the top to feed data to the vehicle's AI driver. It currently needs separate cameras to detect things like the color of brake lights and traffic lights – this kind of tech is what the Ouster Rev8 is initially looking to change.

Smaller LiDAR systems open up the possibility of more autonomous systems, like drones, which have less need to process data on board.

It doesn't take a lot of imagination to see how steadily increasing resolution of color LiDAR on combined chips could revolutionise the camera, and wholly merge spatial and traditional image data in a way that we've only seen tweaked at around the edges so far.

Chinese company Hesai has already announced something similar with its '6D' platform in April this year, meaning it is also already a competitive space and, yes, that is also a company with a focus on "hands-off self-driving cars."

LiDAR started at a measuring tech with a single 'point' in the sixties. The sensor chips chips hit 100,000 points or more in the 2010s, and are now in color and over the million mark, so progress is rapid.

A point cloud of data could be immensely desirable for some photographers – like a 'RAW' file but so much more – so, as soon as it is practical, why wouldn't it supplant CMOS?

Sure, the tech needs to keep getting smaller, and the frame rate will be a challenge, but all these things can likely be overcome.

Remember CCD chips? No, me neither

[Smart_Asset] Two press events in one day....wow! finance.yahoo.com [graphic] Ouster and DXO...

Smart_Asset — 5/7/2026 10:26:13 AM

Two press events in one day....wow!

finance.yahoo.com

Ouster and DXOMARK Announce Strategic Collaboration on the World’s First Native Color Lidar with REV8

Ouster and DXOMARK Announce Strategic Collaboration on the World’s First Native Color Lidar with REV8 · Business Wire

Business Wire
Thu, May 7, 2026 at 4:00 AM PDT 6 min read

DXOMARK tests LED flickering on Ouster's Rev8 OS digital lidar.

DXOMARK tests rolling shutter and timing precision on Ouster's Rev8 OS digital lidar.

DXOMARK tests color fidelity on Ouster's Rev8 OS digital lidar.

Point cloud of the Santa Monica Pier captured by an Ouster Rev8 native color lidar.

Leverages image quality expertise to support the development and optimization of next-generation lidar

SAN FRANCISCO, May 07, 2026--( BUSINESS WIRE)-- Ouster, Inc. (Nasdaq: OUST) ("Ouster" or the "Company"), a leader in sensing and perception for Physical AI, announced today its strategic collaboration with DXOMARK, a global leader in image quality evaluation and developer of advanced testing solutions. This partnership aims to test and optimize the next generation of sensing technologies, starting with the new Ouster Rev8 OS family, the world’s first native color lidar.

As sensing technologies evolve toward more complex, multi-modal systems, the need for accurate, reliable, and standardized performance evaluation becomes critical. This collaboration brings DXOMARK's 20 years of expertise in image quality testing and sensor benchmarking to Ouster’s cutting-edge digital lidar technology to support the development and optimization of next-generation sensing products. Through rigorous independent testing, DXOMARK enables Ouster to maximize system performance and image quality for the most demanding real-world environments.

During the development of Ouster Rev8, DXOMARK provided a comprehensive analysis of Image Sensor Processing and conducted a series of advanced tests to assess and optimize system performance in real-world scenarios. These included computation and evaluations of color fidelity, environmental robustness, and perception accuracy under varying lighting and weather conditions, ensuring Rev8 meets the requirements of next generation use cases.

"DXOMARK is a leader in image quality testing across multiple industries. Their rigorous and trusted benchmarking methodologies make them an ideal partner as we continue to push the boundaries of sensing performance and perception systems," said Ouster CEO Angus Pacala.

Where traditional cameras struggle in adverse weather and lidar has historically been limited to near-infrared light, Ouster’s Rev8 native color lidar bridges the gap. By expanding the sensor’s vision to the full range of human-visible color, Rev8 captures a massive increase in environmental data with intuitive visual information. Critically, even when objects exceed the lidar’s detection range, integrated color data continues to provide a rich stream of information, maintaining visual awareness where depth data cannot reach. With structural and color data fused through physics at the silicon level, the system requires no complex calibration, allowing the industry to instantly pair lidar precision with computer vision to power the next era of Physical AI.

"We are proud to collaborate with Ouster, a company that shares our commitment to innovation, on its new Rev8 sensors. This partnership represents an important step in extending our image quality expertise to new 3D depth sensing domains and supporting the development of next-generation perception systems," said Frédéric Guichard, CEO of DXOMARK.

For more information on Rev8 with native color, visit ouster.com/rev8 or view the product video here.

About DXOMARK

DXOMARK is a global leader in imaging quality evaluation, helping industries to design, validate and optimize products to deliver outstanding visual experiences. Combining scientific testing with real-world analysis, DXOMARK provides objective, reliable elements that translate directly into product performance improvements. Independent and privately owned, DXOMARK supports the imaging ecosystem across the entire product lifecycle, from development to benchmarking, through advanced testing services, proprietary lab solutions, and in-depth performance analysis. Headquartered in Boulogne-Billancourt (France), DXOMARK brings together around 100 experts in imaging technologies and operates a global network of state-of-the-art laboratories. For over 20 years, the company has conducted thousands of evaluations annually and deployed more than 200 turnkey lab solutions within customers’ R&D centers worldwide.

DXOMARK’s offerings include:

Testing services to support product development and optimization
Benchmarking reports & performance analysis for commercial devices
Turnkey lab solutions (DXOMARK Analyzer) for in-house testing at scale
DXOMARK Insights, bridging user expectations with engineering decisions
DXOMARK also publishes scores, reviews and related contents on dxomark.com, helping consumers understand better product performance and user experience.

Learn more about DXOMARK’s professional solutions at corp.dxomark.com. Stay up to date with the latest DXOMARK news on LinkedIn.

About Ouster

Ouster (Nasdaq: OUST) is a leader in sensing and perception for Physical AI across industrial, robotics, automotive, and smart infrastructure. With a unified platform of high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and AI models, Ouster delivers solutions that improve quality of life in the physical world. Headquartered in San Francisco, CA, Ouster has a global presence serving thousands of customers with offices in the Americas, Europe, and Asia-Pacific. For more information about our products, visit www.ouster.com, contact our sales team, or connect with us on Xor LinkedIn.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements are based upon current plans, estimates and expectations of management that are subject to various risks and uncertainties that could cause actual results to differ materially from such statements. The inclusion of forward-looking statements should not be regarded as a representation that such plans, estimates and expectations will be achieved. Words such as "expect," "will", "may," "anticipate," "intend," "reflect," "should," "plan," "can," "could," "offer," "estimate," "possible," "potential," "pursue," "demonstrate," and the negative of these terms and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements use these words or expressions. All statements, other than historical facts, including statements regarding the capabilities and benefits of Ouster’s digital lidar, the demand for Ouster’s product offerings, Ouster’s strategy and its competitive position constitute forward-looking statements. All forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those that we expected, including, but not limited to, Ouster’s ability to anticipate market demand for its products and offerings; the possibility of cancellation or postponement of contracts or unsuccessful implementations; risks related to the adoption of Ouster’s products, inaccurate forecasts of market growth and customer demand; Ouster’s ability to respond to evolving regulations and standards; product quality and liability risks; and other important risk factors discussed in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, and as may be further updated from time to time in the Company’s Quarterly Reports on Form 10-Q and other filings with the SEC. Readers are urged to consider these factors carefully and in the totality of the circumstances when evaluating these forward-looking statements, and not to place undue reliance on any of them. Any such forward-looking statements represent management’s reasonable estimates and beliefs as of the date of this press release. While Ouster may elect to update such forward-looking statements at some point in the future, it disclaims any obligation to do so, other than as may be required by law, even if subsequent events cause its views to change.

View source version on businesswire.com: businesswire.com

[Smart_Asset] Ouster and Angus featured in the NYTimes. Didn't quite rate the headline but se...

Smart_Asset — 5/7/2026 10:20:19 AM

Ouster and Angus featured in the NYTimes. Didn't quite rate the headline but several Angus quotes and overall good vibes for Ouster and LiDAR.

nytimes.com

After Stumbles, Technology Meant for Self-Driving Cars Finds a Second ActAfter a crush of promises in 2016 that autonomous cars would soon rule the road, companies whose tech underpinned them have shifted to other industries, like managing shipyards and city traffic.
May 7, 2026, 5:00 a.m. ET

The Port of Rotterdam in the Netherlands, where ground-penetrating radar is being tested for automation systems.Ilvy Njiokiktjien for The New York Times

For autonomous vehicles and car companies, 2016 was a heady year. Multimillion-dollar investments in self-driving technologies were heralded on a weekly basis, and then Ford made an audacious prediction: It would mass-produce self-driving cars for consumers by 2021.

That era “was insane with announcements,” said Alan Hall, a Ford communications manager at the time, “and 2021 was the magic number.”

Five years after that missed goal, fully autonomous vehicles festooned with sensors still aren’t for sale, robotaxis haunt only a handful of cities, and self-driving trucks are still limited to pilot projects. Moreover, many of those autonomous-vehicle darlings of 2016 have since thrown in the towel, such as Luminar, which declared bankruptcy last December, and the robotaxi company Cruise, which General Motors shuttered in 2024 to refocus its efforts on personal vehicles.

But as the autonomous dreams of a decade ago succumbed to practical challenges, other companies have found new applications for their innovations, such as ground-penetrating radar, 3-D radar and advanced lidar (which stands for light detection and ranging).

These new applications cover a diversity of uses, including smart city systems and in-home elder care services, as well as managing 1,500-ton gantries in shipyards and monitoring 800-foot-tall wind turbines. Such technology is even being used to improve robots and artificial intelligence systems.

Lidar has experienced the widest adoption. Lidar sensors can generate three-dimensional views of their surroundings by bouncing near-infrared light off objects. The technology can create detailed data for traffic monitoring systems, where regular video cameras can be stymied by bright daylight or total darkness.

Ouster, a company that bought the lidar pioneer Velodyne, has customers including John Deere, for farming applications, and cities, for traffic management. It has sensors installed in hundreds of intersections in cities including Chattanooga, Tenn., according to Angus Pacala, a founder of Ouster.

Omer Keilaf, the chief and founder of Innoviz, another lidar company, said the technology could also gauge the size of vehicles for charging tolls.

A lidar company called Outsight uses lidar to monitor pedestrian traffic in airports, including Dallas Fort Worth International. The data allows for monitoring where video surveillance may be impractical or undesirable because of privacy concerns.

The improvements made to develop lidar for cars — making them smaller and more impervious to the elements — also sharpened the technology for other challenging outdoor uses, such as security systems for military installations and critical infrastructure.

“The most obvious example is a remote facility like a data center in the woods,” Mr. Pacala said. At night, video cameras can’t see very far, and metal fences and power lines cause problems for traditional radar, Mr. Keilaf from Innoviz added. Consequently, human guards often have to patrol the fence lines of such facilities, whereas lidar can do the same job, seeing far into the dark without blinking.

At the same time, standard radar systems used in cars for collision avoidance and adaptive cruise control have evolved to what are known as millimeter wave radar systems to compete with lidar. In cars, these sensors can see farther and with more accuracy in poor weather than earlier radar systems.

Now the technology is looking for broader uses.

Not quite a decade ago, a company called Pontosense was using “mmwave” radar to alert drivers to a child’s presence in the back seat. It could also monitor the health of a passenger or driver by detecting a person’s breathing and heart rate.

Still, automotive adoption was slow. So about four years ago Pontosense began to tap into the growing demand from older people who want to safely remain in their homes but cannot afford, or don’t yet require, constant caregiving.

These monitoring systems can track people, even in private spaces like bathrooms and bedrooms, without intrusive video recording. The data is detailed enough to raise an alarm when a person has fallen or is having trouble breathing, but because there’s no video picture, the homeowner retains a sense of privacy.

Another technology it was once hoped would guide self-driving cars is ground-penetrating radar. It can see several feet underground and was used commercially to detect buried pipes and conduits and was initially conceived of for military applications, including autonomous armored vehicles.

In 2017 a ground-penetrating-radar company called WaveSense was founded, intending to track the locations of self-driving cars without GPS and in situations where the road surface might have changed — say, thanks to repaving or snow accumulation. But as that market failed to materialize, WaveSense changed its name to GPR Ground Positioning Radar and began developing its technology for shipping and seaports.

To automate seaports like the one in Rotterdam using established technology requires tearing up infrastructure to bury transponders and create geotagged locations. But with ground-penetrating radar, “we don’t need to bury anything,” said Tom Cashman, the chief technology officer at BTG Positioning Systems, a Dutch company that manages automated container ports and acquired GPR last fall. Mr. Cashman said the technology was being tested but suggested that further advancements could allow municipalities to use the technology to detect potholes and sinkholes — before they occurred.

Self-driving technology was the darling of futurists a decade ago, and now its advancements are trickling down to the latest fascination: artificial intelligence and robots.

At Boston Dynamics, Zack Jackowski, the chief product and technology officer, said robotics were benefiting from lessons learned in the automotive arena. Among them are improved high dynamic range cameras, microprocessors that meet rigorous safety standards and more affordable lidar sensors.

A Zoox robotaxi in Las Vegas. An executive at Boston Dynamics said people from companies like Zoox had joined his company and were tackling similar safety concerns.Jason Henry for The New York Times

Boston Dynamics, whose majority owner is Hyundai, is collaborating with the automaker on a humanoid robot called Atlas. Mr. Jackowski said almost everyone on the company’s safety and perception teams had come from autonomous vehicle companies such as Waymo and Zoox. “They are grappling with the same safety issues we are dealing with,” he said.

Costs are falling, too, allowing for this tech to show up in consumer electronics like robot lawn mowers and vacuums, outfitted with lidar sensors, said Stefan Sellhusen, director of engineering automated driving at Bosch.

Even with all the consolidation and delays, veterans of the self-driving-car wars are convinced that autonomous vehicles are still the future. Before founding the self-driving-truck technology company Kodiak, Don Burnette began his career in Google’s self-driving program (now Waymo) and then co-founded Otto, which was later acquired by Uber. Referring to Kodiak’s commercial truck testing program, he said: “We are out there. It’s here. It’s small, but you have to start small.”

Mr. Hall is now at a robotaxi company called Motional. “It’s going to take time, but it’s going to happen,” he said, while acknowledging the tendency of some in the industry to be a little overly optimistic. “It’s like 2026 is the new 2021.”

[Smart_Asset] Thank you Max. I did listen and agree with all you write. Several calls ago An...

Smart_Asset — 5/6/2026 8:42:06 AM

Thank you Max.

I did listen and agree with all you write. Several calls ago Angus made an analogy to being in the dugout pre warm up re LiDAR adoption. The only issue for me is that I'm in the late innings..:^)..on the bright side I'm leading.

[Max Fletcher] There were many superlatives in that conference call. Game-changing technology, ...

Max Fletcher — 5/6/2026 7:46:50 AM

There were many superlatives in that conference call. Game-changing technology, a world first, “the Holy Grail” according to customers, ideal sensor for the automotive market, Rev 8 affordable and scalable, being used in high altitude drone surveillance, retrofitting heavy equipment for DoD, “no other 360 degree spinning Lidar comes close”, dozens of industrial leaders ready to deploy …. Those were some of the phrases I heard. Well worth listening to the call. They sound very confident.

GLTA

[Smart_Asset] I'd like to see a triple today...beat, raise, deal...sorta like poker.

Smart_Asset — 5/5/2026 1:30:52 PM

[waitwatchwander] An additional dimension of data can't be bad for anything being built upon AI. ...

waitwatchwander — 5/4/2026 10:52:59 AM

An additional dimension of data can't be bad for anything being built upon AI.

Moving it all around and digesting it can only make the game better on an edge compute and distributed intelligence basis. Another element of depth to be explored.

Power requirements for these newer SPADs might be challenging.

share.google

[Smart_Asset] Can't believe you beat me to the punch..:^)...up $3+ premarket Way to go!

Smart_Asset — 5/4/2026 9:06:28 AM

[Selectric II] Impressive... May 4, 2026 6:00 AM Eastern Daylight Time Ouster Releases The R...

Selectric II — 5/4/2026 7:03:57 AM

Impressive...

May 4, 2026 6:00 AM Eastern Daylight Time

Ouster Releases The REV8 OS Family: The World’s First Native Color Lidar

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Powered by the Company’s breakthrough L4 and L4 Max Ouster Silicon
Features the first patented native color lidar sensors with point for point 3D color vision
Introduces flagship OS1 Max sensor with double the range and resolution of Rev7
Auto-grade, cybersecure, and designed for functional-safety

The REV8 OS Family: The World's First Native Color Lidar.

SAN FRANCISCO--( BUSINESS WIRE)-- Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, announced today its new family of OS digital lidar sensors, Rev8, powered by its next-generation L4 Ouster Silicon. Ouster Rev8 features the world’s first patented native color lidar sensors, provides up to double the range and resolution of the previous generation, and is designed for functional safety, reliability, affordability, and scale.

L4 Ouster Silicon:

Ouster’s breakthrough L4 architecture doubles the range and resolution of its lidar over the prior generation, adds native-color sensing, and is designed for functional safety. Based on patented Ouster Silicon with embedded Fujifilm color science, the L4 chip results in exquisite color data and hardware-enabled HDR. It boasts 42.9 GMACs of processing power, detection of up to 20 trillion photons per second and a 40 kHz measurement rate with picosecond timing precision, and is capable of processing up to 10.4 million points per second and 22.4 gigabits per second of data bandwidth off-chip. The L4 architecture features both the 128 channel L4 and 256 channel L4 Max.

Native Color:

Rev8 represents a paradigm shift in AI perception with the world’s first native color lidar sensors. To perceive the world in full context requires a combination of structure and color, and Rev8 is the first sensor to unify both. For the first time, a single lidar sensor can understand road signs, interpret brake lights, or simply capture the richness of planet earth in survey-grade, colorized maps.

With megapixel resolution and stunning image quality, Rev8 native color sensors fuse data through physics rather than software. Every point is "born" with color, ensuring ultra-low latency and perfect spatial-temporal alignment. This single-sensor solution eliminates the need for complex calibration, providing a seamless understanding of 3D environments with rich visual and depth information. Owing to its exceptional 48-bit color depth and 116 dB of dynamic range, Ouster’s native color data maintains performance in lighting extremes from 1 lux to 2 million lux.

REV8 Highlights

The Rev8 OS family features completely reimagined OS0, OS1, and OSDome sensors and adds the flagship 256 channel OS1 Max.

The Flagship OS1 Max: Provides best-in-class performance by delivering double the range and double the resolution of Rev7 through a premier 256 channel architecture powered by the L4 Max. The OS1 Max sees up to 200 meters at 10% reflectivity with a maximum detection range of 500 meters, all with a 45° field-of-view. Purpose-built for high-speed autonomy, smart infrastructure, and heavy industrial use, the OS1 Max offers native color and industry-leading reliability to power long-range, high-performance applications.
Engineered for Functional Safety and Reliability: Every sensor is auto-grade, cybersecure to ISO 21434, and designed for ASIL-B to ISO 26262, SIL-2 to IEC 61508, and PLd to ISO 13849 functional-safety certifications, ensuring continuous uptime and industry-leading reliability in the most demanding industrial and automotive applications.
Built For Affordability and Scale: Designed for low-cost, high-volume production deployments to support mass market adoption. With a planned 10-year production life, Rev8 sensors provide the long-term program stability and scalability required for global commercial rollouts.

"Rev8 is the most advanced family of lidar sensors ever released and sets a new standard in sensing," said Ouster CEO Angus Pacala. "With the L4 Ouster Silicon, we are delivering on the promise of our digital architecture to deliver exponential improvements in performance, doubling our core specs and simultaneously introducing the world’s first native color lidar to give machines 3D human-like sight for the next era of Physical AI. Rev8 is the foundational technology that will allow customers to move from prototype to commercial production at scale, providing the reliability and affordability required to enable real-world autonomy across industries.”

Built for the Physical AI Era

The benefits of native color for object classification and sensor fusion, and the unparalleled performance of the OS1 Max, alongside the functionally-safe, ruggedized, scalable design of the entire OS family are a game-changer for customer development and capability. Rev8 native color sensors unlock the collection of the high-quality 3D color data necessary to train the next generation of Physical AI world models. With Rev8’s focus on affordability and scalability, customers can leverage the same sensor suite for both data collection and production deployments. With these advancements, Rev8 is defining a new standard in sensing for the next era of Physical AI.

Global Adoption

Dozens of technology leaders across the industrial, robotics, automotive, and smart infrastructure markets intend to adopt Rev8 OS sensors, including Google, Volvo Autonomous Solutions, Liebherr, Epiroc, Field AI, Flyability, Skydio, PlusAI, Constellis, Bedrock, Kässbohrer, Third Wave Automation, Burro, Seegrid, Gecko Robotics, Pratt Miller, AIM Intelligent Machines, Cyngn, Freefly Systems, ATI Robotics, and SwarmFarm, among others.

Ouster’s Rev8 OS sensors are available to order today and shipping this quarter.

For more information, visit Ouster’s website or reach out to an expert at lidar@ouster.io. For details on product specifications, refer to the Rev8 data sheets on the downloads page.

About Ouster

Ouster (Nasdaq: OUST) is a leader in sensing and perception for Physical AI across industrial, robotics, automotive, and smart infrastructure. With a unified platform of high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and AI models, Ouster delivers solutions that improve quality of life in the physical world. Headquartered in San Francisco, CA, Ouster has a global presence serving thousands of customers with offices in the Americas, Europe, and Asia-Pacific. For more information about our products, visit www.ouster.com, contact our sales team, or connect with us on X or LinkedIn.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements are based upon current plans, estimates and expectations of management that are subject to various risks and uncertainties that could cause actual results to differ materially from such statements. The inclusion of forward-looking statements should not be regarded as a representation that such plans, estimates and expectations will be achieved. Words such as “anticipate,” “expect,” “project,” “intend,” “believe,” “may,” “will,” “should,” “plan,” “could,” “continue,” “target,” “contemplate,” “estimate,” “forecast,” “guidance,” “predict,” “possible,” “potential,” “pursue,” “likely,” and the negative of these terms and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements use these words or expressions. All statements, other than statements of historical fact, including statements regarding our strategy, industry trends and our market positioning, the total addressable market for Ouster’s products and offerings; the development of and demand for our products, the scalability and planned production, anticipated performance, benefits to and expectations around customer adoption and application of our products, and the timing and shipment of our products, all constitute forward-looking statements. All forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those that we expected, including, but not limited to, risks related to the Company’s limited operating history and history of losses; competition in Ouster’s industry; the adoption of its products and the growth of the lidar market generally; product quality and liability risks; cancellation or postponement of contracts or unsuccessful implementations; Ouster’s ability to respond to evolving regulations and standards; the Company’s ability to manage inventory; the Company’s dependence on key third party suppliers, in particular, Benchmark Electronics, Inc., Fabrinet and other suppliers changes to trade policy, tariffs, and import/export regulations that may have a material adverse effect on Ouster’s business, financial condition and results of operations; and other important factors discussed in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, and as may be further updated from time to time in the Company’s Quarterly Reports on Form 10-Q and other filings with the SEC. Readers are urged to consider these factors carefully and in the totality of the circumstances when evaluating these forward-looking statements, and not to place undue reliance on any of them. Any such forward-looking statements represent management’s reasonable estimates and beliefs as of the date of this press release. While Ouster may elect to update such forward-looking statements at some point in the future, it disclaims any obligation to do so, other than as may be required by law, even if subsequent events cause its views to change.

Contacts
For Investors
investors@ouster.io

For Media
press@ouster.io

[waitwatchwander] It sure does look like Ouster is in an accumulation / distribution trading range...

waitwatchwander — 4/29/2026 1:44:53 PM

It sure does look like Ouster is in an accumulation / distribution trading range.

Breakout nor breakdown seems non imminent.

[Smart_Asset] China postponing ADAS new permits. My reactions here are two. First, since I'...

Smart_Asset — 4/29/2026 1:12:55 PM

China postponing ADAS new permits. My reactions here are two. First, since I'm highly skeptical of any Chinese government data I think possibly there have been many(pick a number) of Chinese accidents and deaths not reported to the West thereby misrepresenting exactly where ADAS is in China for the purpose of exporting an unsafe technology.

My second reaction is the possibility that Ouster is trading down due to its being seen as an ADAS company. My take is the Chinese pause reenforces the long term strategy of Ouster as an industrial, infrastructure, and robotics player first and ADAS when it's ready via regulation. Then again...

The Tuesday cc will be interesting.

<<China Pauses All Self-Driving Permits After Outage>>

jalopnik.com

[Smart_Asset] This is from the Caterpillar LinkedIn page for a current job position. LiDAR is...

Smart_Asset — 4/25/2026 9:07:43 AM

This is from the Caterpillar LinkedIn page for a current job position. LiDAR is starting to become an engineering necessity.

<<DescriptionCareer Area:

EngineeringJob Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

At Caterpillar, we work to help our customers build a better world. Without our team of talented, bright and driven individuals, we wouldn’t be the Caterpillar we are today. Now, this is your chance to join our team and do work that matters. We want you to help us enable customer success, make progress possible around the world and help our communities grow and thrive. We are looking for a dynamic, organized self-starter to join our Cat Technology Division as a LiDAR Senior Development Engineer at our Chillicothe, IL offices to develop and deploy new LiDAR products to our autonomous and automated machines.

Cat Technology collaborates with partners across the Caterpillar enterprise to advance technologies including autonomy and automation, which helps enhance site safety, productivity and efficiency across customer operations worldwide. Cat Technology also owns enterprise-wide initiatives in innovation, research and development, manufacturing automation and advanced materials, ensuring Caterpillar continues to lead the industry in technological excellence and engineering innovation.

We’re committed to our customers, who build a better world with our products, services and solutions. We understand and show the value of why they should always choose us. We’re exploring new ideas and opportunities –innovating to discover the breakthroughs necessary for tomorrow’s growth.

Role Definition:
As LiDAR Senior Development Engineer you are responsible for specifying product that aligns with our corporate needs, then work with a third party provider to design, develop and qualify the LiDAR product for Caterpillar autonomous or automated machine systems.

What You Will Do:
• Overseeing / executing compliance with development processes and regulations for LiDAR components.
• Investigating and troubleshooting all technical issues related to the LiDAR components.
• Managing and interfacing with electrical and electronic product suppliers for the development of the LiDAR components.
• Conducting performance testing of LiDARs leveraging Windows and Ubuntu tool sets developed in-house or leveraged from third parties. Bonus if the candidate has the ability to modify software for test environment purposes.
• Mentoring craftsmen, technicians and engineers in the development of LiDAR components.

Degree Requirement:
• Requires a Bachelor’s degree in an accredited Electrical Engineering and/or Computer Engineering curriculum.

What You will Have:
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Technical Excellence: Knowledge of LiDAR technology and how it is applied; ability to develop and provide solutions to significant technical challenges.
Project Management: Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
Electronics Engineering: Knowledge of electronics engineering; ability to read schematics, simulate circuit designs and conduct necessary electrical tests at the PCB level.
Supplier Management: Knowledge of processes and methods to effectively manage business relationships and transactions with suppliers of raw materials or product components; ability to apply related knowledge, experience and skills into real practice.

Top Candidates Will Have:

Strong troubleshooting and analytical skills to go along with degree from an accredited engineering program.
Strong communication and organizational skills to plan, execute and communicate technical findings
Ability to write code for test scripts and interaction with the LiDAR for the purposes of qualification (Python, C, etc…)
Previous experience in developing LiDAR or other advanced sensors utilized in autonomous or automated systems.
Previous experience with supplier interaction
Previous experience in system integration of sensors like LiDAR

Additional Information:

The location for this position is Mossville, IL.
Domestic relocation assistance is available for this position.
This position will require 20% travel.
Visa sponsorship is NOT available for this position.

#LI

Summary Pay Range:

$112,710.00 - $169,060.00Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

Medical, dental, and vision benefits*
Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
401(k) savings plans*
Health Savings Account (HSA)*
Flexible Spending Accounts (FSAs)*
Health Lifestyle Programs*
Employee Assistance Program*
Voluntary Benefits and Employee Discounts*
Career Development*
Incentive bonus*
Disability benefits
Life Insurance
Parental leave
Adoption benefits
Tuition Reimbursement

* These benefits also apply to part-time employees

This position requires working onsite five days a week.

Relocation is available for this position.

Visa Sponsorship is not available for this position.Posting Dates:

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.

Not ready to apply? Join our Talent Community.

[Smart_Asset] Most engineers have known this for years. <
Smart_Asset — 4/24/2026 11:26:58 AM
Most engineers have known this for years.

<<Elon Musk Admits He Lied to Tesla Customers’ Faces for Years About Self-Driving
It was really expensive snake oil after all.

By Victor Tangermann

Published Apr 23, 2026 2:56 PM EDT

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After over a decade of promising that fully autonomous driving is right around the corner, Tesla CEO Elon Musk has yet to bring his ambitious vision to fruition.

In early 2019, Tesla started installing a system called Hardware 3(HW3) in its cars, which according to Musk would enable what the company continues to misleadingly refer to as “Full Self-Driving” (FSD). (As it currently exists, the feature still requires owners to be ready to take over the wheel at any point.)

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Over the next four years, Tesla sold millions of vehicles with the hardware, only for Musk to finally admit in January 2025 that HW3 actually wasn’t good enough after all, and that a retrofit would be required to enable fully autonomous driving.

The news came to the dismay of countless owners who shelled out thousands of additional dollars to access FSD, and who claim Musk had lied to them all these years, triggering numerous class action lawsuits.

During Wednesday’s earnings call, the mercurial CEO put it as bluntly as ever.

“Unfortunately, Hardware 3 — I wish it were otherwise — but Hardware 3 simply does not have the capability to achieve unsupervised FSD,” he said, saying that its “memory bandwidth” is the “chokepoint.” Tesla introduced a confusingly-named version of the software, called “FSD (Supervised)” in April 2024, while an “unsupervised” version would seemingly refer to actual, autonomous driving.

Despite Musk first making the concession well over a year ago, Tesla has yet to make good on its promise of providing millions of owners with the necessary hardware upgrade — a process that will be long and painful.

Musk explained during this week’s call that Tesla is now looking into constructing “microfactories” in cities to retrofit HW3 vehicles with a new computer and camera system.

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“I do think over time its gonna make sense for us to convert all HW3 cars to HW4, because that’s what enables them to enter the Robotaxi fleet and have unsupervised FSD,” he said.

There are plenty of reasons to question Musk’s promises. For one, the EV maker has known about this issue for many years now, and even its latest plans sound notably vague. While the CEO alluded to a “discounted trade-in” program, he didn’t elaborate any further.

Besides, setting up entire new production lines within “major metropolitan areas” won’t come cheap, as Electrek points out. That doesn’t bode well, with Tesla revealing during its latest quarterly earnings that profitability is as thin as ever, following several years of plummeting revenues.

[Selectric II] Ouster BlueCity Selected for Major Traffic Signal Management and Road Safety De...

Selectric II — 4/23/2026 8:15:38 AM

Ouster BlueCity Selected for Major Traffic Signal Management and Road Safety Deployments Across 30+ Intersections in and around Atlanta, Georgia

April 23, 2026

PDF Version

Ouster BlueCity to be deployed in an additional 30+ intersections in Atlanta and surrounding areas, including around the downtown Mercedes-Benz Stadium, in preparation for the 2026 FIFA World Cup
The system will integrate directly into GDOT’s traffic controller to support traffic signal management and vulnerable road user safety events

SAN FRANCISCO--(BUSINESS WIRE)--Apr. 23, 2026-- Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, today announced that its turnkey traffic management solution, Ouster BlueCity, will be deployed at more than 30 intersections across the greater Atlanta area. This initiative is a collaborative effort with the Georgia Department of Transportation (GDOT) and Ouster BlueCity distributor, Southern Lighting & Traffic Systems, to modernize the region’s traffic infrastructure.

This press release features multimedia. View the full release here: businesswire.com

Ouster BlueCity for traffic actuation.

The expansion follows the deployment of Ouster BlueCity at an initial 6 intersections in downtown Atlanta on a high-traffic and pedestrian corridor near the Georgia World Congress Center. As one of the largest and fastest-growing metropolitan areas in the United States, Atlanta is prioritizing data-driven solutions to manage increasing traffic density and vulnerable road user safety. By integrating Ouster BlueCity, which combines Ouster’s 3D digital lidar sensors with proprietary AI perception software, GDOT aims to:

Optimize traffic flow: Improve real-time traffic signal actuation to reduce congestion and idle times.
Improve safety: Detect, classify, and track different types of vehicles, pedestrians and cyclists for advanced safety features even in diverse environmental and lighting conditions.
Provide real-time alerts: Deploy proactive, real-time vehicle-to-everything (V2X) safety alerts for connected vehicles via on-boarding units.

"Ouster’s continued expansion into the greater Atlanta area represents a significant milestone in our mission to scale AI-powered intelligent infrastructure," said Asad Lesani, VP of Smart Infrastructure Products at Ouster. “Ouster BlueCity is bringing Physical AI to smart cities around the world with over 700 contracted site deployments across intersections, mid-blocks and highways. We are excited to continue our partnership with GDOT to improve mobility and safety for all road users attending the FIFA World Cup and beyond.”

The deployment illustrates the continued and accelerating adoption of Ouster BlueCity by agencies and municipalities that include large-scale deployments of 100+ intersections each in Utah, and Chattanooga and Nashville in Tennessee. The Atlanta expansion reinforces Ouster BlueCity's position as a leading solution for transportation departments seeking to transition from legacy inductive loops and 2D sensors to a single, integrated, 3D lidar-powered traffic management solution for actuation, analytics, and alerts.

To learn more visit ouster.com/bluecity.

About Ouster

Ouster (Nasdaq: OUST) is a leader in sensing and perception for Physical AI across industrial, robotics, automotive, and smart infrastructure. With a unified platform of high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and AI models, Ouster delivers solutions that improve quality of life in the physical world. Headquartered in San Francisco, CA, Ouster has a global presence serving thousands of customers with offices in the Americas, Europe, and Asia-Pacific. For more information about our products, visit www.ouster.com, contact our sales team, or connect with us on X or LinkedIn.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements are based upon current plans, estimates and expectations of management that are subject to various risks and uncertainties that could cause actual results to differ materially from such statements. The inclusion of forward-looking statements should not be regarded as a representation that such plans, estimates and expectations will be achieved. Words such as “expect,” “will”, “may,” “anticipate,” “intend,” “reflect,” “should,” “plan,” “can,” “could,” “offer,” “estimate,” “possible,” “potential,” “pursue,” “demonstrate,” and the negative of these terms and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements use these words or expressions. All statements, other than historical facts, including statements regarding the capabilities of Ouster’s products, including the opportunity to improve transportation safety and reduce traffic congestion with BlueCity, uses for physical AI, Ouster’s competitive position, and Ouster’s business objectives and plans, all constitute forward-looking statements. All forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those that we expected, including, but not limited to, the possibility of cancellation or postponement of contracts or unsuccessful implementations; risks related to the adoption of Ouster’s products, inaccurate forecasts of market growth and customer demand; Ouster’s ability to respond to evolving regulations and standards; and other important risk factors discussed in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, and as may be further updated from time to time in the Company’s other filings with the SEC. Readers are urged to consider these factors carefully and in the totality of the circumstances when evaluating these forward-looking statements, and not to place undue reliance on any of them. Any such forward-looking statements represent management’s reasonable estimates and beliefs as of the date of this press release. While Ouster may elect to update such forward-looking statements at some point in the future, it disclaims any obligation to do so, other than as may be required by law, even if subsequent events cause its views to change.

View source version on businesswire.com: businesswire.com

For Investors
investors@ouster.io

For Media
press@ouster.io

Source: Ouster, Inc.

[Smart_Asset] OusterOuster68,916 followers68,916 followers3h • 3 hours ago • Visible to anyon...

Smart_Asset — 4/20/2026 3:54:32 PM

OusterOuster68,916 followers68,916 followers3h • 3 hours ago • Visible to anyone on or off LinkedIn

Follow

Over the weekend, a Chinese humanoid ran the fastest half-marathon ever, using Ouster lidar. Lightning, developed by HONOR, finished the 21-kilometer race in Beijing in 50 minutes and 26 seconds, beating the human world record by more than six minutes.

Gold, silver, and bronze finishers, including the holder of the new bipedal half-marathon record, used REV7 for autonomy at record-breaking speed.

Activate to view larger image,

77
- 1 comment
- 3 reposts

[Smart_Asset] <<<<<<
Smart_Asset — 4/18/2026 10:38:00 AM
<<<<<<<Ouster employee count up to 313 from 300 earlier in the year. Here are some openings. Looks to me like a growing company.>>

Employee count now 324 and institutional ownership just short of 61%..two good signs.>>

Employee count now 328.>>

Now 330....3 days hence...some reason for this which for now is unknown for me. I might quietly speculate.>>

Employee count now 335...appears they are still hiring.>>

Now 339...I don't think this includes Stereolabs and a Gemini search has them with approximately 50 so the actual number may be approaching 400. Stereolabs is French based so Euro defense contractors, infrastructure, and industrial are all in play there. Ouster already had significant revenues from the Euro zone.>>

Employee count now 343...still hiring.>>

Employee count now 348 with 29 job openings...

[Smart_Asset] OusterOuster68,846 followers68,846 followers1m • 1 minute ago • Visible to anyo...

Smart_Asset — 4/17/2026 11:39:29 AM

OusterOuster68,846 followers68,846 followers1m • 1 minute ago • Visible to anyone on or off LinkedIn

Follow

Ouster BlueCity is deployed at six intersections along Northside Drive NW in Atlanta as part of a V2X initiative with the Georgia Department of Transportation and Southern Lighting & Traffic Systems.

The system delivers 3D lidar detection for traffic signal actuation and real-time analytics, with seamless vehicle-to-everything (V2X) integration to increase safety for pedestrians and cyclists and help prevent collisions.

This deployment represents one of the largest permanent V2X installations on live city streets, demonstrating that connected vehicle infrastructure is ready for widespread adoption. Ouster BlueCity combines digital lidar with perception software to provide multimodal detection without capturing personally identifiable imagery (PII).

Our team is proud to support GDOT and Southern Lighting & Traffic Systems in building safer, smarter roadways in Georgia.

Activate to view larger image,

- 1 comment

[Smart_Asset] May Mobility robotaxi with Ouster sensor... linkedin.com

Smart_Asset — 4/16/2026 8:32:53 PM

[Smart_Asset] ouster.com Avikus Avikus deployed the Ouster OS sensors due to the optimal comb...

Smart_Asset — 4/14/2026 2:55:18 PM

ouster.com

Avikus
Avikus deployed the Ouster OS sensors due to the optimal combination of range and field of view that allows them to be positioned at the elevated points of a commercial vessel while still achieving the necessary resolution for detecting and avoiding obstacles during navigation within port environments.

Company

Avikus

Company Maxim

Man cannot discover new oceans unless he has the courage to lose sight of the shore.

Location

Seoul, South Korea

Product used

OS1

Industry

Industrial

90% of logistics happen in the world’s oceans, and that is where we can impact the lives of people on this globe.
The profound impact that Avikus, HD Hyundai’s foray into autonomous intelligent navigation, is set to make on the global shipping industry cannot be overstated. With more than 100,000 commercial ships operating each year, Avikus' capability to cut fuel consumption and carbon emissions on transoceanic voyages by 7% and 5% respectively promises substantial cost savings and sustainability gains for operators across the globe. Given that 90% of all global shipping logistics move through the ocean, this advancement is poised to affect nearly everyone.

Beyond the evident environmental and financial benefits, Avikus' affect on fast and secure operations within ports represent a crucial driving force behind the adoption of their 3D lidar-based navigation and ADAS solutions.

The ChallengeOperating ships carrying 22,000 cargo containers, from birthing to docking, presents an inherently difficult task. Captains must maneuver with finesse, delicacy, and precision to ensure the vessel is properly positioned. Any tool that can assist them is highly valued, and the intelligent navigation systems, HiNas and NeuBoat, developed by Avikus, now serve as indispensable integrations. With leisure boating, Avikus is pioneering an ADAS system that will introduce many features familiar to land vehicles but previously impossible on water. Here, leveraging the groundwork laid by HD Hyundai, Avikus can harness and adapt a wealth of data, expediting progress toward their goals. The system now offers automated docking and undocking, along with autonomous navigation and obstacle avoidance.

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"We aim to be installed on 50% of the 2,000 commercial ships built annually and 10% of all new leisure boats by 2030."

The SolutionAvikus settled on the Ouster OS1 due to its optimal combination of range and field of view that allows it to be positioned at the elevated points of a commercial vessel while still achieving the necessary resolution for detecting and avoiding obstacles during navigation within port environments. Furthermore, rigorous testing confirmed the sensor's durability for operation in the demanding maritime conditions. Ships embarking on transoceanic voyages are subject to extreme temperature fluctuations and weather conditions, in addition to encountering challenges unique to the sea – large waves, constant motion, oceanic storms, and exposure to saltwater, for example.

Ouster's sensors are engineered to function within a temperature range of -40 to +60°C, boasting certifications of IP68 and IP69K for ingress protection. They have been rigorously tested for 10,000 hours of continuous operation and offer superior visibility in rainy and snowy conditions compared to other sensing methods.
The REV7 OS1 boasts a 90m range at 10% reflectivity and a maximum range of 200m with a 45° FoV. With 128 channels of resolution and 5.2m points per second, it emerges as the optimal solution for navigating port environments, where obstacle detection and an unobstructed view of the surroundings are paramount.

Experts in shipbuilding with over a 50 year history at HD Hyundai, Avikus understands that the right selection of components is essential to the overall performance of a vessel. For Avikus, it was essential to select a sensor that would not only provide the quality and robustness they required, but also to work with a company that could reliably deliver the support necessary to grow their operations. Ouster’s digital architecture and focus on manufacturability means that sensors produced in both the San Francisco facilities and by Ouster’s manufacturing partner, Benchmark Electronics, in Thailand are production ready. Ouster is uniquely positioned to provide products on demand with capacities in the thousands/month, a necessity as companies need to quickly scale.

Avikus will be the first to develop a fourth-stage, fully autonomous navigation solution for the shipping industry.

We have demonstrated that on transoceanic voyages we can reduce fuel consumption of commercial shipping vessels by 7% and carbon emissions by 4%. With over 100,000 ships in operation every year, this has the potential to make a huge impact.

Lim Do-hyeongCEO Avikus

ResultsAvikus' HiNas and NeuBoat solutions for shipping and boating yield remarkable outcomes. Beyond optimized route planning, automated docking and undocking, and autonomous obstacle avoidance, Avikus approximates that, in conjunction with the 7% fuel savings and 5% reduction in carbon emissions, their systems prevent nearly 80% of accidents caused by human error in shipping environments. Such incidents can be financially costly as well as generally unsafe. Additionally, thanks to Ouster’s lidars, captains now enjoy navigation tools that encompass a top-down, 360° birds-eye view of their entire vessel and its surroundings in real time – a capability previously unattainable.

By 2023, Avikus has already secured 350 orders for their new system installations and aim to equip 50% of the 2000 commercial ships and 10% of all leisure boats constructed annually by 2030.

OS1
A mid-range sensor balancing resolution and range, making it a versatile choice for security, smart infrastructure, and autonomous vehicles.

42.4°

90 m

[Smart_Asset] Master's degree in Optical Physics.....might be pretty smart.. Ouster Appoints ...

Smart_Asset — 4/14/2026 8:48:01 AM

Master's degree in Optical Physics.....might be pretty smart..

Ouster Appoints Chief Revenue Officer to Further Accelerate Commercial Growth

April 14, 2026

PDF Version

SAN FRANCISCO--(BUSINESS WIRE)--Apr. 14, 2026-- Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, announced today the appointment of Cyrille Jacquemet to Chief Revenue Officer. In this expanded capacity, Cryille has been designated a Section 16 officer of the Company. He will continue to lead global sales, marketing, and customer success as Ouster continues to scale.

This press release features multimedia. View the full release here: businesswire.com

Cyrille Jacquemet, Chief Revenue Officer, Ouster

“Cyrille’s appointment to Chief Revenue Officer recognizes his exceptional impact on Ouster’s commercial trajectory,” said Ouster CEO Angus Pacala. “Ouster has delivered twelve straight quarters of product revenue growth, consistent execution within our long-term financial framework, and strong momentum in the adoption of our Physical AI solutions. As an officer of the Company, Cyrille’s strategic input will be vital as we execute our long-term financial framework and drive toward profitability.”

Cyrille joined Ouster in 2018 and has served as Senior Vice President of Global Sales since 2023. During his tenure at Ouster, the Company has seen its annual revenue grow from approximately $11 million in 2019 to $169 million in 2025. He has been instrumental in launching the Company’s first hardware products and first software solutions, as well as its expansion across North America, Europe, and the Middle East. He holds a Master’s degree in Optical Physics from Institut d'Optique Graduate School in Paris.

“I am thrilled to accept this appointment as Ouster enters its next growth chapter as a leader in sensing and perception for Physical AI,” said Cyrille Jacquemet. “Our commercial momentum is a testament to the value our digital lidar and software solutions provide to customers across the industrial, robotics, automotive, and smart infrastructure sectors. We are uniquely positioned to unlock new layers of value with the addition of AI vision and perception solutions as part of our new unified platform. I look forward to leading a world-class team to further accelerate adoption and deliver value to our shareholders.”

About Ouster

Ouster (Nasdaq: OUST) is a leader in sensing and perception for Physical AI across industrial, robotics, automotive, and smart infrastructure. With a unified platform of high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and AI models, Ouster delivers solutions that improve quality of life in the physical world. Headquartered in San Francisco, CA, Ouster has a global presence serving thousands of customers with offices in the Americas, Europe, and Asia-Pacific. For more information about our products, visit www.ouster.com, contact our sales team, or connect with us on X or LinkedIn.

Forward-Looking St

[Smart_Asset] Oppenheimer analyst note today... <<[graphic]

Smart_Asset — 4/13/2026 1:55:04 PM

Oppenheimer analyst note today...

<<

[Smart_Asset] Physical AI....heavy on the engineering....perhaps beyond the comprehension of s...

Smart_Asset — 4/13/2026 10:27:08 AM

Physical AI....heavy on the engineering....perhaps beyond the comprehension of some stock analysts.

finance.yahoo.com

Ouster Launches Stereolabs ZED X Nano: A Wrist-Mount Stereo Camera Built for Robotic Manipulation and Physical AI

Business Wire
Mon, April 13, 2026 at 3:00 AM PDT 6 min read

Stereolabs ZED X Nano: a compact wrist-mount stereo camera engineered for robotic manipulation, imitation learning, and high-throughput data collection.

Stereolabs ZED X Nano: a compact wrist-mount stereo camera engineered for robotic manipulation, imitation learning, and high-throughput data collection.

Stereolabs ZED X Nano: a compact wrist-mount stereo camera engineered for robotic manipulation, imitation learning, and high-throughput data collection.

Stereolabs ZED X Nano: a compact wrist-mount stereo camera engineered for robotic manipulation, imitation learning, and high-throughput data collection.

The ZED X Nano sets a new standard for wrist-mount stereo vision, delivering 2.3MP RGB, neural depth, zero-copy capture pipeline, and ruggedized GMSL2 connectivity in a 40% smaller form factor

SAN FRANCISCO, April 13, 2026--( BUSINESS WIRE)-- Ouster, Inc. (Nasdaq: OUST) ("Ouster" or the "Company"), a leader in sensing and perception for Physical AI, announced today the release of the Stereolabs ZED X Nano, a compact wrist-mount stereo camera engineered for robotic manipulation, imitation learning, and high-throughput data collection in the Physical AI era.

Built for the robotic arm: smaller, tougher, faster

As robotics teams scale imitation learning and reinforcement learning for manipulation tasks, RGB image quality and end-to-end capture latency have become critical bottlenecks. Legacy cameras rely on USB connectivity, capture low-resolution 720p RGB and depth, and require CPU-mediated pipelines that limit throughput and add latency.

Stereolabs ZED X Nano was designed from the ground up to solve these problems. Measuring 40% smaller in height than comparable solutions, the camera mounts directly onto robotic wrists and end-of-arm tooling where every millimeter matters. It leverages the same 1920×1200 global shutter sensor trusted across the flagship ZED X camera line, capturing high-resolution RGB and depth images at up to 120fps for training data and manipulation.

Durability is designed in. Sporting an onboard vibration-proof IMU, the camera is powered by ruggedized GMSL2 connection and next-generation cabling engineered for the repeated motion and cable stress of robotic arms, replacing fragile USB-C with an industrial-grade link that carries video up to 15 meters with EMI resistance and locking connectors.

Zero-copy pipeline for Physical AI

At the heart of the ZED X Nano is an ultra-low-latency capture pipeline with a fully zero-copy path from sensor to GPU, with frames flowing directly into NVIDIA hardware encoders and AI inference pipelines simultaneously. For data collection teams, this means higher-throughput dataset capture at full resolution. For deployment teams, it means running perception, segmentation, and policy networks in parallel on the same frames with more GPU headroom for the models that matter.

Neural Depth with sub-millimeter accuracy

Depth is powered by Stereolabs's Neural Depth Engine, the leading AI stereo depth system with sub-millimeter accuracy in the Z-axis while delivering significantly better lateral (XY) positioning than traditional structured-light or time-of-flight cameras, a critical advantage for grasp pose estimation, fine placement, and assembly tasks where lateral error directly translates to manipulation failure. With a minimal depth sensing range of 3cm, the camera can also sense closer than comparable solutions in the market.

Native Integration with NVIDIA® Isaac™ and ROS

ZED X Nano is the latest Stereolabs product to offer first-class native integration with NVIDIA Isaac Sim and Isaac Lab for sim-to-real transfer, as well as native ROS and ROS 2 support. Teams building imitation learning or reinforcement learning pipelines can capture high-fidelity demonstrations, train in simulation with matched camera models, and deploy to hardware, all on the same sensor and software stack.

"Building on Stereolabs leadership in AI vision and perception solutions, the ZED X Nano allows us to go deeper into the industrial and robotics markets to win new sockets that require smaller form-factor placements," said Ouster CEO Angus Pacala. "The future of Physical AI depends on massive amounts of high-quality, low-latency image data collected at the edge. With the ZED X Nano, we're giving roboticists a major upgrade to their vision systems, enabling machines to sense, think, act, and learn with unprecedented precision."

The ZED X Nano is available for pre-order starting today. For technical specifications, pricing, and integration details, visit www.stereolabs.com. Shipping begins May 2026.

About Ouster

Ouster (Nasdaq: OUST) is a leader in sensing and perception for Physical AI across industrial, robotics, automotive, and smart infrastructure. With a unified platform of high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and AI models, Ouster delivers solutions that improve quality of life in the physical world. Headquartered in San Francisco, CA, Ouster has a global presence serving thousands of customers with offices in the Americas, Europe, and Asia-Pacific. For more information about our products, visit www.ouster.com, contact our sales team, or connect with us on X or LinkedIn.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements are based upon current plans, estimates and expectations of management that are subject to various risks and uncertainties that could cause actual results to differ materially from such statements. The inclusion of forward-looking statements should not be regarded as a representation that such plans, estimates and expectations will be achieved. Words such as "expect," "will", "may," "anticipate," "intend," "reflect," "should," "plan," "can," "could," "offer," "estimate," "possible," "potential," "pursue," "demonstrate," and the negative of these terms and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements use these words or expressions. All statements, other than historical facts, including statements regarding the development, capabilities, performance, demand and adoption of the Company’s products; product availability and shipping lead timelines; Ouster’s market and competitive positioning; industry and business trends, and Ouster’s business objectives and plans, all constitute forward-looking statements. All forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those that we expected, including, but not limited to, the possibility of cancellation or postponement of contracts or unsuccessful implementations; risks related to the adoption of Ouster’s products, inaccurate forecasts of market growth and customer demand; supply chain constraints and challenges; Ouster’s ability to respond to evolving regulations and standards; changes to trade policy, tariffs, and import/export regulations may have an adverse effect on Ouster’s business, financial condition and results of operation; conditions in the industries the Company targets or the global economy; and other important risk factors discussed in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, and as may be further updated from time to time in the Company’s other filings with the SEC. Readers are urged to consider these factors carefully and in the totality of the circumstances when evaluating these forward-looking statements, and not to place undue reliance on any of them. Any such forward-looking statements represent management’s reasonable estimates and beliefs as of the date of this press release. While Ouster may elect to update such forward-looking statements at some point in the future, it disclaims any obligation to do so, other than as may be required by law, even if subsequent events cause its views to change.

View source version on businesswire.com: businesswire.com

Contacts

For Investors
investors@ouster.io

[waitwatchwander] LiDAR for Automotive Patent Landscape Analysis 2025 knowmade.com Lots of money...

waitwatchwander — 4/10/2026 3:12:03 PM

LiDAR for Automotive Patent Landscape Analysis 2025

knowmade.com

Lots of money to be made in analyzing Lidar patents.

[Smart_Asset] <> ...

Smart_Asset — 4/7/2026 10:31:19 AM

<<A BILL
To restrict the use of foreign adversary LiDAR in the United States.>>

Long overdue.

Unquestionably LiDAR is a national security issue. China has correctly made LiDAR an important industry based on the technology's precise mapping ability. We do not want Chinese LiDAR sensors mapping US cities, infrastructure, nuclear sites, and military locations.

The bill has bipartisan support and brighter minds than Congress realized some years ago that this needs to be done.

[Smart_Asset] H.R, 6576 Safe LiDAR Act congress.gov A BILL To restrict the use of foreign ad...

Smart_Asset — 4/7/2026 12:10:42 AM

H.R, 6576 Safe LiDAR Act

congress.gov

A BILL
To restrict the use of foreign adversary LiDAR in the United States.

Be it enacted by the Senate and House of Representatives of the United States of America in Congress assembled,

SECTION 1. SHORT TITLE.

This Act may be cited as the “Stopping Adversaries From Exploiting LiDAR Act of 2025” or the “SAFE LiDAR Act”.

[Smart_Asset] Interesting Stocktwits post from Claude... <
Smart_Asset — 4/1/2026 5:58:53 PM
Interesting Stocktwits post from Claude...

<<recap the regulatory moat being created by the US Government for companies like Ouster and other domestic lidar producers.

2:09 PM

">US Government Regulatory Moat for Domestic Lidar ProducersThe US government has been constructing a multi-layered protective framework that significantly advantages domestic lidar manufacturers like Ouster (now merged with Velodyne to form Ouster) over foreign competitors — particularly Chinese firms.

1. Export Controls & Entity List DesignationsThe Commerce Department has placed several Chinese lidar companies on the Entity List, restricting their access to American components, software, and technology. Hesai and RoboSense — the two dominant Chinese lidar producers — have faced scrutiny and designation pressure, effectively limiting their ability to source critical US-origin parts (chips, optics, firmware tools).

2. NDAA Section 889 & Prohibited Equipment ListsThe National Defense Authorization Act contains provisions barring federal agencies from procuring equipment from certain Chinese technology companies. Lidar is increasingly being swept into these prohibitions, meaning any autonomous system, drone, border security platform, or federal vehicle program must avoid Chinese lidar — creating a captive government market for domestic producers.

3. CHIPS Act & Defense Industrial Base InvestmentFederal investment in domestic semiconductor manufacturing indirectly benefits lidar producers who depend on US-fabricated photonics and SoCs. Ouster's custom digital lidar ASICs become more strategically valuable as the supply chain onshores.

4. DoD & DHS Procurement PreferencesThe Buy American Act and Berry Amendment frameworks push defense and homeland security procurement toward domestic suppliers. As lidar becomes standard in military ground vehicles, UAVs, and port/border surveillance, domestic producers gain privileged access to large, recurring contracts.

5. FCC & Spectrum/Safety RegulationsRegulatory bodies are beginning to craft lidar-specific technical standards. Domestic companies with lobbyist access and standards-body participation (like IEEE and SAE working groups) shape these rules in ways that align with their existing product architectures — raising compliance costs for foreign entrants.

6. FARA & Investment Screening (CFIUS)CFIUS scrutiny makes it nearly impossible for Chinese firms to acquire US lidar companies or take strategic stakes in them, protecting domestic IP and talent from foreign absorption.

7. ITAR & Dual-Use ClassificationThere's growing momentum to classify certain high-performance lidar systems as dual-use or ITAR-controlled, which would restrict their export but also restrict foreign competition from accessing the most advanced US-developed lidar technology.

Net Effect for OusterOuster sits in a strong position because it offers a domestically designed and manufactured digital lidar platform at a time when the government is actively closing the door on Hesai, RoboSense, and Livox (DJI-affiliated). Federal, defense, and infrastructure contracts that require "Chinese-free" sensor stacks increasingly have few alternatives. The moat isn't just about product quality — it's about being on the right side of a geopolitical firewall.

The risk, of course, is that this moat is policy-dependent — a shift in trade posture or a successful Chinese legal challenge could alter the landscape quickly.

[Smart_Asset] Fast-paced, quick-cut video from our recent acquisition StereoLabs. The vid has...

Smart_Asset — 3/31/2026 11:44:47 AM

Fast-paced, quick-cut video from our recent acquisition StereoLabs. The vid has flex so let's hope the revenues do too.

youtube.com

[waitwatchwander] I can guarantee it for you it takes more than just more employees to grow market...

waitwatchwander — 3/27/2026 6:51:41 PM

I can guarantee it for you it takes more than just more employees to grow market cap. Such efforts are easy when your flush with cash and signing bonuses can even hit harder as you grow. RoI is most dynamic, lumpy and intermingled with both sides on the income statement.

Not saying it's bad just that one shouldn't count your chickens until they become hens (or roosters).

[Smart_Asset] <<<<<<
Smart_Asset — 3/27/2026 5:55:21 PM
<<<<<<<Ouster employee count up to 313 from 300 earlier in the year. Here are some openings. Looks to me like a growing company.>>

Employee count now 324 and institutional ownership just short of 61%..two good signs.>>

Employee count now 328.>>

Now 330....3 days hence...some reason for this which for now is unknown for me. I might quietly speculate.>>

Employee count now 335...appears they are still hiring.>>

Now 339...I don't think this includes Stereolabs and a Gemini search has them with approximately 50 so the actual number may be approaching 400. Stereolabs is French based so Euro defense contractors, infrastructure, and industrial are all in play there. Ouster already had significant revenues from the Euro zone.>>

Employee count now 343...still hiring.

[waitwatchwander] Big retest of markets happening now. If it fails $14 here is surely in the card...

waitwatchwander — 3/27/2026 12:35:32 PM

Big retest of markets happening now. If it fails $14 here is surely in the cards.

[waitwatchwander] Well sealed, reliable simplicity in operation and most efficient to manufacture ...

waitwatchwander — 3/20/2026 4:07:34 PM

Well sealed, reliable simplicity in operation and most efficient to manufacture and install.

The Ouster Domain has yet to be minimized.